Madison, WI Office

Kelsey Berndt is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. 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 over 400 independent advisor representatives and offers a range of portfolio management options, financial planning, and retirement plan consulting services.

Terry Heinrichs is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He has previously worked at Bank of America and Merrill. Heinrichs serves as President of the Society for Quantitative Ethnography and holds leadership roles with the United Way of Dane County Foundation and Friends of PBS Wisconsin. 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 emphasizes a range of analytical approaches while acting as a fiduciary under written agreements.

Regina Mcginn is a financial advisor at Sanctuary Advisors, LLC with 35 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Sanctuary Advisors in 2022, she worked for Merrill for 34 years. 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 solutions and retirement plan consulting through a network of over 400 independent investment adviser representatives.

Ryan Behling is a financial advisor with Sanctuary Advisors, LLC in Madison, WI, holding a Series 66 designation and 20 years of industry experience. Prior to joining Sanctuary Advisors in 2022, he worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves as a board member for Domestic Abuse Intervention Services, a nonprofit focused on prevention and shelter. 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 its advisors with a variety of portfolio management solutions, employing multiple analytical approaches and acting as a fiduciary when a written advisory agreement is in place.