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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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Matthew M

CFP®, Series 63, Series 65

Des Moines, IA

Sanctuary Advisors, LLC

Matthew Meline Sr. is a CFP® with 27 years of experience in the financial services industry. He currently serves at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2019 and has prior experience with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Wells Fargo Investments. Outside of his advisory role, he is the board chair of the YMCA and is involved in authoring and publishing work, including ownership of 3Putt Publishing and serving as CEO of PrairieFire College Planning, a company focused on college funding strategies. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer customized portfolio management and retirement plan consulting through various managed account solutions.

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