Krista Taliaferro is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She previously worked at UBS Financial Services from 1998 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Lydia May is a Certified Financial Planner (CFP®) with 42 years of experience in the financial services industry. She has worked at UBS Financial Services for 26 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she currently practices. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Adrienne Yeager is a financial advisor with Morgan Stanley in Paducah, KY, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services, Inc. for eight years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

Jason Straub is a Certified Financial Planner (CFP®) with five years of experience in financial services. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024, following three years at UBS Financial Services. Prior to his financial career, he held roles in healthcare and medical sales, including positions at Baptist Health Paducah and Straub Medical Sales, LLC. He is affiliated with Morgan Stanley Wealth Management, 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 processes and firm-approved planning tools.

Melissa Breeden is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She previously worked at UBS Financial Services for 26 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including personalized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Daniel Brown is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 17 years. Outside of his advisory work, he serves as a trustee for Twelve Oaks Baptist Church in Paducah, KY. 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. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools.

Jamey Brown is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Paducah, KY. Prior to joining Morgan Stanley, he worked for over two decades at UBS Financial Services. Outside of his advisory role, Brown is involved with B&S Enterprises LLC, a limo rental business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that emphasize structured discovery and modeling of financial outcomes.