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Niall K

Series 63, Series 65

Sandy, UT

Morgan Stanley

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.

General estate planning guidance
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Dillon R

Series 63, Series 66

Sandy, UT

Morgan Stanley

Dillon Rawson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Iron Gate Global Advisors, E*TRADE Capital Management, and Fidelity Investments. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

General estate planning guidance
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Ian U

Series 63, Series 65

Sandy, UT

Morgan Stanley

Ian Urry is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at E*Trade Securities and has held various roles outside of finance, including running Great Basin Staffing LLC, a talent acquisition and consulting business. Ian is also affiliated with the University of Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides financial planning as part of a comprehensive suite of investment services.

General estate planning guidance
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Marcus A

Series 66, Series 63

Sandy, UT

Morgan Stanley

Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC and BYU OIT. Outside of finance, he is a video game streamer on Twitch. 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 strategies.

General estate planning guidance
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Micah B

Series 66, Series 63

Sandy, UT

Morgan Stanley

Micah Burrow is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Xanterra and Lytle Land and Cattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Jose G

Series 63, Series 66

Sandy, UT

Morgan Stanley

Jose Garcia is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Garcia is based in Sandy, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and committee-driven investment estimates.

General estate planning guidance
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Logan J

Series 66

Sandy, UT

Morgan Stanley

Logan Johnson is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley in 2021, he worked at E*Trade and spent 14 years at Lagoon Amusement Park in a customer service role. 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 supported by structured discovery and firm-approved tools.

General estate planning guidance
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Giancarlo R

Series 63, Series 66

Sandy, UT

Morgan Stanley

Giancarlo Rondon is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Matrix, Fidelity Investments, and R. J. Lewis, as well as self-employment and various positions unrelated to finance. Outside of advising, he is involved in manufacturing as a violin maker and operates a construction and engineering contracting business. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individual and institutional clients with a broad range of financial planning and investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies designed to model financial outcomes and support tailored client strategies.

General estate planning guidance
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Jason M

Series 63, Series 66

Sandy, UT

Morgan Stanley

Jason Money is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Morgan Stanley since 2023, E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2017 to 2023, and TD Ameritrade from 2003 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and oversees approximately $2.74 trillion in client assets.

General estate planning guidance
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Lucas B

Series 63, Series 66

Sandy, UT

Morgan Stanley

Lucas Bueno is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley in 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Mark R

Series 66

Sandy, UT

Morgan Stanley

Mark Roesler is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Financial Corporate Services LLC and Solomon Page. Outside of his advisory work, he is involved in tutoring biology, chemistry, Spanish, English, and standardized test preparation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through tailored financial strategies without providing individual security recommendations in standalone planning programs.

General estate planning guidance
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Daniel W

Series 63, Series 66

Sandy, UT

Morgan Stanley

Daniel Whysong is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and various Wells Fargo entities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning solutions.

General estate planning guidance
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Isaiah T

Series 66, Series 63

Sandy, UT

Morgan Stanley

Isaiah Thurman is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Cafe Zupas, Olive Garden, Wiggy Wash, Sundance Mountain Resort, and Red Lobster. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services under various financial planning and investment programs.

General estate planning guidance
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Mark P

Series 63, Series 65

Sandy, UT

Morgan Stanley

Mark Patterson is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent over a decade running Chic's Jerky Inc., also known as Good Thyme Catering. Between 2023 and 2025, he took time for travel and education. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

General estate planning guidance
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Michael N

Series 66, Series 63

Sandy, UT

Morgan Stanley

Michael Nelson is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 12 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and also serves as an online adjunct faculty member at Southern New Hampshire University and OLL Services LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

General estate planning guidance
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Aaron F

Series 63, Series 66

Sandy, UT

Morgan Stanley

Aaron Fiero is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE in various capacities since 2016. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Richard C

Series 63, Series 66

Sandy, UT

Morgan Stanley

Richard Cruser is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. Prior to that, he spent several years at E*TRADE in various capacities between 2015 and 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 that uses structured discovery conversations and firm-approved tools, supported by extensive client assets under management.

General estate planning guidance
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Mckinley E

Series 63, Series 66

Sandy, UT

Morgan Stanley

Mckinley Eastmond is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. 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 tailored financial planning using structured discovery conversations and firm-approved tools.

General estate planning guidance
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Corinne B

Series 63, Series 66

Sandy, UT

Morgan Stanley

Corinne Brunyer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE in various advisory roles throughout her career. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Daniel R

Series 66

Sandy, UT

Morgan Stanley

Daniel Ryan is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

General estate planning guidance
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