The Chapline Ludwig Group at Morgan Stanley

Robert Chapline
Senior Vice President
Wealth Advisor 

Robert is currently Senior Vice President for Morgan Stanley in Kansas City and has over 30 years experience with Morgan Stanley and its predecessor firm. Robert graduated cum laude from Southern Methodist  University in 1982 with a BBA-Finance degree, and after 3 years with a Dallas regional bank, joined Dean Witter, becoming a third –generation advisor for the firm.  He has served on local Kansas City foundation boards and investment committees over the years, including Kingwood Senior Living, Christ Episcopal Church, and Blue Valley Educational Foundation. 

For the Chapline Ludwig Kunkler Group, Robert focuses on distilling Morgan Stanley and outside research to form portfolios to meet their clients objectives. He earned the designation of Senior Investment Management Consultant in 2013, and oversees their core Exchange-traded Fund (ETF) models, as well as a Closed-end Fund and Preferred Stock model portfolio. 

Though now empty-nesters, Robert and his wife Elise enjoyed their days serving as Cub Scout leaders and basketball coaches/managers to their sons Tom and Mark, now working in Dallas and Denver, respectively.  Robert is an avid tennis player, snow and water skier, relishes European travel, and has recently “stretched himself” by taking acoustic guitar lessons.

John T. Ludwig
Senior Vice President, Wealth Advisor
Global Sports and Entertainment Director
Senior Portfolio Management Director

John Ludwig is a Senior Vice President and Wealth Advisor at Morgan Stanley where he helps clients define  and pursue their financial goals. He has spent his entire career with the firm and its predecessors dating back to 1990. 

In 1990, John successfully completed the firm’s Portfolio Management Program and in 2000 earned the Portfolio Management Director designation. In 2008, John earned the SIMC, Senior Investment Management Consultant certification. This designation is awarded to wealth advisors who have acquired extensive knowledge of the capital markets and comprehensive investment management consulting experience, and have built a professional practice using the highest ethical standards. In 2020, John was named a Sports and Entertainment Director in Morgan Stanley Global Sports & Entertainment. This is a specialized group that was created to help address the unique wealth management needs of athletes, coaches, owners, directors, producers, writers, actors and their business advisors.

John has served on the Morgan Stanley Financial Advisor Advisory Council, which acts as a liaison between colleagues and senior management of the firm, providing feedback and insight on key initiatives and enhancements within the organization. Serving from 2008-2010, in the unprecedented economic environment and during the merger of Morgan Stanley and Smith Barney, is a career highlight. 

In 2016, John was named to the list of The Financial Times’ “Top 400 Financial Advisors”. This is an annual award given to a select group of 400 industry individuals who have met the highest of industry standards including compliance records and experience. He has been named to Forbes Magazine's List of America's "Best-in-State Wealth Advisors" 2018, 2019, 2020.

John graduated from The University of Iowa with a B.S. in Finance. He and his wife, Sandi, have 4 children, Riley, Hayden, Carson and Ella. They are active members of St. John La Lande Catholic Church and have volunteered to serve on many of their committees. He has been involved with Boy Scouts, Chaired the Children’s Mercy Hospital Run and has a long history of coaching youth sports, including soccer, volleyball, softball and baseball. He enjoys spending time with his family and friends, road trips, skiing and playing catch.

Disclosures:

*2018-2021 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

*2012-2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2020) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

*Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2016) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/15.

Expanding The Chapline Ludwig Kunkler Group’s national reach, Mark Chapline is a Financial Advisor based in Denver, Colorado. As a fourth-generation advisor with the firm, he pairs his long-term commitment to clients with the group’s 100+ years of combined experience to provide the level of service his clients deserve, planning for and advising them through life’s phases.

Mark provides clients across the country comprehensive financial planning, beginning with a deep understanding of their goals. Leveraging Morgan Stanley’s industry-leading technology and investment services, he helps build and maintain his client’s wealth in an effort to achieve those goals. He focuses on wealth transfer and education for multigenerational clients, Investing with Impact and Alternative Investment strategies.

Mark holds a Master’s of Science in Finance from the Leeds School of Business at the University of Colorado – Boulder and a Bachelor’s degree from the University of Missouri. Before joining the firm, Mark began his career in the thriving tech industry in Denver.

When he isn’t advising clients, Mark enjoys all of the benefits of life in Colorado as an avid snow skier, golfer and backpacker. He also enjoys his frequent time back home with the team and family in Kansas City, cheering on the Chiefs and weekends at Lake Lotawana.

Madison Osias is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ within the Chapline Ludwig Group at Morgan Stanley.

Her approach to wealth management is premised on an all-encompassing understanding of the lives of her clients. She firmly believes that their strategy should incorporate both their financial goals and the personal ambitions that remain a priority in their life.

A graduate and former student-athlete at the University of Mississippi (Ole Miss), Madison leverages her experience to listen, empathize, and understand the challenges unique of her clients. She works diligently to serve as a resource to her clients, helping them navigate the multi-faceted and nuanced financial world. Through comprehensive strategies and holistic financial planning, Madison seeks to increase confidence for her clients to and through retirement.
In alignment with the values of Morgan Stanley – Madison is passionate about inclusion and equality. She serves as the Co-Chair of Morgan Stanley’s EDGE Committee – a Diversity & Inclusion initiative sought to achieve Excellence in Diversity through Growth and Empowerment for Financial Advisor Associates across the country.

Outside of the office, Madison is an active volunteer with The Animal Rescue Alliance, the Alzheimer's Association, and serves as the Head Softball Coach at Notre Dame de Sion High School. A lifelong learner and perpetual seeker of new experiences, Madison maintains an active lifestyle through traveling, cooking, reading and most importantly - cheering on the Ole Miss Rebels.

Following a successful career in the credit card industry, payment systems and customer service, Doug began his career as a financial advisor just days before September 11, 2001. At that time, he recognized the need to engage clients and listen to what they wanted to accomplish during those difficult times and beyond. A focus on financial education and working with extended families began to frame his client relationships. Doug often meets with client's children and grandchildren to teach them about investing and markets overall as one of his ways of "giving back".

Doug also works with businesses supporting one of their most "significant assets"—their employees with effective business retirement plans. Increased retention and focused customer service are all outcomes of the partnerships he cultivates with his business clients.

Doug is a graduate of the University of Missouri-Kansas City with a bachelor's in Liberal Arts. He enjoys wildlife photography, kayaking, and hiking.

Lindsey Stewart
Senior Vice President, Financial Advisor

Lindsey Stewart is currently a Senior Vice President for Morgan Stanley and has over 17 years of experience with the firm and 30 years in the investment business. For much of his career, Lindsey has been an institutional fixed income professional, working with insurance companies, banks, money managers, and corporations. Since he joined Morgan Stanley, he has transitioned to managing portfolios for corporations and individuals while maintaining his institutional business in the form of fixed income and alternative investments.

Lindsey graduated from Rice University in 1983 with a BA in business and received his MBA from the University of Missouri in 1985. Lindsey coached youth basketball, football, soccer, and baseball for over a decade and has served on various charitable boards since moving to Kansas City in 1986, most recently serving as co-Chairman of American Cancer Society’s Coaches vs Cancer annual Kansas City Tip-Off.

Lindsey and his wife Darcy have three children, twins who are officers in the Navy and the oldest is in the advertising business in Kansas City. He enjoys golf, tennis, and travel.

Hayden Ludwig is a Client Service Associate with Morgan Stanley. Following his internship with the firm, Hayden brings a unique perspective to client service by working to meet clients’ administrative needs while supporting the team’s relationships on an ongoing basis. From all aspects of organizational due diligence to transactional support, Hayden maintains open lines of regular communication necessary to support their everyday needs.

Prior to joining Morgan Stanley in 2016, Hayden earned his bachelor’s degree in Business and Finance from Columbia College with a minor in Management before going on to complete his MBA at his alma mater. Hayden brings a tenacious problem-solving skillset and technological capability to the team to gain a better understanding of how to employ technology to integrate and simplify many of their administrative objectives.

Outside of work, Hayden enjoys going to the movies, cooking, and reading. Hayden played on the Columbia College Baseball Team where he received the AMC Academic All-Conference Award 5 times, the NAIA Scholar Athlete Award, and was their Inspirational Athlete of the Year. He has also made time to volunteer for Headstart, a program that promotes the school readiness of children from birth until age five, from low-income families, as well as the Food Bank for Central and Northeast Missouri.

Ellen Booth manages the diverse operational and administrative needs of the team and its clients as Senior Client Service Associate. In the financial industry 15 years, with 6 years at Morgan Stanley, Ellen is a problem solver for the team.

Ellen holds a BSBA from the University of Central Missouri, Warrensburg. She is an active member of Briarcliff Church, where she often volunteers and leads AWANA. Houston Chow Chow rescue group is another organization close to her heart. Ellen loves spending time with her husband Ron and their two children, Avery and Leah. Favorite activities include hikes and walks with her dog and crafting.

Haley Walton is a Client Service Associate with Morgan Stanley. As a primary point of contact for the team’s clients regarding various requests and inquiries, Haley maintains a service model necessary to meet their everyday needs.

Prior to joining Morgan Stanley in 2022, Haley earned her Bachelor of Science in Public Relations from Southern Georgia University. Her experience as an International Wire Specialist and Private Banking Associate has given her the skill set necessary to support every aspect of the client relationship while providing them with a first-class service they’ve come to associate with the team.

Outside of her work in Public Relations, Haley volunteered as a Cheerleading Coach for the Bulloch County Parks and Recreation Department. She coached eight girls through cheers, dances, and stunts for various competitions and events throughout the season.