Laura Berglund is a financial advisor at Morgan Stanley in Oak Brook, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank and JP Morgan Securities. Since 2012, she has been associated with Pro Performance, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Flynn is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

William Jene Jr. is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with advisory programs and 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 modeling techniques.

Oswaldo Alanis is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Coach, Continental Motors of Naperville, Robert Morris University, and American Eagle Outfitters. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals 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 planning process supported by approved tools and analytical models.

George Tang is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, Tang manages a real estate business in Naperville, Illinois. 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 incorporate structured discovery and firm-approved tools to tailor plans for clients.

Eric Hayes is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009. Hayes holds Series 63 and Series 66 designations. Outside of advising, he has published a work titled "Winning with ETF Strategies." Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Venkat Raman is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley since 2010. 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 that include tailored financial planning using structured discovery conversations and firm-approved tools.

Connor Runge is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent ten years at Lewis University. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop financial plans, serving clients through both direct relationships and corporate agreements.

Brendon Thies is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2018. Prior to his current role, he worked at Buffalo Wild Wings from 2013 to 2018. 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 a structured financial planning process that incorporates firm-approved tools and modeling techniques.

William Ahmann is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior positions include roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by structured discovery processes and firm-approved tools.

Bianca Parades Bielawski is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Douglas Gee is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Geralynn Larsen is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Morgan Stanley since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Larsen 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 tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Patrick Curtin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, combining tailored financial planning with diverse investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Mark Ramseth is a financial advisor at Morgan Stanley with 12 years of industry experience. His prior roles include positions at Charles Schwab, Fifth Third Securities, and Uber. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Patricia Marsh is a Certified Financial Planner (CFP®) with 34 years of industry experience, currently serving at Morgan Stanley since 2009. She has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in property management and real estate through ownership and partnership positions in several entities based in Homer Glen, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and capital market assumptions.

Richard Owen is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC and 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling in its financial planning process.

Brian Chandler is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley 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 wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

Ali Schmitt is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2024, Ali held roles at Sapient Capital LLC, Stifel, JP Morgan, and Indiana University. 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, focusing on tailored financial planning and employing firm-approved tools to model financial outcomes.

Michael Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation. He has professional experience spanning roles at Morgan Stanley and Morgan Stanley Private Bank since 2025, and previously worked for Internet Brands, Inc. from 2015 to 2025, where he also provides Salesforce administration support outside of business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning and a variety of investment and planning tools.