Brandon Miller is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Parker Financial, LLC, and has a background that includes service in the United States Marine Corps. Miller also has experience with Axe Games Omaha and Creighton University. 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 structured discovery processes and firm-approved planning tools.

Alexander Otte is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His career includes positions at TD Ameritrade, Edward Jones, Lyft, and Uber. Outside of advising, he has worked as a contractor in the automotive and transportation sector with Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Robert O'neil is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. Outside of his advisory role, O'neil serves as Secretary-Treasurer and board member of the Education Rights Counsel, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.

Jeffrey Dolejs is a financial advisor at Morgan Stanley with seven years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following previous roles at Securities America Advisors and Securities America, Inc. in various capacities from 2014 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and modeling techniques to support financial plans and manages approximately $2.74 trillion in client assets.

Andrew Fox is a financial advisor at Morgan Stanley in Omaha, NE, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Union Bank and Trust, and City Bank and Trust. 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, including 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 corporate financial planning agreements.

Matthew Ewin is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as a board member of Charlies Excavating Inc. and is a member of the Mayor's Millennial Advisory Committee in Omaha, Nebraska. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to advisory, brokerage, and specialized investment products.

Patrick Friesen is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Christina Large is a financial advisor at Morgan Stanley with 17 years of industry experience, including 10 years at her current firm. She holds Series 63 and Series 66 licenses. Outside of advisory work, she is a managing member of Large Realty, LLC and a partner in Fit Freedom, a retail and online store based in Omaha, Nebraska. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment strategies.

Garrett Frost is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Robert Forrest is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. His prior roles include positions at RBC Capital Markets and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in property management as a sole proprietor in Omaha and Lincoln, Nebraska. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and models.

Vesta Pudenz is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in their financial decision-making.

Rachel Biever is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was with TD Ameritrade and has experience in roles at Hawaiian Beauty Products LTD and Creighton University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and methodology.

Amber Terry is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked with Edward Jones for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she is currently registered. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Brett Carver is a financial advisor with Morgan Stanley based in Omaha, NE, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2008. Carver serves on the District 4 Committees on Inquiry in Lincoln, Nebraska, an appointed government position. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Matthew Shalhoob is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he is involved in an oil and gas investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

Mark Yosten is a financial advisor at Morgan Stanley in Omaha, Nebraska, with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the Board and Finance and Investment Committees for St. Pius/St. Leo School and is active as a musician in a local band. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies.

Dawn Bonacci is a financial advisor with Morgan Stanley in Omaha, Nebraska, holding a Series 66 designation and having 18 years of industry experience. She has been with 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, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies.

Maxwell Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Werner Enterprises Inc, West Gate Bank, and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Edward Militti Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Omaha, NE, he provides advisory services through a large institutional firm. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Mark Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as positions at Apple and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to assist clients in developing financial plans.