Christopher Omlin is a financial advisor with Morgan Stanley in Yakima, Washington, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He serves on the board and finance committee of Riverside Christian School, a nonprofit organization in Yakima. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and employing structured planning tools supported by a Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Daniel Cohen is a financial advisor with Morgan Stanley in Yakima, Washington, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of advising, he serves as a successor trustee for a trust based in Mercer Island, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning processes that incorporate firm-approved tools and modeling techniques.

Shane Snell is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in estate administration. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Amy Waller is a financial advisor at Morgan Stanley in Yakima, WA, holding a Series 66 designation with nine years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2017, following a year at Edward Jones. 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 tools and diverse investment resources.

Tanner Sloan is a financial advisor at Morgan Stanley in Yakima, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Irwin Research and Development and RBC Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning through its Financial Advisors and Estate Planning Strategies Group.

Miles Megert is a financial advisor at Morgan Stanley in Yakima, Washington, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Baker Boyer Bank and has experience in the hospitality industry as a partner in Cowiche Canyon Kitchen, a restaurant and bar. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its approach includes structured discovery conversations and firm-approved planning tools to support client financial planning needs.

Kasen Bodeau is a financial advisor at Morgan Stanley in Yakima, WA, holding a Series 66 credential. He joined Morgan Stanley in 2024 and previously worked at Western Wheat Quality Laboratory and Bodeau Brothers Farm, where he amassed experience outside the financial industry. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model potential outcomes.

Michael Norton is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018, and previously held positions at Madrona Distribution Inc. and Comprehensive Healthcare. His outside business activities include roles related to estate and investment matters in Yakima. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering customized financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Teresa Orcutt is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various retail and corporate financial planning arrangements.

Bret Bohoskey is a financial advisor with Morgan Stanley in Yakima, Washington, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, he serves on the Finance Committee at Yakima Valley College, contributing to the oversight of external money managers. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

Keegan Harris is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Yakima Federal Savings and Loan Association for eight years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of advising, he is involved in managing a sole proprietorship property rental business in Zillah, Washington. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Susannah Vetsch is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, and Citigroup Global Markets. She also serves as an executor/co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing tailored financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers a structured financial planning process supported by approved planning tools and serves clients through a range of investment programs and strategic partnerships.

John Rennie is a financial advisor at Morgan Stanley with 44 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Rennie holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.