Chicago, IL S Lasalle Street Office

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Roger Smithberg is a CFP® with 36 years of industry experience. He has been with Sanctuary Advisors, LLC since 2015 and also has longstanding involvement with Sanctuary Securities, Inc. since 1998. Based in Chicago, IL, Smithberg holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches and acting as a fiduciary when under written advisory agreements.

David Holtkamp is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. He serves as Treasurer of his homeowners association, where he manages budgeting and financial reporting. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment strategies through a large network of independent adviser representatives, offering both discretionary and non-discretionary account management and utilizing various analytical approaches and third-party platforms.

James Corrigan is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of financial services, he has ownership interests in a fitness center and a wellness business offering on-site self-care services. 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 through a large network of independent advisers. The firm offers a range of portfolio management options and financial planning services, operating with a fiduciary standard under written advisory agreements.

Scott Schmidt is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at David A. Noyes & Company since 2016 and at Fifth Third Securities since 2014. Outside of advisory work, he is a partner at the law firm Schmidt and Lerner, LLC, where he provides legal advice and reviews partner work on a part-time basis. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning using multiple investment approaches and platforms, and operates as a fiduciary under written advisory agreements.

Brian Keeley is a CFA® charterholder affiliated with Sanctuary Advisors, LLC. He has over 20 years of experience, having worked at Gamco / Keeley-Teton / Keeley Companies from 2006 to 2026 before joining KZ Private Wealth. Keeley holds the Series 63 license and is based in Chicago, IL. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of analytical approaches, managing accounts on both discretionary and non-discretionary bases.

Basel Alwawi is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, and other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who develop their own investment strategies and offers a variety of portfolio management options, including discretionary and non-discretionary accounts, utilizing multiple analytical approaches and third-party managed account platforms.

Mark Zahorik is a CFA® charterholder with 41 years of industry experience. He is currently with Sanctuary Advisors, LLC and has previously worked at Keeley-Teton Advisors LLC and Keeley Investment Corp. 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 portfolio management, retirement plan consulting, and other advisory services through a network of over 400 independent investment adviser representatives.

Carla Genelly is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Sanctuary Advisors since 2015 and has additional affiliations dating back to 2005. Outside of her advisory role, she serves on the board of Mission Eurasia, an organization focused on church planting and ministry development in Eurasian countries. 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 offers various portfolio management options and employs multiple analytical approaches, operating through a network of over 400 independent adviser representatives.

Marcia Arnheim is a CFP® professional with 40 years of industry experience. She is currently affiliated with Sanctuary Advisors, LLC and has worked at Noyes Advisors LLC and David A. Noyes and Company since 2009. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and adviser selection, utilizing multiple investment approaches and acting as a fiduciary under written agreements.

Linda Conti is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Noyes Advisors LLC and David A. Noyes & Company since 2008. Outside of her advisory role, she is a board member of the Central Indiana Wilderness Club and is owner of Global Integrity Alliance, LLC, which facilitates government subcontracting in disaster relief, cybersecurity, and education services. Sanctuary Advisors 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 a network of over 400 independent advisers who manage portfolios using various strategies and act as fiduciaries under written advisory agreements.

Sean Jucas is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. Prior to joining Sanctuary Advisors in 2023, he worked at Bank of America, N.A. and Merrill, with tenures spanning over a decade at each firm. Outside of his advisory role, he serves as a trustee and committee member for the Union League Boys & Girls Club, a nonprofit focused on youth development, and holds leadership positions in community organizations including board president of a condominium association and athletic committee member of the Union League Club of Chicago. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm supports a variety of portfolio management approaches and fiduciary services, utilizing multiple analytical methods and platforms while maintaining affiliations with other investment firms.