The Cornerstone Capital Group at Morgan Stanley

Carolyn Weaver has spent the last 14 years as a financial advisor at Morgan Stanley, working to create a roadmap for her clients’ futures by helping them manage complex financial affairs amidst ever-changing circumstances. In addition to a full spectrum of financial licenses, she is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional, and a member of the Firm's Master’s Club.

Carolyn currently lives in Evergreen, Colorado, but is a native of Peoria, Illinois, where she was extremely active in the local community. An avid runner, she participated in a multitude of intercity and interstate runs against cancer with St. Jude Hospital. She has served on the Board of Directors for the Heart of Illinois Big Brothers Big Sisters, and volunteers with the Peoria Public School System, the Junior Achievement of Central Illinois, the Salvation Army, and the Heart of Illinois United Way's Tocqueville Society.

Eric Schlipf is a CERTIFIED FINANCIAL PLANNER ™ and a Chartered Financial Analyst (CFA^®)charterholder based out of Peoria, Illinois. He graduated with high honors from the University of Illinois, Champaign-Urbana with a Bachelor of Science in Finance, as well as with honors from the University of Chicago, where he earned his MBA. He has spent nearly two decades in the investment industry, first starting out as a member of a 13-person investment team that managed over $50 billion for State Farm Insurance. He then worked as an Equity Research Analyst at a regional investment banking firm where he advised a multitude of institutional clients from all over the world. In 2007, he began working at Morgan Stanley, where he has successfully reached his professional goal of working directly with individual clients.

Eric currently resides in Central Illinois with his wife, Chris, and their children, Blake and Layne. In his free time, he enjoys coaching baseball, golfing, and spending time on his family’s farm.

Tom Bardwell has been in the financial services industry since 1999, serving affluent individuals, families, and institutional clients. He began his career at Van Kampen Investments, where he was able to develop a deep understanding of portfolio management and asset allocation strategies. Before joining the Cornerstone Capital Group, Tom served as the Manager of the Central Illinois Complex for Morgan Stanley from late 2005 until 2008.* Tom joined the Cornerstone Capital Group at Morgan Stanley in 2008 to work with both individuals and institutions, where he utilized his background to help optimize investment portfolios and implement appropriate planning strategies for clients. Tom was also involved in a variety of community organizations while living in Central Illinois and served in numerous leadership roles, in which he was a member of the Board of Directors for the Peoria Riverfront Museum Foundation, a member of the Campaign Cabinet for the Heart of Illinois United Way Drive, and a Board Member for the Central Illinois Estate Planning Council.

In 2014, Tom and his family moved to Sarasota, Florida, to start a new office for the Cornerstone Capital Group. He still lives here today, and continues to serve clients all over the country. Tom and his wife, Courtney, have four children. In Sarasota, Tom is member of Bayside Community Church, and enjoys local outreach events to help the community.

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.

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 and 2023 as well as being recognized as Forbes Top Women Wealth Advisors for 2020, 2021, 2022, and 2023.

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.

Forbes Best in State Wealth Advisors, 2022 and 2023
Source: Forbes.com (Awarded 2022 & 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Forbes Top Women Wealth Advisors & Forbes Best in State Women Wealth Advisors 2020, 2021, 2022, and 2023
2023, 2022, 2021, & 2020 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023, 2022, 2021, & 2020). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

Rylan K. Lanham is a financial advisor in Sarasota, Florida. After a successful professional golfing career Rylan transitioned to the financial services industry December 9th 2014. Upon obtaining his series 7, 66, and insurance licenses, Rylan began his career with a boutique independent firm in Sarasota FL. He acted as the financial planning coordinator for the southeastern United States and partnered with over 120 advisors to deliver tailored financial planning solutions to their clients. In analyzing thousands of clients’ portfolios and financial positions Rylan quickly acquired conceptual intelligence of market dynamics and comprehensive financial planning. Morgan Stanley recognized his passion and vision of the financial services industry and recruited Rylan in April of 2017. Rylan has played an integral role in launching Morgan Stanley’s modern wealth management platform and takes pride in being the face of modern wealth management. Rylan strategically leverages the entire ecosystem of Morgan Stanley to deliver a business model that represents the future of what the financial services industry will bring; best in class technology, regulatory framework, and world class thought leadership.

Rylan was born at Sarasota Memorial Hospital September 30th 1988. Soon after birth his parents Alan and Lisa relocated to the Appalachian Mountains of Murphy, NC to raise him. Rylan was the first and only male member of his family to attend college and not go the traditional family route, The United States Marine Corps 3rd battalion. His mother is a cancer specialist and father went on to become a physical therapy assistant after an honorable discharge from 6 years in the Marine Corps. Growing up Rylan was an avid student athlete and went on to obtain a full golfing scholarship at both Young Harris College in GA, and Western Carolina University in Cullowhee, NC. After graduating from Western Carolina in 2010 with a bachelor degree in Business Science & Administration, and minor in Science Concentration Rylan went on to travel the world and play professional golf. Professional golf taught Rylan much more about perseverance, patience, & how to properly manage expectations. Through his travels and competition Rylan found an equal passion, finance. Looking for a career where he could have equal challenge and a transfer of acquired assets, he successfully transitioned into the financial services industry. Rylan is married to the love of his life Heather Lanham, and they live in Sarasota with their cockapoo, golden doodle, maine coon, and tabby cat. Heather is a radiation therapist at Moffitt and delivers radiation treatment to cancer patients. Their hobbies include golf, offshore fishing, cooking, and spending time with family and friends.

Zack Weaver is a CERTIFIED FINANCIAL PLANNER ™ practitioner who was first introduced to investing at the age of twelve with money that he had saved up from mowing lawns, which served as the springboard for his professional career, where he has focused on designed and creating customized investment strategies for his clients' portfolios for the past 19 years. A graduate of the University of Illinois, he began his career as an equity investment analyst for State Farm Insurance, where he managed over $50 billion in assets. His areas of focus included the analysis of financial services companies and researching tactical investment opportunities. In 2003, he relocated to his hometown of Peoria, Illinois, where he worked at A.G. Edwards and Sons until coming to Morgan Stanley in 2007.

Zack became a Chartered Financial Analyst (CFA^®) in 2004, a widely regarded designation in the global financial industry, certifying a broad range of current investment knowledge, analytical skill, and ethical and professional standards. He currently resides in Evergreen, Colorado, with his wonderful wife, Carolyn; their son, Hudson; and their twin daughters, Campbell and Emerson.

Sarah Freeman joined the Cornerstone Capital Group in 2021 having been with Morgan Stanley since 2004. Sarah has served as a Client Service Associate, Operations Associate, and a Consulting Group Analyst. She excels by focusing on client experience and striving to build relationships with each and every client she serves. Her extensive industry experience allows her to give all clients service that is tailored to their individual needs. Sarah also holds both her Series 7 and Series 66 licenses.

Sarah currently resides in Canton, Illinois with her husband Brent and two children, Jordan and Elisabeth, as well as her beloved dog Dexter. She is an active member of her local community, where she is very involved in her children’s sports teams. She also gives back to the Peoria community through the many opportunities Morgan Stanley affords their employees, such as Habitat for Humanity and at the various local food banks. Sarah is an avid reader, a sports enthusiast, and a past participant in the St. Jude Memphis to Peoria Run.

Meggie Pretorius has worked in the financial services industry since 2012. She has spent the entire time in client service, primarily with Morgan Stanley. Meggie believes that she succeeds because she treats every client as an individual with their own specialized needs. She also prides herself on staying educated on regulatory changes as well as any new firm initiatives meant to enhance the experience of the Morgan Stanley client.

Meggie has two bachelor’s degrees, one from the University of Illinois at Urbana-Champaign (English) and the other from OSF St. Francis Medical Center College of Nursing (Nursing). She lives in Peoria with her husband, Blake, and their three children, Jude, Levi, and Penelope. She is a proud member of St. Philomena Parish and volunteers in the community through her parish and workplace.

Securities Agent: AR, IN, CO, OR, AZ, DC, VA, NC, GA, KY, LA, MA, AL, MO, AK, FL, IA, IL, MI, MN, MS, MI, NE, CT, DE, OK, NJ, NM, NY, OH, PA, SC, SD, TN, TX, WA, WI, KS, WY, CA, MD, ME, NV; General Securities Representative; Investment Advisor Representative

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.