Miami, FL Office

Olivia Azara is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at Sanctuary Securities, Inc., Pershing Advisor Solutions, and BNY Mellon. Sanctuary Advisors, LLC serves a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports diverse investment approaches and account management strategies, acting as a fiduciary under written advisory agreements.

Matias Moreno is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has held roles at Diagonal Investment Office, LATAM Airlines, Bank of America, and Banco de Credito del Peru. Outside of finance, he is a co-founder of Fuel Bar, a juice bar located inside a Padel Center that offers protein smoothies, natural juices, sandwiches, and coffee. 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 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting using a variety of analytical approaches, serving clients with both discretionary and non-discretionary account management.

James Otley Jr. is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Merrill, and Bank of America. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, 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 acting as a fiduciary under written advisory agreements.

Eduardo Javier Rehder Gonzalez is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Banco de Credito and was self-employed prior to joining Sanctuary Advisors. He is also a director of personal investment legal structures Sanbar Investments Ltd and Maralado Investments Ltd. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who deliver portfolio management, retirement plan consulting, and other advisory services using various analytical approaches and platforms.

Santiago Rey Vallarino is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities Inc and JPMorgan Chase Bank since 2007. He is also the founder and CEO of Acorde Inversiones, a multifamily office focused on passive management of high net worth clients' investment portfolios. 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 more than 400 independent investment adviser representatives and offers a range of managed account solutions, employing various analytical approaches and acting as a fiduciary when under written advisory agreements.

Luis Fuentes is a financial advisor at Sanctuary Advisors, LLC with 55 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he held roles at Morgan Stanley and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm offers various portfolio management solutions and employs multiple analytical approaches, operating through a large network of independent investment adviser representatives.

Christopher Fuentes is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, previously spending time at Morgan Stanley 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 a range of investment advisory and financial planning services through a network of independent adviser representatives, utilizing various investment approaches and platforms while acting as a fiduciary under written advisory agreements.

Robert Walter is a financial advisor at Sanctuary Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanctuary Advisors and Sanctuary Securities since 2018, following nine years at World Equity Group. 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 through a network of more than 400 independent advisers. The firm offers a range of portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and maintaining affiliations that expand its investment platform.

Rodolfo Rake is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2009 to 2021. Outside of his advisory work, he is a passive investor in a platform that generates carbon credits through waste prevention initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Maria Del Rosario Hondermann is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and previously at Morgan Stanley and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to 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 variety of portfolio management and consulting services, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Ian Duany Sarmiento is a financial advisor with Sanctuary Advisors, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes positions at Sanctuary Securities, Inc. and Cargill. 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 independent investment adviser representatives who use various investment strategies and analytical approaches, managing accounts through discretionary or non-discretionary arrangements with access to multiple managed account platforms.

Lisa Grimes is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Lisa serves on the board of the Damar Foundation, which supports individuals with developmental and behavioral disabilities, providing guidance on the foundation’s investment portfolio. 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 numerous independent investment adviser representatives who develop their own strategies within a supervised framework, managing accounts through various models and sub-advisers while acting as a fiduciary when agreements are in place.

Joseph Velit Carnero is a financial advisor with Sanctuary Advisors, LLC holding a Series 65 designation. He has worked in financial services and related industries since 2012, including positions at Rimac Seguros and Reaseguros, Credicorp Capital, and Grupo Duoma and Peru Commercial Company. Carnero has been with Sanctuary Advisors and its affiliated entities since 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to 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, retirement plan consulting, and access to various managed account platforms, employing a range of analytical approaches and fiduciary services.

Gisselle Balza is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds the Series 65 and Series 66 designations and previously worked at Morgan Stanley, Brickell Global Advisory, Inc., and Stanford Group Company. Outside of her advisory role, she is an owner and director of Summit Peak LLC, a services firm in Diagonal Investment Office. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting with a variety of investment approaches and acts as a fiduciary under written advisory agreements.