Richard Dombrowski is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of his advisory role, he serves as a trustee and power of attorney agent for investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to both individual and institutional clients. The firm employs structured financial planning tools and offers broad retail and institutional services, managing approximately $2.74 trillion in client assets.

Jeffrey Cain is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 63 designation with 42 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Anthony Montgomery is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, Montgomery serves as president of the Notre Dame Preparatory High School Booster Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and uses firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

Max Sanel is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Tamara Olson is a Series 63-licensed financial advisor with Morgan Stanley in Scottsdale, AZ, holding 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning supported by structured processes and advanced modeling tools.

Michael Sakach 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves on the investment committees for the Sisters of the Holy Family Nazareth and St. Petronille Life Fund, and holds a board position at John Sakach Company, a wholesale and distribution business. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning that leverages firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and supports both direct and corporate financial planning relationships.

Ryan Beard is a financial advisor at Morgan Stanley in Scottsdale, AZ, with three years of industry experience. He previously worked at The Vanguard Group and Bank of America and is the sole proprietor of Forever Jo Jo Co LLC, a retail and online store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies.

Nicholas Fossey is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and Shipt. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by a structured discovery process and firm-approved planning tools.

Terseer Akaahar is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at the University of Arizona in 2022. 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 manages approximately $2.74 trillion in client assets.

Aimee Lagana is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley 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 range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kerrick Henderson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, Henderson is involved with SilverSky Equity LLC, a real estate partnership, and owns KLH Capital, an automotive business, along with AH Balanced Books LLC, an accounting firm. 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 methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Angelica Barron Santella is a financial advisor at Morgan Stanley with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at UBS Financial Services, BMO Harris, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and State Farm. She also has experience outside finance, having worked at Vivienne Atelier Bridal. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its advisory process.

Scott Weger is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2018, he worked at Silicon Valley Bank from 2016 to 2018. He also serves in the U.S. Air Force Reserves and the California Air National Guard, providing network security support for the Air Force’s Cyber Operation Center. Additionally, he is the sole proprietor of Executive Riding Gear LLC, a manufacturing business specializing in motorcycle riding apparel. 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 employs a structured planning process utilizing proprietary tools and committee-driven return estimates to model financial outcomes.

Jason Lutsey is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Schwab Wealth Advisory Inc and Charles Schwab from 2021 to 2025, and a decade at Bank of America and Merrill from 2011 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Chad Evans is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2015. Outside of Morgan Stanley, he serves as a Successor Trustee on a trust in Brooksfield, Kentucky. 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’s financial planning process involves structured discovery and advanced modeling tools, and it offers a broad range of retail and institutional investment solutions.

Robert Gaines is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Gaines serves as a board member and finance committee member for the Boulder Crest Foundation, a nonprofit focused on health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Rogelio Barrientos is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, he held roles at Carvana LLC and attended Arizona State University Barrett Honors College. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Theresa Chacopulos is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. 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 supported by structured discovery processes and proprietary planning tools.

Kevin Michalzuk is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 10 years before joining Morgan Stanley. Outside of his advisory work, he is a partial owner of Commit Fitness and Nutrition, LLC, a recreation business based in Scottsdale, Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers services that include but do not recommend specific securities, acting primarily in an advisory capacity.

Meghan Kelly is a financial advisor at Morgan Stanley in Scottsdale, AZ, with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2019. Prior to her current role, she worked in the restaurant industry for eight years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes and firm-approved tools to assist clients.