Valerie Morgan is a CFP® professional with 33 years of industry experience. She is currently with Sanctuary Advisors, LLC and previously spent 29 years at Ameriprise Financial Services, Inc. She owns a revocable trust through which she manages rental properties. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and institutional entities through a large network of independent advisers, offering a variety of portfolio management and consulting solutions.

Richard Lesavoy is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He previously worked at Lincoln Investment for 11 years and has been involved with MassMEP since 2013. Outside of advising, he serves as Treasurer for the Lamprey Art & Culture Alliance, a community art space, and is a partner at FairTaxPlanning, LLC, specializing in tax preparation and planning. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a wide range of investment strategies through a large network of independent advisors and provides access to multiple managed account platforms while operating as a fiduciary under written advisory agreements.

Travis Grieb is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. for 14 years prior to his current role. Outside of advisory work, he owns and manages three office condos through Stabilis Partners, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who develop personalized investment strategies under firm supervision, offering various portfolio management options and utilizing multiple analytical approaches.

James Moran is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise, Atlas Financial Group, and several other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and access to multiple investment strategies through a network of over 400 independent advisers.