Michelle Queensen is a financial advisor at Morgan Stanley in Newport Beach, CA, with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Ameriprise Financial Services. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment outlook models.

Sandra Rutan is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to model outcomes, managing approximately $2.74 trillion in client assets.

Luca Russo is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 credential. He joined Morgan Stanley in 2026 and has prior experience in various roles outside the financial industry, including positions in the restaurant sector and at Amazon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

John Mclaughlin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 conversations and firm-approved planning tools.

Rene Rimlinger is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2004 to 2009. He has been associated with Morgan Stanley Private Bank, National Association since 2015. 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 planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to assist clients in financial decision-making.

Joshua Gelber is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following a two-year tenure at JP Morgan Securities, LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services that incorporate firm-approved tools and market outlook models. The firm manages approximately $2.74 trillion in client assets and offers financial plans directly and through corporate agreements.

Joshua Taussig is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent 19 years with Wells Fargo Bank, N.A. He serves as a board member of the Bladder Exstrophy Research Foundation, a medical nonprofit organization based in Newport Beach, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services delivered through its Financial Advisors and Estate Planning Strategies Group.

Rex Peterson is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, serving clients through tailored financial and estate planning strategies.

Christine Sceberras is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2015. 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 employs a structured planning process supported by advanced modeling tools.

Susan Yang is a Series 66 licensed financial advisor with 11 years of industry experience. She is currently with Morgan Stanley in Newport Beach, CA, where she has worked since 2015 with some interruptions, and previously held positions at firms including Corient Capital Partners, Goldman Sachs, Hightower Advisors, LourdMurray, UBS, and Merrill. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

David Lehnertz is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of the Santa Ana Country Club, where he is involved in membership review, event organization, and operational oversight. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jessica Sheaffer is a Series 66-licensed financial advisor with Morgan Stanley in Newport Beach, CA, with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a planning process centered on structured discovery and firm-approved tools.