Chrisanna Northrup is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Merrill from 1995 to 2019, Bank of America from 2015 to 2019, and Morgan Stanley Smith Barney since 2019. Outside of finance, she is involved in several creative activities, including authoring books, consulting on relationship advice, designing fitness wear, and producing music as a hobby. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and the use of proprietary tools, focusing on tailored financial plans without providing individual security recommendations as part of standalone planning.

Cole Beckman is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA. He joined Morgan Stanley in 2026 and has prior experience at Robert W. Baird Incorporated and Acquisition Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Lily Masutani is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, N.A., and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory process.

Jesus Rivera is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he was involved with Bridge To Enter Advanced Mathematics and held roles related to energy policy research and graduate studies at Columbia University. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning with investment advisory capabilities.

Karin Longhurst is a financial advisor with Morgan Stanley in Los Angeles, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm‑approved tools and modeling techniques.

Richard Keller is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2016. Keller serves as a trustee of an investment-related trust. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Gregg Manjerovic is a financial advisor at Morgan Stanley with four years of industry experience. He has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. He previously worked at Chilton Trust for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and investment modeling techniques.

John Jameson is a financial advisor at Morgan Stanley in Los Angeles, CA, with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Hastings Capital Group, LLC and SkyBridge Capital II, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, delivering tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning specialists.

Michelle Zyman is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America, UBS Financial Services, and Morgan Stanley Smith Barney. Outside of finance, she worked at Code Ninjas, an educational technology company. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, emphasizing advisory services without individual security recommendations in standalone planning.

Mary Masso is a financial advisor with Morgan Stanley in Los Angeles, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley and its affiliates since 2003, including 17 years at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and focuses its planning process on structured discovery and firm-approved tools to model outcomes.

Fredy Rivera is a Series 66-registered financial advisor with Morgan Stanley, based in Los Angeles, CA, and has two years of industry experience. Prior to joining Morgan Stanley, he worked at Fidelity Investments and held roles with the USC Athletic Department, the National Basketball Association, and the University of Southern California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools and a structured discovery process.

James Klein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 1995 and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Klein is also involved in managing investment-related real estate and finance ventures through several private entities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured discovery and firm-approved tools into its planning process.

Kevin Templeton is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at various divisions within Morgan Stanley since 1996, including Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

George Felstiner is a financial advisor at Morgan Stanley in Los Angeles, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Blackstone Inc. and The Stanton Foundation, as well as work at Northeastern University and the Law Offices of Reuben J. Felstiner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process and various advisory programs.

Jocelyn Madrid is a financial advisor with Morgan Stanley in Los Angeles, holding Series 63 and Series 66 licenses and having four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC in various roles. Outside of finance, she has experience in the hospitality industry, including managing a revolving sushi bar. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques as part of its advisory approach.

Joseph Mccullough is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with various Morgan Stanley entities since 2006, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the advisory board of Copia Wealth Studios and is a board member of Young Construction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Brian Lewis is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns a vacation home with a vineyard in Napa Valley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Anna Shtein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Jackson Volle is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held roles at Bank of America and Merrill Lynch. Volle attended Amherst College from 2013 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while serving clients in an advisory capacity.

Megan Kobata is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.