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Audra R

Series 66

Dallas, TX

VOYA Financial Advisors, Inc.

Audra Ross is a Series 66-licensed financial advisor with Voya Financial Advisors, Inc. in Dallas, Texas, with three years of industry experience. Prior to joining Voya, she worked at Children’s Medical Center of Plano for seven years. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through a variety of program structures, primarily using non-discretionary, recommendation-based approaches.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Brett P

Series 63, Series 65

Dallas, TX

VOYA Financial Advisors, Inc.

Brett Phillips is a financial advisor with VOYA Financial Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of advisory services through multiple program structures, primarily offering non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Monte H

CFP®, Series 63

Dallas, TX

VOYA Financial Advisors, Inc.

Monte Hinkle is a CFP® professional with 44 years of industry experience, currently advising at VOYA Financial Advisors, Inc. since 2014. He holds a Series 63 license and operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Lisa E

CFP®, Series 63, Series 65

Dallas, TX

VOYA Financial Advisors, Inc.

Lisa Emmons is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. In addition to her advisory role, she operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through various program structures, emphasizing non-discretionary recommendations and maintaining its dual registration as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Judson A

Series 63, Series 65

Dallas, TX

VOYA Financial Advisors, Inc.

Judson Arrington is a financial advisor with Voya Financial Advisors, Inc. based in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Voya Financial Advisors since 2014 and is also involved with Arrington Family Holdings, LLC. Outside of his advisory role, he serves as CEO and proprietor of Arrington Financial and acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various programs, mostly on a non-discretionary basis, and operates both as an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Owen J

Series 66

Dallas, TX

VOYA Financial Advisors, Inc.

Owen Joyce is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has held positions at firms including Bank of America, Merrill, and AGIA. Outside of finance, he has experience working with Messiah University and the Naval Academy Athletic Association. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, with a notable emphasis on non-discretionary, recommendation-based advice.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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James A

ChFC®, Series 63

Dallas, TX

VOYA Financial Advisors, Inc.

James Arrington is a ChFC® with 40 years of experience in the financial industry and has been with VOYA Financial Advisors, Inc. since 2014. He is based in Dallas, TX, and has experience leading Arrington Financial, where he worked in insurance and investments, and serves on the Church Council of First Baptist Church Richardson. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, emphasizing non-discretionary recommendation-based advice.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Andrew A

CFP®, Series 63, Series 65

Dallas, TX

VOYA Financial Advisors, Inc.

Andrew Arrington is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2020. His prior roles include positions at TIAA and Rodgers Capital Inc. He also provides baseball lessons to children a few nights a week. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures and a combination of advisory and brokerage services.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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David B

Series 63, Series 65

Dallas, TX

VOYA Financial Advisors, Inc.

David Bowman is a financial advisor with VOYA Financial Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved in the sale and service of a Health Reimbursement Arrangement (HRA) product through related Voya entities. VOYA Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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