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.

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 with Morgan Stanley in Phoenix, AZ, holding a Series 66 license and 22 years of industry experience. Her career includes roles at several notable firms, including J.P. Morgan Securities, Wells Fargo Clearing, LPL Financial, and BMO Harris Financial Advisors. She has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools in its financial planning process.

Dana Unverferth is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Oppenheimer, Strategic Tax Planning, and State Farm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Adam Lasacco is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. He serves on the finance and investment committees of the Southwest Autism Resource and Research Center in Phoenix, AZ. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning that incorporates firm-approved tools and models to support clients’ investment and estate planning needs.

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 with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley, Lopez worked at Charles Schwab and State Farm Mutual Insurance Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various planning and investment strategies.

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.

Timothy Cowdrey is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, City National Bank, RBC Capital Markets Corporation, Banc of America Investment Services, and Merrill. He is based in Phoenix, AZ. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and corporate financial planning agreements.

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 with Morgan Stanley in Phoenix, AZ, holding Series 63, Series 65, and Series 66 designations and with 33 years of industry experience. He has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association, and previously at Merrill from 2005 to 2011. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis methodologies such as Monte Carlo simulations.

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.

Christopher Mette is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2002, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His prior experience also includes a role at Citigroup Global Markets. Outside of his advisory work, he is a partner in AZKS LLC, which is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and Global Investment Committee estimates.

Geri Mette is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a partner in an investment-related business involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines a broad range of financial products and services.

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 five years of industry experience. He holds the 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 held roles at FTI Consulting and Sony Pictures Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

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 having 16 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2013. Outside of his advisory role, he is the sole proprietor of ACRE Partners LLC, an investment-related venture. 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 supported by firm-approved tools and the Global Investment Committee’s return estimates.

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.