Chuanxin Li is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to that, he held positions at JPMorgan Securities LLC and JPMorgan Chase Bank between 2014 and 2017. 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 using structured tools and models to support client outcomes.

Jamie Kemp is a financial advisor with Morgan Stanley, holding a Series 66 designation and over one year of industry experience. He has been with Morgan Stanley since 2005, including a role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone planning.

Jacob Price is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes a brief tenure at JPMorgan Chase and roles at several educational and nonprofit organizations such as the HASC Center and Touro University. He is involved with the HASC Center, a community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and a structured discovery process.

Richard Lede is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. since 2008. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Cristian Douglas Saraiva is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior roles include positions at VIP Special Services, LLC and Prudential Investment Management Services LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning with tools such as Monte Carlo simulations and Secular Return Estimates, while managing approximately $2.74 trillion in client assets.

Shannon Canning is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its affiliate entities since 2016. 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 using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Regan Licht is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2025, Licht worked at UBS Financial Services and Middlesex Savings Bank. 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, using firm-approved tools and modeling techniques to assist clients in creating and managing their financial plans.

Richard Loeffler is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Prime Plus Capital and Investifi. Outside of finance, he previously worked at The Iron Horse Restaurant for eight years. 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 employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone planning.

Eduardo Malespin is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2020, with brief roles at Impending Bloom and Promontory Club. His background includes experience in education at Middlebury College and Rye High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Amanda Saulean is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley since 2007, including five years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she serves as a board member for the Pequenakonck Elementary School PTO and participates on the Communications Committee for the North Salem School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, 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 research.

Mark Kania is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2016, with a brief tenure at Goldman Sachs from 2024 to 2025. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by proprietary tools and offers a range of investment and planning solutions through its Financial Advisors and Estate Planning Strategies Group.

Beth Buckley is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Chloe Papai is a financial advisor at Morgan Stanley with Series 63 and Series 65 registrations and two years of industry experience. Her background includes studies at Yale University and prior education roles before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer 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 uses structured discovery processes and firm-approved tools to develop financial plans.

Perry Allen is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he held roles at the University of Michigan, Alternative Investment Management, rag&bone, and Blackstar, with experience in education spanning multiple schools from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Kristin Bohonnon is a Private Wealth Manager with the Hetherington Group of Merrill Private Wealth Management based in New Canaan, Connecticut. She joined the team in March 2024, where she focuses on business development, financial planning, and relationship management. Kristin works with a team of financial professionals serving affluent and ultra-affluent clients across the United States, collaborating to develop strategies aimed at achieving long-term financial goals. Before joining Merrill, Kristin was a Financial Advisor at Morgan Stanley in Park City, Utah. In that role, she provided comprehensive private wealth management solutions to a select group of individuals, families, and business owners. In August 2023, she earned the Certified Investment Management Analyst® (CIMA®) designation. Kristin holds a Bachelor's Degree from Elon University. Kristin lives in New Canaan with her husband, Mac, and daughter, Kit. Her personal interests include tennis, golf, skiing, travel, needlepoint, and spending time with friends and family.

Lauren Ohmacht is a financial advisor with Morgan Stanley in Purchase, NY. She holds the Series 63 and Series 66 designations and joined Morgan Stanley in 2025. Prior to this, she worked in various roles including positions at Haymaker Coffee Company and the American Bankers Association. Outside of her advisory role, she contributes as a paid community creator for Buzzfeed Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs that emphasize tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Matthew Stone is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Meridian Capital Group. His earlier background includes roles with Wake Forest University Athletics and The Ambassadors Company. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing 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 proprietary tools and modeling techniques.

Christian Ransome is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 and Series 63 licenses. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as positions outside finance such as physical therapy and credit reporting. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ethan Landau is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Kingfield Corporation, Reverence Capital Partners, Israel Bonds, and work related to the University of Michigan. 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. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Brian Yoon is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets since 1997. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery processes and firm-approved planning tools.