Beavercreek, OH Office

Ned Altic 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 2017, previously employed at Bank of America and Merrill. Outside of his advisory role, Altic is involved with the Institute on the Constitution as its founder and serves on the Miami County Liberty Group board; he is also a member of the Miami County Republican Central Committee and an officer of the Veterans of Foreign Wars post 8211. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning with a focus on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brad Baird is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding a Series 66 designation and having 26 years of industry experience. He has worked at Morgan Stanley since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee on the Board of Trustees for New Freedom Church in Lebanon, Ohio, overseeing the church’s financial transactions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured tools and generally acts in an advisory capacity without offering individual security recommendations as part of standalone planning.

Brian Dannemiller is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at UBS Financial Services and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves individuals 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 using proprietary tools and market scenario modeling.

Brendan Cunningham is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 and modeling techniques in its financial planning process.

Brian Andzik is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Andzik is involved in several business ventures primarily focused on the restaurant industry, including ownership and partnership positions. He also serves as an advisor for a University of Dayton business student fund and participates in financial planning and budgeting roles for local cultural and charitable organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Balinda Ferrara May is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following a lengthy tenure at Merrill from 1980 to 2017 and a brief period at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Tammy Kinstle is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013, with a brief period at Wells Fargo Clearing in 2016-2017. Outside of her advisory work, she is involved with the Miami County YMCA in a non-investment capacity. Morgan Stanley Wealth Management provides advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and tailored investment programs, while offering a broad range of retail and institutional services.

Jonathan Hale is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is involved in a family limited partnership focused on real estate and tax planning. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Robert Newsock is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held previous positions at Merrill and Bank of America, and has been with Morgan Stanley and its Private Bank since 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and methodologies.

Daniel Cline is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at Nuveen Securities, LLC, Virtus Investment Partners, and VP Distributors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes advisory services that do not include individual security recommendations as part of standalone planning.

Shana Sellers Mcelroy is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2009, with prior experience at Nationwide Investment Services Corporation and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Shannon Blair is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following four years at Merrill. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Dylan Cunningham is a financial advisor with Morgan Stanley in Beavercreek, OH. He holds a Series 66 designation and has recently begun his career in the financial industry, joining Morgan Stanley in 2026. Prior to entering finance, his work experience spans various roles largely outside the financial sector. 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 and financial planning services supported by firm-approved tools and modeling techniques.

Douglas Cline is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the boards of the Dayton Habitat for Humanity and the Dayton Chamber of Commerce, and is a city council member and deputy mayor of Centerville, Ohio. Additionally, he is involved with the Grandview Foundation’s finance committee and other local community organizations. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, employing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial services.

Zachary Winning is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Meeder Investment Management, and Ultimus Fund entities. Outside of finance, he is the sole proprietor of Winning Property Solutions, a business focused on purchasing and rehabilitating distressed real estate for resale. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery conversations and firm-approved planning tools, supporting clients with diverse investment and estate planning needs.