Douglas Heagren is a CFP® professional with 21 years of industry experience, currently serving at Advisor Resource Council since 2014. His prior experience includes roles at LPL Financial from 2011 to 2025 and Ameriprise from 2005 to 2011. He is co-owner and managing member of Prop 3 Partners, LLC, involved in educational financial consulting and business administration, and operates several related ventures focusing on financial education and consulting. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, retirement consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with fundamental analysis, offering tiered strategies and bespoke options for high-net-worth clients, with ongoing portfolio monitoring and rebalancing.

David Martin is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT, LLC) since 2012 and has also been associated with LPL Financial since 2011. Outside of his advisory work, he is involved with an internet business, Temojo, LLC. 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 combines actively managed strategies with AI tools and traditional analysis, delivering discretionary and nondiscretionary portfolio management through its network of investment adviser representatives.

Elijah Focht is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds the Series 63 and Series 66 licenses and has one year of industry experience, including time at LPL Financial and Northwestern Mutual. Outside of his advisory work, he has experience in entrepreneurial ventures such as managing a coffeehouse. 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. The firm utilizes AI-enhanced model portfolios and separately managed accounts, offering customizable strategies tailored to various client needs.

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and also has a long-term association with LPL Financial beginning in 2011. Outside of his advisory roles, he is a partner in Carpe Via Travel, a travel agency. 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 integrates artificial intelligence tools with traditional fundamental analysis through a range of model portfolios and separately managed accounts tailored to different client needs.

Payton Lemoine is a financial advisor with Advisor Resource Council, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at Riverlands Insurance Services, Inc. and CRC Insurance Services, as well as a six-year period at Louisiana State University. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm utilizes AI-driven model portfolios combined with fundamental analysis and coordinates estate-planning document preparation through independent attorneys.

Matthew Middleton is a financial advisor with Advisor Resource Council, holding a Series 65 credential and five years of industry experience. He has been with Advisor Resource Council since 2021 and has work history including roles at LPL Financial and as a bartender at The Colony Wine Bar. Outside of advising, he has worked in the hospitality sector. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and coordinates estate-planning services through external legal professionals.