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Paul C
Series 63, Series 66
Sandy, UT
Morgan Stanley
Paul Crosby is a financial advisor with Morgan Stanley and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including prior roles at E*TRADE Capital Management LLC and C A L Ranch Stores. He is also employed by the Utah Department of Health and Human Services outside of his advisory work. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by advanced modeling tools.
Aaron H
Series 66
Sandy, UT
Morgan Stanley
Aaron Henson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at E*Trade Capital Management, E*Trade Securities, and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and relationships with various investment vehicles.
Heivaha O
Series 63, Series 66
Sandy, UT
Morgan Stanley
Heivaha Ongoongotau is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Morgan Stanley and its affiliates since 2012, as well as prior positions at Fidelity Investments, E*Trade Securities, and Delta Airlines. Outside of his advisory work, he manages Moana Management Group, LLC, a property management business based in Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 utilizes structured planning tools and the Global Investment Committee’s research to support client financial plans.
Hunter S
Series 63, Series 66
Sandy, UT
Morgan Stanley
Hunter Stallings is a financial advisor at Morgan Stanley with one year of industry experience. His prior work includes roles at Fidelity Investments, Enevive, and Lamar National Bank. Outside of advising, he occasionally works as a DoorDash driver and engages in reselling activities on the side. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and investment committee input.
Quinn C
Series 63, Series 66
Sandy, UT
Morgan Stanley
Quinn Cannon is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2023, following a prior tenure with E*TRADE Capital Management and E*TRADE Securities from 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools to develop customized financial plans.
Ryan C
Series 66
Sandy, UT
Morgan Stanley
Ryan Cantwell is a financial advisor at Morgan Stanley in Sandy, UT, with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following prior roles at BMC Stock and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered 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 employs structured planning tools and modeling techniques as part of its financial planning process.
Diego L
Series 63, Series 66
Sandy, UT
Morgan Stanley
Diego Lopez is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management and E*Trade Securities. He has also been affiliated with Salt Lake Community College since 2011. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of investment programs.
Steven E
Series 66, Series 63
Sandy, UT
Morgan Stanley
Steven Earhart is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he worked at University of Utah Health Plans for six years and has additional experience in construction and roofing businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.
Thomas M
Series 66
Sandy, UT
Morgan Stanley
Thomas Moll is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Unisys for five years. Morgan Stanley Wealth Management provides 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.
Ryan K
Series 63, Series 66
Sandy, UT
Morgan Stanley
Ryan Kunkler is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has held positions at Morgan Stanley and E*TRADE Capital Management. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes structured discovery tools and modeling techniques.
Alex K
Series 63, Series 66
Sandy, UT
Morgan Stanley
Alex Kingsbury is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at E*TRADE Securities LLC and Utah Imports Inc. Kingsbury holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves 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 structured planning tools supported by its Global Investment Committee.
Gregory N
Series 66
Sandy, UT
Morgan Stanley
Gregory Norris is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he was involved with Invisible Device Armor, LLC from 2010 to 2018. 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 that utilize firm-approved tools and investment research to support client planning.
Cole N
Series 63, Series 66
Sandy, UT
Morgan Stanley
Cole Niederhauser is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and TAB Bank. Outside of finance, his background includes roles in retail and community organizations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved processes to support client financial planning.
Matthew B
Series 63, Series 66
Sandy, UT
Morgan Stanley
Matthew Barrus is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities for over a decade. Barrus is based in Sandy, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by firm‑approved planning tools and broad retail and institutional services.
Aaron F
Series 63, Series 66
Sandy, UT
Morgan Stanley
Aaron Fox is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes over a decade at Fidelity Brokerage Services and roles at E*TRADE Capital Management and Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques to assist clients in evaluating potential outcomes.
Preston D
Series 66, Series 63
Sandy, UT
Morgan Stanley
Preston Drage is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and has a background that includes roles outside financial services such as at eBay and Enterprise Rent-A-Car. 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 structured discovery processes and advanced modeling tools.
Adam F
Series 63, Series 66
Sandy, UT
Morgan Stanley
Adam Fullmer is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is involved in property management as a partner at Aurelius Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by advanced modeling techniques and offers access to various investment products and strategies.
Cameron M
Series 63, Series 66
Sandy, UT
Morgan Stanley
Cameron Macintosh is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC. Outside of his advisory work, he owns and manages a rental property in Salt Lake County, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing tools such as Monte Carlo simulations and Secular Return Estimates.
Robert K
Series 66
Sandy, UT
Morgan Stanley
Robert Kernodle Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2023. His prior experience includes roles in banking, outdoor guiding, and service with the Utah National Guard. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and regulatory frameworks.
Mary H
Series 66
Sandy, UT
Morgan Stanley
Mary Holliday is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, MassMutual Life Insurance Company, and MML Investors Services LLC. 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 that incorporates firm-approved tools and scenario modeling.
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