Our Network

Partner Firms

Since the launch of the Sanctuary Wealth platform in 2018, we have grown dramatically – but with a strategic focus on developing an elite network of partner firms, owned by top-performing advisors.

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.

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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.

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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 PLANNERTM certificant.

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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.

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Bowersock Capital Partners

Founding partners Emily Bowersock Hill, CFP, Kaylin Dillon, CFP, worked at Morgan Stanley for a combined 26 years before launching their independent firm in Lawrence, Kansas. Both Emily and Kaylin hold the CERTIFIED FINANCIAL PLANNER® designation.

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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.

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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®.

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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.

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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.

Visit Site

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.

Visit Site

Strategic Wealth Capital

In San Francisco, founder Adrianne Yamaki develops collaborative partnerships to advise clients in all aspects of their finances. Having worked at Merrill Lynch and 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.

Visit Site

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.

Visit Site

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.

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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.

Visit Site

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.

Visit Site

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.

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Evans May Wealth

Lizzie Evans and Brooke May had decades of experience before founding their Indianapolis-based firm to specializes 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.

Visit Site

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®.

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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®.

Visit Site

Navis Wealth Management

Paul Fegan, Jr., CFP® and David Price, CFP® lead their boutique practice in Westchester County, NY, serving a select group of high-net-worth individuals and their families. Both Paul and David worked at Merrill Lynch – Paul an advisor and David a financial planner and portfolio manager. Both hold the CERTIFIED FINANCIAL PLANNER® designation.

Visit Site

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.

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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.

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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 as Forbes’ 2019 Best-in-State Wealth Advisors. They both hold the Certified Investment Management Analyst® designation.

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Acorn Advisors Groups

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.

Heritage Financial Group

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.

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Quirini Group

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

Smithberg Group

Roger Smithberg, CFP®, CIMA® has managed his independent firm since 1998. Based in Chicago, Roger holds both the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations.

Voss Genelly Group

Carla Voss Genelly, CIMA®, CPWA ® leads her eponymous firm in Chicago. With more than three decades of experience in the investment management industry, Carla holds the Certified Investment Management Analyst and Certified Private Wealth Advisor certifications.

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.

Visit Site

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.

Visit Site

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 PLANNERTM certificant.

Visit Site

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.

Visit Site

Bowersock Capital Partners

Founding partners Emily Bowersock Hill, CFP, Kaylin Dillon, CFP, worked at Morgan Stanley for a combined 26 years before launching their independent firm in Lawrence, Kansas. Both Emily and Kaylin hold the CERTIFIED FINANCIAL PLANNER® designation.

Visit Site

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.

Visit Site

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®.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

Strategic Wealth Capital

In San Francisco, founder Adrianne Yamaki develops collaborative partnerships to advise clients in all aspects of their finances. Having worked at Merrill Lynch and 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.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

Evans May Wealth

Lizzie Evans and Brooke May had decades of experience before founding their Indianapolis-based firm to specializes 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.

Visit Site

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®.

Visit Site

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®.

Visit Site

Navis Wealth Management

Paul Fegan, Jr., CFP® and David Price, CFP® lead their boutique practice in Westchester County, NY, serving a select group of high-net-worth individuals and their families. Both Paul and David worked at Merrill Lynch – Paul an advisor and David a financial planner and portfolio manager. Both hold the CERTIFIED FINANCIAL PLANNER® designation.

Visit Site

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.

Visit Site

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.

Visit Site

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 as Forbes’ 2019 Best-in-State Wealth Advisors. They both hold the Certified Investment Management Analyst® designation.

Visit Site

Acorn Advisors Groups

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.

Heritage Financial Group

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.

Hyken & Lewis Team

Based in Tampa, Florida, the team of Rob Hyken, Andy Lewis, Mary-Rose Mercer, and Eric Rolinson bring over 75 years of experience in institutional brokerage. The team specializes in mortgage-backed securities and other asset backed financial instruments. Rob holds the CFA designation.

Kelly Team

Jim Kelly heads up the team in Houston, Texas, where he, Wally Avelar, and Chuck Waddell combine their skills and deep experience as fixed income specialists, helping institutional investors with cash flow management, portfolio diversification, asset allocation and fixed income analysis.

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.

Visit Site

Quirini Group

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

Ragins Team

Based in Lake Forest, Illinois, in addition to having over 20 years of experience trading bonds at the Chicago Board of Trade, Mike also co-founded a large hedge fund which he ran until 2009. Mike joined the RIA world shortly after to help hedge funds strategically partner with other institutions, family offices and high net worth investors.

Scruggs Team

Working in Austin, Texas, Jules Scruggs has decades experience in the institutional fixed-income investment space across the oil and gas sector. In addition, Jules is a seasoned investment banker and has successfully raised money in the institutional space across multiple sectors.

Simmons Team

A 30+ year veteran in the institutional brokerage business, Bruce Simmons leads his team from his office in Greenleaf, Kansas, focusing on institutional fixed income. He also serves on Sanctuary’s Investment Banking team helping to raise capital for emerging companies. Ken Jaskol, another 30+ year professional, works with Bruce out of his Austin area office. Ken is responsible for trading with an emphasis on investment grade corporate bonds. Ken holds the CFA designation.

Smithberg Group

Roger Smithberg, CFP®, CIMA® has managed his independent firm since 1998. Based in Chicago, Roger holds both the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations.

Voss Genelly Group

Carla Voss Genelly, CIMA®, CPWA ® leads her eponymous firm in Chicago. With more than three decades of experience in the investment management industry, Carla holds the Certified Investment Management Analyst and Certified Private Wealth Advisor certifications.

Williams Team

Based in Austin, Texas, Richard Williams, Steve Sutton, Mike Janak, and Lynn Skarren provide financial planning and portfolio management services to institutions. Richard holds the Accredited Investment Fiduciary Analyst designation. 

Institutional Teams

Hyken & Lewis Team

Based in Tampa, Florida, the team of Rob Hyken, Andy Lewis, Mary-Rose Mercer, and Eric Rolinson bring over 75 years of experience in institutional brokerage. The team specializes in mortgage-backed securities and other asset backed financial instruments. Rob holds the CFA designation.

Kelly Team

Jim Kelly heads up the team in Houston, Texas, where he, Wally Avelar, and Chuck Waddell combine their skills and deep experience as fixed income specialists, helping institutional investors with cash flow management, portfolio diversification, asset allocation and fixed income analysis.

Ragins Team

Based in Lake Forest, Illinois, in addition to having over 20 years of experience trading bonds at the Chicago Board of Trade, Mike also co-founded a large hedge fund which he ran until 2009. Mike joined the RIA world shortly after to help hedge funds strategically partner with other institutions, family offices and high net worth investors.

Scruggs Team

Working in Austin, Texas, Jules Scruggs has decades experience in the institutional fixed-income investment space across the oil and gas sector. In addition, Jules is a seasoned investment banker and has successfully raised money in the institutional space across multiple sectors.

Simmons Team

A 30+ year veteran in the institutional brokerage business, Bruce Simmons leads his team from his office in Greenleaf, Kansas, focusing on institutional fixed income. He also serves on Sanctuary’s Investment Banking team helping to raise capital for emerging companies. Ken Jaskol, another 30+ year professional, works with Bruce out of his Austin area office. Ken is responsible for trading with an emphasis on investment grade corporate bonds. Ken holds the CFA designation.

Williams Team

Based in Austin, Texas, Richard Williams, Steve Sutton, Mike Janak, and Lynn Skarren provide financial planning and portfolio management services to institutions. Richard holds the Accredited Investment Fiduciary Analyst designation. 

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.

Visit Site

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.

Visit Site

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 PLANNERTM certificant.

Visit Site

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.

Visit Site

Bowersock Capital Partners

Founding partners Emily Bowersock Hill, CFP, Kaylin Dillon, CFP, worked at Morgan Stanley for a combined 26 years before launching their independent firm in Lawrence, Kansas. Both Emily and Kaylin hold the CERTIFIED FINANCIAL PLANNER® designation.

Visit Site

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.

Visit Site

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®.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

Strategic Wealth Capital

In San Francisco, founder Adrianne Yamaki develops collaborative partnerships to advise clients in all aspects of their finances. Having worked at Merrill Lynch and 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.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

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.

Visit Site

Evans May Wealth

Lizzie Evans and Brooke May had decades of experience before founding their Indianapolis-based firm to specializes 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.

Visit Site

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®.

Visit Site

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®.

Visit Site

Navis Wealth Management

Paul Fegan, Jr., CFP® and David Price, CFP® lead their boutique practice in Westchester County, NY, serving a select group of high-net-worth individuals and their families. Both Paul and David worked at Merrill Lynch – Paul an advisor and David a financial planner and portfolio manager. Both hold the CERTIFIED FINANCIAL PLANNER® designation.

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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.

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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.

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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 as Forbes’ 2019 Best-in-State Wealth Advisors. They both hold the Certified Investment Management Analyst® designation.

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Acorn Advisors Groups

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.

Heritage Financial Group

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.

Hyken & Lewis Team

Based in Tampa, Florida, the team of Rob Hyken, Andy Lewis, Mary-Rose Mercer, and Eric Rolinson bring over 75 years of experience in institutional brokerage. The team specializes in mortgage-backed securities and other asset backed financial instruments. Rob holds the CFA designation.

Kelly Team

Jim Kelly heads up the team in Houston, Texas, where he, Wally Avelar, and Chuck Waddell combine their skills and deep experience as fixed income specialists, helping institutional investors with cash flow management, portfolio diversification, asset allocation and fixed income analysis.

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.

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Quirini Group

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

Ragins Team

Based in Lake Forest, Illinois, in addition to having over 20 years of experience trading bonds at the Chicago Board of Trade, Mike also co-founded a large hedge fund which he ran until 2009. Mike joined the RIA world shortly after to help hedge funds strategically partner with other institutions, family offices and high net worth investors.

Scruggs Team

Working in Austin, Texas, Jules Scruggs has decades experience in the institutional fixed-income investment space across the oil and gas sector. In addition, Jules is a seasoned investment banker and has successfully raised money in the institutional space across multiple sectors.

Simmons Team

A 30+ year veteran in the institutional brokerage business, Bruce Simmons leads his team from his office in Greenleaf, Kansas, focusing on institutional fixed income. He also serves on Sanctuary’s Investment Banking team helping to raise capital for emerging companies. Ken Jaskol, another 30+ year professional, works with Bruce out of his Austin area office. Ken is responsible for trading with an emphasis on investment grade corporate bonds. Ken holds the CFA designation.

Smithberg Group

Roger Smithberg, CFP®, CIMA® has managed his independent firm since 1998. Based in Chicago, Roger holds both the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations.

Voss Genelly Group

Carla Voss Genelly, CIMA®, CPWA ® leads her eponymous firm in Chicago. With more than three decades of experience in the investment management industry, Carla holds the Certified Investment Management Analyst and Certified Private Wealth Advisor certifications.

Williams Team

Based in Austin, Texas, Richard Williams, Steve Sutton, Mike Janak, and Lynn Skarren provide financial planning and portfolio management services to institutions. Richard holds the Accredited Investment Fiduciary Analyst designation. 

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