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Richard J
Series 63, Series 66
Dallas, TX
Advisor Resource Council
Richard Jones is a financial advisor at Advisor Resource Council with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Jones is involved in life coaching and operates an independent insurance agency. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, and consulting services. The firm integrates artificial intelligence with traditional fundamental analysis to develop investment strategies and offers customized solutions through a network of investment adviser representatives.
Abraham M
CFP®, Series 63, Series 65
Dallas, TX
Advisor Resource Council
Abraham Mansour Sr. is a CFP® professional with 28 years of industry experience, currently serving at Advisor Resource Council since 2013. He previously worked at LPL Financial and Equitable Advisors. Mansour operates through Advisor Resource Council's independent Registered Investment Advisor business. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and businesses, providing asset management, financial planning, and retirement consulting through a network of investment adviser representatives. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed accounts as well as custom strategies.
James W
CFP®, Series 65
Dallas, TX
Advisor Resource Council
James Webb is a CFP® and Series 65 credentialed advisor at Advisor Resource Council with four years of industry experience. Prior to joining Advisor Resource Council, he worked at LPL Financial and Generations Financial Management. Outside of his financial advisory role, he is involved in video production through The Element Wild LLC, a YouTube content creation business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with traditional analysis to manage assets and provide financial planning, offering model and customized investment strategies through a network of adviser representatives.
Paul B
Series 63, Series 65
Dallas, TX
Advisor Resource Council
Paul Benge is a financial advisor with Advisor Resource Council based in Dallas, TX, holding Series 63 and Series 65 licenses and totaling 40 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. He operates a registered investment advisory business under the DBA Benge Financial within Advisor Resource Council. 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 integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, supplemented by third-party advisory programs and custom solutions.
Leslie B
Series 63, Series 66
Dallas, TX
Advisor Resource Council
Leslie Benge is a financial advisor at Advisor Resource Council with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. In addition to her advisory role, she is active as a licensed real estate broker with Homes In Sync Realty Services. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, as well as customized solutions like option-based strategies.
Kevin C
Series 63, Series 65
Dallas, TX
Advisor Resource Council
Kevin Carswell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at LPL Financial, Citigroup Global Markets, and Morgan Keegan & Company. He is also involved in disability and non-variable insurance activities. 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 to offer a range of model and separately managed account strategies through its AIQ platform.
Ronald S
Series 65
Dallas, TX
Advisor Resource Council
Ronald Stolman Jr. is a Series 65-licensed advisor with six years of experience at Advisor Resource Council and over 20 years associated with Stolman & Associates, LLC, a bookkeeping and tax business he owns. He is based in Dallas, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm uses a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, as well as custom solutions, delivered through a network of investment adviser representatives.
Douglas M
Series 63, Series 66
Dallas, TX
Advisor Resource Council
Douglas Mclemore is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management) since 2012 and has been affiliated with LPL Financial since 2005. 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 uses a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, as well as custom solutions like option-based strategies.
Travis F
Series 66
Dallas, TX
Advisor Resource Council
Travis Floyd is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His career includes roles at J.P. Morgan Securities, Edward Jones, and LPL Financial. Floyd also manages Travis Floyd Financial, LLC, a separate business entity focused on tax and investment matters. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence tools with fundamental analysis to offer model and customized investment strategies through its AIQ platform, and it utilizes various third-party platforms to tailor solutions to client needs.
Sheldon B
CFP®, Series 66
Dallas, TX
Advisor Resource Council
Sheldon Benge is a CFP® professional with 18 years of industry experience, currently serving at Advisor Resource Council. He has worked previously with Goldman Sachs Wealth Services and Wells Fargo Clearing. Benge manages his advisory activities through Advisor Resource Council, where he is actively engaged. Advisor Resource Council is an SEC-registered firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer model and separately managed account strategies alongside custom investment solutions.
Karen M
Series 66
Dallas, TX
Advisor Resource Council
Karen Meinz is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 20 years of industry experience. She has worked with Advisor Resource Council and its DBA 360 Wealth Management since 2013, and previously with LPL Financial and Edward Jones. Meinz also sells non-variable insurance products through Fidelity Financial. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial and retirement plan consulting, and referrals to third-party money managers. The firm combines artificial intelligence tools with fundamental analysis in its investment strategies and offers a range of managed account solutions and custom options strategies.
Valentin L
Series 65
Dallas, TX
Advisor Resource Council
Valentin Lukasik is a Series 65-licensed financial advisor with Advisor Resource Council in Dallas, TX, with one year of industry experience. His prior work history includes roles at Societe Generale, Financiere Tiepolo, and Barnes International, as well as periods as a full-time student. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies and custom solutions tailored to client needs.
Tara H
Series 63, Series 66
Dallas, TX
Advisor Resource Council
Tara Howey is a financial advisor at Advisor Resource Council with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, LPL Financial, and Advisor Resource Council. Outside of advisory roles, she is co-owner of Harvest Concepts LLC dba Paragon Insurance Agency, which operates an insurance business. 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 including option-based strategies, and maintains a multifaceted approach to wealth management through various affiliated services.
James W
CFP®, Series 63
Dallas, TX
Advisor Resource Council
James Webb is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2017. Prior to that, he worked at Edward Jones for 14 years. Webb also holds a Series 63 license. Advisor Resource Council is an SEC-registered firm that provides asset management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional analysis to offer various investment strategies and custom solutions, delivering services through a network of investment adviser representatives.
Linda M
Series 63
Dallas, TX
Advisor Resource Council
Linda Mills is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 63 designation and 48 years of industry experience. She has worked at Morgan Stanley and Citigroup Global Markets before joining Advisor Resource Council in 2012. Mills also provides investment advisory services through her own registered investment advisor business affiliated with Advisor Resource Council. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, supplemented by third-party platforms and sponsored programs to align with client objectives.
Janet B
Series 63, Series 65
Dallas, TX
Advisor Resource Council
Janet Broyles is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has worked with LPL Financial since 2005 and with Advisor Resource Council since 2013. Broyles also manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities, providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and supports custom solutions including option-based strategies.
Christopher F
Series 66
Dallas, TX
Advisor Resource Council
Christopher Fasy is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 license and 17 years of industry experience. He previously worked at Edward Jones and Valic Financial Advisors before joining Advisor Resource Council and LPL Financial in 2020. Outside of his advisory roles, he manages a separate investment-related business and a home-based investment entity for tax purposes. Advisor Resource Council is an SEC-registered advisory firm 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, as well as customized solutions, through a network of investment adviser representatives.
Ryan M
Series 66
Dallas, TX
Advisor Resource Council
Ryan Mullin is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Edward Jones and LPL Financial before joining Advisor Resource Council, where he has been since 2013. Outside of his advisory work, Mullin operates a woodworking business, creating and selling pieces at fairs, community events, and online. 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 manage assets and provide financial planning through a network of investment adviser representatives, offering both model and customized investment solutions.
Sydney H
Series 66
Dallas, TX
Advisor Resource Council
Sydney Holleron is a financial advisor at Advisor Resource Council with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, QuadCap Wealth Management, and Goldman Sachs. Outside of financial services, he has experience with Tigris Real Estate LLC and has been involved with organizations such as Texas Tech University and Lubbock Little Ones. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies and provides custom solutions, including option-based strategies, through a network of investment adviser representatives.
Nicholas M
CFA®, Series 63
Dallas, TX
Advisor Resource Council
Nicholas Moore is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Advisor Resource Council since 2022. He previously worked at Artemis Capital Advisers, LP and Charles Schwab. Outside of his advisory role, he is a senior trader at AIQ Asset Management. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and business entities with a combination of asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, alongside custom solutions and third-party advisory programs.
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