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Sarah P

Series 66

Dallas, TX

Advisor Resource Council

Sarah Pais is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016 and previously held roles at LPL Financial, RBC Capital Markets, and Ameriprise. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to manage a range of model and separately managed account strategies and offers custom 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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Grant B

CFP®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

Grant Brown is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Advisor Resource Council since 2016 and has been affiliated with LPL Financial since 2009. Based in Dallas, TX, he operates within a multi-team firm structure. Advisor Resource Council is an SEC-registered investment adviser that serves individuals, retirement plans, charitable organizations, and business entities. The firm employs a blend of artificial intelligence and fundamental analysis in its investment approach and offers a range of model portfolios, custom solutions, and third-party advisory programs.

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 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 34 years of industry experience. He has worked at LPL Financial since 2002 and joined Advisor Resource Council in 2024. Outside of his advisory roles, he is involved with Sulphur Bend Land Partners, contributing to tax preparation and accounting services. 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 integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies through its AIQ platform, supplemented by custom solutions and third-party advisory programs.

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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Spencer S

Series 66

Dallas, TX

Advisor Resource Council

Spencer Sligh is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and USAA Financial Planning Services. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT, LLC) and affiliated with LPL Financial since 2015. Advisor Resource Council is an SEC-registered adviser 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 develop a range of model and separately managed account strategies and offers custom solutions tailored to 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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Brandon D

CFP®, Series 66

Dallas, TX

Advisor Resource Council

Brandon Day is a CFP® professional associated with Advisor Resource Council in Dallas, TX, with 22 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, and previously worked at LPL Financial and Securian Financial Services. Outside of his advisory role, he teaches financial and retirement planning seminars at local colleges and is credited as an associate producer for a production company based on his personal story. Advisor Resource Council is an SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies, alongside 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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Bradley W

CFP®, Series 63

Dallas, TX

Advisor Resource Council

Bradley Weddle is a Certified Financial Planner™ with 37 years of industry experience. He has been with Advisor Resource Council since 2013 and also maintains a long-standing affiliation with LPL Financial beginning in 2007. Weddle teaches a Retirement Planning Today course for Mesquite Independent School District Community Education. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and custom investment strategies through its AIQ platform, while also utilizing third-party advisory programs to tailor solutions to 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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Angie A

Series 66

Dallas, TX

Advisor Resource Council

Angie Alexander is a financial advisor at Advisor Resource Council in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior experience includes six years at RPOA Advisors Inc. and four years with the Alliance for Investor Protection. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm combines artificial intelligence tools with fundamental analysis through its AIQ platform and offers custom investment solutions alongside third-party advisory programs.

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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Richard B

PFS™, Series 63

Dallas, TX

Advisor Resource Council

Richard Brown is a financial advisor with Advisor Resource Council in Dallas, TX, holding a PFS™ designation and Series 63 license. He has 36 years of industry experience and has held advisory roles at firms including LPL Financial and Fortune Financial Services. Outside of his advisory work, he is also an author and songwriter. 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 separately managed account strategies, as well as custom investment solutions tailored to 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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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. He has worked with LPL Financial since 2008 and has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016. Hubbard is involved in community activities, serving as a deacon on the board of NorthSide Baptist Church. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, retirement plan consulting, and third-party manager referrals. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions, while also utilizing various third-party platforms to align investment vehicles 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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Abigail V

CFP®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

Abigail Valentine is a financial advisor with Advisor Resource Council in Dallas, TX, holding the CFP® designation along with Series 63 and 65 licenses. She has 11 years of industry experience, including seven years at The Vanguard Group and one year at LPL Financial. 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 fundamental analysis to offer model and separately managed account strategies through its AIQ platform, alongside a variety of custom 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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Maggie R

Series 66

Dallas, TX

Advisor Resource Council

Maggie Robertson is a Series 66-licensed advisor with Advisor Resource Council, based in Dallas, TX, and has one year of industry experience. Her prior work includes roles in education and a position at Texas Leaguer Brewing Company. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with traditional analysis in its investment strategies and offers a range of managed account solutions alongside third-party advisory platforms.

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 P

Series 63, Series 65

Dallas, TX

Advisor Resource Council

John Peterson is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at LPL Financial and Hornor, Townsend & Kent, LLC. Peterson has been with Advisor Resource Council since 2012. Advisor Resource Council is an SEC-registered adviser 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, along with customized solutions, and provides a range of asset management, financial planning, and consulting 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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Dennis J

CFP®, ChFC®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

Dennis Jackson is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently affiliated with Advisor Resource Council and has previously worked at Edward D. Jones & Co., L.P., Level Four Advisory Services, and LPL Financial. Based in Dallas, TX, Jackson also manages Jackson Wealth Management LLC. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities through a network of investment adviser representatives. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer customized portfolio strategies, including model and separately managed accounts under its AIQ platform, as well as option-based strategies for eligible clients.

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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Gerald R

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Gerald Robinson is a financial advisor with Advisor Resource Council based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at 360 Wealth Management, LPL Financial, Merrill, and UBS Financial Services. He serves as president and board member of the Flower Mound Rotary Club. 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 and custom solutions, and advisors utilize multiple third-party platforms to tailor investments to 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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Mathew W

CFP®, Series 63, Series 66

Dallas, TX

Advisor Resource Council

Mathew Welsh is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Advisor Resource Council and LPL Financial since 2014 and previously spent nine years at Outdoor World Bass Pro Shops. He is based in Dallas, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with traditional fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions tailored to 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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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 22 years of industry experience. His prior experience includes Edward Jones and LPL Financial. He is involved in non-variable insurance sales and tax preparation activities outside of his advisory work. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management and consulting services. The firm uses a combination of artificial intelligence and fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions alongside third-party program options.

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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Ashley H

CFP®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

Ashley Hodge is a CFP® professional with over 32 years of experience in the financial industry. She has worked at firms including LPL Financial, UBS Financial Services, and FWPAM, L.L.C., and has been with Advisor Resource Council since 2019. Outside of her advisory work, she operates a Baylor fan website, sicem365.com. Advisor Resource Council is an SEC-registered adviser 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 and custom solutions, 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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Douglas H

CFP®, Series 66

Dallas, TX

Advisor Resource Council

Douglas Heagren is a CFP® professional with 21 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2014 and previously worked at LPL Financial and Ameriprise. He is involved in educational financial consulting and business administration through multiple ventures, including Beacon Summit Wealth Management and Prop 3 Partners. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with traditional fundamental analysis to offer a range of model and separately managed account strategies, alongside custom solutions such as option-based strategies, supported by 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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David M

Series 63, Series 65

Dallas, TX

Advisor Resource Council

David Martin is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, LPL Financial since 2011, and Equitable Advisors from 2001 to 2011. Outside of advisory work, he is involved with an internet business, Temojo, LLC. 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 and provides customized investment solutions, including option-based 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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Elijah F

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Elijah Focht is a financial advisor at Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience, including prior roles at LPL Financial and Northwestern Mutual. Outside of his advisory work, he has experience managing small businesses such as Foundry Coffeehouse. 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 model and separately managed account strategies, alongside custom investment solutions and third-party platforms tailored to 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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