Brian Currier is a financial advisor with Morgan Stanley based in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Josh Rand is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 66 designation and having 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Lisa Shelton is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individuals 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 both retail and corporate financial planning services.

D Collins is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a volunteer firefighter and is active in local political and religious organizations, including the Skamania County Republican Party and The Dunes Bible Camp. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning and investment management with approximately $2.74 trillion in client assets under management.

Javier Lizarraga is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Lizarraga holds Series 63 and Series 65 licenses and serves as a board member and treasurer for St. Mary’s Home for Boys, a charity in Beaverton, OR. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and risk modeling techniques.

Bruce Trang is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has worked at Morgan Stanley Smith Barney since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Bruce holds Series 63 and Series 65 licenses and is based in Vancouver, WA. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Brian Schuler is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes that use firm-approved tools and models.

Stephen Panitch is a financial advisor with Morgan Stanley in Vancouver, Washington, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including multiple roles within Morgan Stanley 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 that utilize structured discovery processes and advanced modeling tools.

Kenneth Mogseth is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Morgan Stanley and its related entities since 2007. Outside of his advisory work, he serves as a director for Crossroads Community Church, a charitable organization in Vancouver. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and market modeling but does not provide individual security recommendations as part of standalone plans.

Mian Harris Yaseen is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Merrill and Bank of America N.A., accumulating six years of experience, and has also held roles at Washington Federal, Walmart, and Shafiq Sons Law Associates. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs and 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, applying broad investment analysis without offering individual security recommendations within standalone planning services.

Spencer French is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following roles at CUSO Financial Services and Columbia Credit Union. Outside of finance, he coaches at Westside Academy of Kung Fu/Crossfit Hillsdale and manages music royalties as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeled outcome simulations.

Tyler Church is a financial advisor at Morgan Stanley in Vancouver, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.

Susan Love is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2017, she worked at RBC Capital Markets Corporation for nine years. Outside of her advisory role, she is involved in making and selling craft items and patterns through various online platforms and local craft fairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with clients responsible for plan implementation and updates.

Thomas Elrod Sr. is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 63 license and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009 and is also involved with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner providing a line of credit for an automotive and transportation lending business, TC Truckers LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Tomie Schmidt is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she manages a property management business in Vancouver. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and various investment strategies but generally acts in an advisory capacity rather than as an ERISA fiduciary unless specifically engaged.

Heather Ramirez is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held roles at Equitable Advisors and several other companies across various sectors, including the University of Washington and Kiehl's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Brooke Coutrakon is a CFP® professional with 16 years of experience currently advising clients at Morgan Stanley in Vancouver, WA. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Benjamin Lanphar is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Julie Gulla is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in angel investing and serves as Investor Relations Chair for the Oregon Entrepreneur Network’s Portland Angel Network, as well as a member of the finance committee for the Portland State University Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and financial strategies.

Amy Hays is a financial advisor at Morgan Stanley with 23 years of industry experience. Her prior roles include positions at Stifel, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. She holds the Series 63 and Series 66 securities licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis, managing approximately $2.74 trillion in client assets.

Michael Julian is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Kelso Theater Pub in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured planning process and utilizes advanced modeling tools while maintaining an advisory role that generally excludes fiduciary responsibilities unless specifically agreed upon.

Laurel Numbers is a financial advisor with Morgan Stanley in Vancouver, WA, holding a Series 66 credential and 12 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014. Outside her advisory role, she serves as a board member for Friends of Hospice, a nonprofit organization focused on fundraising and marketing. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

Chase Wanamaker is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2022. Prior to that, he was with Merrill from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategic investment models in its process.

William Williams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020, following five years at Umpqua Investments, Inc. Morgan Stanley Wealth Management provides a 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 both direct individual plans and Corporate Financial Planning agreements.

Lucy Wilks is a financial advisor at Morgan Stanley in Vancouver, Washington, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed by Portland Public Schools. Outside of her advisory role, she works as an independent contractor for DoorDash. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, combining tailored financial planning with access to extensive investment programs and firm-approved analytical tools.