Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Marc C

Series 63, Series 65

Seattle, WA

Morgan Stanley

Marc Cabraja is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Morgan Stanley since 2021, following prior roles at Wells Fargo Clearing Services and Stifel Nicolaus & Co Inc. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and portfolio modeling.

General estate planning guidance
user avatar
firm logo

Sidney H

Series 66

Seattle, WA

Morgan Stanley

Sidney Hussainee is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with five years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent five years at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
user avatar
firm logo

Christopher C

Series 66

Seattle, WA

Morgan Stanley

Christopher Canlas is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Secretary-Treasurer for The Homestead Valley Trust Fund Association and is a board member of the Greater Seattle Business Association Scholarship Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support financial planning outcomes.

General estate planning guidance
user avatar
firm logo

Matthew H

Series 66

Seattle, WA

Morgan Stanley

Matthew Harsch is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 license and 19 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in rental property ownership in Tacoma, Washington. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, with a broad offering that includes wrap programs, private funds, and structured-product activities.

General estate planning guidance
user avatar
firm logo

Burton W

Series 63, Series 65

Seattle, WA

Morgan Stanley

Burton Wesche is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes without providing individual security recommendations in standalone plans.

General estate planning guidance
user avatar
firm logo

Juanita B

Series 63

Seattle, WA

Morgan Stanley

Juanita Benson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney 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 variety of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools.

General estate planning guidance
user avatar
firm logo

Gretchen Z

Series 63, Series 66

Seattle, WA

Morgan Stanley

Gretchen Zickuhr is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment models.

General estate planning guidance
user avatar
firm logo

Jeffrey M

Series 66

Seattle, WA

Morgan Stanley

Jeffrey Meston is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 credential and 18 years of industry experience. He previously worked at UBS Financial Services, Inc. for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024. 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. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its planning approach.

General estate planning guidance
user avatar
firm logo

Matthew E

Series 66, Series 63

Seattle, WA

Morgan Stanley

Matthew Eyerly is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Key Investment Services and KeyBank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and approved planning tools in its financial planning process.

General estate planning guidance
user avatar
firm logo

Thomas R

Series 66

Seattle, WA

Morgan Stanley

Thomas Rhea is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked for Laird Norton Wealth Management for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Carol L

Series 63, Series 65

Seattle, WA

Morgan Stanley

Carol Linthicum is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
user avatar
firm logo

Andrew K

Series 66

Seattle, WA

Morgan Stanley

Andrew King 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 Russell Investments for four years and had multiple roles at TwoDegrees. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate agreements.

General estate planning guidance
user avatar
firm logo

Tricia K

Series 66

Seattle, WA

Morgan Stanley

Tricia Komen is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, where she has worked since 2009. She has 25 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide 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 modeling techniques in its advisory process.

General estate planning guidance
user avatar
firm logo

Daniel A

Series 66

Seattle, WA

Morgan Stanley

Daniel Adriatico is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. He previously worked at EK Riley Investments for 15 years before joining Morgan Stanley in 2021. Outside of his advisory role, he manages a home rental property in Bremerton, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm’s financial planning utilizes structured discovery and approved tools, including scenario modeling, and serves clients both directly and through corporate agreements.

General estate planning guidance
user avatar
firm logo

Shanna L

Series 66

Seattle, WA

Morgan Stanley

Shanna Lisherness Griffin is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2009, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she occasionally blogs about non-toxic baby, children, and home products through her sole proprietorship. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing trillions in client assets. The firm uses structured planning tools and a comprehensive investment approach, serving clients through both direct and corporate financial planning arrangements.

General estate planning guidance
user avatar
firm logo

Vivian L

Series 66

Seattle, WA

Morgan Stanley

Vivian Lu is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years and Kcal Insurance Agency for five years. Vivian is based in Seattle, WA. Morgan Stanley Wealth Management provides 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 involves structured discovery and utilizes firm-approved tools, supporting clients through a range of investment and financial strategies.

General estate planning guidance
user avatar
firm logo

David G

Series 63, Series 65

Seattle, WA

Morgan Stanley

David Gardner is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Gardner coaches youth football in Kirkland, WA, and serves as president of Gardner Beach Place, LLC, managing a family beach house. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes supported by proprietary tools and offers a broad range of investment and financial solutions.

General estate planning guidance
user avatar
firm logo

Evan R

Series 63, Series 66

Seattle, WA

Morgan Stanley

Evan Rehberger is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and has prior experience in various roles across healthcare, brewing, and hospitality sectors. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to both individual and institutional clients, utilizing structured planning tools and models to support client outcomes.

General estate planning guidance
user avatar
firm logo

Lia R

Series 63, Series 65

Seattle, WA

Morgan Stanley

Lia Roby is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2022, following several years at E*Trade Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

General estate planning guidance
user avatar
firm logo

Karlie L

Series 66

Seattle, WA

Morgan Stanley

Karlie Le Clair is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, with four years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to her financial services career, she held roles at FullStory, Pathfinder Development, and Highspot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")