Richard Goldman is a financial advisor with Morgan Stanley in Elmira, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Goldman serves as deputy supervisor and finance committee board member for the Town of Ulysses, New York. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving 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 structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

John Princiotto is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds the Series 63 designation and is based in Elmira, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and Corporate Financial Planning services.

Russell Bancroft is a financial advisor with Morgan Stanley in Elmira, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, Bancroft serves as a board member of the Kiwanis Club of Horseheads and is a school sports referee for GST Boces. 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. Their financial planning emphasizes structured discovery and firm-approved tools, without individual security recommendations in standalone planning.

Noah Hunkele is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked with Soccer Shots Franchising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment committee analyses.

Peter Mcevoy 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 Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and various modeling tools to assist clients in planning their financial futures.