Zachary Benning is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following a 12-year tenure at Fifth Third Securities. 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 uses firm-approved tools and modeling techniques to support the planning process.

Micah Shields is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including a role at 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 variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Evan Gallien is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Morgan Stanley in Oak Brook, IL. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018 and previously at Securities Service Network and Resource Financial Group, Ltd. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under employer agreements.

Daniel Iverson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, at Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct engagements and corporate financial planning agreements.

Harrison Wolff is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Freddie Mac for three years and held various roles including positions at American University and DuPage Medical Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Richard Glomb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through both direct and employer-based agreements.

Moosa Rizvi is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at BMO Harris Financial Advisors, Inc. from 2013 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

James Goldman is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of finance, Goldman serves as an ice hockey official and teaches platform tennis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and industry research to support its financial advice.

Taylor Lundstrom is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Raymond Lee. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers both direct client plans and Corporate Financial Planning agreements.

Michael Runge is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to develop financial plans.

Jennifer Klonowski is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 11 years of industry experience. She worked at Edward Jones from 2014 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides 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 involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than specific security recommendations.

Charles Ferris is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 license. He joined Morgan Stanley in 2025 and has prior experience across various industries including logistics, security, retail, and event design. Ferris has also held roles related to education and community recreation from 2015 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory process.

Robert Dow is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 licenses. He has 26 years of industry experience and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2014. He serves as a board member of the Bellarmine Jesuit Retreat House, a religious and community organization in Barrington, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including 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 directly to individuals and through corporate financial planning agreements.

Kimberly Smith is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools and a structured planning process.

Christofer Liljestrand is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 provides both direct and employer-sponsored financial planning services.

Alexander Binetti is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at FIS Brokerage & Securities Services LLC and FIS Systems, as well as positions outside the financial sector at Titan Plumbing and Drain and DRF Water Heating Solutions. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates advanced modeling tools and offers both direct and employer-based financial planning solutions.

Tyrone Coates is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Brett Herbison is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Herbison serves as a board member and officer of a family holding company in Elgin, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Perry Favia is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he has involvement with WILANN LLC, a family limited partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to support client planning.

Mary Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Anderson holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.