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Stephen F

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked at LPL Financial since 2011. Outside of advisory services, he is a partner and business owner of Carpe Via Travel, a travel agency. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to create model and separately managed account strategies and offers customized 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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Matthew M

Series 65

Dallas, TX

Advisor Resource Council

Matthew Middleton is a financial advisor at Advisor Resource Council with a Series 65 credential and five years of industry experience. Prior to his current role, he held positions at LPL Financial and worked in hospitality, including bartending at The Colony Wine Bar. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional fundamental analysis to deliver model and custom investment strategies through a network of advisers.

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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