Mark Thomas is a financial advisor with Morgan Stanley in Pittsford, NY. He holds a Series 66 designation and has experience working at JP Morgan Chase, Star Cider, Hobart and William Smith Colleges, Fresh Ayr Farm Market, and Red Jacket School District. Outside of his advisory role, he is a partner at Emu Imports LLC, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and a broad range of retail and institutional offerings.

Paul Hanrahan Jr. is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 services both directly and through employer-based financial planning agreements.

Christopher Lamphere is a financial advisor with Morgan Stanley in Pittsford, NY, holding a Series 66 designation and having 10 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individual and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Chris Reynolds is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked in various roles within Morgan Stanley since 2019. Prior to his career in financial services, he worked at Windstream Communications and other companies. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

Rebecca Bowman is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. since 2010. Outside of her advisory role, she is involved as an officer in a property management business based in New York. 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 employs structured planning tools and does not offer individual security recommendations within its standalone planning services.

Tara Farrell is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets since 1992. Outside of her advisory role, she operates a tree service business in Ontario, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual 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 structured planning tools supported by its Global Investment Committee.

Thomas La Crosse 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. Prior to his career in finance, he spent eight years at Leonard's Express, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Alec Wolfe is a financial advisor at Morgan Stanley in Pittsford, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Newday USA and has a background including roles at SUNY Geneseo and Pittsford Schools. 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 uses a structured financial planning process supported by proprietary tools and investment committee analyses.

Jeremy Solat is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of finance, he is a co-founder of QuadSports LLC, a sports game project that is currently patent pending and maintained as a passion project with no active business operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes involving proprietary tools and market simulations.

Kevin Anglim Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and recent entry into the industry. His background includes roles at Morgan Stanley since 2024, as well as experience in education and hospitality sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning processes and firm-approved tools to support tailored investment strategies.

Kari Pestorius is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and estate planning groups.

Barbara Schirmer is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Jeffrey Praino is a CFP® professional affiliated with Morgan Stanley in Pittsford, NY, with 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning. The firm utilizes a structured planning process supported by firm-approved tools and analytical models to assist clients in developing financial plans.

Robert Mike is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs structured planning tools and investment modeling techniques and manages approximately $2.74 trillion in client assets.

Daniel Malloy is a financial advisor with Morgan Stanley in Pittsford, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at RNY FC, Nextcorps, and Wegmans Food Markets, among others. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.