Joe Cleary IV is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at several firms including Mariner Wealth Advisors and Texas Capital Bank. He serves as a board member of the Child Advocacy Network, a nonprofit focused on children and youth in the Tulsa community. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by proprietary tools and utilizes research such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Greg Gangas is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney since 2009. He is a co-writer of a self-published family cookbook titled *Sharing Family Traditions*. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Aidan Shaffer is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he has held positions at Integrated Payment Services, Love's Travel Stops, and Goddard Health Center. He is involved with Integrated Payment Services in a sales and marketing capacity outside of his advisory role. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools alongside broader firm resources.

Gordon Polly is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee responsible for disbursing trust assets to beneficiaries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

James Olmedo is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Olmedo serves as a board member of True Grit Land and Ranch, LLC, an agriculture and construction enterprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services supported by structured processes and firm-approved tools.

Ava Olmedo is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 credential with two years of industry experience. She has been with Morgan Stanley in various roles since 2020, including her current position at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers a range of investment and financial products through its extensive national platform.

Wayne Choisnet is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. His outside activities include personal interests in oil and gas. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Harrison Brady is a financial advisor with Morgan Stanley in Tulsa, Oklahoma. He holds a Series 66 designation and has five years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as legal work with the University of Oklahoma Law School and OATH Law. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial 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.

Anjeannette Williams is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Outside of her advisory role, she serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Kelly Hewitt is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 14 years of industry experience. She has been associated with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Hewitt volunteers teaching business and finance with Junior Achievement. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various specialized groups and investment strategies.

Stanley Stephens is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is listed as the owner of Midwest Marketplace OKC, a family-run e-commerce business operated by his wife. 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 methodologies.

Rocki Walker is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is co-owner of a small airplane through Sierra Romeo Planes LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services.

Roger Littlefield is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tulsa, OK. His prior experience includes roles at BOK Financial Securities and Bokf, N.A. He holds Series 63, 65, and 66 licenses in addition to his CFP® designation. 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. The firm’s planning process utilizes structured discovery and proprietary tools, with services encompassing a broad range of investment and financial strategies.

Robert Duenner IV is a financial advisor with Morgan Stanley in Tulsa, OK. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining Morgan Stanley, he was involved with several business ventures, including Amped Life Trading, LLC and SVHB Marketing LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market simulations as part of its advisory services.

Elizabeth Carson is a financial advisor with Morgan Stanley in Tulsa, OK, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 29 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 and tailored financial planning supported by firm-approved tools and methodologies.

Jake Brunoldi is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to that, he held positions at Topgolf and Academy Sports + Outdoors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved tools to develop financial plans.

William Freudenrich is a CFP® professional with four years of industry experience. He is currently with Morgan Stanley in Tulsa, OK, and previously worked at Capital Advisors, Inc., Williams Companies, and PriceWaterHouseCoopers. He serves on the Board of Trustees and Investment Committee for Holland Hall, a nonprofit educational institution. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by advanced modeling tools and a broad range of investment programs.

Alexandra Evangelista is a Series 66-licensed financial advisor with Morgan Stanley, based in Tulsa, OK. She has two years of industry experience, including a previous 11-year tenure at Morgan Stanley from 2015 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eric Walker is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division for the past 10 years, based in Tulsa, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

David Niles is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2013 and is affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Niles serves as president of Broken Arrow Catholic Radio, Inc., a nonprofit radio broadcast organization, and has co-authored a book with Ascension Press. Morgan Stanley Wealth Management serves both individual and institutional clients with a 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 that include financial planning through its Financial Advisors and Estate Planning Strategies Group.