Sean Carolan is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Laurie Klaphake is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 66 designation with 19 years of industry experience. She has been with Morgan Stanley since 2009. 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 utilizes structured planning tools supported by its Global Investment Committee.

Mallory Travis is a Series 66-licensed financial advisor at Morgan Stanley in Minneapolis, MN, with 7 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Sophia Skidmore is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Vanguard Group and has experience in public defense and nonprofit sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Julie Whittaker is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 credentials with two years of industry experience. Her prior roles include positions at Mark J Heurung and Northwestern Mutual Investment Services LLC. Outside of finance, she has experience working with YMCA Camp St Croix over several years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Roy Smalley III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he works as an independent contractor baseball analyst for Souhan-Smalley Podcasts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Hans George Brase is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc., as well as a background in professional basketball with teams such as Hamburg Towers, MHP Riesen Ludwigsburg, and Synatainies MBC. 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 financial planning services that utilize structured discovery processes and firm-approved tools to assist clients in managing their assets.

Gregory Peterson is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is also involved in a trust-related business activity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Theodore Larson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market assumptions.

Theresa Olberding is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Marcus Waterbury is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an author and serves as a forward for a book with Bachrach & Associates, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client planning and corporate financial planning agreements.

Matthew Tuccitto is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing 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 financial planning process using firm-approved tools and scenario modeling.

Lauren Rishovd is a Series 66 registered advisor with Morgan Stanley in Minneapolis, MN. She has one year of industry experience and previously worked at Google LLC and Dorsey & Whitney LLP. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs including tailored financial planning using firm-approved tools and methodologies.

Michael Bogden III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Thrivent Financial, and has professional experience outside finance in sound design through his company, Michael Bogden Sound Design LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and analysis methods.

Ryan Muldowney is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association 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 range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved planning tools.

Aaron Getz is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage capabilities.

Amy Aadalen is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney LLC since 2009. She is based in Minneapolis, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by proprietary tools and provides services without directly recommending individual securities as part of its standalone financial plans.

Thomas Rishovd II is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he serves as secretary and treasurer of Timberlane Holdings, LLC, a real estate investment entity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and the Global Investment Committee’s research.

Kendra Triplett is a financial advisor with Morgan Stanley in Minneapolis, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of her advisory role, she has been involved with Modern Talent USA, a restaurant and nightlife business, as a contractor and employee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Nathan Zeller is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at Morgan Stanley in Minneapolis, MN. He previously worked at Secured Retirement Advisors, Ameriprise Bank, and US Bank. He is a member of the Finance Committee for the Epilepsy Foundation of Minnesota. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes supported by proprietary tools and offers both direct and employer-based financial planning services.

John Hupp is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, National Association since 2015. 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 offers planning services that utilize firm-approved tools and modeling techniques.

Kevin Grahek is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. 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 range of advisory programs and financial planning services that utilize structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Gina Bolinske is a Series 66-licensed financial advisor with Morgan Stanley in Minneapolis, MN, where she has worked since 2014. She has 16 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Melissa Korzenowski is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 63 designation with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Matthew Johnson is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley since 2017, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Johnson is engaged in ride-sharing and delivery services with companies such as Lyft, Uber, and DoorDash. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual planning and corporate financial planning agreements.

Kevin Ringdahl is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a decade at Citigroup Global Markets. Outside of finance, he is the sole proprietor of Moore Creative, a modeling business based in St. Paul, MN. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools informed by its Global Investment Committee.

Molly Davis is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at Quazar Capital Corporation for three years. Outside of finance, she manages a spa services business, Spalon Montage, where she schedules client appointments during evenings and weekends. 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 offers tailored financial plans using structured discovery conversations and approved planning tools.

Anthony Nace is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 credentials with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 that utilizes firm-approved tools and modeling techniques.

Donald Moore is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in a rental property business as a sole proprietor. 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 that incorporates structured discovery conversations and quantitative modeling tools.

Beau Janousek is a financial advisor at Morgan Stanley in Minneapolis, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at OSAIC, Empower Financial Services, Thrivent Financial, and military service in the United States Navy. Outside of finance, he works as a technical representative for Mizuno Golf, conducting custom golf fittings using specialized technology. Morgan Stanley Wealth Management serves both individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment services, including relationships with private funds and principal trading activities.

Michelle Irwin is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and ten years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2016. Morgan Stanley Wealth Management serves both 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 supported by firm-approved tools and modeling techniques.

Paul Rougeau is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Morgan Stanley Smith Barney LLC. Outside of finance, he is involved in the hospitality industry as an employee at The Bungalow Inn, a restaurant and bar in Lakeland, Minnesota. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Christopher Hellie is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, including Morgan Stanley Private Bank, N.A. from 2018 to the present. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory solutions without individual security recommendations in its standalone planning programs.

Sergio Torres is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 credential and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Advisors, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and provides services under various advisory and broker-dealer arrangements.

Jennifer Nelson is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and uses structured processes and proprietary tools to support client planning.

Alexandra Magner is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to her current role, she worked at Quality Bicycle Products for eleven years. Magner serves as Vice President on the board of Friends of Saint Paul College, a nonprofit focused on education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Carolyn Dolan is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Morgan Stanley and previously spent six years at Ameriprise. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and planning tools, with a focus on advisory services rather than individual security recommendations.

James Lannan is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63, 65, and 66 licenses. He has 18 years of industry experience, including over a decade with Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process employs structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.