Darrin Donnelly is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome simulations.

Zachary Hirsekorn is a financial advisor with Morgan Stanley in Santa Rosa, California, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley and its Private Bank since 2022 and also works as a spin instructor at a local exercise studio, RISE Cycle Co. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Bethany Flint is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Soco Holdings LLC and Esquared Electrical Inc. 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 supported by structured discovery and firm-approved tools.

Andrew Aviles is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2014. 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 discovery conversations and advanced planning tools in its financial planning process.

Jackson Yates is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2021 to 2025. Outside of his advisory role, Yates is involved with Sweetwater Spectrum, serving on its finance committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services 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 through both direct and employer-based agreements.

Deidre Mc Aloon is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 65 and Series 63 credentials and 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in financial planning.

Blake Schmidt is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017 and was previously with Alpha Wealth Management and Rosso Pizzeria. Schmidt holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Gregory Cho is a financial advisor at Morgan Stanley with 24 years of industry experience. He has held positions at Morgan Stanley Private Bank, NA since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Cho serves as secretary for Trusted Advisors Group, a professional networking organization, and is involved with Santa Rosa United 05B ECNL, a youth sports and education group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kyle Stelling is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He is based in Santa Rosa, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals 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 combines broad retail and institutional services with specialized activities such as relationships with investment companies and private funds.

Nicole Merchain is a CFP® with 15 years of experience in the financial industry, currently serving at Morgan Stanley in Santa Rosa, CA. She has worked with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns and operates an agricultural business called Nicole's Bee Biz. Morgan Stanley Wealth Management (MSWM) provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-financed financial planning agreements.

Jennifer Knapp is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that incorporate firm-approved tools and models to support client decision-making.