T. Michael Osterman

With over two decades of experience in the financial services industry, Tom Bardwell has established himself as a trusted advisor, catering to affluent individuals, families, and institutional clients since 1999. His journey began at Van Kampen Investments, where he acquired a deep understanding of portfolio management and asset allocation strategies.

From late 2005 until 2008, Tom assumed the position of Manager of the Central Illinois Complex for Morgan Stanley, further refining his leadership acumen. In 2008, he joined the Cornerstone Capital Group at Morgan Stanley, leveraging his expertise to optimize investment portfolios and implement effective planning strategies for both individuals and institutions.

Tom's commitment to community engagement was evident during his time in Central Illinois, where he actively participated in various organizations. He served as a member of the Board of Directors for the Peoria Riverfront Museum, contributed as a member of the Campaign Cabinet for the Heart of Illinois United Way Drive, and held a Board Member position for the Central Illinois Estate Planning Council.

In 2014, Tom, accompanied by his family, made the decision to relocate to Sarasota, Florida, embarking on a new chapter by establishing a Cornerstone Capital Group office in the area. Today, he continues to serve clients nationwide, offering his comprehensive financial expertise. Tom takes great pride in his involvement in the Sarasota community, actively participating as a member of Bayside Community Church and engaging in local outreach events that aim to make a positive impact

Tom and his wife, Courtney, share the joy of raising four children while nurturing their fulfilling life in Sarasota. With his unwavering dedication and commitment to clients' financial well-being, Tom Bardwell continues to be a beacon of trust and expertise in the financial services industry.

Susan Wilson has devoted her life to helping people with their finances-her longevity as a wealth manager attests to the relationships and trust she has built in her dedication to taking care of clients. “It is very personal and meaningful to me to take care of my clients. They become family,” Wilson Said. “Although everyone’s needs and expectations differ, they all want someone to guide them to the best outcome, which often includes leaving something for the next generation or philanthropy.” Most recently she has earned recognition as Forbes Best in State Wealth Advisor for 2022 as well as being recognized as Forbes Top Women Wealth Advisors for 2020, 2021 and 2022.

After living in Manhattan for 30 years, Wilson and her husband, Charlie, bought a home on Bird Key and transitioned to Sarasota. They actively support the arts and other local non-profits including sponsoring graduate students in the FSU/Asolo Conservatory for Actor Training, Dance the Next Generation at the Sarasota Ballet, as well as supporting the Westcoast Black Theatre Troupe as Ambassadors. Fundraising for SPARCC (Safe Place and Rape Crisis Center) and the Van Wezel Foundation have been important philanthropic endeavors for both of them. They also like socializing with friends at the Bird Key Yacht Club, where Charlie served as Commodore, and are avid golfers who enjoy playing locally and internationally.

Michael Osterman brings over 30 years of Wealth Management experience to every client he advises.

As a Senior Vice President and Financial Planning Specialist, Michael was based in Chicago for 22 years before he relocated to Sarasota in 2015.

Michael’s primary responsibilities include client relationships, investment strategies, liability management and coordinating with accountants and estate attorneys to help secure client’s financial goals.

He holds a Bachelor of Science in Finance from Arizona State University, and is actively involved with various organizations, including Easter Seals and SPARCC.

Michael lives with his wife Charlotte, his son Oliver and their dog Piper. He enjoys most sports, especially skiing and surfing. He is also an active traveler and avid reader.

Rylan K. Lanham is a highly accomplished financial advisor based in Sarasota, Florida. With a successful background in professional golf, Rylan made a seamless transition to the financial services industry on December 9th, 2014. Since then, he has obtained his series 7, 66, and insurance licenses, laying a strong foundation for his career.

Rylan embarked on his financial journey with a boutique independent firm in Sarasota, FL, where he assumed the pivotal role of financial planning coordinator for the southeastern United States. Collaborating with a diverse network of over 120 advisors, Rylan excelled in providing tailored financial planning solutions to a wide range of clients. Through rigorous analysis of numerous portfolios and financial positions, he swiftly developed an astute understanding of market dynamics and comprehensive financial planning strategies.

Recognizing his unwavering dedication and insightful vision within the financial services industry, Morgan Stanley extended an invitation to Rylan in April of 2017. Since joining their esteemed ranks, Rylan has played an integral role in spearheading the launch of Morgan Stanley's modern wealth management platform. He takes great pride in being the face of modern wealth management, effectively representing the values and expertise of the company.

Rylan strategically leverages the comprehensive ecosystem of Morgan Stanley to deliver a forward-thinking business model that embodies the future of the financial services industry. By integrating best-in-class technology, a robust regulatory framework, and world-class thought leadership, he ensures that his clients receive exceptional service and remain at the forefront of financial innovation.

Rylan’s hobbies include golfing, offshore fishing, cooking, and spending time with his wife Heather, their son Ryker Kyle, and their two cats and dogs.

Susan joined Morgan Stanley and its predecessors in 1984 as she was achieving her Associate Degree in Business Management. Born in Mesquite, Texas, Susan’s family moved to Long Island, NY when she was 5 years old. She ended up in Sarasota in 2018 to aid her aging parents.
Susan brings extensive knowledge and experience to the Cornerstone Capital Group. She is a Senior Registered Associate and has her Series 7, 63, 66, 9 and 10 licenses. Susan is passionate about people and works diligently in building long lasting client relationships and providing excellent client service. She provides administrative and operational support for the team’s private clients along with working closely with the Financial Advisors.
Susan enjoys the sunshine, time at the beach and outdoor activities like biking, kayaking, swimming, and walking trails. She loves to spend time with her grown kids, family, and friends. She is a member with New Day Christian Church and enjoys volunteering her time there.

Adrienne began her career with Morgan Stanley in 2019 and joined the Cornerstone Capital Group in 2022. As a Senior Registered Client Service Associate, Adrienne is passionate about delivering great service. She enjoys solving problems for clients and making their lives a little simpler. She holds her Series 7 and 66 licenses, as well as her Life, Accident, Health, and Variable Annuity insurance licenses.

Adrienne graduated in 2018 from Calvin College in Grand Rapids, Michigan, where she then began her career with Morgan Stanley. She moved to Sarasota, Florida to join the Cornerstone Capital Group and to be closer to her family in her hometown of Tampa. Adrienne is happy to be back in Florida and enjoys biking, running, and spending time at the beach.

Amanda Lewis is a Client Service Associate originally from Deleon Springs, Florida. She has an MBA from Southeastern University and completed her undergraduate studies at the University of South Florida, where she majored in interdisciplinary Social Sciences. Before joining the firm, she worked as an elementary and middle school teacher and coached several sports teams. Amanda strives to create every client interaction an amazing experience where they feel they have received quality customer service.
Amanda currently resides in Parrish, Florida, with her husband Marsden and their baby boy Asher. They also have an adorable Pekingese named Dallas. In her free time she enjoys shopping, repurposing furniture, and spending quality time with her family and friends.