Loveland, CO Office

Tonya Moddelmog is a financial advisor with Morgan Stanley Smith Barney LLC, holding a Series 66 designation and possessing 15 years of industry experience. She previously worked at Private Client Services LLC and Cornerstone Wealth Management. Outside of her advisory role, she is a partner involved with Sunflower Capital LLC, a real estate-related business based in Fort Collins, Colorado. 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, utilizing structured planning tools and market modeling to support client goals.

Robert Johnson is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Purple Mountain Outdoors and Matador Mexican Grill. Outside of advisory work, he is involved with Purple Mountain Outdoors, a media production company focused on outdoorsmanship. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Howard Hissrich 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 2011, including time at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in Joga Bonito, LLC, a retail and wholesale product business, and serves on the Wings of the Rockies Auxiliary Board, a museum focused on flight and aviation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and modeling tools to support client decision-making.

Jason Welling is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to his financial career, he was affiliated with Emory University and River Hill High School. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models in its financial planning process.

Jeremiah Mackmiller is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Morgan Stanley since 2018. Outside of his advisory role, he is a silent partner in a medical device company, VRRX Holdings LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support clients, acting primarily in an advisory capacity.

Joshua Barrios is a financial advisor at Morgan Stanley in Loveland, Colorado. He holds a Series 66 designation and has experience working at Elevations Credit Union and The Cheesecake Factory prior to joining Morgan Stanley. Barrios has been with Morgan Stanley since 2025. 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 its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Katie Baker is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 10 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones for six years and served in the Air National Guard for ten years. Outside of her advisory role, she co-organizes the Noco Children's Business Fair, an event where children sell handmade items in a craft fair setting. Morgan Stanley Wealth Management delivers a wide array of advisory programs 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 employs a structured planning process supported by advanced modeling tools.

Craig Moddelmog is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Client Services, LLC, and Cornerstone Wealth Management, Inc. He is also a partner at Sunflower Capital LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support client outcomes.

Brandy Carlson is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Carl Weigold is a financial advisor at Morgan Stanley in Loveland, Colorado, with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he held positions at Bank of the West and Axa Advisors, LLC. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Adam Goble is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include retirement and estate planning through a structured financial planning process.

Stephanie Glassman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Loveland, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by offering a 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 Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Lori Gibb is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 19 years of industry experience. She previously worked at Raymond James & Associates, Inc. for 10 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including tailored financial planning services supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.