Sophie Klepner is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at UBS Financial Services Inc. for eight years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2024. Klepner holds a Series 66 designation and is based in New York, NY. 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. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Julian Iragorri is a financial advisor with Morgan Stanley Wealth Management in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley in 2026. Outside of his advisory role, he has authored novels and founded The Irma Pastrana Borrero Foundation for Humanity's Peace and Development, which promotes inter-religious dialogue and education through the arts and academia. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment offerings.

Roselin Espinal is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the boards of two charter schools in New York, including as co-chair of The American Dream School. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm‑approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its extensive network of financial advisors.

Gavin Gunther is a Financial Advisor at Merrill Lynch Wealth Management, serving clients throughout the NYC Metro area. He works with successful professionals, business owners, executives, and families to navigate the complexities of wealth management. Gavin focuses on building meaningful relationships by understanding each client's goals and priorities to develop personalized financial strategies. His expertise encompasses tax-efficient portfolio management, retirement income planning, wealth accumulation and preservation, business succession and liquidity events, concentrated stock and equity compensation strategies, estate and legacy planning, as well as risk management and asset preservation. Gavin helps clients make informed decisions regarding taxes, retirement, wealth transfer, and major financial transactions. Gavin is a native of Glen Rock, New Jersey, and holds a Bachelor's degree from Loyola University Maryland. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and is a Personal Investment Advisor (PIA). He is involved with Merrill Lynch and participates in community organizations such as Family Promise, Kids Play Museum, and Rose Haven Retirement Community.

Aldi Tafani is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at firms including JPMorgan Chase Bank, N.A., and Morgan Stanley entities since 2007. Outside of his advisory role, he is involved with 175-181 Shrewsbury LLC. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Alexandre Chan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Eliassen Group, reAlpa, Collabera, and POPSHAP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on structured financial planning and utilizing firm-approved tools and investment models.

Jonathan Burkan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 24 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 serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

M. Robin Krasny is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Krasny is also involved with Prep for Prep, a leadership development program. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and offers tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Macallister Ballaine is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked for Ridgetop Research from 2024 to 2026 and has educational experience from St. Lawrence University and Holy Names University. 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 utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Robert Walters is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools, focusing on advisory roles rather than individual security recommendations.

Silene Barnes is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 10 years of industry experience. She previously worked at Citigroup Global Markets for 10 years before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm uses a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Jordan Eisenberg is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Eisenberg is a sole proprietor involved in property management through Corinthian Condominium. 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 supported by a structured discovery process and firm-approved planning tools.

Ilan Cohen is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2009 to 2019. Since 2019, he has been with Morgan Stanley and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling.

Alvaro Ramirez is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations with 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses proprietary tools and modeling techniques.

Cheryl Ann Beekie is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Andrea Aranda is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, Andrea worked at Citi and BNY Mellon in 2024 and 2023, respectively, and has academic and marketing experience from Cornell University and Transistor Digital Marketing. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and various investment solutions.

Mary Conrad is a financial advisor with Morgan Stanley in New York, NY, holding the Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following 24 years at Fiduciary Trust Company International. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Emma Cohen is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021. Prior to this, she spent four years at the University of Maryland and seven years at Scarsdale Middle/High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Payton Labadie is a Series 66 credentialed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2025, Labadie worked at Wells Fargo Clearing for one year and held various roles in hospitality and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and model-based outcomes to deliver tailored financial plans.

Eduardo Alcalde Martin is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked at Georgetown University and Tasis Dorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and advanced modeling tools in its financial planning approach.