Julia Monroe is a CFP® with 23 years of experience in financial advising, currently serving at Sanctuary Advisors, LLC. She has held roles at Raymond James Financial Services and operates Monroe Financial Group, LLC, a full-service financial advisory firm specializing in retirement planning and wealth management. Outside of financial services, Monroe owns a retail business focused on dog breed-specific merchandise and participates in nonprofit work with organizations supporting orphaned youth and international medical missions. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pensions, trusts, estates, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

John Monroe Jr. is a financial advisor with Sanctuary Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Monroe Financial Group and Raymond James Financial Services for over a decade. Outside of his advisory role, he owns Heart & Sol Properties LLC, which manages an investment property in Tulum, Mexico. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a network of over 400 independent investment adviser representatives. The firm supports a variety of investment approaches and acts as a fiduciary under written advisory agreements.

Emily Phillips is a financial advisor at Sanctuary Advisors, LLC with the Series 66 designation and eight years of industry experience. Her prior work includes roles at Morgan Stanley and Raymond James Financial Services. She is based in Columbia, SC. 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 develop their own investment strategies under firm supervision, providing portfolio management and consulting services through various account platforms and sub-advisers.

Kelly Steelman is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. Steelman has been with Sanctuary Advisors since 2026 and has prior experience at Sanctuary Securities, Inc., Village Christian Academy, and involvement with Village Church and Steelman Company. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, pension plans, trusts, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers. The firm employs various analytical methods and offers both discretionary and non-discretionary account management, with distinctive features including negotiated performance-based fees for certain clients and a multi-custodian platform.