Daniel Burfeind is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. He is based in Wayzata, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and quantitative modeling tools.

Jonathan Applebaum is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Sanford C. Bernstein & Co., LLC, and the Minnesota House of Representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research.

Andrew Starkey is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at Ameriprise Financial from 2017 to 2021 before joining Morgan Stanley. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad retail and institutional offerings.

Matthew Buechel is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a trust based in Nantucket, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment products and services.

Jonathan Tarshish is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. 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 employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.

Gregory Rieland is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of a recreation-related business in Rogers, Minnesota. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 employs structured planning tools and models to support its financial planning process.

Lesley Mairin is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and having seven years of industry experience. Her prior work includes roles at Merrill and Morgan Stanley Smith Barney LLC, as well as a position at The Olive Branch Oil & Spice Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jessica Hindermann is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

John Kvamme is a financial advisor at Morgan Stanley in Wayzata, MN, holding the CFP® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, previously working at Associated Investment Services, Inc. and Associated Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support client goals.

Martin Schneider is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015 respectively. Outside of his advisory role, he manages farming operations on a farm and farmhouse in Long Lake, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process and offers access to investment and estate planning strategies.

Jean Prenevost is a Series 66 licensed financial advisor with Morgan Stanley, based in Wayzata, MN, and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he assists with personal banking needs in a separate capacity. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Samantha Donovan is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation. She has experience at UBS Financial and U.S. Bank, with a total of seven years in the financial industry. Donovan also attended Brown University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory process.

Annette Dick is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 12 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools along with broad retail and institutional investment offerings.

Michael Olafson is a financial advisor at Morgan Stanley in Wayzata, MN, with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning approach.

Grant Walters is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Prime Therapeutics, Polaris Industries, UnitedHealth Group, and Bethel University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to model potential outcomes.

Susan Litecky is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. 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 tailored financial planning services supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Laura Thureson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. 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 utilizes structured planning tools and broad investment offerings.

Coleman Wurzer is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers various investment and wealth management services.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. 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. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Adelyne Salzer is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining Morgan Stanley, she worked at Vertex Capital Planning and Northwestern Mutual Private Client Group. Outside of finance, she is involved as an employee at Hope Breakfast Bar, a restaurant and bar in Saint Louis Park, Minnesota. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a process that includes structured discovery and firm-approved planning tools.