Spencer O'Brien is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. His background includes prior roles at Amazon Web Services and nearly a decade of service in the United States Army. Outside of his advisory work, he serves as a volunteer Admissions Liaison Officer for the United States Military Academy. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques to support client decision-making without providing individual security recommendations.

Shannon Vingo is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2025, Shannon worked at Merrill for six years and held positions at Alliance Partners and Rosselle Realty. Outside of finance, Shannon was involved with ClaySmile LLC from 2014 to 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning approach.

Kendra Sims is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Her previous roles include positions at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Katie Sleipness is a financial advisor at Morgan Stanley in Seattle, WA, with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Wedbush Securities and Osaic (Advisor Group). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Shanna Garbooshian is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with 31 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 both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Alicia Guagliardo is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she is involved with Conquest Overland, LLC, a recreation consulting business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of investment advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Julie Wong is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Steven Knudsen is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and having 43 years of industry experience. His prior work includes roles at Piper Sandler & Co. and Citigroup Global Markets before joining Morgan Stanley in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Richard Riddle is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley since 2016 and also works with Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, serving clients both directly and through corporate agreements.

Taylor Odom is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Taylor worked at Lululemon and held several roles at Santa Clara University, including involvement with Santa Clara University Athletics. Outside of advisory work, Taylor is employed by DoorDash in a labor and service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured planning processes and advanced modeling tools.

Jo Ann Loo is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held her current position since 2009. Jo Ann holds the Series 63 and Series 65 credentials and is based in Seattle, WA. 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 and financial planning services supported by structured discovery processes and firm-approved tools.

Connor Heffernan is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Selander O'Brien and CRS Holdings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its advisory services.

Julia Gerbino is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Morgan Stanley since 2008. 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 firm-approved tools and a structured discovery process.

Kevin Baker is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was employed by J.P. Morgan Securities and JPMorgan Chase Bank NA from 2014 to 2021. Baker serves as a board member and on the investment committee for Rainier Scholars, a nonprofit focused on children and youth in Seattle. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services through its Financial Advisors and Estate Planning Strategies Group.

Jordan Thayer is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 credential and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Thayer serves as a board member on the Finance Committee of the Master Builders Association of King and Snohomish County. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning aided by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment programs alongside specialized planning and institutional solutions.

Ashtin Miller is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation. Miller joined Morgan Stanley in 2025 after two years at SoundEcon and has prior experience at Amazon and McDonald's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Mazur is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Matthew Hersch is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

Ethan Yamamoto is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Alaska Airlines and held various positions at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its process.

Kiera Lyssikatos is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Morgan Stanley, she was involved with the Downtown Seattle Association and USI Insurance Services, and has experience in educational roles at Rutgers University and Lenape Valley Regional High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.