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.

Tracy Mayerhofer is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief period at Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analyses.

Eric Marshall is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Legacy Consulting Group since 1999. In addition to his advisory role, he is an insurance producer for Legacy Investment Services, focusing on asset-based long-term care products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to manage portfolios comprising various investment types.

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.