Tawny Britton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Santa Rosa, CA. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Anthony Parmisano is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2008 and with Morgan Stanley Private Bank, National Association since 2015. Parmisano serves as Vice President and board member of the Petaluma Golf and Country Club, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anna Guyer is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Daniel Johnson is a Series 66-credentialed financial advisor with Morgan Stanley Wealth Management, based in Santa Rosa, CA, with four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent five years at Security People Inc, dba Digilock. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and scenario modeling.

Natalie Castello is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2008, including their Private Bank since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analyses.

Ronnie Fuiava is a financial advisor with Morgan Stanley Wealth Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley since 2017. 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. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning supported by firm-approved tools and methodologies.

Tanya Hosner is a financial advisor at Morgan Stanley with 6 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Based in Santa Rosa, CA, her career has been focused within the firm. 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 utilizes structured discovery processes and firm-approved tools to model client outcomes.

Michael Reid is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Jeffrey Gospe is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of the Rincon Valley Union School District and as an advisory board member for Santa Rosa City Schools. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by advanced tools and a variety of investment and private fund services.

Champhang Wolfard is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 1998. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Matthew Davis is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously spent 12 years at Bank of America and 16 years at Merrill. Outside of his advisory role, he serves as a board member of the Santa Rosa Memorial Hospital Foundation and participates on the finance committee of the Bennett Valley Community Association. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, offering a range of investment and advisory services without giving individual security recommendations as part of standalone plans.

Maria Lourdes Echaide is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2017 and worked previously at Wells Fargo Bank for one year. She holds the Series 66 designation. 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 conversations and firm-approved planning tools.

James Bertero is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Morgan Stanley and its Private Bank subsidiary since 2009 and 2015 respectively. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, serving clients through both direct relationships and Corporate Financial Planning agreements.

Sampuran Sekhon is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he held roles at Redwood Credit Union and the Santa Cruz Institute for Particle Physics, among other positions. He is involved in a local networking organization where he serves on the leadership team as Growth Coordinator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies to assist clients in managing their assets.

Culley Casey is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is an officer of Ole International Foods, a restaurant and bar business in Boise, Idaho. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and corporate financial planning solutions.

Michael Moberly is a CFP®-designated financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley since 2017, previously working at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his financial career, he works as a soccer referee on a part-time basis. 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 structured planning process supported by firm-approved tools and modeling techniques.

Yahaira Martinez Sanchez is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC since 2021, as well as positions at AppleOne, Korbel Champagne Cellars, and several educational institutions. Morgan Stanley Wealth Management serves 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 directly to individuals and through corporate agreements.

Craig Franklin is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning services.

Brenda Ell is a financial advisor at Morgan Stanley in Santa Rosa, California, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. In addition to her advisory role, she serves as a trustee and co-trustee in trust activities. 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 manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

Todd Au is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 25 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as an assistant coach for the Healdsburg High School girls golf team. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to model financial outcomes.