Springfield, MO Office

Douglas Dugal is a financial advisor with Morgan Stanley in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Citigroup Global Markets from 2003 to 2009, followed by over a decade at Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and serves both direct clients and employer-based financial planning agreements.

Rebecca Yasinski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. 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 supported by structured discovery processes and firm-approved tools.

Sarah Hanafin Justice is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held roles at Morgan Stanley since 2013, with a two-year period at Wells Fargo Clearing Services LLC. Outside of her advisory work, she serves as treasurer for The Road Church in Clever, Missouri, and is a commissioned notary public. 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 firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various investment programs and affiliated entities.

John Stewart is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Stewart serves as Vice President and board member of the MU Alumni Association and is on the Board of Directors for the Price Cutter Charity Championship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory services to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Anita Oplotnik is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 license and bringing 23 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the Board of Governors for Missouri Southern State University. 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 employs a structured planning process supported by firm-approved tools and analytical models.

Ryan Alex is a financial advisor at Morgan Stanley in Springfield, MO, holding a Series 66 designation with 20 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broad investment and financial product services.

John Hiles is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining Morgan Stanley in 2021. He serves on the Investment Advisory Board for the Community Foundation of the Ozarks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory approach.

Benjamin Creighton is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Oplotnik is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has been with Morgan Stanley and its Private Bank for one year. Prior to joining Morgan Stanley, he worked in the furniture industry for three years and has experience in insurance and education sectors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and employs advanced modeling tools in its planning services.

Nathanael Roetto is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Morgan Stanley in Springfield, MO. He previously worked at Edward Jones for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct-to-individual and corporate financial planning services.

David Mc Bride is a financial advisor at Morgan Stanley with three 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. Outside of his advisory role, he serves as a board member of the Breathless View Mountain Estates Property Owners Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and modeling techniques, while advising clients in an advisory capacity.

Ryan Groose is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 license and 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Groose is involved in agriculture as the owner of Groose Farm and Groose Farms LLC and serves as a board member for Dadeville R-II School and on the finance committee of the Missouri Cattlemen’s Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Sara Voss is a financial advisor at Morgan Stanley with four years of industry experience. Her prior roles include positions at LPL Financial, Commerce Brokerage Services, and Commerce Bank. Outside of finance, she has experience with entrepreneurial ventures including Creator Delights and Sun Kissed Tan Company. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Samuel Morris is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning agreements.

Andrew Goodall is a financial advisor with Morgan Stanley in Springfield, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. He is also appointed as an insurance broker with various carriers for non-registered insurance products. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through a structured discovery process.