The Advisory Resource Group, LLC

Casey Wolff is a financial advisor at The Advisory Resource Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial, LLC. Wolff is based in Houston, TX. The Advisory Resource Group serves individuals, high-net-worth clients, retirement plans, trusts, and other entities, offering investment management and financial planning services. The firm uses a team-based research process and constructs portfolios from mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Aaron Pruitt is a financial advisor with The Advisory Resource Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with The Advisory Resource Group DBA Compass Pointe and M. S. Howells since 2017, and previously with Estate Needs Advisors and SII Investments. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning. The firm employs a team-based research process and constructs portfolios using mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Christina Aldredge is a financial advisor with The Advisory Resource Group, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at The Advisory Resource Group and M.S. Howells since 2017, with prior experience at Sii Investments and Compass Pointe Financial. Outside of her advisory work, she is involved as a co-owner and property manager of a real estate entity and serves as a member and secretary of another local property maintenance organization. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services. The firm employs a team-based research process to construct portfolios primarily from mutual funds, ETFs, and individual securities, and manages approximately $809 million across about 712 client relationships.

Andrew Aldredge is a financial advisor at The Advisory Resource Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at M. S. Howells & Co., Compass Pointe Financial LLC, and SII Investments. Outside of his advisory role, he is involved with Estate Needs Advisors, LLC, an affiliated insurance agency. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, employee-sponsored retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning through a team-based research process that incorporates multiple analysis methods and focuses on multi-generational planning.

Jason Scarcella is a financial advisor at The Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial. He is also involved as a fixed insurance agent and owner of Compass Pointe Financial, dedicating limited monthly time to that activity. The Advisory Resource Group, LLC serves individuals, employee-sponsored retirement plans, trusts, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $809 million across about 712 client relationships, using a team-based research process and a diversified portfolio approach that includes mutual funds, ETFs, and individual securities.

Benjamin Steele is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 20 years of industry experience. He has worked at M.S. Howells, Compass Pointe Financial LLC, and SII Investments. Steele is also the owner and producer of Estate Needs Advisors, a fixed insurance sales business. The Advisory Resource Group operates with a team of eight advisors and manages approximately $926.6 million in assets. The firm provides discretionary and non-discretionary investment management, wealth planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Andrew Jones is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at M.S. Howells & Co., SII Investments, and Legacy Planning Partners. The Advisory Resource Group serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, and other entities. The firm employs a team-based research process to construct portfolios from mutual funds, ETFs, and individual securities, providing both discretionary and non-discretionary investment management along with retirement-plan advisory and financial planning services.

Christopher Brown is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 21 years of industry experience. He has worked with several firms, including SII Investments and Compass Pointe Financial, where he maintains a long-term association. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management and financial planning. The firm employs a team-based research process and manages portfolios primarily using mutual funds, ETFs, and individual securities.