Jalen Whitmore is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at Charles Schwab and has ongoing employment with Gila River Casinos in a customer service role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, offering a range of investment and planning services.

Elizabeth Yarkosky is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1982. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including personalized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Samantha Duke is a financial advisor at Morgan Stanley in Scottsdale, AZ, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, TD Ameritrade, and TD Bank. Morgan Stanley Wealth Management provides 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 conversations and proprietary tools, focusing on advisory services without offering individual security recommendations as part of standalone plans.

Angela Mcdonald is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding the Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Craig Cunningham is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial and estate 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.

Michael Metts is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 48 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 serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Scott Pfotenhauer is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory role, he has a private company named A EYE-VISION. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Edward Walters is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 66 and Series 63 licenses and totaling 29 years of industry experience. His career includes nearly three decades at Charles Schwab, followed by a position at Charles Schwab Bank before joining Morgan Stanley in 2025. Outside of his advisory role, he is the sole proprietor of an investment-related business, ECW Properties LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kyle Riveron is a Series 66-licensed financial advisor with Morgan Stanley in Scottsdale, AZ, bringing two years of industry experience. Prior to joining Morgan Stanley, he worked briefly at Equitable Advisors and has held various roles in retail and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to support its advisory process.

Aspen Ulibarri is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2022, Aspen worked at Sandia National Laboratory and held roles at Arizona State University, including in housing and education. Outside of finance, Aspen is involved with InstaCart in a labor and service capacity. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as estate planning and private fund relationships.

Mark Fast is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the boards for the Fiesta Bowl and the Institute of Management Accounts and acts as a sponsor liaison for the National Football League’s Arizona Super Bowl Host Committee. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services that utilize structured discovery conversations and firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Andrew Meyer is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 63 designation and over 46 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Andrew is co-managing member of MAM Investments LLC and participates in Tall Poppy’s, a business networking organization for executives. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services across a broad range of investment solutions.

Karen Scanlon is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has held roles at Morgan Stanley Private Bank and Northwestern Mutual, as well as part-time positions during her time at the University of Tennessee at Martin. 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 methodologies.

Spencer Biancucci is a financial advisor at Morgan Stanley with two years of industry experience and holds a Series 66 designation. His prior work includes positions at Morgan Stanley Smith Barney LLC and mortgage companies such as Freedom Mortgage Corporation and AmeriSave Mortgage Corporation. Biancucci has also been involved in the restaurant industry and consulting. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with market simulations to support client goals.

Alexis Zachary is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at several firms including The Vanguard Group and Cetera Advisor Networks. His background also includes roles in education and retail. 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 financial planning services supported by structured planning tools and market analysis.

Timothy Bryan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes over a decade at Ameriprise Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Linda Costello is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array 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 financial planning process using firm-approved tools and scenario modeling.