Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jaymie W
Series 66
The Woodlands, TX
Sanctuary Advisors, LLC
Jaymie Wendt is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2023. Wendt has been with Sanctuary Advisors and Sanctuary Securities since 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management and consulting services.
Brent C
Series 66
The Woodlands, TX
Sanctuary Advisors, LLC
Brent Chappell is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved as a managing member of an estate planning entity and engages in small-scale property development projects. 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 investment adviser representatives who employ a variety of analytical approaches and offer discretionary and non-discretionary account management.
Bradley C
Series 66
The Woodlands, TX
Sanctuary Advisors, LLC
Bradley Chappell is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in managing a rental property with his wife. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional entities, offering investment advisory and financial planning services. The firm supports a wide range of strategies and employs multiple analytical approaches, providing both discretionary and non-discretionary account management through a network of over 400 independent advisers.
Spencer C
Series 66
The Woodlands, TX
Sanctuary Advisors, LLC
Spencer Carlson is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Carlson has been with Sanctuary Advisors since 2023. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a large network of independent advisors. The firm provides a range of portfolio management options and retirement plan consulting while employing various analytical approaches and maintaining affiliations with several asset management firms.
Michael M
Series 63, Series 66
The Woodlands, TX
Sanctuary Advisors, LLC
Michael Mills is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Sanctuary Advisors, he worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a variety of portfolio management and consulting services using multiple analytical approaches and both discretionary and non-discretionary account management.
Chel L
Series 66
The Woodlands, TX
Sanctuary Advisors, LLC
Chel Larkin is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., and previously worked at Bank of America, N.A. and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles and acts as a fiduciary when a written advisory agreement is in place.
Brianna W
Series 66
The Woodlands, TX
Sanctuary Advisors, LLC
Brianna Warren is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2015 to 2023 before joining Sanctuary Advisors and Sanctuary Securities in 2023. 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 offers a variety of portfolio management options and consulting services through a network of over 400 independent investment adviser representatives who develop their own investment strategies under firm supervision.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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