Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
Luke M
Series 66
Aliso Viejo, CA
Sanctuary Advisors, LLC
Luke Mckelvy is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with Sanctuary Advisors, LLC, where he has worked since 2022, and has prior experience at Bank of America and Merrill. Luke is also an owner of Auric Capital Partners, an outside business activity. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services utilizing various analytical approaches and maintains distinctive platform ownership and affiliations.
Eric D
Series 66
Aliso Viejo, CA
Sanctuary Advisors, LLC
Eric Davalos is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for eight years. His background also includes experience at New Relic. 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 independent advisor representatives with a range of portfolio management options, financial planning, and retirement plan consulting, operating under a fiduciary standard when advisory agreements are in place.
Jay T
Series 66
Aliso Viejo, CA
Sanctuary Advisors, LLC
Jay Tamkoc is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as an officer and director of Auric Capital, an ownership venture based in Aliso Viejo, CA. 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 advisers who deliver customized portfolio management and financial consulting through a variety of programs and platforms.
Jeffrey D
Series 63, Series 66
Aliso Viejo, CA
Sanctuary Advisors, LLC
Jeffrey Dewees is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is also an officer and director of Auric Capital Partners. 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 employ a variety of investment strategies and utilize multiple managed account platforms.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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