Christopher Lapaglia is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Alexa Nicholson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of finance, her background includes roles in hospitality and marketing, such as at Wildberry Cafe and AM Marketing Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Louis Gatchell II is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models to support client outcomes while generally acting in an advisory capacity.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. 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 supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Hannah Phillippi is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at UWCPEG, MIT Associates, LLC, and the Arizona Commerce Authority. She is a founder and passive partner of Air Drone Assist Inc., an automotive and transportation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Paul Farabaugh is a Series 66 licensed financial advisor with Morgan Stanley in Phoenix, AZ, bringing 18 years of industry experience. He previously worked at Merrill for 16 years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of his advisory role, he serves as a managing member and general partner of Crescent Ventures Holdings, LLC, which is involved in investment activities including real estate ownership. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment solutions alongside its planning services.

Stephanie Bregante is a financial advisor at Morgan Stanley with eight years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Solium Financial Services, Charles Schwab, and First Convenience Bank. Outside of her advisory work, she is involved in a restaurant and bar business in Phoenix, Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Susan Dionne is a financial advisor at Morgan Stanley with 17 years of industry experience, including 12 years with her current firm. She holds a Series 66 designation. Outside of her advisory role, she owns and operates Susie G Consulting, a business focused on self-development teaching, coaching, and public speaking on topics such as emotional intelligence, confidence, motivation, and self-esteem. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Kyle Backus is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Outside his advisory role, he is involved as a managing member of Millenial Monopoly L.L.C. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside corporate financial planning solutions.

Traci Marchi is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 27 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Taylor Jeffers is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2018, including work with Morgan Stanley Private Bank, N.A. outside the advisory role, as well as prior experience in the retail and electrical industries. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but does not provide individual security recommendations as part of its standalone planning services.

Shannon Long is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2026, Shannon worked at RBC Capital Markets, LLC for three years and was involved in the hospitality industry as a part-time bartender at GenuWine Arizona, a wine bar in downtown Phoenix. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Brian Kordansky is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the advisory board of the Phoenix Art Museum. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and serving approximately $2.74 trillion in client assets.

Emily Buehler is a financial advisor at Morgan Stanley in Phoenix, AZ, holding a Series 66 credential with 22 years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Financial Advisors, CETERA Advisor Networks, and Wells Fargo affiliates. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

Dana Unverferth is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 66 and Series 63 licenses and having five years of industry experience. Her background includes roles at Morgan Stanley Smith Barney, Oppenheimer, Strategic Tax Planning, and State Farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Adam Lasacco is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 65 and Series 66 credentials and 17 years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank for over a decade. He serves on the Finance and Investment Committees of the Southwest Autism Resource and Research Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models as part of its financial planning process.

Christopher Harris is a CFP® with 25 years of industry experience, currently working at Morgan Stanley in Phoenix, AZ. His career includes roles at Bank of America and Merrill prior to joining Morgan Stanley's Private Bank and Smith Barney divisions. Outside of his advisory work, he is involved with Angel Seed Equity Holdings LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Solece Lopez is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Charles Schwab and State Farm Mutual Insurance Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Brooke Ellerbe is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 designations with 13 years of industry experience. She worked at Merrill from 2015 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide 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 using firm-approved tools and modeling techniques.

Aaron Supita is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at various Morgan Stanley affiliates since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights in its financial planning process.

Paul Malin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he has involvement in a real estate business in Sonora, Mexico. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning methods supported by firm‑approved tools.

Akiah Cepielik is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 license and three years of industry experience. Prior to joining Morgan Stanley, Akiah worked at Intuit, Freedom Mortgage, and Nationstar Mortgage. Outside of advisory work, Akiah is the sole proprietor of The Family Project LLC, a social media business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Carrine Langley is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities. Outside of finance, she has been involved in photography and co-owns a charcuterie catering business, The Grazing Slate, as well as operating a sound healing and wellness venture called Pause for Life. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Scout Davis is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. Their prior roles include positions at Charles Schwab & Co., Inc., Loft, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, SIU Credit Union, and Southern Illinois University. Davis is based in Phoenix, AZ. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Leland Callahan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2022. Prior to joining Morgan Stanley, he had brief positions at California State University Long Beach and Pied Parker Inc. 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 uses structured planning processes supported by proprietary tools and market outlook models.

Rachel Thomas is a financial advisor at Morgan Stanley with the Series 66 credential. She has been with Morgan Stanley since 2024 and previously worked at ASU Enterprise Partners and engaged in various roles including babysitting and education. Outside of finance, she has experience in community-related and educational positions. 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, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Jonathon Paul is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its Private Bank since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Aishwarya Adyanthaya is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals 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 employs structured planning tools and models to support its advisory process.

Maurice Moore is a financial advisor at Morgan Stanley in Phoenix, AZ, holding a Series 66 designation with six years at Morgan Stanley and a total of five years in the industry. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory work, he serves as a track and field coach at Desert Edge High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Christopher Mette is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as at Citigroup Global Markets since 2008. Outside of advisory work, he is a partner in an investment-related business involved with property management. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing approved tools and analytical models to support clients’ financial goals.

Geri Mette is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Prior to that, she was with Ribadeneira Law Offices, PC for one year. 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 through a structured planning process and a broad range of investment offerings.

Asif Ahmed is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022, he spent a decade at J.P. Morgan Securities. He has also served as a board member at a technology company focused on business development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, and it provides advisory services alongside broad retail and institutional investment offerings.

Brandon Clemente is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, Charles Schwab, and AXA Advisors, LLC. Outside of finance, he has worked in the restaurant industry and held various roles at Northern Arizona University and Hampton Inn & Suites. Morgan Stanley Wealth Management serves individual and institutional clients with 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 supported by firm-approved tools and modeling techniques.

Zachary Levin is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, he was employed at FTI Consulting and Sony Pictures Entertainment. 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 utilize structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Thomas Levin is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, alongside a long tenure at Citigroup Global Markets beginning in 1993. Outside of his advisory role, Levin serves as president of Saguaro Partners Holdings LLC, a private equity and venture capital firm. Morgan Stanley Wealth Management is a large 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 supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Wendy Woudenberg is a financial advisor at Morgan Stanley in Phoenix, Arizona, holding a Series 66 credential with seven years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., as well as prior positions with Golf Fore Africa, Realty One Group, and the National Association of Railroad Trial Counsel. She serves as a board member of the Phoenix Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning emphasizes structured discovery and firm-approved tools, providing a range of investment and advisory solutions without individual security recommendations in standalone plans.

Andrew Hall is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2013. Outside of his advisory role, Hall is the sole proprietor of ACRE Partners LLC, an investment business based in Phoenix. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment strategies and services.

Lindsay Rodriguez is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Charles Schwab from 2020 to 2023 and has held various roles outside finance, including positions at California Pizza Kitchen and Texas Roadhouse. She holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Morgan Stanley Wealth Management serves individual 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 that includes firm-approved tools and market modeling techniques.

Gregg Smith brings more than two decades of experience in business development, strategic relationship management, and executive-level client engagement to the Phoenix Biltmore Group at Morgan Stanley. Prior to joining the firm, Gregg spent 23 years at Microsoft, where he led national and international sales initiatives and managed strategic relationships with some of the world’s largest retail organizations, consistently delivering results across highly competitive markets. Today, Gregg supports the team in delivering thoughtful wealth management strategies and high-touch client service. His background in managing sophisticated client relationships, navigating complex financial conversations, and driving disciplined execution allows him to bring structure and clarity to each client interaction. Gregg holds his Series 7 and Series 66 registrations. He spends as much time as he can with his wife, Erin, and his two college-age boys Aidan and Tyler. After hours, he enjoys skiing, golf, and any activity that brings his family together — whether on the course, the slopes, or beyond.

Michael Pergola is a financial advisor at Morgan Stanley in Phoenix, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Mr Cooper, Spring Venture Group, Level 10, and Wheels. Morgan Stanley Wealth Management provides 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 conversations and modeling tools to develop plans, while clients are responsible for implementation and updates.