Taylor Bordman is a financial advisor at Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to Morgan Stanley, Bordman was with Beacon Pointe Advisors, LLC and Cohen Financial Services. 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 and financial planning services that utilize structured discovery and firm-approved tools to model financial outcomes.

Mindy Kim is a Series 66-credentialed financial advisor with Morgan Stanley in Leawood, KS, with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009, totaling 17 years at the firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Robert Thompson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. Its financial planning approach uses structured tools and firm-approved methodologies, providing advisory services without individual security recommendations as part of standalone plans.

R Marshall Douthat is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ryan Mcqueary is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Mcqueary has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning service.

David Allen is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in public speaking engagements at Kansas City Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Christopher Longly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with Merrill and Bank of America specialists to provide his clients with financial advice and wealth management services. His role focuses on helping investors make informed decisions with their wealth today, tomorrow, and for future generations. Christopher advises a broad and diverse client base across the country, including young and old, rural and urban, married and single individuals. He specializes in areas such as college education planning, family wealth management strategies, retirement income, ESG investing, and individual and corporate investment strategy. One specific area of focus is advising physicians and their families, drawing on his personal experience as the spouse of a Kansas City physician to address their unique financial challenges and opportunities. He holds a Bachelor's Degree from the University of Nebraska and a Master's Degree from the University of Missouri System. Christopher has earned the Personal Investment Advisor (PIA) designation. His professional affiliations include past leadership roles as President and Trustee within University of Missouri - Kansas City (UMKC) organizations. In his community, he serves as Cubmaster for Pack 3381 at Corinth Elementary and as a Stroke & Turn Official for USA Swimming. His personal interests include biking, camping, cooking, gardening, gymnastics, running, spending time with family, swimming, and traveling.

Kyle Niehues is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and four years of industry experience. His work history includes multiple terms at Morgan Stanley Smith Barney LLC and prior roles in retail and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Aaliyah Buckner is a Series 66-licensed financial advisor with Morgan Stanley, based in Leawood, Kansas, and has one year of industry experience beginning in 2024. Prior to joining Morgan Stanley, she worked for John Brown University and Maranatha Academy. Outside of her advisory role, she is employed by Helper's Inc., an elder care organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Karen Chaney is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Merrill. 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 focused on tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Jennifer Denning is a financial advisor with Morgan Stanley in Leawood, Kansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Deloitte from 2017 to 2020 and spent four years in full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ryan Lovill is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and U.S. Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and approved planning tools to support its financial planning services.

Patrick Aubry is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to model financial outcomes.

Debra Pedersen is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. 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 incorporates structured discovery conversations and firm-approved planning tools.

Jacob Simonton is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Prior to his financial services career, he was employed at The Lost Cajun and The Keller Pointe. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and Global Investment Committee resources.

Sandra Fahlstrom is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models to support its financial advisory services.

Michael Underwood is a financial advisor at Morgan Stanley with 35 years of industry experience. He has served at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct engagements and corporate financial planning agreements.

Leigh Patterson is a financial advisor with Morgan Stanley based in Leawood, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Patterson has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Teri Salach is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2009. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies in its financial planning process.

Christopher Chadick is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.