Dalan Smith is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he has held positions at Grand Canyon University, Vuori, and Sprouts Farmers Market. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies.

Nicolas Vollmer is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 designation and three years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank and has experience in other business ventures including Lost City Coffee and UCampApp. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Alex Lopez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including U.S. Bancorp Advisors, LLC, Walton RE Securities, LLC, and The Vanguard Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning using structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Sergio Rivera is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley, he worked at Vanguard Marketing Corporation and The Vanguard Group. Outside of his advisory role, he operates an eBay store. 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 structured discovery processes and firm-approved tools.

Adam Keele is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Morgan Stanley in Tempe, AZ, having joined the firm in 2022 after seven years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and uses various modeling tools, managing approximately $2.74 trillion in client assets.

Jax Liescheidt is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, Liescheidt worked at Centura Wealth Advisory and has experience in educational roles at UCSD, Hart High School, and Placertia Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes a structured planning process with proprietary tools and provides advisory services without individual security recommendations as part of standalone planning.

Chris Kawashima is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tempe, AZ. His prior experience includes six years with Charles Schwab and Schwab Private Client Investment Advisory, Inc. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a wide range of 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 and modeling techniques to support its advisory services.

Simon Norman is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at The Vanguard Group from 2022 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and approved tools to model outcomes but generally does not provide individual security recommendations as part of standalone planning.

Alexander Wright is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at The Vanguard Group and Robinhood Financial. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Nathaniel Johnson Jr. is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Vanguard and TEKsystems. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and investment modeling approaches.

Zina Shekay is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 credential and seven years of industry experience. She has previously worked at Merrill and several other firms, including The Resource Link and Advisor 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process without providing individual security recommendations as part of standalone plans.

Mukaddes Dreischhoff is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Robinhood Markets, The Vanguard Group, American Express, and HSBC Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored 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 supported by firm-approved tools and modeling techniques.

Alexandra Nagel is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Raymond James Financial Services and The Vanguard Group. Outside of finance, she has experience working with fitness organizations connected to Arizona State University. 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 firm-approved tools and modeling techniques.

Alain Devoe is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation. He has four years of experience at Morgan Stanley and previously worked at Costco Wholesale and Costco Business Center. 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 planning process uses structured discovery and firm-approved tools without offering individual security recommendations as part of standalone plans.

Joshua Paone is a financial advisor at Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors and The Vanguard Group. He has also worked in healthcare and fitness-related organizations such as Banner Alzheimer's Institute and Village Health Clubs. 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 and firm-approved tools to assist clients in developing customized financial plans.

Ariana Frankenstein Archer is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Merrill for four years and has held positions at Sally Beauty Supply, The Home Depot, Arizona State University, and Casa Grande Union High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Stephen Sample is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services, JPMorgan Chase Bank, and Bank of America/Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning approach uses structured discovery conversations and firm-approved tools, including Monte Carlo simulations and Secular Return Estimates, without providing individual security recommendations as part of standalone plans.

Meagan Ice is a financial advisor at Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include a position at The Vanguard Group, Inc., and she is the owner of Ice Media LLC, a consulting business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and a range of advisory programs.

Carter Lake is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Charles Schwab and worked multiple years at the University of Colorado Boulder. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Madeline Julian is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. She has worked at Morgan Stanley since 2019 in multiple roles and is also involved in the hospitality industry as a partner at Kelso Theater Pub. 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 and tailored financial planning services. The firm utilizes structured planning processes supported by proprietary tools and manages approximately $2.74 trillion in client assets.