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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 in Dallas, TX, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior roles include positions at USAA Financial Services and Chase Investment Services. He is also involved with Foundation Wealth Partners, operating as a DBA for his LPL business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to offer a range of portfolio strategies and custom solutions, and utilizes third-party platforms to align investment approaches with client objectives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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David B

CFP®, ChFC®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

David Brown is a financial advisor at Advisor Resource Council with over 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked with LPL Financial for 25 years, followed by five years at WCG Wealth Advisors. Brown is based in Dallas, TX. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, providing customized investment solutions through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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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 based in Dallas, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at LPL Financial LLC, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., Allianz Global Investors, and Delaware Capital Management Advisers, Inc. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement consulting. The firm combines artificial intelligence with fundamental analysis to deliver model and separately managed account strategies, alongside custom option-based solutions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Brick P

Series 66

Dallas, TX

Advisor Resource Council

Brick Parsons is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward D Jones and LPL Financial prior to joining Advisor Resource Council in 2017. Outside of his advisory role, he is involved in a business that purchases, repairs, and resells small electronic equipment for profit. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies under its AIQ platform, while also providing custom solutions and third-party advisory programs tailored to client objectives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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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 as an advisor at Advisor Resource Council since 2018. He has previously worked at firms including LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with traditional fundamental analysis and offers a range of investment strategies and custom solutions through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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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 in Dallas, TX, holding Series 63 and Series 66 registrations and with 21 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, served at LPL Financial LLC since 2011, and previously at Edward Jones from 2007 to 2011. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with fundamental analysis to offer customized portfolio management and financial planning through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Shawn C

Series 65

Dallas, TX

Advisor Resource Council

Shawn Clagg is a financial advisor at Advisor Resource Council with two years of industry experience. He holds the Series 65 designation and maintains his own accounting firm, Shawn Clagg, CPA, PC, where he serves as president. He also works with Rob Hance Management PC in a management and accounting role. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, and consulting services. The firm employs a blend of artificial intelligence and fundamental analysis through its AIQ platform and offers custom investment solutions, including option-based strategies, to meet diverse client needs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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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 career includes roles at Accelerate Investment Advisors, LPL Financial, Massachusetts Mutual Life Insurance Company, and other firms. Outside of his advisory work, he serves as a varsity head baseball coach at Heritage Christian Academy in Rockwall, TX. Advisor Resource Council is an SEC-registered advisory firm that serves individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer a range of model and separately managed account strategies, alongside custom solutions such as option-based strategies, delivering services through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Jeffrey C

Series 63

Dallas, TX

Advisor Resource Council

Jeffrey Carroll is a financial advisor at Advisor Resource Council with 34 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC, Robert W. Baird, UBS Financial Services, and Wells Fargo Clearing. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies, along with custom solutions tailored to client objectives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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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. His prior roles include positions at LPL Financial, Level Four Advisory Services, J.P. Morgan Securities, and Chase Investment Services Corp. He is also a licensed insurance agent involved in selling various insurance products. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies alongside custom solutions, supported by a network of investment adviser representatives providing portfolio management and financial planning services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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John U

Series 66

Dallas, TX

Advisor Resource Council

John Unsworth is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Edward Jones and LPL Financial. He has been with Advisor Resource Council since 2014. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm employs a blend of artificial intelligence tools and traditional fundamental analysis to manage client portfolios through various model and separately managed account strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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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 based in Dallas, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes nine years at Edward Jones before joining LPL Financial and Advisor Resource Council in 2016. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions such as option-based strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Janice L

Series 66

Dallas, TX

Advisor Resource Council

Janice Lasley is a financial advisor at Advisor Resource Council with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Banc of America Investment Services, and Edward Jones. Lasley has been with Advisor Resource Council and affiliated LPL Financial since 2012. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, along with custom solutions such as option-based strategies, delivered through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Steven D

CFP®, Series 63

Dallas, TX

Advisor Resource Council

Steven Diamond is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Advisor Resource Council since 2012 and previously spent 23 years at LPL Financial. He serves as a board member for a homeowners association in Napa, California. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities, providing asset management, financial planning, and consulting services. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, along with custom solutions such as option-based strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Todd S

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Todd Simmons is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior firms include Edward Jones and Raymond James & Associates. Simmons serves on the City Council of Mansfield, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a mix of artificial intelligence and fundamental analysis to offer model and separately managed account strategies, as well as customized solutions including option-based strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Pankaj U

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Pankaj Udeshi is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at LPL Financial, Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. Advisor Resource Council is an SEC-registered adviser serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional fundamental analysis to offer a range of model and separately managed account strategies, alongside customized investment solutions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Nathan M

CFP®, Series 65

Dallas, TX

Advisor Resource Council

Nathan Mateer is a CFP®-certified financial advisor with six years of industry experience. He is currently with Advisor Resource Council and has previously worked at Generations Financial Management. Outside of advisory work, he is also a licensed life insurance agent for non-variable products. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of investment strategies and customized solutions through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Laura S

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Laura Skalak is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at Advisor Resource Council since 2012 and previously at LPL Financial and Edward Jones. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with fundamental analysis to manage assets and provide financial planning through a network of investment adviser representatives using various model and custom strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Sean K

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Sean Kernan is a financial advisor with Advisor Resource Council in Dallas, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to his current role since 2012, he worked at LPL Financial and Morgan Stanley. Outside of advising, he operates a blog called How To Find A Financial Advisor. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and custom investment strategies through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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William A

Series 66

Dallas, TX

Advisor Resource Council

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 66 designation and has 11 years of industry experience, including his current role at Advisor Resource Council and LPL Financial since 2015. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and it supports a range of third-party platforms to align investment solutions with client objectives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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