Brian Lindsay is a financial advisor with Morgan Stanley in Rockford, Illinois, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2009 and affiliated with Morgan Stanley Private Bank, National Association since 2015. Lindsay serves as a board member of Montessori Learning Path Ltd and is the board president and finance committee member at Forest Hills Country Club. Morgan Stanley Wealth Management offers 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 utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

Jeffrey Marrs is a financial advisor with Morgan Stanley in Rockford, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as experience at Boylan Central Catholic High School and Machinery Source LLC. Outside of finance, he is involved in agricultural work with Marrs Farms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker‑dealer serving both individual and institutional clients. The firm offers advisory programs focused on tailored financial planning supported by firm-approved tools and a broad range of investment and planning services.

Thomas Custer is a financial advisor with Morgan Stanley in Rockford, Illinois, holding Series 63 and Series 65 designations and bringing 28 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 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery tools and firm-approved methodologies to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ariel Esquivel is a financial advisor with Morgan Stanley in Rockford, IL. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to this, his background includes roles in staffing, landscaping, and education. 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.

Robert Custer is a financial advisor at Morgan Stanley with a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2026. Prior to joining Morgan Stanley, he worked in various roles at Abnormal AI, Forcepoint, Evolve Security, and Coyote Logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Brian Aarvig is a Series 66-credentialed financial advisor with Morgan Stanley in Rockford, IL, with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and specifically at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include 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 supported by firm-approved tools and modeling techniques.

James Meisch is a financial advisor with Morgan Stanley in Rockford, IL, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning approach.

Katie Schlarb is a financial advisor at Morgan Stanley with eight years of experience in the industry. She previously worked at Midland States Bank and Alpine Bank and Trust Co. Outside of her advisory role, she serves as a board member for Second Chance Equine Sanctuary in Illinois. 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. The firm’s financial planning approach includes structured discovery conversations and use of firm-approved planning tools.

Bertha Fernandez is a financial advisor based in Rockford, IL, affiliated with Morgan Stanley. She holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers various advisory programs, including tailored financial planning and utilizes structured planning tools alongside its Global Investment Committee’s analyses to support client outcomes.

Kevin Kjellstrom is a financial advisor with Morgan Stanley in Rockford, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, National Association, beginning in 2015. Outside of his advisory role, he is involved with STS Associates LLC, a private security business based in Barrington, Illinois. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and incorporates market modeling techniques while acting primarily in an advisory capacity for clients.