Our Staff and Team of Advisors
Each of the professionals shown on this page has specific areas of individual expertise. When they come together to work side-by-side, sharing experience, challenges, techniques and solutions they embody the culture of 360 Wealth Management.
Aiello, Anthony (AJ)
Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office : 817-717-4400
E-Mail : anthony.aiello@lpl.com
www.lightforcefinancial.com
Atkins, Chad – Principal, CFP®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
Atkins, William Jr., CFS®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: william.atkins@lpl.com
Barley, Scott
Amplio Wealth Management, Inc
1921 Lohman’s Crossing, Suite 100
Austin, TX 78734
Office: 512-917-5066
Email: scott.barley@lpl.com
www.ampliowealthmanagement.com
Bennett, R. Langdon
LPL Financial
1186 Tranquilla Drive
Dallas, TX 75218
Office: 214-321-6572
Email: langdon.bennett@lpl.com
Berry, Scott, AAMS®
CSB Wealth Management, LLC
207 S. Denton Tap Rd., Suite 700
Coppell, TX 75019
Office: 972-462-0915
Email: scott.berry@lpl.com
www.csbwm.net
Broyles, Janet
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1377
Email: janet.broyles@lpl.com
Carbone, Stephen
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 707-863-1122
Email: stephen.carbone@lpl.com
Carswell, Kevin
360 Wealth Management, LLC
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
Castrinos, Chad AIF®
Castrinos Financial, LLC
2901 N Causeway Blvd. Suite 305
Metairie, LA 70002
Office: 504-828-3768
Fax: 504-617-7017
Email: chad@castrinosfinancial.com
http://www.castrinosfinancial.com/
Castrinos, Jim
Castrinos Financial, LLC
2901 N Causeway Blvd. Suite 305
Metairie, LA 70002
Office: 504-828-3760
Fax: 504-834-3640
Email: jim@castrinosfinancial.com
http://www.castrinosfinancial.com/
Cowles, Craig, CFP®
Mergent Group
17300 N Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext. 101
Email: craig@mergentgroup.com
Dawkins, Scott
LPL Financial
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: scott.dawkins@lpl.com
Day, Brandon – Principal, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
Diamond, Steve, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 972-393-9769
Email: steve.diamond@lpl.com
Ferrell, Stephen, AIF®
Valtrum
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1371
Email: s.ferrell@valtrum.com
http://valtrum.com/
Floyd, Travis
Foundations Wealth Partners
700 N Central Avenue Suite 120
Southlake, TX 76092
Office: 817-754-1790
Email: tfloyd@foundationwealthpartners.com
Gentry, Westin
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1341
Email: westin.gentry@lpl.com
Gomez, Patsy
Generations Wealth Management
6 Horizon Court, Suite 100
Rockwall, TX 75032
Office: 972-722-2609
Email: patsy@gfmrockwall.com
Heagren, Douglas M, CFP®, CRPC®, APMA(SM)
Mergent Group
17300 N Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext. 105
Minnesota Office: 612-567-4625
Email: douglas@mergentgroup.com
Heck, Mark
Texas State Financial, Inc
5908 Sandhills Circle
Plano, TX 75093
Office: 972-977-1030
Email: mark.heck@lpl.com
Hopkins, Ken
Biography
Orion Wealth Management
2435 N. Central Expressway, Suite 1200
Richardson, TX 75080
Office: 214-712-7332
Direct: 972-891-8609
Email: Ken.hopkins@lpl.com
http://www.orionwmtx.com/
Hopper, Robert, CLU, ChFC®
Hopper Financial Services, Inc.
1912 Robin Meadow Drive
Carrollton, TX 75007
Office: 972-236-2828
Email: robert@hopperfinancial.com
http://www.hopperfinancial.com/
Hubbard, Don, CFP®, CRP
Don Hubbard Investment Services
903 North Main Street
Weatherford, TX 76086
Office: 817-594-6556
Email: don.hubbard@lpl.com
http://www.donhubbardinvestments.com/
Hubbell, Matt
Maverick Wealth Management
255 Elk Drive Ste. D
Burleson, TX 76028
Office: 817-945-3335
Email: matt@maverick-wealth.com
http://www.maverick-wealth.org/
Kernan, Sean – Principal, CFP®
360 Wealth Management, LLC
550 Reserve Street, Suite #150
Southlake, TX 76092
Office: 469-893-0067
Email: sean.kernan@lpl.com
Krukiel, Brian
Foundations Wealth Partners
700 N Central Avenue Suite 120
Southlake, TX 76092
Office: 817-754-1790
Email: bkrukiel@foundationwealthpartners.com
Lasley, Janice
LPL Financial
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 254-644-5988
Email: janice.lasley@lpl.com
Mansour, Abe, CFP®
LPL Financial
555 Republic Drive Suite 314
Plano, TX 75074
Office: 972-578-9809
Email: abe.mansour@lpl.com
Martin, David, CFP®
Ridgemark Financial
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-740-4932
Email: david@ridgemarkfinancial.com
McAuliffe, Tom
TrueWealth Management
45 Pleasant Lane
San Rafael, CA 94901
Office: 415-482-8622
Fax: 888-623-4074
Email: tom@true-wealth.net
McFarling, Bud
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas,TX 75248
Office: 972-421-1340
Email: bud.mcfarling@lpl.com
McLemore, Doug
McLemore Financial Group
1529 Lingleville Road
Stephenville, TX 76401
Office: 254-968-1020
Email: doug.mclemore@lpl.com
Medlin, David, CFP®
Maven Wealth Consulting, LLC
4603 Colleyville Blvd, Suite 140
Colleyville, TX 76034
Office: 817-251-3500
Email: david@mavenwealthconsulting.com
www.mavenwealthconsulting.com
Meinz, Karen
LPL Financial
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-488-3373
Email: karen.meinz@lpl.com
Mills, Linda
360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-224-2951
Email: linda.mills@lpl.com
Mitchell, John D., CFP®
LPL Financial
1300 East 9th Street Suite 10
Edmond, OK 73034
Office: 405-348-3236
Email: john.mitchell@lpl.com
Morrow, Brooks – Financial Advisor
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office : 972-421-1370
E-Mail : brooks.morrow@lpl.com
Mullin, Ryan
Abacus Wealth Builders
2340 East Trinity Mills Road Suite 300
Carrollton, TX 75006
Office: 972-478-4305
Email: ryan.mullin@lpl.com
http://www.abacuswealthbuilders.com/
Norris, Gayle
Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-893-0067
Email: gayle.norris@lpl.com
Parsons, Brick
Parsons Wealth Management
1007 North Mallard Street
Palestine, TX 75801
Office: 903-723-0152
Email: brick.parsons@lpl.com
Peterson, John
LPL Financial
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
Richmond, Mark
Napa Valley Financial
1700 Soscol Ave Suite 7
Napa, CA 94559
Office: 707-603-2663
Fax: 707-255-1860
Email: mark.richmond@napavalleyfinancial.com
Robinson, Gerald, CFP®
LightForce Financial
6920 Hidden Valley Rd
Flower Mound, TX 75022
Office: 817-717-4400
Email: gerald.robinson@lpl.com
Rodriguez, Samuel
Foundations Wealth Partners
1333 W. McDermott Drive Suite 260
Allen, TX 75013
Office: 972-332-1523
Email: srodriguez@foundationwealthpartners.com
Ruff, Brian
Lightforce Financial
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Email: brian.ruff@lpl.com
Shaffer, Eric, CFP®
Mergent Group
17300 N Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext. 102
Email: eric@mergentgroup.com
Shelton, James R.
Shelton Financial Group
6303 Meadow Rd
Dallas, TX 75230
Office: 214-363-6557
Email: james.shelton@lpl.com
Simmons, Brandon W., MBA
360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: brandon.w.simmons@lpl.com
Simmons, Todd
Simmons Wealth Management
600 Strada Circle Suite 106
Mansfield, TX 76063
Office: 817 -225- 4476
Email: todd.simmons@lpl.com
Skalak, Laura K
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1368
Email: laura.skalak@lpl.com
Sligh, Spencer
1529 W. Lingleville Rd, Suite A
Stephenville, TX 76401
Office: 254-968-1020
Email: spencer.sligh@lpl.com
Sparks, Drew
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1343
Email: drew.sparks@lpl.com
Stecik, Tom, CFP®, CLU
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-908-1983
Email: tom.stecik@lpl.com
Unsworth, John J.
360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: john.unsworth@lpl.com
Walker, Jeremy, CRPC, AWMA
Maverick Wealth Management
255 Elk Drive Ste. D
Burleson, TX 76028
Office: 817-945-3335
Email: jeremy@maverick-wealth.com
http://www.maverick-wealth.org/
Webb, Jim
360 Wealth Management, LLC
2770 Main Street
Suite 167
Frisco, TX 75034
Office: 972-987-6210
Email: jim.webb@lpl.com
Webb, Kirby
Generations Wealth Management
6 Horizon Court
Suite 100
Rockwall, TX 75032
Office: 972-722-2609
Email: kirby@gfmrockwall.com
Weddle, Brad, CFP®
LPL Financial
3330 N. Galloway Suite 309
Mesquite, TX 75150
Office: 972-613-2525
Email: brad.weddle@lpl.com
www.bradweddle.com
Welsh, Matt – Financial Advisor
360 Wealth Management, LLC
Office : 972-421-1379
Fax: 972-421-1382
E-Mail : mathew.c.welsh@lpl.com
Young, David
David H. Young & Associates
10787 Country Road 289
Anna, TX 75409
Office: 214-551-5539
Email: david.h.young@lpl.com
Adcox, Jo– Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : jo.adcox@lpl.com , admin@360wm.net
Ambrose, Sara – Director of Client Services
360 Wealth Management, LLC
Office : 972-421-1358
E-Mail : sara.ambrose@lpl.com
Atkins, Chad – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
Fisher, Brooke – Compliance Officer
360 Wealth Management, LLC
Office: 972-421-1352
Email: brooke.fisher@lpl.com
Hap, Maggie – Office Administrator (Reception & Cashier)
360 Wealth Management
Office : 972-421-1360
E-Mail : maggie.hap@lpl.com
Day, Brandon – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
Kernan, Sean – Principal
360 Wealth Management, LLC
550 Reserve Street
#150 Southlake TX 76092
Office: 469-893-0067
Email: sean.kernan@lpl.com
Larson, Kathy – Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1344
E-Mail : Kathy.larson@lpl.com
McCandless, Teresa – Relationship Manager
360 Wealth Management,, LLC
Office : 972-790-0760
E-Mail : Teresa.mccandless@lpl.com
Pais, Sarah L. – Chief Operating Officer
360 Wealth Management, LLC
Office : 972-421-1342
E-Mail : sarah.pais@lpl.com
Royal, Jill M. – Compliance Manager
360 Wealth Management, LLC
Office : 972-421-1367
E-mail : jill.royal@lpl.com
CONTACT 360 WEALTH MANAGEMENT
Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
NAVIGATION
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.
The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
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