Our
Network

Carpion Private Wealth

After 18 years with Morgan Stanley, Eric Cardenas, along with his teammates Dan Croonquist and Amanda Madrigale, co-founded their independent firm in 2023 with two offices in Texas.

Chappell Wealth Management

After many successful years helping clients at Merrill, Brent R. Chappell, CFP^®, CIMA^®, Brad C. Chappell, CIMA^®, Michael W. Mills, CFP^®, and Spencer D. Carlson, CFA created Chappell Wealth Management in 2023. The planning-based firm is committed to simplifying the complexities of financial life and empowering families to let wealth be a source of happiness.

Walls Wealth Management

As a former NYSE floor trader and Merrill Lynch FA, Chris Walls left Davenport after nine years to launch his eponymous independent firm in Williamsburg, Virginia, in 2023. Chris holds the CERTIFIED FINANCIAL PLANNER™ designation.

Monroe Financial Group

After 11 years with Raymond James, John Monroe and Julie Shields Monroe moved their Columbia, South Carolina, independent firm to Sanctuary in 2023. Julie holds the CERTIFIED FINANCIAL PLANNER™ certification.

LeBlanc Financial Group

Andrew LeBlanc launched his eponymous independent firm in New York City in 2022, following a 30-year career with Merrill Lynch and most recently Bruderman Asset Management.

1848 Private Wealth

After an aggregate tenure of about 50 years at Merrill, Terry Heinrichs and Ryan Behling founded their new independent firm in 2022 in Madison, Wisconsin. A highly credentialed team, Terry holds the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst, and Certified Plan Fiduciary Advisor designations. Also a CFP® and CPFA™ certificant, Ryan holds the Sports & Entertainment Accredited Wealth Management Advisor℠ and Chartered Retirement Planning Counselor℠ designations as well.

Valorous Advisors

After a celebrated career of 25+ years at Merrill, Christopher Cervantes opened his own independent advisory firm in Plano, Texas, in 2022. In the three years leading up to his launch, Christopher was recognized on top advisor lists from the FT, Barron’s and Forbes. He holds the C(k)P^®, CIMA^®, and CFP^® designations.

Upland Private Wealth

Brandy M. Reichert launched her independent firm in Scottsbluff, Nebraska, in 2022, after more than 12 years with Edward Jones. Brandy is a CERTIFIED FINANCIAL PLANNER™.

SLK Private Wealth

Glen Strauss, Jonathan Lewis, and EJ Kahn left Wells Fargo in 2022 to form their own independent wealth advisory firm in California, building a team with nearly 150 years of experience and extensive experience, training, and education.

Auric Capital Partners

Combining decades of experience, two teams from Merrill, with offices in Southern California and Colorado came together in 2022 to launch their own independent financial solutions firm. The six founding partners are Michael J. Mittman, CEPA, CPWA^®, CFA; William A. Schellenberg; Jay Tamkoc, CRPC^®; Luke McKelvy, CIMA; Jeffrey A. DeWees, CPFA, CRPS, CIMA; and Arman Melikian, CFA.

Mackie & Waller Wealth Management Group

With decades of experience, Peter Mackie and Paul Waller left Wells Fargo Advisors in 2022 to open their independent firm in Town & Country, Missouri. Peter holds the AAMS^® designation, and Paul is a CFP^®.

Marble Wealth

In 2022, Matthew B. Murphy, CFP® and Rebecca H. Baker, CPA, CFP®, CEPA from UBS teamed up with Adam M. Rogers, CFA from Retirement Systems of Alabama to create Marble Wealth. The team is focused on helping successful individuals and families preserve wealth, solve complex challenges, and shape lasting values and legacies.

Crescent Pine

Ronan (Ro) O’Byrne launched his independent firm in Greenwich, CT, in 2022, following 8 years at Fieldpoint Private Bank & Trust, where he ran a private multi-family office practice. He began his career with 20 years in capital markets.

Mesa Pointe Wealth

With 15 years in financial services, following 15 years in agricultural lending and the cattle business, Robert Lehrer broke from Edward Jones in 2022 to launch his own independent firm in Midland, Texas.

SkyPath Private Wealth

In 2022, Kevin Pearly joined up with the team of Jim Rohmann, Steve Filiaci and Kenny Hopkins, and the four Merrill veterans launched their own firm in Summit, New Jersey. Kevin, named to the Forbes Best in State Wealth Advisors list (2018-2022), holds the CFP^®, CRPC^®, C(k)P^® designations. Jim was named to the Forbes Best in State Wealth Advisors list in 2022. Kenny holds the CFP^®, CPFA™ designations.

Praetego Private Wealth

In 2022, Dustin Cali and Daniel Ventura launched their independent firm in Trinity, Florida, after a decade of working together in the Private Client Group at J.P. Morgan.

Questar Capital Partners

After decades of working at UBS Wealth Management and Merrill Lynch, Richard Reyle and Gerry Spitzer launched their own independent firm in New York City in 2022. Both of them are CPAs, and Gerry also holds the CPWA, CEPA, and CRPC designations.

Saige Private Wealth

Antonia La Rocca launched her independent firm in Santa Barbara, California, in 2022, after 14 years with UBS Wealth Management. Recognized by Forbes/SHOOK as a "Top Women Wealth Advisor” in 2022, Antonia is a CPA, has a Masters in Taxation, and is pursuing a Masters in Gerontology.

AZ Apice Capital Management

Originally breaking from Morgan Stanley in 2016, Walter Alves and Bruno Gorgatti moved their independent firm from Insigneo in 2022 to join Sanctuary Wealth in Miami, where they continue to focus on the international wealth market, primarily with clients domiciled in Brazil.

Fuentes Hondermann Wealth Management

In 2022, Rosario Hondermann and the father-son team of Luis and Christopher Fuentes launched their eponymous independent firm after decades of working at Morgan Stanley and Merrill Lynch in Miami.

EverNest

Frank Esposito and Niki Woodworth launched EverNest in 2022 to preserve and build upon their well-established approach to serving clients. Many of the firm's clients worked with Frank and Niki for years prior to the launch of EverNest.

Ketoret Capital

Kirill Vorobeychik, CPFA launched his independent firm in Oak Brook, Illinois, in 2022, after 15 years with Merrill Lynch and 9 years with Smith Barney. Kirill is a Certified Plan Fiduciary Advisor.

6 Degrees Wealth

In 2021, three Sanctuary partner firm owners collaborated on the creation and launch of another independent firm. 6 Degrees Wealth in Texas brings together Robert Gilliland CRPC® of Concenture Wealth Management, and George Georgiades, CIMA® and Victoria Greene CFA® CRPC® both of G Squared Private Wealth.

Mercer Wealth Management

With nearly 30 years of experience, including stints with Merrill and UBS, Todd Mercer founded his eponymous independent firm in 2021 in Louisville, Kentucky, along with Alexandra Head, his Merrill colleague since 2014. Todd, whose been recognized by both Forbes and The Financial Times, holds the CEPA, CPFA, C(k)P®, and CRPS® designations. Lexi holds the CAP®, CLU®, CPFA, C(k)P®, CFP®, and ChFC® designations.

Famiglia Wealth

With their long wirehouse history spanning from Paine Webber to UBS to Morgan Stanley, Jason Geisz, Bob Alati, and Beth Silver took their team, based in Troy, Michigan, independent in 2021. Jason is a CERTIFIED FINANCIAL PLANNER™ and earned the designations of Family Wealth Advisor and Certified Exit Planning Advisor.

NobleVest Private Wealth

With over 70 years of experience, this team of four - Ken Roberts, Shweta Agarwal, and Geoff Stufflebam from Morgan Stanley, and Kraig Bode from Ameriprise - opened their independent firm in Springfield, Missouri in 2021. Ken and Geoff hold the CRPS® designation, Shweta earned the CFP®, CIMA® designations, and Kraig is a CRPC®.

Crosswaters Wealth Management

After nearly three decades with Merrill Lynch, Eric White launched his independent firm in 2021 in Bend, Oregon, along with his wife Malissa and their team. Eric holds the CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor designations.

Cape Rock Private Wealth

After 16+ years with Merrill Lynch, Justin Martini established his independent firm in 2021 in Cape Girardeau, Missouri. Eric is a Certified Exit Planning Advisor and focuses his practice on a select number of business owner clients and their families.

Ausperity Private Wealth

Rory O’Hara founded his independent firm in Mt. Laurel, New Jersey, after 15 years at Merrill Lynch. Rory was recognized by Forbes Best in State Wealth Advisors in 2021, and in 2020, he was ranked #3 in New Jersey on the Forbes America’s Top Next-Generation Wealth Advisors list. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor^SM designation.

mFORCE Capital

After 30+ years with Merrill, Brad Bruce, along with his Fort Worth team, launched his independent firm in 2021. Brad holds multiple credentials, including the Certified Private Wealth Advisor®, Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst® (CIMA®), and Certified Plan Fiduciary Advisor (CPFA) designations.

Excelsis Global Private Wealth

Excelsis Global Private Wealth, launched in 2021, is a consortium of five teams of former Wells Fargo international advisors who joined our platform in Texas as part of Sanctuary Global. With over 150 years of experience, these eight advisors are: Marlen Lopez and Roberto Lopez; Florentino Chapa and Erasmo Salinas; Lorena Guerrero; Javier Ordorica and Carlos De La Garza; and Rene Perez. All are in McAllen, except for Carlos in Laredo and Rene in San Antonio.

Harbor Asset Private Wealth

With a 30+ year career that spanned Merrill, Smith Barney and most recently Morgan Stanley, Marti Marache launched her independent firm in 2021 in Stamford, Connecticut.

NavaSync Private Wealth

Chris Paglia CFP® launched his independent firm in Shrewsbury, New Jersey, in 2021, after 11 years with Wells Fargo and 16 years with Morgan Stanley. Chris holds the CERTIFIED FINANCIAL PLANNER® designation.

Quorum Private Wealth

The team of Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue founded their independent firm in Walnut Creek, California, in 2021, after 75+ years in total at Merrill Lynch. All four are Certified Plan Fiduciary Advisors. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst® and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor®. Melissa is also a CERTIFIED FINANCIAL PLANNER™.

JDK Wealth Advisors

After working at Merrill Lynch for a combined 32 years, Brad Johnson, Jonathan Klug and Randy Daniels founded their independent firm in 2021. Brad and Jonathan hold the CERTIFIED FINANCIAL PLANNER® designation, and Jonathan is also a Certified Investment Management Analyst®.

Green Wealth Management Group

With a combined tenure at Merrill Lynch of 40+ years, Alan Green, Lori DosSantos and Drew Heatley founded their independent firm in Southbury, Connecticut in 2021. Alan and Drew hold CERTIFIED FINANCIAL PLANNER® designations; Alan is also a Certified Private Wealth Advisor®; Lori is a Chartered Retirement Planning Counselor^SM; Drew is a Chartered Retirement Plans Specialist^SM; and all three are Certified Plan Fiduciary Advisors.

RHA Wealth

RHA Wealth in Raleigh, North Carolina, was founded in 2021 by the team of John Rumsey, Robert Hartinger and Clark Abbott, whose combined experience at Merrill totaled nearly 25 years. All three advisors have earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation, while both John and Robert are Certified Exit Planning Advisors, and Robert and Clark also hold the CERTIFIED FINANCIAL PLANNER™ certification.

Cedar Gap Wealth Management

Having worked at Merrill Lynch for nearly 30 years combined, the team of Michael Allon Hull and Benjamin McAnally launched their new firm in Abilene, Texas, in 2021. Both advisors have earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation, and Ben is also a Certified Plan Fiduciary Advisor.

Tenet Wealth Partners

Kevan Melchiorre and Kyle Wetters, both CERTIFIED FINANCIAL PLANNER™ practitioners, co-founded their new firm in Champaign, Illinois. With more than 30 years of experience between them, the partners had previously worked together at Busey Wealth Management.

Noble Wealth Partners

In Toledo, Ohio, the father and son team of Philip and Michael Noble, CFP®, launched their eponymous firm 10 years after Phil brought his practice to Morgan Stanley. Phil is a 30+ year veteran advisor, and Mike, who is a Certified Financial Planner™, has 12+ years experience.

Alluvial Private Wealth

After a 25+ year career at Merrill Lynch, Lars Olson founded his independent firm in Marion, Ohio. Lars’ designations include CERTIFIED FINANCIAL PLANNER™, Chartered Special Needs Consultant^®, Certified Plan Fiduciary Advisor, Chartered Advisor in Philanthropy^®, and Chartered Retirement Plans Specialist^SM.

Centeras Private Wealth

Travis Grieb launched his firm in Portsmouth, New Hampshire, after working at Ameriprise for 14 years. Travis is a CERTIFIED INVESTMENT MANAGEMENT ANALYST and, in 2019, was named on Forbes’  Next-Gen Best-in-State Wealth Advisors list for New Hampshire.

Claybourn Frakes - Wealth Advisory Services

John C. Frakes launched his eponymous firm in San Antonio as a capstone to his 30+ year career, which included 11 years at UBS and 17 years at Smith Barney. John is a Certified Exit Planning Advisor (CEPA), focusing on business owners, as well as individuals, nonprofits and corporations in South Texas and throughout the U.S.

DC Hill Wealth Management

Darren Hill has started the third decade of his career, which he began at Merrill Lynch and  later moved to Morgan Stanley. Today he is an independent wealth manager in Plano, Texas, with his own firm, and a loyal roster of clients.

The Longo Group

After 34 years at Merrill Lynch, Ted Longo CFP®, ChFC®, CIMA® launched his independent firm in Slidell, Louisiana. Ted holds the Chartered Financial Consultant (ChFC®) and Certified Investment Management Analyst (CIMA®) designations and is a CERTIFIED FINANCIAL PLANNER^TM certificant.

Fjell Capital

Thomas M. Stadum, CPWA®, CEPA®, CRPC® worked at UBS for seven years before launching his independent firm in Fargo, North Dakota. A third-generation advisor, Tom holds the Certified Private Wealth Advisor, Certified Exit Planning Advisor, and Chartered Retirement Planning Counselor designations.

Bowersock Capital Partners

Founder Emily Bowersock Hill worked at Morgan Stanley for 18 years before launching her independent firm in Lawrence, Kansas. Emily holds the CERTIFIED FINANCIAL PLANNER^TM designation.

Muirwood Private Wealth

Having worked together for 20 years at Merrill Lynch and Wells Fargo, Chris Kenny, CFP, and Ed Christiansen, CPFA, launched their independent firm in 2020. Chris holds the CERTIFIED FINANCIAL PLANNER^® designation and Ed holds the CERTIFIED PLAN FIDUCIARY ADVISOR designation.

Wigand Integrated Wealth

After a 20+ year career at Merrill Lynch, Reinhold Wigand, CFA, CPWA®, CAP®, CIMA® founded his eponymous firm with his son Sam Wigand. Reini has earned several designations including Chartered Financial Analyst®, the Certified Investment Management Analyst®, the Chartered Advisor in Philanthropy®, and Certified Private Wealth Advisor®.

Conversant Wealth Management

Founders Jeremy Niederstadt and Jeff Courtemanche founded their firm to help executives, professionals, business owners, entrepreneurs, individuals and families achieve their personal financial goals. Jeremy has 20+ years of wealth management experience, first at Raymond James and primarily at Merrill Lynch. His designations include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Plan Fiduciary Advisor. Jeff has 26+ year career at Merrill Lynch and holds a Master’s in Financial Analysis and Investment Management.

Concenture Wealth Management

This Houston-based firm is an investment advisory firm founded Robert Gilliland, CRPC®, on the belief that the most positive impact on a client is achieved by focusing not only on financial goals, but on life goals. With more than two decades of direct experience, Robert served as Resident Director at Merrill Lynch for over 10 years, guiding clients and directing teams. He was named to the Forbes “Best-in-State Wealth Advisors” list in both 2019 and 2020.

Theorem Wealth Management

Johnathan Rankin founded his firm to serve a client base of engineers and professionals, as well as institutions and non-profit organizations. Johnathan had worked at Merrill Lynch for 12 years holding numerous leadership roles, including Resident Director. He is a Chartered Retirement Planning Counselor^℠.

Strategic Wealth Capital

In San Francisco, founder Adrianne Yamaki develops collaborative partnerships to advise clients in all aspects of their finances. Having worked at Morgan Stanley, Adrianne holds the CERTIFIED FINANCIAL PLANNER^® designation. She has been ranked nationally in Working Mother Magazine’s “Top 200 Wealth Advisor Moms” in 2018 and 2019.

Prairiefire Wealth Planning

With his Iowa-based firm, founder Matt Meline, CFP® helps clients pursue their goals through a structured and actively managed financial strategy. Before founding Prairie Fire, Matt worked at Morgan Stanley and Wells Fargo. He holds the CERTIFIED FINANCIAL PLANNER^® designation.

Credo Wealth Management

Founded by Courtney Jones, Credo serves corporate executives and families in the Bay Area, from the heart of San Francisco’s financial district. Before founding her firm, Courtney worked at UBS for 16+ years working primarily with corporate executives to consolidate, organize and plan their wealth. She is a CERTIFIED FINANCIAL PLANNING^™ professional.

G Squared Private Wealth

Founders George Georgiades, CIMA®, and Victoria Greene, CFA®, CRPC® launched their Texas-based firm to provide tailored private wealth solutions to families with significant wealth. Before founding G Squared, George and Victoria worked at Merrill Lynch for 30+ years and 10+ years, respectively. In 2018 and 2019, George was named to the Forbes Best-in-State Wealth Advisors list for Texas.

Jackson Hill & Fish

Clay Jackson, CIMA®, Chris Hill, CFP®, CPFA, and Ben Fish founded their Raleigh, NC-based firm to help simplify the complex finances of executives and business owners. Having worked at Merrill Lynch, Chris and Ben, joined by Clay, created their independent firm to provide boutique environment for their client families.

Southern Oak Wealth Group

This team-led firm in Tennessee offers wealth services driven by a consultative process for successful executives, business owners and families. Team members hold the designations CERTIFIED FINANCIAL PLANNER, Chartered Retirement Planning Counselor, Certified Plan Fiduciary Advisor, and Accredited Asset Management Specialist. Managing Director Patrick Poling was named to the Forbes Best-in-State Wealth Advisors list for 2019.

Evans May Wealth

Lizzie Evans and Brooke May had decades of experience before founding their Indianapolis-based firm to specialize in wealth planning for families, executives, and business owners. Having worked together at Merrill Lynch, Lizzie and Brooke have each been featured in Forbes Magazine’s Best-in-State Wealth Advisors in January 2019 and Forbes America’s Top Women Wealth Advisors in April 2019.

Ensconce Wealth Partners

Brian Westcoat, CFP®, CPFA, and Terry Murray, CFP®, founded their California firm to deliver objective advice and intelligent wealth solutions backed by independent thinking. Before founding Ensconce, Brian worked at wirehouses for nearly 20 years, most recently at Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER^® and a Certified Plan Fiduciary Advisor. Terry practiced law for nearly 20 years with an emphasis in estate planning before working with Brian at Merrill. He too is a CERTIFIED FINANCIAL PLANNER^®.

Otley Private Wealth Management

James Otley, Jr., CIMA®, AIF® founded his firm in Indianapolis to provide integrated wealth and investment services to high-net-worth individuals and families. Previously Jim worked at Merrill Lynch and UBS. He earned the Personal Investment Advisor and Certified Investment Management Analyst^® certifications and is an Accredited Investment Fiduciary^®.

RiceBarrett Family Wealth

This Indianapolis-based firm founded Martin Rice, CFP®, CIMA® and Beau Barrett, CFP®, CRPC® provides comprehensive financial services to prosperous multi-generational families. Martin and Beau previously worked together at Merrill Lynch for 20 years. Martin holds the CERTIFIED FINANCIAL PLANNER^® and Certified Investment Management Analyst^® designations. Beau holds the CERTIFIED FINANCIAL PLANNER^® and Chartered Retirement Planning Counselor^® designations.

Cerulean Private Advisors

Mike Myers, CPWA®, founded his Indianapolis-based firm to enhance his commitment to the core values that have defined his longstanding client relationships through a culture of partnership and trust.

Before launching Cerulean, Mike worked for more than 17 years at Merrill Lynch where he was a Financial Advisor. Earlier, he was a financial advisor at Morgan Stanley. He holds the Certified Private Wealth Advisor® designation for advisors who serve affluent clients with a minimum net worth of $5 million.

Cooke Financial Group

A second-generation family business Cooke Financial Group, led today by Brian Cooke, CIMA®, and Chris Cooke, CIMA®, is one of the nation’s leading financial advisory teams. Brothers, Chris and Brian both joined the firm in 1992, and each has received industry recognition annually since 2010, most recently receiving the Forbes/SHOOK 2021 award for Best-In-State and the Forbes/SHOOK 2021 Top 250 Financial Advisors nationally. They both hold the Certified Investment Management Analyst^® designation.

Acorn Advisors Group

Based in Indianapolis, the Acorn team has over 100 years of combined financial planning and investing experience, proudly serving clients in more than 10 states.

Bayley Investment Group

With a decades-long heritage, founder L.H. Bayley leads a team of experienced financial planners and wealth specialists, based in Indianapolis. Equally recognized as a philanthropist as he is a successful businessman, L.H. also serves as Chairman of the Board of Sanctuary Wealth.

Bishop Wealth Management

With nearly 25 years of experience in the wealth management industry, Stephen Bishop leads his Indianapolis-based practice.

Hereditas Wealth Management

With a combined 25+ years of experience in investment management, David Zinck and Kathrine Calahan, CFP^®, launched their independent firm in Skokie, Illinois, to serve clients in the Chicagoland area. Kathrine holds the CERTIFIED FINANCIAL PLANNER^® designation.

Lions Wealth Management

Fabian Knopfler founded his Indianapolis-based independent firm in 2014.

Mancusi Group

In 2015 Lou Mancusi founded his independent firm in 2015 in Lake Forest, Illinois, with 20+ years of experience on the institutional side of investment management.

NorthView Asset Management

Based in Austin, this RIA led by Richard Williams AIFA provides financial planning and portfolio management services to individuals and institutions. Richard holds the Accredited Investment Fiduciary Analyst designation.

Quirini Group

With over two decades of financial services experience, Anthony Quirini heads up his independent firm based in Chicago.

Sanctuary Wealth Advisors

Established in Chicago, Carla, Marci & Tracy bring over a century of combined institutional experience, investment knowledge and financial planning to their clients. Carla Voss-Genelly holds CIMA and CPWA designations.  Marci Arnheim holds a CFP designation. Tracy McBride specializes in the fixed income markets with an  emphasis in municipal bonds,

2 N. LaSalle Street, Suite 1010,  Chicago, IL 60602

Smithberg Group

Roger Smithberg, CFP®, CIMA® has managed this independent firm since 1998. Based in Elgin, Illinois, Roger holds both the CERTIFIED FINANCIAL PLANNER^® and Certified Investment Management Analyst^® designations. His partner, Scott A. Schmidt, CFP® also holds the CERTIFIED FINANCIAL PLANNER^® designation, and is a practicing attorney who has focused his independent law practice on estate planning for over a decade. Through wealth management, insurance, and estate planning solutions they help clients grow, preserve, and protect their wealth to leave a legacy for their loved ones.