A full circle approach with you at the center

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)

17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-200-2830
E-Mail : anthony.aiello@360wm.net

 

 


 

Atkins, Chad – Principal, CFP®

Biography

360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
 


 
brandon day

Atkins, William Jr., CFS®

Biography

360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: william.atkins@lpl.com
 


 

Bennett, Langdon R., MBA

LPL Financial
Office: 469-390-9930
Email: langdon.bennett@lpl.com
 

 
 


 

Broyles, Janet

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1377
Email: janet.broyles@lpl.com
 


 
brandon day

Carswell, Kevin

Biography

360 Wealth Management, LLC
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
 


 

Dawkins, Scott

LPL Financial
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: scott.dawkins@lpl.com
 


 
brandon day

Day, Brandon – Principal, CFP®

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
 


 
brandon day

Diamond, Steve, CFP®

Biography

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/
 


 
sean kernan

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

 


Lasley, Janice

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
 


 

McFarling, Bud

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas,TX 75248
Office: 972-421-1340
Email: bud.mcfarling@lpl.com

 


Meinz, Karen

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

 


morrow brooks

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

 
 


Norris, Gayle

Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-893-0067
Email: gayle.norris@lpl.com
 


 

Peterson, John

Biography

17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
 


 
brandon day

Ruff, Brian

Biography

17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Email: brian.ruff@lpl.com
 


 

Simmons, Brandon W., MBA

Biography

360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: brandon.w.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
 


 
brandon day

Sparks, Drew

Biography

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

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-908-1983
Email: tom.stecik@lpl.com
 


 
brandon day

Unsworth, John J.

360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: john.unsworth@lpl.com
 


 

Webb, Jim

360 Wealth Management, LLC
2770 Main Street
Suite 167
Frisco, TX 75034
Office: 972-987-6210
Email: jim.webb@lpl.com
 


 
matt welsh

Welsh, Matt – Financial Advisor

360 Wealth Management, LLC
Office : 972-421-1379
Fax: 972-421-1382
E-Mail : mathew.c.welsh@lpl.com

maggie belanger

Adcox, Jo– Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : jo.adcox@lpl.com , admin@360wm.net

 
 
 


maggie belanger

Ambrose, Sara – Director of Client Services

360 Wealth Management, LLC
Office : 972-421-1358
E-Mail : sara.ambrose@lpl.com

 
 
 


brandon day

Atkins, Chad – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com

 


maggie belanger

Hap, Maggie – Office Manager

360 Wealth Management
Office : 972-421-1360
E-Mail : maggie.hap@lpl.com

 
 
 


brandon day

Day, Brandon – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com

 


sean kernan

Kernan, Sean – Principal

Biography

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

 
 
 


teresa mccandless

McCandless, Teresa – Relationship Manager

360 Wealth Management,, LLC
Office : 972-790-0760
E-Mail : Teresa.mccandless@lpl.com

Aiello, Anthony (AJ)

17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-200-2830
E-Mail : anthony.aiello@360wm.net

 


 

Atkins, Chad – Principal, CFP®

Biography

360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
 


 
brandon day

Atkins, William Jr., CFS®

Biography

360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: william.atkins@lpl.com
 


 

Bennett, Langdon R., MBA

LPL Financial
Office: 469-390-9930
Email: langdon.bennett@lpl.com
 


 

Broyles, Janet

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1377
Email: janet.broyles@lpl.com
 


 
brandon day

Carswell, Kevin

Biography

360 Wealth Management, LLC
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
 


 

Dawkins, Scott

LPL Financial
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: scott.dawkins@lpl.com
 


 
brandon day

Day, Brandon – Principal, CFP®

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
 


 
brandon day

Diamond, Steve, CFP®

Biography

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/
 


 
sean kernan

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
 


 

Lasley, Janice

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
 


 

McFarling, Bud

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas,TX 75248
Office: 972-421-1340
Email: bud.mcfarling@lpl.com
 


 

Meinz, Karen

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
 


 
morrow brooks

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
 


 

Norris, Gayle

Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-893-0067
Email: gayle.norris@lpl.com
 


 

Peterson, John

Biography

17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
 


 
brandon day

Ruff, Brian

Biography

17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Email: brian.ruff@lpl.com
 


 

Simmons, Brandon W., MBA

Biography

360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: brandon.w.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
 


 
brandon day

Sparks, Drew

Biography

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

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-908-1983
Email: tom.stecik@lpl.com
 


 
brandon day

Unsworth, John J.

360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: john.unsworth@lpl.com
 


 

Webb, Jim

360 Wealth Management, LLC
2770 Main Street
Suite 167
Frisco, TX 75034
Office: 972-987-6210
Email: jim.webb@lpl.com
 


 
matt welsh

Welsh, Matt – Financial Advisor

360 Wealth Management, LLC
Office : 972-421-1379
Fax: 972-421-1382
E-Mail : mathew.c.welsh@lpl.com

maggie belanger

Adcox, Jo– Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : jo.adcox@lpl.com , admin@360wm.net


maggie belanger

Ambrose, Sara – Director of Client Services

360 Wealth Management, LLC
Office : 972-421-1358
E-Mail : sara.ambrose@lpl.com


brandon day

Atkins, Chad – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com


maggie belanger

Hap, Maggie – Office Administrator (Reception & Cashier)

360 Wealth Management
Office : 972-421-1360
E-Mail : maggie.hap@lpl.com


brandon day

Day, Brandon – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com


sean kernan

Kernan, Sean – Principal

Biography

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


teresa mccandless

McCandless, Teresa – Relationship Manager

360 Wealth Management,, LLC
Office : 972-790-0760
E-Mail : Teresa.mccandless@lpl.com

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CONTACT 360 WEALTH MANAGEMENT

Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248

Main Phone: 972-421-1360

Main Fax: 972-421-1390

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Management and Advisor Resource Council are separate entities from LPL Financial.

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