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Emmett C
Series 66
Louisville, KY
Sanctuary Advisors, LLC
Emmett Cosgrove is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill, in addition to serving several years in the United States Army. Outside of his advisory role, he is a co-manager of Mercer Tax and Advisory LLC, a holding company investing in tax and accounting firms. Sanctuary Advisors 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 representatives. The firm offers various portfolio management and consulting services, employing multiple analytical approaches and acting as a fiduciary when engaged under written advisory agreements.
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.
Andrew M
Series 63, Series 66
Louisville, KY
Sanctuary Advisors, LLC
Andrew Miller is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for five years each. He serves on the advisory board of Mattingly Edge, a charitable organization based in Louisville, Kentucky, where he contributes to advice, fundraising, and volunteer efforts. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through over 400 independent adviser representatives. The firm supports a variety of account management approaches and employs fundamental, quantitative, and technical analyses, with a platform notable for its ownership structure and affiliations.
Rachel B
Series 66
Louisville, KY
Sanctuary Advisors, LLC
Rachel Bratcher is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Sanctuary Securities, Inc. Outside of her advisory role, she serves on the Annual Gala Planning Board for the National Kidney Foundation of Kentuckiana, assisting with event planning and outreach seminars. 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 advisors who develop their own investment strategies, offering portfolio management through various account types and employing multiple analytical approaches.
Michael F
Series 63, Series 65
Louisville, KY
Sanctuary Advisors, LLC
Michael Fisher is a financial advisor at Sanctuary Advisors, LLC with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Baird Private Wealth Management and Hilliard Lyons. 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 offer portfolio management, retirement plan consulting, and financial planning through various investment platforms and strategies.
Wendy S
Series 66
Louisville, KY
Sanctuary Advisors, LLC
Wendy Staudenheimer is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Morgan Stanley Smith Barney LLC, and Merrill. Staudenheimer has been with Sanctuary Advisors and its affiliate Sanctuary Securities since 2021. 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 charities through over 400 independent advisors. The firm offers a range of portfolio management options and utilizes various analytical approaches, operating as a fiduciary under written advisory agreements.
Alexandra H
Series 66
Louisville, KY
Sanctuary Advisors, LLC
Alexandra Head is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she serves as treasurer of the Greater Louisville Alumnae Panhellenic, a nonprofit organization supporting scholarships and philanthropy for local sorority alumnae. Sanctuary Advisors provides investment advisory and financial planning services to a wide range of clients through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses various analytical approaches while acting as a fiduciary under advisory agreements.
Todd M
Series 63, Series 65
Louisville, KY
Sanctuary Advisors, LLC
Todd Mercer is a financial advisor with Sanctuary Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Bank of America and Merrill, and he has served in the U.S. Army since 1990. Outside of advising, he is involved in several community and business activities, including ownership of an aircraft rental LLC and participation on the University of Louisville’s Department of Arts and Sciences Dean Advisory Board. 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 more than 400 independent investment adviser representatives who deliver tailored portfolio management and consulting services using various strategies and platforms.
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