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Drew S

Series 66

Irving, TX

Advisor Resource Council

Drew Sparks is a financial advisor with Advisor Resource Council in Irving, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Advisor Resource Council and LPL Financial since 2014. Outside of his advisory role, he is also an insurance agent with Insurance Designers of Dallas. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that integrate artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, and alternatives.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brandon F

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Brandon Fresard is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at multiple firms including USAA Financial Planning Services and LPL Financial, and currently provides investment advisory services at Advisor Resource Council and Foundation Wealth Partners. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering comprehensive asset management, financial planning, and consulting services. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various asset classes.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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James A

Series 65

Tulsa, OK

Advisor Resource Council

James Ault is a financial advisor with Advisor Resource Council based in Tulsa, OK. He holds a Series 65 designation and has two years of industry experience. He is also the owner of Sooner Retirement and provides insurance services as an independent licensed insurance agent. Ault has served in the U.S. Army Reserve since 2009. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs AI-driven model portfolios combined with fundamental analysis and coordinates estate-planning document preparation through arrangements with independent attorneys.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Mark R

CFP®, Series 63

Napa, CA

Advisor Resource Council

Mark Richmond is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2004 and serving as an advisor with Advisor Resource Council since 2017. He is based in Napa, California. Outside of his advisory work, Richmond is co-executive producer of a food and wine television show focused on the Napa Valley. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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David B

CFP®, ChFC®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

David Brown is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Advisor Resource Council, having joined in 2024, and previously worked at WCG Wealth Advisors and LPL Financial. Brown is also the owner and CEO of Encore Wealth Management, an estate planning and insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes, offering both discretionary and nondiscretionary portfolio management options.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Michael L

Series 65, Series 66

Dallas, TX

Advisor Resource Council

Michael Lowsley is a financial advisor with Advisor Resource Council, holding Series 65 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at LPL Financial LLC, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., and Allianz Global Investors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm combines AI-driven model portfolios with traditional fundamental analysis and provides estate-planning coordination through independent legal professionals.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Thomas A

CFP®, Series 63, Series 66

Santa Rosa Beach, FL

Advisor Resource Council

Thomas Atkins is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012 and also maintains a longstanding affiliation with LPL Financial since 2009. Outside of his advisory work, Atkins has worked as a bartender at The Colony Wine Bar. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diverse portfolio types.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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David B

Series 63, Series 65

Oxford, MS

Advisor Resource Council

David Bennett is a financial advisor at Advisor Resource Council with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisor Resource Council since 2021, prior to which he spent nine years at Next Financial Group Inc. Bennett is also involved in insurance sales, covering life, health, fixed annuities, accident, long-term care, disability, and Medicare supplement products. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs a combination of AI-driven model portfolios and fundamental analysis across various account tiers and offers coordination of estate-planning services through external legal professionals.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brick P

Series 66

Dallas, TX

Advisor Resource Council

Brick Parsons is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His prior work includes eight years at Edward D Jones and concurrent roles at LPL Financial since 2017. Outside of advisory services, he owns a small business focused on purchasing, repairing, and reselling electronic equipment. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Allen K

Series 63, Series 66

Oxford, MS

Advisor Resource Council

Allen Kimbrell is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. He serves as a trustee for a family trust. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, and business enterprises. The firm uses AI-enhanced model portfolios alongside traditional fundamental analysis and offers coordinated estate-planning services through external legal professionals.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Samuel R

CFP®, Series 66

Dallas, TX

Advisor Resource Council

Samuel Rodriguez is a CFP® with 22 years of industry experience, currently serving at Advisor Resource Council since 2018. His prior roles include positions at Level Four Advisory Services LLC and LPL Financial, LLC. He holds the Series 66 designation and is based in Dallas, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses, providing asset management, financial planning, and consulting services. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and offers coordinated estate-planning services through external legal professionals.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Charles B

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Charles Berry is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with Advisor Resource Council since 2012 and is also affiliated with LPL Financial since 2011. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and portfolio types.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Shawn C

Series 65

Dallas, TX

Advisor Resource Council

Shawn Clagg is an advisor at Advisor Resource Council with a Series 65 credential and two years of industry experience. He also serves as president and CPA of Shawn Clagg, CPA, PC, an accounting firm he has operated since 2010, and has held roles in management and accounting at Rob Hance Management PC since 2022. Prior to his current advising role, he worked at Choc Wealth Management LLC and has a background in accounting and business management. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement consulting. The firm uses a combination of artificial intelligence tools and fundamental analysis in its investment strategies, offering model portfolios tailored to different account sizes and needs.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Joseph B

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Joseph Biggerstaff is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at LPL Financial and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he serves as the varsity head baseball coach at Heritage Christian Academy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with services including asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence and fundamental analysis in its model portfolios and offers tailored strategies for different account sizes.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Justin C

CFP®, Series 66

Oxford, MS

Advisor Resource Council

Justin Childress is a CFP® professional with 15 years of industry experience, currently affiliated with Advisor Resource Council. His prior roles include positions at Cetera and Region Bank, among others. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jeffrey C

Series 63

Dallas, TX

Advisor Resource Council

Jeffrey Carroll is a financial advisor with Advisor Resource Council, holding a Series 63 designation and 34 years of industry experience. His prior work includes 11 years at Robert W. Baird and over a year at LPL Financial LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a combination of artificial intelligence tools and fundamental analysis through its AIQ model portfolios and separately managed account strategies, tailored to different account sizes and client needs.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brian K

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Brian Krukiel is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018, with previous roles at LPL Financial and Level Four Advisory Services. Outside of his advisory work, he has been involved in insurance services through Level Four Insurance Services and Highland Capital Brokerage. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes AIQ model portfolios that integrate artificial intelligence with fundamental analysis, offering a range of models tailored to different account sizes and high-wealth clients, along with coordinated estate-planning services through external attorneys.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John U

Series 66

Dallas, TX

Advisor Resource Council

John Unsworth is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 18 years of industry experience. He has been with Advisor Resource Council since 2014 and also has a longstanding affiliation with LPL Financial dating back to 2010. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes, including equities, fixed income, alternatives, and options-based techniques.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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James W

Series 63, Series 66

Dallas, TX

Advisor Resource Council

James Webb II is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial and Advisor Resource Council for the past 10 years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of Investment Adviser Representatives. The firm combines artificial intelligence tools with traditional fundamental analysis in its investment approach and offers tailored portfolio strategies for varying account sizes.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Janice L

Series 66

Dallas, TX

Advisor Resource Council

Janice Lasley is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Advisor Resource Council, also operating as 360 Wealth Management, LLC, since 2012 and concurrently affiliated with LPL Financial over the same period. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies using model portfolios and separately managed accounts that combine artificial intelligence tools with traditional fundamental analysis.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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