Antonio Velarde is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior experience includes multiple roles at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual 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 serves clients through direct relationships and Corporate Financial Planning agreements.

Michael Williams is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities, CompHealth, Womply, Clearlink, and Fred Meyer Jewelers. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 provides both direct and corporate financial planning services.

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 with Morgan Stanley, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC from 2022. He has also held positions outside finance in health and fitness and retail sectors and has been associated with Utah State University since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes without offering individual security recommendations as part of standalone plans.

Travis Draper is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities LLC and onVector Technology. Outside of finance, he was involved in pest control through Termite Insect and Rodent Control from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and advisory services.

Autumn Gleave is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*Trade Capital Management, E*Trade Securities, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning and estate strategies.

Darren Miller is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*Trade Securities, and TIAA-CREF. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with a focus on advisory services rather than individual security recommendations in standalone planning.

Rex Harper is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

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 six years of industry experience. He holds a Series 66 license and has worked previously at E*Trade Securities and in other roles outside the financial sector. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and various modeling tools in its financial planning approach, offering services primarily in an advisory capacity.

Lisa Adamson is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and E*TRADE Capital Management prior to joining Morgan Stanley. Adamson serves as co-trustee for family trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers financial planning and advisory services supported by structured planning tools and a range of investment programs.

Mc Kay Howard is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley, Howard held roles at E*Trade Securities, University of Utah Health, and Utah Valley University. There are no notable outside activities reported. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers customized planning services without individual security recommendations as part of its standalone programs.

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 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, E*Trade Capital Management LLC, and E*Trade Securities LLC. 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 uses structured planning tools and does not include individual security recommendations in standalone plans.

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.