Merry Fischer is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

James Likes is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Morgan Stanley Smith Barney LLC and has held prior roles at firms including Wells Fargo Clearing, UBS Financial Services, and Wedbush Securities Inc. Outside of finance, he has worked as an Uber driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Katelyn Hamilton is a financial advisor at Morgan Stanley in Medford, OR, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Rogue Credit Union and Home Quest Realty. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lisa Campoy is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as an officer and vice president/secretary of Action Auto Repair of Medford Inc., an automotive business based in Medford, Oregon. 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, including tailored financial planning and estate strategies, supported by firm-approved planning tools and a structured discovery process.

Norman Fincher is a financial advisor with Morgan Stanley in Medford, OR, holding a Series 66 designation and with 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and utilizes approved planning tools, serving clients in an advisory capacity without providing individual security recommendations as part of standalone plans.

Gregory Yechout is a financial advisor with Morgan Stanley in Medford, Oregon, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Michelle Corradetti is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets. Outside of her advisory role, she is active in the Medford Rotary Club, serving as President Elect and participating in multiple charitable activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

Kevin Mc Dermott II is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2019. Prior to his financial advisory career, he was employed by the Minnesota Vikings from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kristina West is a Series 66-credentialed financial advisor with four years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023, and previously worked at Avantax Advisory Services and KDP Wealth Management. Outside of finance, she serves as a board member and treasurer for Konnect Dental Kare Services, a community organization in Klamath Falls, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Joseph Scheffler is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, previously serving at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he is involved in an agricultural partnership based in Eagle Point, Oregon. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Ray Cox is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the board of directors for TKO Video Communications. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes using Global Investment Committee data, serving clients through both direct and corporate financial planning arrangements.

Randy Cahn is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association, starting in 2015. Prior to that, he was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services that utilize structured processes and proprietary tools for modeling outcomes.

Ryan Suvoy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for Southern Oregon Friends of Hospice, contributing to fundraising and investment decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with personalized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Nelson Maler is a financial advisor with Morgan Stanley in Medford, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board for Rotary District 5110 Youth Exchange and works as a Direct Support Professional assisting individuals with intellectual and developmental disabilities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct relationships and corporate financial planning agreements.

Paul Smith is a financial advisor with Morgan Stanley in Medford, Oregon, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves on the Finance Committee of the Congregational United Church of Christ in Ashland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and markets a variety of advisory programs but does not provide individual security recommendations as part of its standalone planning services.

Susan Birdsong is a financial advisor with Morgan Stanley in Medford, Oregon, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following six years at Citigroup Global Markets. Birdsong serves as trustee and co-trustee for multiple personal trusts, managing estate administration and investment decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Lisa Preston is a financial advisor with Morgan Stanley in Medford, Oregon, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using tools such as Monte Carlo simulations and Secular Return Estimates.

Angela Lyons is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years. 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 including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client goal setting and portfolio modeling.

Christine Musillo is a financial advisor at Morgan Stanley with three years of industry experience. She has held positions at Morgan Stanley since 2022 and previously worked at Fusion Flatworks and the Rebecca Bender Initiative. 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 supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers various services through its Financial Advisors and Estate Planning Strategies Group.

Angela Adee is a financial advisor with Morgan Stanley in Medford, OR, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 12 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.