Rosemary Iadarola is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 40 years of experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through various platforms and specialized groups.

Anthony Even is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across multiple client segments.

Cheryl Snook 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. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. 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 facilitated by 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 Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Deanna Laboy is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley, she worked at Amazon.com, Inc. and Insight Global. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources.

Jill Merritt is a financial advisor with Morgan Stanley in Oak Brook, Illinois. She holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, she worked at Elmhurst School District 205 Jefferson Elementary and is involved with Shred415, a recreation business where she holds an employee role. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that include the use of advanced planning tools and investment modeling techniques.

Amy Gross is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She previously worked at Merrill and Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

Victoria Kiehl is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved as an independent contractor with Send Out Cards and as a distributor for Melaleuca, a wholesale and distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Christopher Curtin is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and formerly worked at Kam's before joining Morgan Stanley. Outside of his advisory role, Curtin was involved with the Creighton University-Nebraska Human Trafficking Task Force for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Alfreda Bell 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 since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 emphasizes a structured planning process using firm-approved tools and modeling techniques.

Cameron Donnelly is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and previously at Deutsche Am Distributors, Inc. from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Tyler Van Lul is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, following prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his financial advisory work, he is involved in the hospitality industry as an employee in restaurant and nightclub ventures in Chicago. Morgan Stanley Wealth Management provides comprehensive advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and market-based modeling techniques to support its financial planning process.

Ekta Patel is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of her advisory work, she has been involved with The Shaadi House since 2022. 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’s planning process uses structured discovery and modeling tools but does not include individual security recommendations within standalone plans.

Kyle Magnesen is a financial advisor at Morgan Stanley with 4 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Prior to this, he worked at Points of Light Solutions from 2015 to 2021. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of services including corporate financial planning agreements.

Bianca Espinosa is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Robinhood Financial, TD Ameritrade, and Thinkorswim. Outside of her advisory role, she is employed with Ulta Beauty and participates as a panel member for Nielsen Ratings. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models while advising clients on implementation and updates.

Holly Cotherman is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2010 and holds the Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 firm-approved tools and modeling techniques.

Michael Allaway is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience navigating both bull and bear markets. He specializes in customized investment management strategies designed to meet clients’ income and return expectations throughout various stages of wealth accumulation and distribution. His expertise includes LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management services. Michael holds a Bachelor's Degree from Northwestern University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community and professional organizations, serving as a board member of the Chicago Jazz Philharmonic and the Glen Ellyn Golden Eagles Youth Football, as well as participating with the Glenbard West Boosters. Outside of his professional commitments, Michael enjoys basketball, football, running, and skiing.

Aseen Amin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. He previously worked at Amin Sons Inc for seven years and Wells Fargo Advisors, LLC for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses advanced modeling tools such as Monte Carlo simulations.

John Lyons is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at Fidelity Investments and has held various roles including positions at the University of Kentucky and several cemeteries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 firm-approved tools.

Jim Gee is a financial advisor at Morgan Stanley in Oak Brook, IL, with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he is a sole proprietor involved in co-owning residential apartment buildings in Chicago that are professionally managed. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Scott Magnesen is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked at multiple divisions within Morgan Stanley since 2007 and is also a freelance musician with nearly five decades of experience. 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 process.