# ARC: Advisor Resource Council | Registered Investment Advisor

Advisor Resource Council offers independent advisors the ability to streamline daily tasks and grow their business, so they can focus on being a trusted fiduciary to their clients.

## Pages


- [Nick Moore](https://www.advisorresourcecouncil.com/nick-moore): Meet Nick Moore, Senior Trader at ARC, focusing on asset management & trade execution. Optimize your investments with expert guidance.

- [2026 Conference](https://www.advisorresourcecouncil.com/events/2026-conference): Connect with ARC-affiliated financial advisors at Route 2026, ARC’s Advisor Circle Conference featuring peer-to-peer networking, AI strategy sessions, roundtables, and industry-leading insights.

- [Advisor Insights - Inspired Advisors](https://www.advisorresourcecouncil.com/advisor-insights---inspired-advisors): Elevate your financial advisory practice with inspiring strategies for client satisfaction, professional growth, and impactful financial planning.

- [Jared Fowler](https://www.advisorresourcecouncil.com/jared-fowler): Jared Fowler is a Compliance Analyst at ARC, enhancing advisor support & compliance. Contact us to learn how we can assist your practice.

- [Chris Finzen](https://www.advisorresourcecouncil.com/chris-finzen): Meet Chris Finzen, Centralized Services Manager at Advisor Resource Council, partnering with advisors and firms to provide superior administrative support.

- [Independent Financial Advisor Events Calendar](https://www.advisorresourcecouncil.com/independent-financial-advisor-events-calendar): Stay up to date with exclusive ARC events for independent financial advisors, including industry conferences, in-person workshops, and networking opportunities nationwide.

- [Comp Survey](https://www.advisorresourcecouncil.com/comp-survey): Get a free compensation analysis to uncover your earning potential. Contact ARC for personalized support tailored to your practice.

- [Michael Lowsley](https://www.advisorresourcecouncil.com/michael-lowsley): Michael A. Lowsley offers experienced financial guidance as an Independent Financial Advisor. Contact him for tailored asset management today!

- [ABOUT ARC](https://www.advisorresourcecouncil.com/about-arc): An independent RIA providing resources and support for independent advisors. Recognized as a top RIA firm, ARC empowers advisors with technology, operations platform, community support, and more!

- [HOME](https://www.advisorresourcecouncil.com/): Empowering independent financial advisors with resources for growth. Own your firm. Focus on clients. Professional support. Established 2012.

- [5 Steps to Achieving Independence as a Financial Advisor](https://www.advisorresourcecouncil.com/5-steps-to-achieving-independence-as-a-financial-advisor): Follow 5 steps to achieve independence as a financial advisor. Boost earnings & enhance work-life balance with ARC's tailored support.

- [PODCASTS](https://www.advisorresourcecouncil.com/ARC-podcasts): Listen to ARC's podcasts for insights on financial independence, money management, & relationship advice. Tune in for experienced knowledge!

- [HOW TO GO INDEPENDENT](https://www.advisorresourcecouncil.com/how-to-go-independent): Join Sean Kernan, CFP®, as he shares insights on becoming an independent RIA. Tune in for expert interviews & advice!

- [2024 Top Marketing Trends for Financial Advisors/YT](https://www.advisorresourcecouncil.com/2024-top-marketing-trends-for-financial-advisors/yt): Explore 2024 marketing trends to boost client engagement & retention. Enhance your advisory practice with our expert insights.

- [CONTACT US](https://www.advisorresourcecouncil.com/contact-us): Get in touch with Advisor Resource Council, an Independent Registered Investment Advisor in Texas. Contact us at 15110 Dallas Pkwy #500, Dallas, Texas 75248 or call (972)-421-1360.

- [Payout Questionnaire](https://www.advisorresourcecouncil.com/financial-advisor-payout-potential): Get a personalized compensation analysis for financial advisors. Understand your earning potential & improve your payout structure today!

- [ARC Events](https://www.advisorresourcecouncil.com/arc-events): Join the 2025 ARC Conference for networking & educational sessions to enhance your investment strategies. Register today!

- [ARC ADVISOR NETWORK](https://www.advisorresourcecouncil.com/arc-network): Get to know the team at ARC ADVISOR NETWORK | Dedicated professionals providing expert financial advice and support as independent registered investment advisors.

- [Tara Howey](https://www.advisorresourcecouncil.com/tara-howey): Tara Howey offers experienced insurance planning & wealth management. Partner with her for tailored financial strategies today!

- [SOCIAL SUITE SOCIAL MEDIA](https://www.advisorresourcecouncil.com/social-media-subscription-program): Sign up for our Social Media Subscription Program. Get research-backed content creation & management tailored for financial advisors. Join today!

- [AIQ ASSET MANAGEMENT](https://www.advisorresourcecouncil.com/aiq-asset-management): ARC’s in-house asset management platform built for advisors. Simplify portfolios, reduce risk, and elevate client outcomes.

- [Compensation Survey Thank You](https://www.advisorresourcecouncil.com/compensation-survey-thank-you): Thank you for submitting your FREE Compensation Analysis!

- [COLLABORATED WISDOM](https://www.advisorresourcecouncil.com/collaborated-wisdom): Discover the power of independent wisdom with Advisor Resource Council. Join us to thrive in the industry.

- [Virtual Administrative Services Form](https://www.advisorresourcecouncil.com/virtual-administrative-services-form): Access efficient virtual admin support for financial advisors. Streamline your operations today!

- [PRACTICE AFFILIATION](https://www.advisorresourcecouncil.com/affiliation): Join our independent registered investment advisor network and enjoy the freedom to determine your affiliation with us. Whether you choose to retain your current DBA, establish a new one, or align with one of our affiliated DBAs, Advisor Resource Council provides all the essential resources for a smooth transition.

- [The Breakaway Blueprint](https://www.advisorresourcecouncil.com/breakaway-blueprint-for-financial-advisors): Access The Breakaway Blueprint, a guide for advisors seeking independence. Learn about better compensation & flexible solutions. Start now!

- [2024 Top Marketing Trends for Financial Advisors](https://www.advisorresourcecouncil.com/2024-top-marketing-trends-for-financial-advisors): Stay ahead in 2024 with practical marketing insights to engage clients and broaden market presence. Learn about increased visibility, client retention, competitive edge, and enhanced credibility for independent financial advisors.

- [Download Guide for 2024 Top Marketing Trends for Financial Advisors](https://www.advisorresourcecouncil.com/download-guide-for-2024-top-marketing-trends-for-financial-advisors): Get the latest guide on 2024 top marketing trends for financial advisors. Subscribe to our mailing list for future resources. Download now!

- [Privacy Policy](https://www.advisorresourcecouncil.com/privacy-policy): Read the ARC Privacy Policy to understand how we collect, use, and protect your personal data. Learn about your privacy rights and how we may use your data to provide and improve our services.

- [Brandon Day](https://www.advisorresourcecouncil.com/brandon-day): Meet Brandon Day, CFP® President & Chief Market Strategist | Fact Based Investing to help families and business owners reach financial goals

- [Chad Atkins](https://www.advisorresourcecouncil.com/chad-atkins): Meet Chad Atkins, CFP®, CRPC, Chief Business Acquisitions Firm Affiliate at 360 Wealth Management Partners. With over 30 years of experience, Chad's journey from wholesaler to founding his own practice reflects his commitment to integrity and client-focused service.

- [Tamra Gaines](https://www.advisorresourcecouncil.com/tamra-gaines): Meet Tamra Gaines, Director of Marketing at Advisor Resource Council. MBA in digital marketing. 15-year business development career, including a notable role at The New York Times.

- [Growing Your Practice Through Acquisitions](https://www.advisorresourcecouncil.com/growing-your-practice-through-acquisitions): Learn how to grow your independent registered investment advisor practice through acquisitions with the guidance of Advisor Resource Council. Explore strategies and best practices to expand your practice and enhance your client offerings.

- [Shana McHaffey](https://www.advisorresourcecouncil.com/shana-mchaffey): Meet Shana McHaffey, Director of Asset Management Operations at Advisor Resource Council, an independent registered investment advisor. Over 10 years of finance experience, including roles at JP Morgan Wealth Management & RBC Wealth Management.

- [PODCASTS](https://www.advisorresourcecouncil.com/podcasts): Learn about going independent with the How To Go Independent podcast. Hosted by Sean Kernan, CFP®, Managing Member/Partner at Advisor Resource Council, this podcast provides insights and advice for those considering independence in the financial advising industry.

- [Michael Thomas](https://www.advisorresourcecouncil.com/michael-thomas): Meet Michael L. Thomas, Senior Portfolio Manager & Director of Research at Advisor Resource Council. 30 years of financial services experience. Learn more.

- [Rhonda Fuller](https://www.advisorresourcecouncil.com/rhonda-fuller): Meet Rhonda Fuller, Chief Operating Officer at Advisor Resource Council. Learn about her extensive career in the financial industry and her role in firm operations.

- [Finding Your Niche](https://www.advisorresourcecouncil.com/finding-your-niche): Discover how to find your niche in the financial world with Advisor Resource Council, an independent registered investment advisor. Learn valuable insights and tips on finding your niche to build a successful financial career.

- [Matt Welsh](https://www.advisorresourcecouncil.com/matt-welsh): Meet Matt Welsh, an independent registered investment advisor at Advisor Resource Council with over 18 years of experience. Learn about Matt's financial journey, community involvement, and dedication to serving clients.

- [Diann Irlbeck](https://www.advisorresourcecouncil.com/diann-irlbeck): Meet Diann Irlbeck, Director of Client Services at Advisor Resource Council | Over 30 years of financial services experience | Fully licensed professional supporting ARC-owned books and advisors

- [WHITE PAPERS](https://www.advisorresourcecouncil.com/whitepapers): Explore our collection of white papers for independent registered investment advisors. Learn about frequently asked questions, hiring talent, finding your niche, and growing your practice through acquisitions.

- [Jean Paul Lagarde](https://www.advisorresourcecouncil.com/jean-paul-lagarde): Meet Jean Paul Lagarde, CIO and co-founder of ARC's AIQ Asset Management with over 20 years of financial services experience.

- [Lia King](https://www.advisorresourcecouncil.com/lia-king): Meet Lia King, office manager at Advisor Resource Council, an independent registered investment advisor. Discover her journey, accomplishments, and interests.

- [FAQ's](https://www.advisorresourcecouncil.com/faqs): Find answers to common questions about independent financial advisors at Advisor Resource Council | Learn about our services and how we can help you achieve your financial goals.

- [Centralized Administrative Services](https://www.advisorresourcecouncil.com/remote-administrative-services): Discover how Advisor Resource Council's remote administrative services can provide financial advisors with the perfect level of support. Customize our services to suit your unique requirements.

- [Sarah Pais](https://www.advisorresourcecouncil.com/sarah-pais): Meet Sarah Pais, Chief Executive Officer at Advisor Resource Council. Contact us for dedicated  support services today!

- [HOW WE HELP YOU](https://www.advisorresourcecouncil.com/how-we-help-you): Looking to go independent? Our team at Advisor Resource Council provides transparent answers to help you make the best decision for your business and clients. Get FAQs about transitioning to independence & managing your own business.

- [Hiring Talent](https://www.advisorresourcecouncil.com/hiring-talent): Discover career opportunities at Advisor Resource Council | Join our team and empower clients through exceptional financial guidance.

- [EXCEPTIONAL RESOURCES](https://www.advisorresourcecouncil.com/exceptional-resources): ARC provides resources for independent registered investment advisors, including asset management, marketing, technology, operations, and compliance. Access a multi-state network, AIQ Asset Management, and more to empower your office.

- [Promissory Language](https://www.advisorresourcecouncil.com/promissory-language-DL): Access our guide on promissory notes & investment strategies. Download now for expert insights from a trusted advisor.

- [ARC Newsroom](https://www.advisorresourcecouncil.com/press-release): Stay updated on what's happening at ARC. Join us in empowering independent financial advisors today!

- [IFA INSIGHTS VLOG](https://www.advisorresourcecouncil.com/ifa-insights): Gain practical strategies for independent financial advisors. Enhance your practice with insights from ARC's experienced network.

- [Social Media Subscription Form](https://www.advisorresourcecouncil.com/social-media-subscription-form): Register for our turnkey social media service for  independent financial advisors. Branded graphics and researched topics. Subscribe today!

- [Angie Alexander](https://www.advisorresourcecouncil.com/angie-alexander): Angie Alexander ensures compliance & ethical standards at ARC. Contact us to learn how we support independent financial advisors.

- [Social Media Subscription Next Steps](https://www.advisorresourcecouncil.com/social-media-subscription-next-steps): Subscribe to Advisor Resource Council's Turnkey Social Media Program Today!

- [PROSPECT PRO ENGAGEMENT TOOL](https://www.advisorresourcecouncil.com/prospect-pro-engagement-tool): Boost your advisory practice with Prospect Pro, an automated tool for engaging clients on LinkedIn. Start enhancing your online presence today!

- [ARC Insights - Education](https://www.advisorresourcecouncil.com/copy-of-advisor-insights---education): Unlock success as an independent financial advisor with expert strategies in client acquisition, portfolio management, and business growth

- [ARC INSIGHTS](https://www.advisorresourcecouncil.com/articles): Explore relevant topics on finance, going independent and more. Practical insight for independent financial advisors navigating the day-to-day of running their own practice.

- [ARC Insights - Firm Management](https://www.advisorresourcecouncil.com/advisor-insights---firm-management): Master firm management as an independent financial advisor with expert guidance in operations, growth strategies, and client satisfaction!

- [ARC Insights - Going Independent](https://www.advisorresourcecouncil.com/arc-insights---going-independent): Curious about going independent? Learn how to transition into an independent financial advisor role with essentials insights and strategies.

- [Vanessa McBurnett](https://www.advisorresourcecouncil.com/vanessa-mcburnett): Vanessa McBurnett supports financial advisors with admin tasks & client service. Contact us for experienced assistance today!

- [Ricky Jones](https://www.advisorresourcecouncil.com/ricky-jones): Meet Ricky Jones, an Independent Financial Advisor at ARC. He focuses on clear communication & client relationships. Contact us for support!

- [MEET OUR TEAM](https://www.advisorresourcecouncil.com/meet-our-team): Meet the team behind Advisor Resource Council, an independent registered investment advisor, dedicated to providing top-notch financial services and support.

- [Danny Martin](https://www.advisorresourcecouncil.com/danny-martin): Danny Martin offers expert IT support for financial advisors at ARC. Enhance your operations with effective technology solutions today!

- [Dorthie Thompson](https://www.advisorresourcecouncil.com/dorthie-thompson): Dorthie Thompson excels in client support at ARC. Contact us for expert financial planning and service excellence.

- [Adrianne Philpott](https://www.advisorresourcecouncil.com/adrianne-philpott): Meet Adrianne Philpott, a Compliance Analyst at ARC. She ensures financial advisors meet compliance standards. Contact us for support!

- [Honileth Virani](https://www.advisorresourcecouncil.com/honileth-virani): Meet Honileth Virani, an expert in advisor partnerships & business growth. Contact us to enhance your financial advisory services.

- [Kelli Bolton](https://www.advisorresourcecouncil.com/kelli-bolton): Meet Kelli Bolton, Centralized Services Manager at ARC. She offers expert administrative support for financial advisors to boost efficiency.

- [INSPIRED ADVISORS](https://www.advisorresourcecouncil.com/inspired-advisors): Join Advisor Resource Council | Elite network of independent financial advisors with $2.5B AUA. Experience growth and exceptional resources with ARC partnership.


## Blog Posts


- [Compliance in 2026: How Advisors Should Be Thinking About Documentation, AI, and the New Marketing Rule](https://www.advisorresourcecouncil.com/compliance-in-2026-how-advisors-should-be-thinking-about-documentation-ai-and-the-new-marketing-rule)

- [Your True Grid Is Not Your Grid: How to Read a Compensation Offer](https://www.advisorresourcecouncil.com/your-true-grid-is-not-your-grid-how-to-read-a-compensation-offer)

- [ARC Welcomes Honileth Virani as Advisor Partnerships Manager](https://www.advisorresourcecouncil.com/arc-welcomes-honileth-virani-as-advisor-partnerships-manager)

- [How to Evaluate an RIA: Key Considerations for Financial Advisors Exploring a Transition](https://www.advisorresourcecouncil.com/how-to-evaluate-an-ria)

- [AI in Financial Advisory Workflows: A Practical Framework for Advisors](https://www.advisorresourcecouncil.com/ai-in-financial-advisory-workflows-a-practical-framework-for-advisors)

- [Advisor Resource Council Launches Exclusive Turnkey Social Media Service for its Affiliated Financial Advisors](https://www.advisorresourcecouncil.com/advisor-resource-council-launches-exclusive-turnkey-social-media-service-for-its-affiliated-financial-advisors)

- [Top 5 Trends Independent Financial Advisors Could Face in 2026](https://www.advisorresourcecouncil.com/top-5-trends-independent-financial-advisors-could-face-in-2026)

- [The Benefits of Social Media Marketing for Independent Financial Advisors](https://www.advisorresourcecouncil.com/the-benefits-of-social-media-marketing-for-independent-financial-advisors)

- [Advisor Resource Council Honored as a Forbes Top RIA Firm for 2025](https://www.advisorresourcecouncil.com/advisor-resource-council-honored-as-a-forbes-top-ria-firm-for-2025)

- [Why Gen X Needs a Different Approach to Retirement Planning](https://www.advisorresourcecouncil.com/why-gen-x-needs-a-different-approach-to-retirement-planning)

- [ARC Strengthens Leadership Team with Appointment of Angie Alexander as Chief Compliance Officer](https://www.advisorresourcecouncil.com/advisor-resource-council-appoints-angie-alexander-as-chief-compliance-officer)

- [The Truth About Payouts: What Financial Advisors Need to Know](https://www.advisorresourcecouncil.com/the-truth-about-payouts-what-financial-advisors-need-to-know)

- [What the Financial Advisor Shortage Means for the Future of Wealth Management](https://www.advisorresourcecouncil.com/what-the-financial-advisor-shortage-means-for-the-future-of-wealth-management)

- [Advisor Resource Council Appoints John Andrews as Director of Growth](https://www.advisorresourcecouncil.com/advisor-resource-council-appoints-john-andrews-as-director-of-growth)

- [The 7 Best Podcasts Financial Advisors Should Listen to in 2025 to Stay Ahead](https://www.advisorresourcecouncil.com/the-7-best-podcasts-financial-advisors-should-listen-to-in-2025-to-stay-ahead)

- [Advisor Resource Council Names Co-Founder Brandon Day as President to Lead Firm’s Next Growth Chapter](https://www.advisorresourcecouncil.com/advisor-resource-council-names-co-founder-brandon-day-as-president-to-lead-firms-next-growth-chapter): ARC Names Co-Founder Brandon Day as President to Drive Growth

- [Advisor Resource Council Names Sarah Pais as New CEO, Ushering in a Bold New Era for the RIA Firm](https://www.advisorresourcecouncil.com/advisor-resource-council-names-sarah-pais-as-new-ceo-ushering-in-a-bold-new-era-for-the-ria-firm): ARC Names Sarah Pais as CEO, Leading a Bold New Era for RIAs

- [Advisor Resource Council Promotes Rhonda Fuller to Chief Officer of Operations, Strengthening Firm’s Commitment to Operational Excellence](https://www.advisorresourcecouncil.com/advisor-resource-council-promotes-rhonda-fuller-to-chief-officer-of-operations-strengthening-firms-commitment-to-operational-excellence): ARC Promotes Rhonda Fuller to COO, Enhancing Operational Excellence

- [Getting Clients Unstuck: How Financial Advisors Can Transform Habits and Build Trust](https://www.advisorresourcecouncil.com/getting-clients-unstuck-how-financial-advisors-can-transform-habits-and-build-trust): Behavioral Finance: Helping Advisors Transform Client Habits

- [Advisor Resource Council Honored as a Forbes Top RIA Firm for 2024](https://www.advisorresourcecouncil.com/advisor-resource-council-honored-as-a-forbes-top-ria-firm-for-2024)

- [Unlock New Client Growth: A Social Media Guide for Financial Advisors](https://www.advisorresourcecouncil.com/social-media-guide-for-financial-advisors)

- [Crafting Independence: Lessons from an Advisor Who Thrived by Going Remote and Redefining Success](https://www.advisorresourcecouncil.com/crafting-independence-lessons-from-an-advisor-who-thrived-by-going-remote-and-redefining-success): Lessons from a Financial Advisor Who Thrived by Going Remote and Redefining Success

- [Future-Proof Your Practice: Strategic Ways to Thrive in the AI-Driven Financial Landscape](https://www.advisorresourcecouncil.com/future-proof-your-practice-strategic-ways-to-thrive-in-the-ai-driven-financial-landscape): Ways Advisors can Thrive in the AI-Driven Financial Landscape

- [Should You Consider Using Remote Staff for Your Advisory Practice?](https://www.advisorresourcecouncil.com/should-you-consider-using-remote-staff-for-your-advisory-practice)

- [Choosing Between a Broker-Dealer and RIA Model as an Independent Financial Advisor](https://www.advisorresourcecouncil.com/choosing-between-a-broker-dealer-and-ria-model-as-an-independent-financial-advisor): Choosing Between a Broker-Dealer and RIA Model

- [Active Tax Loss Harvesting: An Overlooked Strategy to Enhance Your Portfolio](https://www.advisorresourcecouncil.com/active-tax-loss-harvesting-an-overlooked-strategy-to-enhance-your-portfolio): Active Tax Loss Harvesting

- [Navigating the Nuances of Financial Advisor Payouts: Insights and Strategies](https://www.advisorresourcecouncil.com/navigating-the-nuances-of-financial-advisor-payouts-insights-and-strategies): Financial Advisor Payouts: Insights and Strategies

- [Common Compliance Pitfalls](https://www.advisorresourcecouncil.com/common-compliance-pitfalls)

- [Top 9 Favorite Podcasts for Financial Advisors](https://www.advisorresourcecouncil.com/top-9-favorite-podcasts-for-financial-advisors)

- [Understanding RIA Ownership and Influence](https://www.advisorresourcecouncil.com/understanding-ria-ownership-and-influence)

- [What Is Your RIA Really Costing You?](https://www.advisorresourcecouncil.com/what-is-your-ria-really-costing-you)

- [Outsourcing vs. In-house Services](https://www.advisorresourcecouncil.com/outsourcing-vs-in-house-services)

- [ARC Recognized as a Top RIA Firm in 2023](https://www.advisorresourcecouncil.com/arc-recognized-as-a-top-ria-firm-in-2023)

- [Unlocking the Power of Roth: Strategies in a Changing Landscape](https://www.advisorresourcecouncil.com/unlocking-the-power-of-roth-strategies-in-a-changing-landscape)

- [Elevate Your Financial Practice: A Strategic Approach to Acquisitions](https://www.advisorresourcecouncil.com/elevate-your-financial-practice-a-strategic-approach-to-acquisitions)

- [The Art of Finding Exceptional Team Members: Insights from a Career in Compliance and Operations](https://www.advisorresourcecouncil.com/the-art-of-finding-exceptional-team-members-insights-from-a-career-in-compliance-and-operations): The Art of Finding Exceptional Team Members

- [Business Structures for Financial Advisors: Finding the Right Fit](https://www.advisorresourcecouncil.com/business-structures-for-financial-advisors-navigating-a-dynamic-landscape)

- [Exploring Independence as a Financial Advisor: Navigating Minimum Production Standards](https://www.advisorresourcecouncil.com/exploring-independence-as-a-financial-advisor-navigating-minimum-production-standards)

- [The Significance of the Certified Financial PlannerTM Exam](https://www.advisorresourcecouncil.com/the-significance-of-the-certified-financial-planner-exam)