Ft. Worth, TX Office

Connor Levesque is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors, Sanctuary Securities, and Equitable Advisors. Outside of his advisory role, he is employed in member services and occasionally caddies at Trinity Forest Golf Club in Dallas. 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 a network of over 400 independent advisers, offering portfolio management, retirement plan consulting, and other advisory services through a variety of investment strategies and account types.

Erin Smith is a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 22 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Higginbotham, and Merrill. 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 a range of portfolio management programs and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

David Springer is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked as an independent professional golfer for one year. His background also includes academic roles at the University of Missouri and Trinity University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management programs, employs multiple analytical approaches, and acts as a fiduciary under written advisory agreements.

Larry Milton is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC offers 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 network of over 400 independent advisers who provide customized investment strategies and portfolio management solutions through various programs and platforms.

Marianne Carter is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds the ChFC® designation as well as Series 65 and Series 66 licenses. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. Outside of her advisory work, Carter serves as president of a homeowners association, overseeing board activities. 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 broad range of investment strategies through a network of over 400 independent advisors, offering portfolio management, retirement consulting, and access to various managed account platforms.

April Bierle is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She worked at Merrill from 1997 to 2021 before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who utilize various portfolio management strategies and act as fiduciaries under written advisory agreements.

Joanna Horton is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America and serves as an adjunct professor at Dallas Baptist University, where she teaches business courses. Joanna is also an officer and director of the nonprofit Altrusa of Hot Springs Village. Sanctuary Advisors, LLC 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 advisers. The firm offers tailored portfolio management, retirement plan consulting, and financial planning, utilizing multiple investment strategies and acting as a fiduciary under written agreements.

Cheryl Mccarson is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, including separately managed accounts and unified managed accounts, and employs multiple analytical approaches within a fiduciary framework.

Robert Brown is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a large network of independent investment adviser representatives using various investment approaches and account types.

Erin Bluske is a CFP® with 17 years of experience in financial advising, currently with Sanctuary Advisors, LLC. Her prior roles include positions at NewEdge Securities, BFS Advisory Group, Mercer Global Advisors, and Personal Capital Advisors. Outside of advising, she is a managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, employing various investment approaches and acting as a fiduciary under advisory agreements.

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Merrill from 1988 to 2021 and Bank of America from 2011 to 2021 before joining Sanctuary Wealth in 2021. Outside of his advisory role, he is a founder of B&B Ventures, Inc., a company providing merger and acquisition services. 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 various portfolio management options, financial planning, and retirement plan consulting, utilizing multiple analytical approaches and acting as a fiduciary under written agreements.

Matt Magee is a CFP® professional affiliated with Sanctuary Advisors, LLC in Fort Worth, TX, with five years of industry experience. His career includes roles at Sanctuary Securities, Inc., WPWealth LLP, Frost Insurance, and Call Box. 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 offers portfolio management through various programs and employs multiple analytical approaches, operating both onshore and offshore with fiduciary responsibilities under written advisory agreements.