John Wohlgemuth is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at AT&T and Georgetown University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Gabrielle Bulgari is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. She worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Kevin Pilarski is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Outside of his advisory role, Pilarski is the sole proprietor of The Basye Retreat, a real estate business in Basye, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Gavin Lewis is a financial advisor at Morgan Stanley based in Washington, DC, holding a Series 66 designation. He has recent experience at Morgan Stanley starting in 2025 and has been involved with the Catholic/Crypto Network and Catholic University of America in various roles. Morgan Stanley Wealth Management offers comprehensive advisory programs to both individual and institutional clients, providing 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 and planning services.

Eric Sinclair is a financial advisor at Morgan Stanley in Washington, DC, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup for nine years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured discovery processes and advanced modeling tools in its planning services, offering a broad range of retail and institutional investment options.

Augustine Smyth is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to assist in financial decision-making.

Edward Berry is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he is the author of a self-published, personal-topic book and participates in Argentine tango dancing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct plans and Corporate Financial Planning agreements.

Nicholas Burda is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, E*TRADE Capital Management, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate both retail and institutional investment solutions.

Brendan Lloyd is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021. His prior roles include positions at UBS Financial Services, Janney Montgomery Scott, IQBG, and Ralph Lauren Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client decision-making.

Sabrina Van Straten is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2024 and has been with Morgan Stanley since 2022. Her prior experience includes a role at Comerica Bank. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering 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 financial planning process using firm-approved tools and modeling techniques.

Michael Gradowski is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, 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 utilizing firm-approved tools and modeling techniques.

Alyson Scott is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following three years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, 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 that include broadly diversified investment offerings and specialized planning resources.

William Zorr is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 63 credential and over 59 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021 and previously spent 15 years at UBS Financial Services. 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 a structured discovery process.

Jaclyn Bellini is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at UBS and Segal Waters Consulting. She has held multiple roles in academia and consulting early in her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm‑approved planning tools and modeling techniques.

James Molloy IV is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at R&R Mechanical Inc. and multiple positions related to education and sports camps. 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 supported by firm-approved tools and modeling techniques.

Katherine Gallo is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing eight years of industry experience. She has been with Morgan Stanley since 2017, following her time at Gettysburg College. 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 supported by structured discovery conversations and firm-approved planning tools.

Elizabeth Nolan is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, National Association since 2015, also working at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates in its financial planning process.

Guillermo Garcia is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Adam Geffner is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He currently works at Morgan Stanley, where he has been since 2022. His prior roles include positions at Geffner Capital Management, The MacArthur Company, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by comprehensive tools and resources, offering both retail and institutional investment solutions.

Ryan Maki is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2015 across various roles, including Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory responsibilities, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.