Sanctuary Advisors, LLC

Geoffrey Tomes is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Noyes Advisors LLC and David A Noyes & Company since 2000. His other business activities include involvement with fixed life and health insurance and fixed annuities. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through a network of independent advisors and affiliated broker-dealer services, utilizing various account structures and third-party model platforms.

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 has previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Berndt is based in Madison, WI. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party models to implement strategies.

Alvaro Prieto is a financial advisor at Sanctuary Advisors, LLC in McAllen, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at several companies primarily in the oilfield services sector. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm delivers customized investment programs through various account structures and supports multiple investment philosophies by utilizing sub-advisors and third-party model platforms.

Brian Westcoat is a CFP®-certified financial advisor with Sanctuary Advisors, LLC, based in Walnut Creek, CA. He has 26 years of industry experience and has worked at Bank of America and Merrill Lynch over the past two decades. Outside of his advisory role, he serves as president of the 1874 Bonanza condominium homeowner association, managing meetings and financial budgets. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and integrates multiple sub-advisors and third-party platforms, supported by a large network of independent advisors and affiliated entities.

Patricia Rizzi is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Sanctuary Advisors in 2024. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party model platforms to implement strategies.

Karen Winfrey Leake is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her prior roles include positions at Bruderman Asset Management LLC and Merrill. Outside of finance, she is involved in several entrepreneurial ventures including art sales, music DJing, lecturing on Wall Street careers, and podcasting on investment basics. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and leverages a broad network of independent advisors and affiliated entities.

Thomas Burt is a financial advisor with Sanctuary Advisors, LLC in Fort Myers, FL, holding a Series 66 designation and 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Sanctuary Advisors and Sanctuary Securities, Inc. in 2025. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party model platforms to implement a range of investment strategies.

Fabian Knopfler is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2011. Outside of his advisory role, Knopfler is involved in community and cultural organizations in Indianapolis, serving as a committee member for the Sister City Committee of Indianapolis, a board member and finance committee member for Indiana German Heritage, and as head goalkeeper coach at Butler University. He is also the founder and managing partner of Lions Wealth Partners, LLC. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, SMAs, UMAs, and both wrap and non-wrap solutions, utilizing a network of independent advisors and sub-advisors to implement diverse investment strategies.

Dana Duckman is a CFP® with five years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Prior to joining Sanctuary Advisors in 2025, Dana worked at Financial Steward Associates, LLC and BMO Private Bank. Between 2021 and 2024, Dana took time off for personal reasons and continuing education. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and utilizes both in-house and third-party platforms to implement strategies.

Michael Longley is a Series 66 licensed financial advisor with Sanctuary Advisors, LLC, based in Indianapolis, IN. He has 17 years of industry experience and has worked at Merrill since 2010. He serves as a board member for Six Degrees Wealth and G Squared Private Wealth, two partner firms affiliated with Sanctuary Advisors, where his duties include voting on significant financial decisions and acquisitions. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and uses multiple sub-advisors and third-party platforms to implement strategies, supported by a large network of independent advisors and affiliated broker-dealer operations.

Bruce Simmons is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and World Equity Group. Outside of finance, he serves on the board of the USD 108 Endowment and a family dairy farm, and holds a township clerk/trustee role in Greenleaf, KS. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and affiliated broker-dealer entities, utilizing a range of account types and investment strategies.

Nichole Carr is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with one year of industry experience. Her prior roles include positions at Kids Peace Non-Profit Organization and Army Child Youth and School Services. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and uses both discretionary and non-discretionary arrangements, supported by a large network of independent advisors and affiliated entities.

Roger Smithberg is a CFP® professional with 35 years of experience in the financial advisory industry. He has been with Sanctuary Advisors, LLC since 2015 and has worked with Sanctuary Securities, Inc. since 1998. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures, using both discretionary and non-discretionary approaches, and operates an integrated affiliate structure with a broad network of independent advisors and affiliated broker-dealer services.

Eric Cardenas 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 capacities from 2009 to 2023. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, Separately Managed Accounts, Unified Managed Accounts, and both wrap and non-wrap solutions, utilizing a network of independent advisors and affiliated broker-dealer services.

Timothy Wright is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been with Sanctuary Advisors since 2022. Outside of his advisory role, he serves as a Life Trustee at Newfields, an art museum and nature park, and is Director Emeritus of the Eiteljorg Museum. He is also President of WTW Holdings, Inc., a business advisory and interior design firm, and participates on the Board Advocacy Council for the Community Health Network Foundation. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and integrates sub-advisors and third-party platforms to support distinct investment philosophies.