Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Grant B
CFP®, Series 63, Series 65
Dallas, TX
Advisor Resource Council
Grant Brown is a CFP® with 18 years of experience in the financial industry. He has worked at Advisor Resource Council since 2016 and has been affiliated with LPL Financial since 2009. Based in Dallas, TX, he provides investment advisory services through Advisor Resource Council. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm’s investment approach integrates artificial intelligence tools with traditional fundamental analysis across various model portfolio tiers tailored to different account sizes.
John M
CFP®, Series 63, Series 65
Edmond, OK
Advisor Resource Council
John Mitchell is a CFP® with 32 years of industry experience, currently serving at Advisor Resource Council since 2014. He previously worked at LPL Financial for 26 years. Outside of his advisory role, he co-owns Relational Media LLC, which produces educational videos to help couples discuss their finances, and participates in a business networking group in Oklahoma City. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies combining artificial intelligence with fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management options.
William T
Series 63, Series 66
Dallas, TX
Advisor Resource Council
William Thomas is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at LPL Financial, LLC since 2002 and joined Advisor Resource Council in 2024. Outside of his advisory roles, he is involved with Sulphur Bend Land Partners, focusing on tax preparation and accounting. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.
Thomas S
CFP®, Series 63, Series 65
Fleming, CO
Advisor Resource Council
Thomas Stecik is a CFP® professional with 35 years of industry experience. He has been with Advisor Resource Council since 2012 and has worked at LPL Financial since 2004, following a two-year tenure at Valic Financial Advisors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and consulting services. The firm employs AI-driven model portfolios alongside traditional fundamental analysis and offers various account tiers and solutions including estate-planning coordination through external legal professionals.
Spencer S
Series 66
Dallas, TX
Advisor Resource Council
Spencer Sligh is a financial advisor at Advisor Resource Council with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and USAA Financial Planning Services. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm uses AI-driven model portfolios alongside traditional analysis and provides services through a network of Investment Adviser Representatives on both discretionary and nondiscretionary bases.
Brandon D
CFP®, Series 66
Dallas, TX
Advisor Resource Council
Brandon Day is a CFP® professional with over 22 years of experience in the financial services industry. He is affiliated with LPL Financial and has been associated with Advisor Resource Council since 2012. In addition to his advisory work, he teaches financial and retirement planning seminars at local colleges and has been involved as an associate producer for a production company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Bradley W
CFP®, Series 63
Dallas, TX
Advisor Resource Council
Bradley Weddle is a CFP® professional with 37 years of industry experience, currently serving at Advisor Resource Council since 2013. He has also been associated with LPL Financial since 2007. Outside of his advisory work, he teaches a retirement planning course through the Mesquite Independent School District Community Education program. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that integrate artificial intelligence tools with fundamental analysis and offers both discretionary and nondiscretionary portfolio management options.
Angie A
Series 66
Dallas, TX
Advisor Resource Council
Angela Alexander is a financial advisor with Advisor Resource Council in Dallas, TX. She holds a Series 66 designation and has experience working at RPOA Advisors Inc and as a self-employed professional with the Alliance for Investor Protection. Her current tenure includes roles at LPL Financial and Advisor Resource Council since 2025. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement consulting through a network of investment adviser representatives. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis, providing portfolio management options including equities, fixed income, alternatives, and options-based techniques.
Richard B
PFS™, Series 63
Dallas, TX
Advisor Resource Council
Richard Brown is a financial advisor with Advisor Resource Council in Dallas, TX, holding the PFS™ designation and Series 63 license, with 36 years of industry experience. His prior roles include positions at LPL Financial, Brown, Richard Lamar D/B/A Rl Brown Financial, and Fortune Financial Services. Outside of advising, he is also an author and songwriter. 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 employs a combination of artificial intelligence and fundamental analysis in its portfolio strategies and coordinates estate-planning document preparation through independent legal professionals.
Donald H
CFP®, Series 63, Series 66
Dallas, TX
Advisor Resource Council
Donald Hubbard is a CFP® professional with 26 years of industry experience, currently serving at Advisor Resource Council since 2016. He has also been affiliated with LPL Financial since 2008. Outside of his advisory roles, he serves as a deacon at NorthSide Baptist Church in Weatherford, TX. 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 employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.
Abigail V
CFP®, Series 63, Series 65
Dallas, TX
Advisor Resource Council
Abigail Valentine is a CFP® professional with 10 years of industry experience. She is currently with Advisor Resource Council and previously worked at The Vanguard Group, Inc. and LPL Financial. 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 uses actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.
Jacob M
Series 66
Santa Rosa, CA
Advisor Resource Council
Jacob Mauney is a financial advisor with Advisor Resource Council, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and WCG Wealth Advisors, LLC. Outside of advising, he has been involved with Kings Hill Cellars for eight years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis, offering both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.
Maggie R
Series 66
Dallas, TX
Advisor Resource Council
Maggie Robertson is a financial advisor at Advisor Resource Council with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and a position at Texas Leaguer Brewing Company. 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 uses actively managed strategies that integrate artificial intelligence with traditional fundamental analysis and provides both discretionary and nondiscretionary portfolio management options.
John P
Series 63, Series 65
Dallas, TX
Advisor Resource Council
John Peterson is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Advisor Resource Council since 2012 and also has experience from LPL Financial and Hornor, Townsend & Kent, LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering a range of asset management and consulting services. The firm uses AI-driven model portfolios combined with traditional fundamental analysis and provides coordinated estate-planning services through independent attorneys.
Dennis J
CFP®, ChFC®, Series 63, Series 65
Dallas, TX
Advisor Resource Council
Dennis Jackson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His prior experience includes 18 years at Edward D. Jones & Co., L.P. and four years with Level Four Advisory Services. He also serves on the Advisor Resource Council and provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions tailored to client needs.
Kraig M
Series 63, Series 65
Bixby, OK
Advisor Resource Council
Kraig Mcfarland is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at DRAWBRIDGE CAPITAL, LPL Financial, and non-variable insurance and health insurance sales. He also operates as an insurance agent for individual health insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types.
Gerald R
Series 63, Series 65
Dallas, TX
Advisor Resource Council
Gerald Robinson is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at 360 Wealth Management, LPL Financial, Merrill, and UBS Financial Services. Outside of his advisory work, he serves as president and board member of the Flower Mound Rotary Club. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of Investment Adviser Representatives. The firm combines artificial intelligence tools with fundamental analysis across multiple model portfolio tiers and coordinates estate-planning document preparation through third-party attorneys.
Mathew W
CFP®, Series 63, Series 66
Dallas, TX
Advisor Resource Council
Mathew Welsh is a CFP® professional with 18 years of industry experience, currently serving with Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2014. Prior to his advisory career, he worked at Outdoor World Bass Pro Shops from 2009 to 2018. 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 utilizes actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.
Richard B
Series 63, Series 66
Dallas, TX
Advisor Resource Council
Richard Bennett is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked with LPL Financial since 2008. Outside of advisory roles, he is involved in non-variable insurance sales and tax preparation on a limited basis. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm utilizes actively managed strategies combining artificial intelligence with fundamental analysis across diversified portfolios, including equities, fixed income, alternatives, and options-based techniques.
Ashley H
CFP®, Series 63, Series 65
Dallas, TX
Advisor Resource Council
Ashley Hodge is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2019. Prior to this, she worked at FWPAM, L.L.C. and LPL Financial, LLC, with over two decades at LPL Financial. Outside of her advisory work, she operates a Baylor fan website, sicem365.com. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering a range of asset management and financial planning services. The firm employs a combination of artificial intelligence tools and fundamental analysis in its investment approach, providing tailored portfolio strategies and coordinating estate-planning document preparation through independent legal professionals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters