Michael Williams is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Morgan Stanley since 2023 and E*Trade Securities LLC from 2021 onward. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Henry Zakharian is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes positions at Morgan Stanley since 2023 and at E*TRADE Securities from 2008 to the present. 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, managing approximately $2.74 trillion in client assets.

Daniel Kartchner is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and employer-based Corporate Financial Planning agreements.

Spencer Merkley is a Financial Consultant currently working at Fidelity Investment since 2023. He has held roles as a Financial Advisor at Morgan Stanley in 2023, Financial Consultant at E*Trade Capital Management from 2015 to 2023, and Financial Services Representative at E*Trade Securities from 2011 to 2015. Spencer connects with clients to help them map out a financial roadmap through education and guidance. He holds insurance licenses for both Arkansas and California. Outside of his professional work, Spencer has interests in baseball, board games, cooking and baking, gardening, hiking, and reading.

Keith Hays is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2023, following a 13-year tenure at E*Trade Securities LLC. 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 that uses structured discovery and analytical tools to assist clients in developing their plans.

Ryley Boman is a CFP® with nine years of industry experience, currently advising clients at Morgan Stanley. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for a combined total of ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Brennan Castleton is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and held various roles in different industries, including technology and real estate. Outside of his advisory work, Castleton coaches youth sports with Salt Lake City FC. Morgan Stanley Wealth Management provides advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and modeling tools, offering a broad range of investment programs and institutional solutions.

Brady Sessions is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, with prior experience at E*TRADE Securities LLC. Outside of finance, he has been involved with Utah State University for eight years. 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 uses structured planning tools and models, serving approximately $2.74 trillion in client assets.

Travis Draper is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities and onVector Technology. Outside of finance, he has been involved as an employee with a pest control business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and broad investment capabilities.

Autumn Gleave is a financial advisor at Morgan Stanley with nine years of industry experience. She has held prior roles at Fidelity Brokerage Services, E*Trade Securities, and E*Trade Capital Management. Her professional designations include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Darren Miller is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at E*TRADE Capital Management, TIAA-CREF, Wells Fargo Investments, and Fidelity. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Rex Harper is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC from 2016 to 2023. 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 proprietary planning tools and the Global Investment Committee’s market analyses.

Parker Briggs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Teton Wealth Group LLC, E*TRADE Securities LLC, and multiple educational institutions. Outside of his advisory work, he hosts a Spotify podcast titled "Meandering Moments." Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Fipe Higginbotham is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, with prior experience at E*Trade Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Lisa Adamson is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at E*TRADE Capital Management, Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. She serves as co-trustee for family trusts. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients in both retail and institutional capacities.

Mc Kay Howard is a financial advisor at Morgan Stanley with Series 63 and Series 66 registrations and four years of experience in the industry. Prior to joining Morgan Stanley, Howard held roles at E*Trade Securities and various positions in healthcare and education sectors. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

Randy Polizzi is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at E*TRADE and Morgan Stanley during his career. 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 utilizing firm-approved tools and analyses.

Benjamin Schmalz is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Morgan Stanley Smith Barney, E*Trade Capital Management, E*Trade Securities, and Fidelity, spanning over a decade. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models to support its advisory process.

Braydon Mason is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations, and has seven years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities from 2018 to 2023 and has a background that includes employment at O'Reilly Auto Parts and Utah State University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and modeling techniques to support client financial plans, managing approximately $2.74 trillion in client assets.

Niall Kaines is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has been with Morgan Stanley since 2026 and has prior experience in roles ranging from education to small business operations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.