Bryon Todd is a financial advisor with Morgan Stanley in Visalia, California, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2023 and 2024 respectively. Outside of his advisory role, Todd is involved in agricultural business ownership and property management through Tetra Property Management. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and asset management services, managing approximately $2.74 trillion in client assets.

Peter Babagian is a Series 63-registered financial advisor with Morgan Stanley, based in Visalia, CA, and has 33 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in HYE-PO CPS, a manufacturing and sales business focused on custom products. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Greg Friesen is a financial advisor with Morgan Stanley Wealth Management based in Visalia, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019 and spent 11 years at UBS Financial Services prior to that. Outside of his advisory role, he is also a sole proprietor involved in a real estate venture in Fresno, California. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process incorporates firm-approved tools and modeling techniques such as Monte Carlo simulations, with services focused on advisory roles rather than individual security recommendations.

Greg Todd is a financial advisor with Morgan Stanley in Visalia, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Eric Todd is a Series 66-licensed financial advisor with Morgan Stanley in Visalia, CA, and has 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.