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Joshua Dylan Winger

Advisor at Sanctuary Advisors, LLC — Flora, IN

Updated today

Credentials

Series 66

Experience

3 years

Location

Flora, IN 46929

Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Total advisors

405

Across 128 offices

Clients per advisor

47 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% Typical

About

Joshua Winger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., Charles Schwab & Co., and the Evansville Teachers Federal Credit Union. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s platform supports a variety of investment strategies and account types, offering both discretionary and non-discretionary management with an array of analytical approaches and fiduciary services.

Client services

Based on Sanctuary Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sanctuary Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

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Fee options

Fixed

Fixed fees for financial planning services, negotiated individually.

Percentage

$10,000 - $49,999: 2.75% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.75% $250,000+: 2.75%

Project-based

Hourly or fixed fees for financial planning services, negotiated individually.

Performance-based

May charge performance-based fees for Qualified Institutional Buyer clients with at least $100 million in securities.

Location

See office

Flora, IN

705 E Main Street

Flora IN 46929

Advisors at this office

1

Most active in

Indiana

Work history

3 years of industry experience

Sanctuary Advisors LLC

2024 - Present • 2 years

Indianapolis, IN

Sanctuary Securities, Inc.

2022 - Present • 4 years

Indianapolis, IN

JPMorgan Chase Bank, N.A

2021 - 2022 • 1 year

Indianapolis, IN

n/a

2021 - 2021 • 1 year

Thorntown, IN

Charles Schwab & Co.

2020 - 2021 • 1 year

Indianapolis, IN

n/a

2020 - 2020 • 1 year

Thorntown, IN

Evansville Teachers Federal Credit Union

2019 - 2020 • 1 year

Evansville, IN

Evansville Teachers Federal Credit Union

2018 - 2019 • 1 year

Evansville, IN

n/a

2017 - 2018 • 1 year

Evansville, IN

Hachette Book Group

2017 - 2017 • 1 year

Lebanon, IN

n/a

2016 - 2017 • 1 year

Evansville, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stephen D

Series 66

Monticello, IN

Blue Horizon Equity, Inc.

Stephen Dold is a financial advisor with Blue Horizon Equity, Inc. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Blue Horizon Equity and Cetera Wealth Services in 2026, he worked at Cambridge Investment Research Advisors and Lincoln Financial Advisors. Outside of his financial advisory work, he serves as a basketball and football coach at Twin Lakes School Corporation. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals, retirement plans, and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts and access to third-party money manager programs, operating as a multi-advisor team across multiple offices while acting as sponsor and investment adviser for its wrap-fee programs.

Founder/Business Owner
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Richard Q

Series 63

Delphi, IN

Stonex Advisors Inc.

Richard Quirk is a financial advisor at StoneX Advisors Inc. with 47 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior roles at StoneX Securities Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Outside of his advisory work, he owns Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers both proprietary and third-party model solutions.

ESG / Sustainable investing
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Michael M

Series 63, Series 65

Rossville, IN

Money Concepts Capital Corp

Michael Meador is a financial advisor with Money Concepts Capital Corp in Rossville, IN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Money Concepts Capital Corp since 1996 and also operates Meador and Company, LLC, a tax preparation and accounting business. Additionally, he serves as an officer and director in several related non-investment businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion for around 14,700 clients through a variety of managed programs, employing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive

Adam B

Series 66

Delphi, IN

Edward Jones

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Planning for children with special needs Founder/Business Owner
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Matthew M

Series 66

Flora, IN

LPL Financial

Matthew Meek is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Avantax Advisory Services and Avantax Investment Services from 2013 to 2021. Meek is also involved with Fisher & Associates, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Derek F

Series 65, Series 63

Flora, IN

LPL Financial

Derek Fisher is a financial advisor with LPL Financial and holds the Series 65 and Series 63 credentials. He has 30 years of industry experience and has worked at firms including Avantax Investment Services, Avantax Insurance Agency, and Security Federal Savings Bank Board. Fisher also operates Fisher & Associates, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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