Shawna Aschmies is a financial advisor at Morgan Stanley in Philadelphia, PA, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Clearing. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

Christopher Funkey is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Lord, Abbett & Co. and MacQuarie Investment Management Business Trust. Outside of his advisory work, he serves as a part-time broadcaster and commentator for the Penn State Division I Men's Ice Hockey Team. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jacobo Guzman is a financial advisor with Morgan Stanley in Philadelphia, PA, 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. Guzman serves as a trustee for Har Zion Temple and is a member of the advisory board for the Philadelphia Union Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional services.

Judith Daniel is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through financial advisors and estate planning specialists.

Amanda Wasson is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with nine years of industry experience. She previously worked at Wells Fargo Advisors for two years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 structured planning tools and investment modeling to support its advisory process.

Traci Hoelzel is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Pedro Gomes is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, supporting clients with advisory services but generally without providing individual security recommendations as part of standalone plans.

Brian Kelley is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation with 12 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2020. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sara Egan is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., in addition to earlier tenure at Morgan Stanley. Morgan Stanley Wealth Management provides a 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 uses structured discovery and firm-approved tools, with an emphasis on client responsibility for plan implementation and updates.

David Smith is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Goldman, Sachs & Co. for 22 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Outside of finance, he is the sole proprietor and officer of Avier LLC, which holds the commercial rights to the musical *Little Things*. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Isaac Fendrick is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at PGIM Investments LLC and Prudential Investment Management Services LLC. He has also held roles outside of finance, including a position at the Kelley School of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and methodologies.

John Oakes Jr. is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2017. 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, including tailored financial planning that utilizes structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Elisabeth Till is a financial advisor with Morgan Stanley in Philadelphia, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at The Vanguard Group and has a background that includes various roles connected to Franklin & Marshall College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jake Tosti is a financial advisor at Morgan Stanley in Philadelphia, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at The Vanguard Group and held various roles outside the investment industry, including positions in education and insurance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning that utilizes firm-approved tools and models to support clients in managing their assets.

Robert Manning is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 63 designation and 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 a structured planning process utilizing firm-approved tools and market modeling techniques.

Benjamin Gravina is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by proprietary tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Matthew Smith is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Freda Real Estate, The Vanguard Group, Randstad, and Kforce Inc. His current role at Morgan Stanley Smith Barney LLC began in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes approved tools and modeling techniques.

Colleen Capone is a financial advisor at Morgan Stanley in Philadelphia, PA, with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved with Bravenly Global LLC, a company focused on healthy living through clean supplements with a Christian foundation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a broad range of investment programs.

Mary Moretz is a financial advisor at Morgan Stanley with 38 years of industry experience. She has held roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1989 to 2009. Moretz holds Series 63 and Series 65 licenses and serves as a board member for the Catholic Daughters of The Americas Court St. Francis de Sales in Hatboro, Pennsylvania. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Michael Sessa is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at UBS Financial Services and law firms including Arangio & George LLP and Spector Gadon & Rosen. Sessa also served as a trustee and personal representative for trusts in Ocean City, New Jersey. 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 analysis.