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John A

Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

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

Series 66

Houston, TX

Sanctuary Advisors, LLC

Joshua Bowe is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Optimum and Stephen F. Austin State University. 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 supports over 400 independent investment adviser representatives who employ various analytical approaches and may manage accounts on a discretionary or non-discretionary basis.

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

Series 63, Series 65

McAllen, TX

Sanctuary Advisors, LLC

Lorena Guerrero is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory work, she owns a rental property business. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and charitable organizations, providing investment advisory and financial planning services through a network of over 400 independent advisers. The firm offers a broad range of portfolio management options and operates a platform that includes both onshore and offshore solutions, acting as a fiduciary under written advisory agreements.

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

Series 63, Series 65

Indianapolis, IN

Sanctuary Advisors, LLC

Christopher Hutchens is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to the present and previously spent a year with Wells Fargo Advisors LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver advice using various investment approaches and offer discretionary or non-discretionary account management.

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

CFP®, Series 65, Series 63

San Antonio, TX

Sanctuary Advisors, LLC

Jeanine Payne is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC since 2025. She was previously self-employed from 2015 to 2020 and has been affiliated with Sanctuary Securities, Inc. since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisors who deliver advice using a range of analytical approaches and manage accounts on both discretionary and non-discretionary bases.

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

Series 66

Chicago, IL

Sanctuary Advisors, LLC

David Holtkamp is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. He serves as Treasurer of his homeowners association, where he manages budgeting and financial reporting. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment strategies through a large network of independent adviser representatives, offering both discretionary and non-discretionary account management and utilizing various analytical approaches and third-party platforms.

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

Series 63, Series 65

Danville, CA

Sanctuary Advisors, LLC

Mike Barry is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Sanctuary Wealth in 2021. Outside of his advisory role, he serves as a trustee for Carondelet High School and is a committee member for the Diablo Country Club Charitable Foundation. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies, providing portfolio management through multiple account types and employing a range of analytical approaches.

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

Series 63, Series 65

Madison, WI

Sanctuary Advisors, LLC

Terry Heinrichs is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He has previously worked at Bank of America and Merrill. Heinrichs serves as President of the Society for Quantitative Ethnography and holds leadership roles with the United Way of Dane County Foundation and Friends of PBS Wisconsin. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers various portfolio management options and emphasizes a range of analytical approaches while acting as a fiduciary under written agreements.

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

Series 63, Series 65

Chicago, IL

Sanctuary Advisors, LLC

James Corrigan is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of financial services, he has ownership interests in a fitness center and a wellness business offering on-site self-care services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm offers a range of portfolio management options and financial planning services, operating with a fiduciary standard under written advisory agreements.

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

Series 63, Series 66

McAllen, TX

Sanctuary Advisors, LLC

Zonia Pullen is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Primerica Financial Services, and Bolton Securities Corporation. She is based in McAllen, TX. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and charitable organizations by providing investment advisory and financial planning services through a network of over 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

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

Series 66

Galveston, TX

Sanctuary Advisors, LLC

Jason Hardcastle is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, where he has worked for nine years, he was employed at the University of Texas Medical Branch for seven years. Outside of advising, Hardcastle serves on several boards in Galveston, including as board president of Galveston Urban Ministries and trustee roles with Knights of Momus, the Rosenberg Library, Galveston Park Board of Trustees, and Galveston College. He also holds passive ownership in a local business, Empouria, LLC, and is a candidate for Galveston City Council District 6. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports its independent investment adviser representatives with diverse portfolio management options, various analytical approaches, and fiduciary services through discretionary and non-discretionary accounts.

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

CFP®, Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

Samantha Mc Kee is a CFP® professional with Series 66 licensure and four years of industry experience. She currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Her previous experience includes roles at CURO Wealth Management and entrepreneurial ventures in the food service sector. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisers who employ a range of investment strategies and serves clients through discretionary and non-discretionary managed accounts, utilizing multiple custodial platforms and sub-advisers.

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

Series 66

Morristown, NJ

Sanctuary Advisors, LLC

Dylan O’Shea is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 credential and previously worked for Bank of America and Merrill from 2012 to 2022. He serves as a volunteer advisory board member for Teach For America New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers with multiple investment approaches and offers portfolio management through various account types and third-party platforms.

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

CFP®, Series 66

Brentwood, TN

Sanctuary Advisors, LLC

John Poling is a CFP® professional with 20 years of experience, currently serving at Sanctuary Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill, and Banc Of America Investment Services. He serves on the board of the Tennessee Alzheimer's Association, contributing to event planning, fundraising, and outreach efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and utilizes various analytical approaches, managing accounts on both discretionary and non-discretionary bases while acting as a fiduciary under written agreements.

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

Series 66

The Woodlands, TX

Sanctuary Advisors, LLC

Brent Chappell is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved as a managing member of an estate planning entity and engages in small-scale property development projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of analytical approaches and offer discretionary and non-discretionary account management.

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

Series 66

Des Moines, IA

Sanctuary Advisors, LLC

Will Schroeder is a financial advisor with Sanctuary Advisors, LLC in Des Moines, Iowa. He holds a Series 66 designation and has three years of industry experience. Prior to joining Sanctuary Advisors, he worked at Dupaco Community Credit Union and held roles outside finance, including at Old Chicago and Champps American. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary when a written agreement exists.

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

Series 63, Series 66

Aliso Viejo, CA

Sanctuary Advisors, LLC

John Kincannon is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering both discretionary and non-discretionary management through various platforms and sub-advisers.

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

Series 63, Series 65

San Antonio, TX

Sanctuary Advisors, LLC

John Frakes is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services Inc. since 2009. Outside of his advisory role, he is involved in various business ventures including co-ownership of an event center and participation in a wholesale sanitation wipes company, as well as serving on the advisory committee of a local educational fund supporting people experiencing homelessness. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, using multiple analytical approaches and acting as a fiduciary when a written advisory agreement exists.

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

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Davis Scharp is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Sanctuary Advisors, he held roles at Sanctuary Securities, Inc., the United States Marine Inc., and The Lyric. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and maintains a range of investment platform affiliations.

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

CFP®, Series 65, Series 63

Moorestown, NJ

Sanctuary Advisors, LLC

Kevin Newbert is a CFP® with three years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. He has previously worked at myCIO Wealth Partners, Legacy Advisors, Fortis Wealth, and Lighthouse Planning Consultants. Outside of financial advising, he operates a vacation home rental in Wildwood, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of over 400 independent adviser representatives and offers discretionary and non-discretionary portfolio management using various analytical approaches and sub-advisers.

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