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Sean M

Series 66

Peoria, IL

Morgan Stanley

Sean Mulhern is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Midwestern Securities Trading Co. LLC and Illinois National Bank, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Shelly T

Series 66

Peoria, IL

Morgan Stanley

Shelly Thompson is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 license and five years of industry experience. She previously worked at KB Elliott Financial Advisors and spent 15 years at Actuarial Consulting Group Inc. before joining Morgan Stanley in 2020. 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 firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Jessica F

Series 66

Peoria, IL

Morgan Stanley

Jessica Ford is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley in 2021. Outside of her advisory role, she is a partner at September Properties LLC, a real estate business based in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Loren G

Series 66

Peoria, IL

Morgan Stanley

Loren Gallup is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory career, he is also involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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Jesse H

Series 66

Peoria, IL

Morgan Stanley

Jesse Hall is a financial advisor at Morgan Stanley in Peoria, IL, with eight years of industry experience and a Series 66 credential. He has worked at Morgan Stanley since 2018, including time with Morgan Stanley Private Bank, N.A. He serves as Treasurer for the Peoria Rugby Club. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kalei H

Series 66

Peoria, IL

Morgan Stanley

Kalei Haggard is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation. Haggard joined Morgan Stanley in 2023 and has prior experience working at Kep's Sports Bar and Grill. They studied at the University of Illinois at Urbana-Champaign from 2020 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning solutions.

General estate planning guidance
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Jeremy S

Series 66

Peoria, IL

Morgan Stanley

Jeremy Sutton is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Kyle R

Series 65, Series 63

Peoria, IL

Morgan Stanley

Kyle Rutledge is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Goldman Sachs, BMO Harris Bank, and Swoon Staffing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and employer-sponsored agreements.

General estate planning guidance
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Megan B

Series 66

Peoria, IL

Morgan Stanley

Megan Bannan is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing 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 that uses firm-approved tools and market modeling techniques.

General estate planning guidance
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Shayne C

Series 66

Peoria, IL

Morgan Stanley

Shayne Christe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
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Patrick W

Series 63, Series 65

Peoria, IL

Morgan Stanley

Patrick Wolbeck is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

General estate planning guidance
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Bonnie B

Series 63, Series 65

Peoria, IL

Morgan Stanley

Bonnie Brockett is a financial advisor at Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior work includes roles at David Vaughan Investments and Wells Fargo. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its clients' financial goals.

General estate planning guidance
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Edward S

Series 63, Series 65

Peoria, IL

Morgan Stanley

Edward Sutter is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Todd B

Series 63, Series 65

Peoria, IL

Morgan Stanley

Todd Barlow is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Barlow serves as an industry panelist for NASD dispute resolution and is the president of the board for GenOn Ministries. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Andrew C

Series 66

Peoria, IL

Morgan Stanley

Andrew Chambers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Chambers serves as a board member and investment committee member for Illinois Valley Public Telecommunications in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Nathan H

Series 66

Peoria, IL

Morgan Stanley

Nathan Hamm is a financial advisor with Morgan Stanley in Peoria, Illinois, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Edward Jones, as well as six years at Archer Daniels Midland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Matthew F

Series 63, Series 65

Peoria, IL

Morgan Stanley

Matthew Fahel is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Lisa P

Series 66

Peoria, IL

Morgan Stanley

Lisa Passwater is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 credential and bringing 22 years of industry experience. She previously worked at Merrill from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

General estate planning guidance
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Anthony A

Series 66

Peoria, IL

Morgan Stanley

Anthony Ault is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2014, including nine years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Sarah F

Series 63, Series 66

Peoria, IL

Morgan Stanley

Sarah Freeman is a financial advisor at Morgan Stanley in Peoria, IL, with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. 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 supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Robert M

Series 63, Series 65

Peoria, IL

Morgan Stanley

Robert Manning is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Nickolas W

Series 63, Series 66

Peoria, IL

Morgan Stanley

Nickolas Ward is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Illinois National Bank, and Infinex Investments. 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 including tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Ryan R

Series 66

Peoria, IL

Morgan Stanley

Ryan Roberts is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in roles at Illinois State University and Heartland Community College, and he has concurrent involvement with PetStop, an installation service, and DoorDash as a contractor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kari B

Series 63, Series 65

Peoria, IL

Morgan Stanley

Kari Braggs is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2014 and previously at Morgan Stanley Private Bank, N.A. from 2015 to 2019. Outside of her advisory role, Braggs serves as Vice President of the Board for CASA (Court Appointed Special Advocates) and is a member of the City of Peoria’s Public Arts Advisory Commission. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment products, serving clients through both direct and employer-sponsored arrangements.

General estate planning guidance
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Stephanie M

Series 66

Peoria, IL

Morgan Stanley

Stephanie Mallow is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent 12 years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Michael B

Series 63, Series 65

Peoria, IL

Morgan Stanley

Michael Bork is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

General estate planning guidance
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Hiral H

Series 66

Peoria, IL

Morgan Stanley

Hiral Hudson is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2017 and MORGAN STANLEY SMITH BARNEY llc since 2014. 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 utilizes structured discovery processes and firm-approved tools to model client outcomes.

General estate planning guidance
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Danielle R

Series 66

Peoria, IL

Morgan Stanley

Danielle Rodier Jackson is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she held positions in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Patrick D

Series 63, Series 65

Peoria, IL

Morgan Stanley

Patrick Donnelly is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by structured discovery processes and analytical tools.

General estate planning guidance
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Margaret P

Series 66

Peoria, IL

Morgan Stanley

Margaret Pretorius is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley since 2015, including its Smith Barney LLC division, and spent one year at Raymond James & Associates prior to her current role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Eric S

Series 66

Peoria, IL

Morgan Stanley

Eric Schlipf is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of investment advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools that incorporate market simulations and secular return estimates.

General estate planning guidance
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Tracy M

Series 63, Series 65

Peoria, IL

Morgan Stanley

Tracy Mayerhofer is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

General estate planning guidance
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Bimal S

Series 66

Peoria, IL

Morgan Stanley

Bimal Sheth is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Sheth serves as a board member of the Anoopam Mission, a nonprofit focused on children, youth, health, welfare, humanitarian, and religious activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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