Thomas Mathis is a financial advisor with Morgan Stanley in Tyler, Texas, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the board and finance committee of Kourage Health, a health and welfare nonprofit organization in Tyler. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm’s financial planning process incorporates structured discovery and firm-approved tools, utilizing resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Ana Delgadillo is a financial advisor with Morgan Stanley in Tyler, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill from 2022 to 2024 and has a diverse background including roles at Ulta Cosmetics, Heaton Eye Associates, Texas Spine & Joint/Baylor Scott & White, and The University of Texas at Tyler. In addition to her advisory work, she holds a Notary Commission in Texas. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques to assist with tailored financial plans.

John Oberg III is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and scenario analysis in its financial planning process.

Elizabeth Geter is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held her current role at Morgan Stanley Smith Barney since 2010. Geter holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Jonathan Hill is a financial advisor with Morgan Stanley in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Hill is also a partner in Hochahill Properties LLC, a real estate business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 offers services both directly and through corporate agreements.