Lauri Sauer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, 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 structured planning tools, including scenarios based on Global Investment Committee estimates and Monte Carlo simulations.

Martha Cracolice is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including tailored financial planning and estate 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 modeling techniques.

John Sipple is a CFP®-designated financial advisor with Morgan Stanley, based in Salem, OR, and has 26 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns and manages rental property in Goodyear, Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Cade Goff is a financial advisor with Morgan Stanley in Salem, Oregon, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021 and has prior experience at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Scott Bigham is a financial advisor with Morgan Stanley in Salem, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a variety 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 tools and scenario modeling in its financial planning process.

Sara Wallace is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1998. 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 services, managing approximately $2.74 trillion in client assets.

Ronald Boyles is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Wealth Management since 2012 and currently serves in Morgan Stanley Private Bank. Outside of his advisory work, Boyles is a trustee on the board of the Four Corner Rod and Gun Club in Salem, Oregon. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and model-based outcome simulations, offering a range of retail and institutional investment solutions.

Rachelle Chia is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 financial planning process supported by firm-approved tools and analysis.

Desiree Davenhill is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Clearview Wealth Advisors, Securities America Advisors, KMS Financial Services, and Wells Fargo Advisors. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.