Kam Mata is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Marion Charicki is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and 20 years of industry experience. Marion has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022 and previously held positions at Fifth Third Securities, Fifth Third Bank, Cetera, and MB Financial Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Derek La Maide is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Jeremy Rumps is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 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 serves both individual and institutional clients, offering a variety 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 employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Glenn Kolososki is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, 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 that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based Corporate Financial Planning agreements.

Jeremiah Wise is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Fifth Third Bank. Outside his advisory work, he is involved with Legacy Acquisition Partners LLC and Be Wise Holdings LLC, both focused on business development and property management. 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 employs a structured financial planning process and offers a broad range of investment and advisory solutions.

Aimee Bowman is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a wide range of advisory programs utilizing structured discovery and firm-approved planning tools.

Joshua Dunn is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and over 14 years of industry experience. His prior roles include positions at Fifth Third Bank and Fifth Third Securities. Outside of his advisory work, he is a partner involved in business development at Guardrail, LLC, a technology firm based in Cincinnati. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured, firm-approved planning tools to support its advisory process.

Jeff Kramer is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 credentials and accumulating 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, Kramer is the owner of Du Page Training Academy, a non-investment-related venture. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages substantial client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Joseph Siwek is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad scope of retail and institutional offerings.

William O'Brien Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is a co-owner of a car fabrication business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market models.

Zachary Berg is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank and Newpoint Advisors Corporation. 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 and utilizing firm-approved tools and methodologies to support their financial planning process.

Michelle Derkowski is a financial advisor at Morgan Stanley with 31 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets and UBS Financial Services. Her credentials include Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Michael Puleo is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and utilizing methodologies such as Monte Carlo simulations to model outcomes.

Hannah Ocampo is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked in the hair and beauty industry for over a decade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering 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 to model financial outcomes.

Jennifer Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with 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 employs structured planning tools and modeling techniques in its advisory process.

Shannon Druley is a Series 66-licensed financial advisor with Morgan Stanley in Oak Brook, IL, where she has been employed since 2009. She has three years of industry experience. 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 provides tailored financial planning services supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Kevin Machonis is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 10 years of industry experience. He previously worked at JP Morgan Securities LLC from 2016 to 2022 and briefly at Merrill in 2016. Outside of his advisory role, he owns and manages K & A Associates and is a partner in Fox Windsor LLC, both involved in property management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm’s planning process uses structured discovery conversations and firm-approved tools to model financial outcomes, managing approximately $2.74 trillion in client assets.

Christine Wirtschoreck is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank from 2010 to 2022 before joining Morgan Stanley’s Private Bank and Smith Barney divisions in 2022. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Paul Majauskas is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009. Outside of his advisory work, he is involved in several private business ventures, including portable defibrillator technology and cattle breeding. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing advanced modeling tools and offers services through both direct client relationships and corporate financial planning agreements.