Erik Feest is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2016. Outside of his advisory work, he is a partner at Lakeside Equestrian Center, LLC, an agricultural and recreational business in Loomis, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

George Salidas is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2008. His roles have included positions at Morgan Stanley Private Bank, National Association, 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, 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 models.

Tatyana Kjellberg is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014. Outside of her advisory role, she serves as Vice President on the Booster Board for Del Oro Band, a public school organization in Loomis, California. 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 tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Carrie Christie is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, following ten years at Wells Fargo Advisors. Outside of advising, she owns and manages a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and engages in diverse investment activities, including private funds and principal trading.

Colleen Langs is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.

Steven Lease is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and possessing 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010, including 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 individual and institutional clients. The firm’s financial planning emphasizes structured discovery and utilizes proprietary tools and modeling techniques, serving approximately $2.74 trillion in client assets.

Brandon Montalvo is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2018, with prior experience in several part-time non-investment roles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment programs, and access to private funds and structured products.

Kevin Shimmel is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a trust based in Rocklin, California. 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 supported by firm-approved tools and analysis from its Global Investment Committee.

James Bopp is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. He has been with Morgan Stanley Wealth Management since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced planning tools.

Lindsay Key is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following six years at E*Trade Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and approved planning tools, supporting clients with comprehensive financial strategies without providing individual security recommendations in standalone planning.

Nicole Fuentes is a financial advisor at Morgan Stanley in Menlo Park, California, with 21 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 a partner in She Rises Connective LLC, a retail and online store based in Sacramento, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside investment modeling techniques.

Robert Townsend is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in organizing high school sports tournaments and has created a related website. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Adam Altman is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates.

Jeffrey Auwinger is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Roseville, CA, and holds the Series 66 license. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning services that utilize structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Mike Monahan is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. In addition to his advisory role, Monahan is a committee member of Ruck for 22, Inc., a nonprofit organization supporting veterans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Alexander Rocha is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PNC Bank and Morgan Stanley Private Bank, N.A. Rocha’s background also includes eight years dedicated to full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides plans both directly and through corporate financial planning agreements.

Curtis Falk is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools.

Madeline Salidas is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Franklin Templeton Investments, as well as positions in education prior to entering finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages substantial client assets and employs a structured planning process supported by firm-approved tools and research.

John Allen is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Since 2016, he has been associated with Morgan Stanley Private Bank, National Association and Morgan Stanley. Outside of his advisory role, he serves on the boards of Sacramento Angels, an angel investing group, and the Big River Vista Mutual Water Company; he is also a member of the Dean Advisory Council for California State University Sacramento’s School of Business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized activities such as private funds and principal trading.

Jeffrey Ecklund is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Andrew Carlie is a financial advisor at Morgan Stanley with 13 years of industry experience. His career includes roles at DoorDash Inc., Oracle America Inc., TD Ameritrade, and Scottrade. He holds Series 65, Series 63, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Rebecca Stewart is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Edward Jones, and Wells Fargo. She serves as a board member of the Sacramento Estate Planning Council, an organization focused on education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Garrett Lucchesi is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab, TIAA, and E*TRADE. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without providing individual security recommendations in standalone plans.

Christopher Petralli is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Kristy Mcgee is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She 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 a range of advisory programs and financial planning services supported by proprietary tools and investment research, managing approximately $2.74 trillion in client assets.

Brian Neunzig is a CFP®-designated financial advisor with Morgan Stanley, based in Roseville, CA, with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2012, including Morgan Stanley Private Bank, National Association since 2015. 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 uses structured discovery processes and proprietary tools, including Monte Carlo simulations, to develop financial plans.

Sarah Miller is a financial advisor at Morgan Stanley in Roseville, CA, with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021, following positions at PRO Unlimited, Merrill Lynch, State Farm, and Verizon Wireless. 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 manages approximately $2.74 trillion in client assets.

Chris Blanchfield is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and 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 employs structured planning tools and investment modeling to support client strategies and manages approximately $2.74 trillion in assets.

Joshua Thaler is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 66 designations and having 16 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning services supported by structured discovery and firm-approved tools.

Roshana Ahmadzai is a financial advisor at Morgan Stanley in Roseville, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at Centene Corporation, Aerotek, and CVS Pharmacy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market-based simulations as part of its financial planning process.

Kevin Cueva is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held positions at Morgan Stanley Private Bank, J.P. Morgan Securities, and J.P. Morgan Chase. He holds Series 63 and Series 66 licenses and is based in Sacramento, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and various investment strategies.