ADVISOR BIO

Adrienne Michelle Shack is a financial advisor registered with Morgan Stanley. Adrienne has been in the financial industry for over 12 years and is licensed in multiple states, including Ohio, Pennsylvania, and Texas. She is also a Series 7, 9, 10, 66 and SIE licensed representative. Adrienne has experience in providing financial advice to individuals, businesses, and other institutions. She specializes in asset allocation, financial planning, and portfolio management. Adrienne is committed to providing her clients with the highest level of service and expertise.

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Alan Paul Weilacher is a financial advisor at Morgan Stanley with over 35 years of experience in the industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 31, and 63 licenses as well as a Series 65 license. Alan has a broad range of experience and holds a variety of registrations, including in Florida, Ohio, Pennsylvania, and Texas. Alan specializes in working with high-net-worth individuals, corporations, and charitable organizations. Prior to joining Morgan Stanley, Alan worked at Citigroup Global Markets Inc. and Lehman Brothers Inc.

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Bart Bucci is an investment advisor representative at Morgan Stanley. Bart has over 28 years of experience in the financial industry and holds a Series 7, 31, and 63 securities license. Bart is also a Registered Investment Advisor in the state of Ohio, Illinois, and Texas. Bart works in the Pepper Pike office of Morgan Stanley.

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Benjamin T. Isroff is a registered representative with Morgan Stanley, serving clients in Pepper Pike, Ohio. Benjamin has been in the financial services industry since 2018. Benjamin is a licensed investment advisor representative in Ohio and Texas. Benjamin's specializations include portfolio management, financial planning and asset allocation. Benjamin also provides education seminars to clients.

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Brian Isroff is a registered representative with Morgan Stanley, a leading global financial services firm. Brian has been in the financial services industry for over 20 years and has a strong track record of providing personalized investment advice to individuals, families, and institutions. Brian is committed to helping clients achieve their financial goals by providing them with a comprehensive range of investment services, including financial planning, asset allocation, and portfolio management.

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Catherine Foltz is a financial advisor at Morgan Stanley. Catherine has over 20 years of experience in the financial services industry. Catherine has a wide range of experience in investments, including stocks, bonds, mutual funds, and options. She also has experience in financial planning and retirement planning. Catherine is committed to providing her clients with personalized financial advice that meets their individual needs. Catherine is a highly qualified and experienced financial advisor who can help you reach your financial goals.

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Charles Brennan is a financial advisor with Morgan Stanley. Charles has been in the financial industry for over 25 years, with previous roles at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, McDonald Investments Inc., and Key Capital Markets, Inc.. Charles holds Series 7, Series 63, and Series 65 licenses. Charles is registered in 34 states to offer securities and investment advisory services. Charles provides a wide range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting. Charles has extensive experience in asset allocation and works with clients to develop customized investment strategies. Charles is a managing member of 100 Ocean's Pond LLC and a partner in CBK Netting LLC.

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Christine Kaminsky is a financial advisor at Morgan Stanley. Christine has been in the financial services industry since 1993. Christine is registered with FINRA as a General Securities Representative and holds the Series 7 and SIE licenses. Christine also holds a Series 63 license, which allows her to sell securities in Ohio. In addition to being a Registered Representative, Christine is also a Registered Investment Advisor. She is licensed to provide investment advice in both Ohio and Texas. Christine has worked at Morgan Stanley since 2009. Christine is currently registered with the following state securities regulators: Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, New Mexico, New York, North Carolina, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.

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Csongor Simon-benedek is an investment advisor representative with Morgan Stanley. Csongor Simon-benedek is licensed to provide investment advice in all 50 U.S. states and Puerto Rico. Csongor Simon-benedek has been active in the industry since June 2019 and is registered with both the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA). Csongor Simon-benedek has previously worked at PNC Investments. Csongor Simon-benedek holds a number of licenses including the Series 66, Series 10, Series 9, Series 24, Series 31, Series 7TO and the SIE. Csongor Simon-benedek specializes in investment advisory services, asset allocation advice, financial planning, pension consulting and educational seminars.

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Danielle Allyson Beard is a registered representative with Morgan Stanley. Danielle has been in the securities industry since 2017. Danielle is registered in 42 states for both securities and investment advisory services. Danielle has a Series 7, Series 66 and SIE license and holds a FINRA registration. Prior to joining Morgan Stanley, Danielle has worked with J.P. Morgan Securities LLC and Next Financial Group, Inc.

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