Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Melanie W
Series 66
Sandusky, OH
Sanctuary Advisors, LLC
Melanie Woods is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 credential and has previously worked at UBS Financial and Florida SouthWestern State College. Sanctuary Advisors, LLC offers 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 approaches through a network of independent advisers and utilizes both discretionary and non-discretionary management, employing various analytical methods and third-party platforms.
Michael H
Series 63, Series 66
Abilene, TX
Sanctuary Advisors, LLC
Michael Hull is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Bank of America and Merrill before joining Sanctuary Advisors in 2021. Hull serves as secretary and board member of the Buffalo Gap Chamber of Commerce, a local nonprofit organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning using varied analytical approaches and manages accounts on both discretionary and non-discretionary bases.
Edward C
Series 63, Series 65
Walnut Creek, CA
Sanctuary Advisors, LLC
Edward Christiansen Jr. is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He is also the owner of Muirwood Private Wealth, a business name under which he conducts advisory operations. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives with various portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.
Matias M
Series 65
Miami, FL
Sanctuary Advisors, LLC
Matias Moreno is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has held roles at Diagonal Investment Office, LATAM Airlines, Bank of America, and Banco de Credito del Peru. Outside of finance, he is a co-founder of Fuel Bar, a juice bar located inside a Padel Center that offers protein smoothies, natural juices, sandwiches, and coffee. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, 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 a variety of analytical approaches, serving clients with both discretionary and non-discretionary account management.
Christian G
Series 63, Series 66
Los Gatos, CA
Sanctuary Advisors, LLC
Christian Glomb is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. He previously worked at UBS Financial Services for 21 years and has been affiliated with Invesmart entities since 1995. His current role at Sanctuary Advisors began in 2023. Sanctuary Advisors, LLC serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering investment advisory and financial planning services through a network of more than 400 independent adviser representatives. The firm provides portfolio management via various managed account programs and employs multiple analytical approaches, acting as a fiduciary when an advisory agreement is in place.
Virginia G
Series 63, Series 66
Bend, OR
Sanctuary Advisors, LLC
Virginia Graves is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Sanctuary Advisors in 2021, she worked at Merrill for nine years. She is based in Bend, Oregon. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors who employ various investment strategies and act as fiduciaries under written agreements.
Alexis P
Series 66
Diboll, TX
Sanctuary Advisors, LLC
Alexis Pigg is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she serves as President of the Junior League of Lufkin, overseeing the board and community service projects focused on women and children in the Lufkin/Angelina County area. 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 more than 400 independent investment adviser representatives who manage accounts through various programs, employing multiple analytical approaches and offering both discretionary and non-discretionary management options.
Arthur R
Series 63, Series 65
Louisville, KY
Sanctuary Advisors, LLC
Arthur Rozema is a financial advisor at Sanctuary Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, JJB Hilliard W.L. Lyons, and Merrill. 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 a wide range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and access to various managed account platforms.
Anthony G
Series 66
Irvine, CA
Sanctuary Advisors, LLC
Anthony Guinane is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. He has 28 years of industry experience, including 12 years at UBS Financial Services. Outside of his advisory role, Guinane is the founder and managing partner of Dial Square Private Wealth, an investment advisory operating entity. 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 over 400 independent investment adviser representatives who deliver customized portfolio management and consulting services utilizing a variety of investment approaches and platforms.
Randall B
CFP®, Series 63, Series 66
Mount Pleasant, SC
Sanctuary Advisors, LLC
Randall Bliss is a financial advisor with Sanctuary Advisors, LLC in Mount Pleasant, SC. He holds the CFP® designation and has 36 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and running Bliss Capital Advisors LLC under the name HB Wealth Advisors, LLC. He serves as a committee member for the YMCA of Lake County. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a large network of independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting with a variety of analytical approaches and investment platforms, acting as a fiduciary when agreements are in place.
Charles T
Series 63, Series 65
Sandusky, OH
Sanctuary Advisors, LLC
Charles Todd is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes significant tenures at UBS Financial Services Inc. and Morgan Stanley DW Inc. before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC offers 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 broad range of investment strategies through over 400 independent advisors and employs multiple analytical approaches while acting as a fiduciary under written agreements.
James O
Series 66
Miami, FL
Sanctuary Advisors, LLC
James Otley Jr. is a financial advisor with Sanctuary Advisors, LLC holding a Series 66 designation and 24 years of industry experience. His prior work includes positions at Bank of America, N.A. and Merrill. He is based in Miami, FL. Sanctuary Advisors, LLC offers 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 and provides portfolio management, retirement plan consulting, and other advisory services using a variety of investment approaches and platforms.
Angela W
Series 63, Series 65
Houston, TX
Sanctuary Advisors, LLC
Angela Wascom Gantt is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. She worked at Blackrock Investments, Inc. for 20 years prior to joining Sanctuary Advisors and Sanctuary Securities in 2026. She holds Series 63 and Series 65 licenses. Gantt serves as a volunteer board member for The Family Place, a nonprofit assisting families affected by domestic violence, contributing to fundraising and service projects. 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 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.
Johnathan R
Series 66
Dallas, TX
Sanctuary Advisors, LLC
Johnathan Rankin is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill before joining Sanctuary Advisors in 2019. He is also involved in an educational YouTube channel called Theorem Wealth Management, which focuses on sharing retirement planning ideas. 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 independent advisors in delivering tailored investment management and consulting through a variety of account types and analytical approaches.
Logan A
Series 66
Orem, UT
Sanctuary Advisors, LLC
Logan Avery is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Sanctuary Securities, Inc., TomiPlan, and Brigham Young 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 a network of over 400 independent adviser representatives who offer portfolio management, financial planning, retirement consulting, and other services through various account types and investment strategies.
Lori D
Series 63, Series 65
Southbury, CT
Sanctuary Advisors, LLC
Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.
Joseph M
Series 65, Series 66
Greensboro, NC
Sanctuary Advisors, LLC
Joseph Marus is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Marus serves on the board of Red Dog Farm Animal Rescue, a nonprofit focused on fostering and rehoming animals, where he is involved in strategic initiatives and event coordination. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and access to sub-advisers and third-party platforms.
Jennifer J
Series 66
College Station, TX
Sanctuary Advisors, LLC
Jennifer Juergens is a Series 66 licensed financial advisor at Sanctuary Advisors, LLC with three years of industry experience. Her prior work includes legal positions at Locke Lord LLP, Hughes, Watters & Askanase, LLP, and Monshaugen & Van Huff P.C. She also works as an independent contractor providing pet sitting services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors. The firm supports a range of investment strategies and acts as a fiduciary under written advisory agreements.
William S
Series 63, Series 65
Aliso Viejo, CA
Sanctuary Advisors, LLC
William Schellenberg is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill, where he worked for 11 and 25 years respectively. Outside of his advisory work, he serves as Golf Committee Chairman on the Board of Directors at Mission Viejo Country Club and is an officer and director at Auric Capital Partners. 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 advisors who offer various management approaches and financial planning services through a range of platforms and affiliated firms.
Matthew T
Series 66
Dublin, OH
Sanctuary Advisors, LLC
Matthew Terwilliger is a financial advisor with Sanctuary Advisors, LLC in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nearly a decade. Terwilliger serves as a board member of The O Foundation, which supports Ohio State University student athletes in charitable activities, and is treasurer and board member of the Upper Arlington Basketball Club, a youth sports organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, and charitable organizations. The firm supports independently registered advisors who employ diverse investment strategies and offers services such as portfolio management, retirement plan consulting, and the use of sub-advisers and model portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters