Mc Allen, TX Office

Alvaro Prieto is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at Sanctuary Securities, Inc. and several oilfield services firms. 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 independent investment adviser representatives with a range of portfolio management options and employs various analytical approaches, acting as a fiduciary under written agreements.

Lorena Guerrero is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory work, she owns a rental property business. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and charitable organizations, providing investment advisory and financial planning services through a network of over 400 independent advisers. The firm offers a broad range of portfolio management options and operates a platform that includes both onshore and offshore solutions, acting as a fiduciary under written advisory agreements.

Zonia Pullen is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Primerica Financial Services, and Bolton Securities Corporation. She is based in McAllen, TX. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and charitable organizations by providing investment advisory and financial planning services through a network of over 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Roberto Lopez is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Sanctuary Wealth since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lopez serves as a board member and treasurer for the Boys and Girls Club RGV, where he participates in fundraising and financial oversight. He is also involved in the management and operations of a retail bakery and restaurant. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including high-net-worth 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 large network of independent representatives using a variety of investment approaches and platforms.

Eunice Flores is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 13 years before joining Sanctuary Advisors and Sanctuary Securities in 2024. Sanctuary Advisors, LLC serves 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 offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various analytical approaches and acting as a fiduciary when a written agreement exists.

Florentino Chapa is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Sanctuary Wealth in 2021. In addition to his advisory role, Chapa is involved in real estate investment through partnerships in property rentals and real estate transactions. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutions, offering investment advisory and financial planning services through a network of over 400 independent advisers. The firm supports various portfolio management strategies and acts as a fiduciary when a written advisory agreement is in place.

Erasmo Salinas Jr. is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX, holding Series 63 and 65 licenses and bringing 24 years of industry experience. His prior career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is involved in the ownership and management of racehorses and multiple real estate investment ventures. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of more than 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a variety of investment strategies and acting as a fiduciary under written advisory agreements.

Javier Ordorica is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Sanctuary Wealth since 2021 and Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2021. Outside of his advisory work, he is a member of the Rotary of Pharr, where he participates in community activities as needed. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services delivered through over 400 independent investment adviser representatives utilizing various portfolio management strategies and fiduciary standards.

Pablo Diaz Del Castillo Guzman is a financial advisor at Sanctuary Advisors, LLC, holding a Series 66 designation. Although he has no prior industry experience, his background includes roles at the University of Colorado and involvement with the Colorado Mesa University Cultural Inclusion Council. 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 over 400 independent investment adviser representatives who offer portfolio management and retirement plan consulting through various managed account programs and third-party platforms.

Eliud Garza is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX. He holds a Series 66 designation and has six years of industry experience, including seven years at Wells Fargo Clearing. Prior to his financial career, he spent ten years working in education. Sanctuary Advisors, LLC serves a broad client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of advisory services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors.

Marlen Lopez is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as president of the PSJA Education Foundation, a nonprofit focused on supporting education in the Pharr-San Juan-Alamo Independent School District. 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 independent adviser representatives with a range of managed account options and employs multiple analytical approaches, acting as a fiduciary under written agreements.