Gregory Talpey is a financial advisor at Morgan Stanley in Troy, MI, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its Private Bank since 2016. 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 leveraging firm-approved tools and modeling techniques.

Mitchell Swayze is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2007, including Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a board member on the finance committee for the Alpha Phi chapter of Delta Sigma Phi, a national fraternity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning services incorporate structured discovery conversations and firm-approved tools, with an emphasis on customized planning and advisory support.

Autumn Szlaga is a Series 66-registered financial advisor with Morgan Stanley in Troy, MI, and has been with the firm since 2026. Prior to joining Morgan Stanley, she worked at American Axle and Manufacturing and Great Oaks Country Club. 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 analytical models.

Maeghan Holmes is a financial advisor with Morgan Stanley in Troy, MI, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. She previously worked at Merrill, Bank of America, and CUSO Financial Services. Outside of her advisory role, she operates HolmesMade by Maeghan, an Etsy shop selling handmade and vintage items. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm-approved tools, with clients responsible for implementing and updating their plans.

Kelli Marquardt is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney and Merrill during her career. Marquardt is based in Troy, MI. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Eryck Little is a financial advisor with Morgan Stanley in Troy, Michigan, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured-product activities.

Kimberly Vallet is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Sharon Mccaslin is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range 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 proprietary tools and market scenario modeling.

Matthew Merrifield is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to that, he was employed at Nordstrom and Oakland University. Merrifield is also involved in a trust-related business activity based in Beverly Hills, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eric Nichols is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, Wells Fargo Clearing, and WELLS FARGO Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Bryan Lister is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses. He has 50 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Sudarshan Kumar is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 license and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery conversations and firm-approved planning tools, serving a broad range of retail and institutional customers.

David Zukowski is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and has also worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery conversations and approved planning tools, providing tailored financial plans supported by its Global Investment Committee’s return estimates and modeling techniques.

Brian Donohoe is a financial advisor at Morgan Stanley in Troy, MI, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support client financial goals.

Farryn Hayosh is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at APiS North America, LLC from 2019 to 2021 and has additional experience at Sommers Schwartz and Autism Hope Alliance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm‑approved tools, offering a broad range of retail and institutional investment services.