Vanessa Kalekwa is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Merrill. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses in its financial planning process.

Daniel Horyza is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. 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, utilizing structured discovery conversations and firm-approved tools to develop client plans.

William Martin Castillo is a Series 66-licensed financial advisor with Morgan Stanley in Scottsdale, AZ, bringing four years of industry experience. His career includes prior roles at Catalina Wealth Management and teaching positions at the University of Arizona and Pima Community College. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its investment strategies.

Jamillah Wilcox is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at JP Morgan Securities, Charles Schwab, and Fidelity Brokerage Services. Additionally, she operated Jamillah Shehan Studio for three years. She also has experience as a sole proprietor managing a rental property in Colorado Springs. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and models to help clients plan their financial futures.

Carrie Daly is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, Daly serves as an arbitrator for FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process supported by proprietary tools and serves clients with services that include tailored financial planning and estate strategies.

Stephen Pessagno is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and having nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and JP Morgan Chase & Co. He has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. 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.

Kevin Clements is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at Charles Schwab for 14 years before joining Morgan Stanley in 2018. Outside of finance, he is involved in music production and owns a clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, 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.

Brennon Distefano Mercier is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he held various positions including multiple roles at Grand Canyon University and Entertainment Partners. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Kathryn Cocreham is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Solium Financial Services LLC, Oppenheimer & Co., and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models, with oversight from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services under individual and corporate financial planning agreements.

Cody Bowman is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Morgan Stanley since 2022 and at the Morgan Stanley Private Bank since 2023. Prior to that, he was with The Vanguard Group for one year and held marketing roles at Arkham Elite Marketing, Gotham Elite Marketing, and Champaign Elite Marketing. He also has a background at the University of Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through 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 structured planning tools and advisory processes designed to support client financial goals.

Brandon Riley is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, focusing on tailored financial and estate planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers financial planning services primarily in an advisory capacity.

Timothy Metcalf is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Outside of his advisory role, he is involved with a vacation rental business in Puerto Penasco, Sonora, Mexico. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to broad investment products. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Ross Pearlman is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals 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 processes and firm-approved tools for its financial planning services.

Daniel Slager is a financial advisor based in Scottsdale, AZ, affiliated with Morgan Stanley. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Morgan Stanley, he spent nine years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Richard Elchert is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 license with three years of industry experience. Prior to his current role at Morgan Stanley, he worked at Allied First Bank and JFQ Lending Inc, among other positions outside the financial sector including restaurant management. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved planning tools and methodologies.

Flora Lister is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2026 and previously held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., among others, with diverse experience across marketing, education, and hospitality sectors. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services for both individual and institutional clients, utilizing structured planning tools and firm-approved methodologies.

Trisha Larson is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with Morgan Stanley and its Private Bank division since 2015. Larson serves on the board and finance committee of Special Olympics Arizona, contributing to fundraising and administrative efforts. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, 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 a broad range of investment and planning strategies.

Edward Roberts is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Morgan Stanley in Scottsdale, AZ, where he has worked since 2021, following prior roles at Bank of America and Merrill. 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 financial outcomes.

Curt Blik is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Megan Osbrink is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 license and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of her advisory role, Osbrink is the CEO of Platform Scottsdale, a women's networking group. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.