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Daryl S

Series 63, Series 66

North Little Rock, AR

Sowell Management

Daryl Seaton is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Solera Asset Managers, Independent Financial Group, WFG Advisors, and Eagle Strategies. He is also president of Sowell Insurance Services, LLC, where he is involved in insurance sales. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of management styles and model portfolios, including those developed with Goldman Sachs, and provides ancillary support such as trading, compliance, and technology services to its network of over 100 independent advisors.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Kyle F

Series 66

North Little Rock, AR

Sowell Management

Kyle Fitzgerald is a financial advisor at Sowell Management with five years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual Wealth Management Company and GenWealth Financial Advisors. Outside of his advisory role, he is a licensed insurance producer authorized to sell life, accident, and health policies in Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services through over 100 independent advisory representatives, employing multiple management styles and providing access to model portfolios and third-party manager solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Brandon G

CFP®, Series 66

North Little Rock, AR

Sowell Management

Brandon Grable is a CFP® with 11 years of industry experience, currently affiliated with Sowell Management. His prior roles include positions at Mass Mutual Investors Services and GenWealth Financial Advisors. Outside of his financial advisory work, he serves as a worship pastor at New Life Church in Saline County, Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Rodney K

Series 63, Series 65

North Little Rock, AR

Sowell Management

Rodney Kresge is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Quoin Capital LLC, HB Securities LLC, Gardner Financial Services, Inc., and IFS Securities Inc. Since 2016, he has been the managing member of Regulatory Affairs Consulting, LLC, providing consulting services to broker-dealers and investment advisers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model of more than 100 IARs.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Justin T

CFP®, Series 65

North Little Rock, AR

Sowell Management

Justin Travis is a CFP® and Series 65-registered financial advisor with five years of industry experience. He currently works at Sowell Management and has previously held positions at United Capital Financial Advisors, Goldman Sachs, Lifesmart Financial, and Arvest Bank. Additionally, he is the founder and CEO of Travis Tax Services, LLC, a tax preparation business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers multiple management styles and model portfolios, including the Sowell Visionary Allocation Strategies developed with Goldman Sachs, and supports its independent advisors with trading, compliance, technology, and back-office services.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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William S

Series 63, Series 66

North Little Rock, AR

Sowell Management

William Sowell IV is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Sowell Financial Services, LLC since 2001. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses multiple management styles and offers a range of solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with other firms.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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F. John D

Series 63, Series 66

North Little Rock, AR

Sowell Management

F. John Deuschle III is a financial advisor with Sowell Management, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at M.S. Howells & Co, Cambridge Investment Research, and Kestra Financial Services. He serves as Finance Committee Chairman for the Catholic High School Foundation and is a board member of Ducks Unlimited. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm operates through over 100 independent contractor advisors, offering various management styles and model portfolios, including partnerships with Goldman Sachs and other sub-advisers.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Alexander R

Series 66

North Little Rock, AR

Sowell Management

Alexander Richmond is a financial advisor at Sowell Management with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investor Services, MassMutual Life Insurance Company, and the University of Central Arkansas. Outside of his advisory role, Richmond is involved with Waire Farms, where he assists in record-keeping and coordination with other farmers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Carrie Q

Series 63, Series 65, Series 66

North Little Rock, AR

Sowell Management

Carrie Quraishi is a financial advisor at Sowell Management with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. In addition to her advisory role, she is a practicing lawyer and owner of Quraishi Law Firm PLLC, where she provides legal services. She also works as an independent insurance agent. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers multiple management styles and access to model portfolios and sub-advisory relationships, supporting over 100 independent advisers through an independent-contractor model.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Lawrence W

CFA®, Series 63

North Little Rock, AR

Sowell Management

Lawrence Watts is a financial advisor at Sowell Management with 42 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Sowell Financial Services in 2019, he worked at Raymond James & Associates and Stephens. Watts also operates Watts Wealth Management LLC, an independent advisory business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors, employing multiple management styles and a range of investment solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Timothy P

Series 66

North Little Rock, AR

Sowell Management

Timothy Poole is a financial advisor with Sowell Management in North Little Rock, Arkansas, holding a Series 66 designation and 22 years of industry experience. He has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Raymond James Financial Services, and currently serves as President and Investment Advisor at Apex Asset Advisors. Outside of his advisory roles, Poole is an advisory board member of Oaklawn Baptist Church and serves on the board of directors for the Hot Spring Family YMCA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles, including strategic and tactical allocation and customized portfolio design, and supports over 100 independent contractor advisors with trading, compliance, technology, and back-office services.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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David N

Series 66

North Little Rock, AR

Sowell Management

David Newsom is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is licensed to sell life, accident, and health insurance policies. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diverse management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Matthew H

Series 65

North Little Rock, AR

Sowell Management

Matthew Haas is a financial advisor at Sowell Management with eight years of industry experience. He holds a Series 65 credential and has worked at BRS Financial LLC and operated Haas Financial Solutions, LLC prior to joining Sowell Management. He is also a licensed insurance producer and provides merchant services consulting and insurance through WisdomWealth Financial, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios and sub-advisory relationships, supporting over 100 investment adviser representatives through an independent-contractor model.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Kimberly S

Series 63, Series 66

North Little Rock, AR

Sowell Management

Kimberly Smith is a financial advisor at Sowell Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and White Rock Wealth Design. Her background also includes experience with International Cultural Exchange Services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers solutions such as model portfolios, third-party manager selection, and unified managed accounts.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Jeffrey S

Series 65

North Little Rock, AR

Sowell Management

Jeffrey Smith is a financial advisor at Sowell Management with five years of industry experience. He holds a Series 65 credential and has been with Sowell Management since 2021. Outside of his advisory work, Smith is the CEO and owner of Smith Family Funeral Homes and Cyrus Works, businesses providing funeral home services and consulting in North Little Rock, Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through over 100 independent advisors, employing multiple management styles and utilizing model portfolios and third-party manager solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Christopher B

CFP®, Series 63, Series 66

North Little Rock, AR

Sowell Management

Christopher Berben is a CFP® with 11 years of industry experience. He is currently an advisor at Sowell Management and has worked previously at Fidelity Investments, Clearstead Advisors, and Commonwealth Financial Network. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Martin N

Series 63, Series 65

North Little Rock, AR

Sowell Management

Martin Northern is a financial advisor at Sowell Management with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes over a decade at BRS Financial LLC and concurrent roles at Share Financial Services, Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios and sub-advisory solutions while supporting its independent contractor advisors with trading, compliance, technology, and back-office services.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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John D

Series 63, Series 65

North Little Rock, AR

Sowell Management

John Deshaw is a financial advisor at Sowell Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sowell Management since 2020. Prior to this, he was involved with Solera Insurance Agency and Solera Asset Managers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a network of over 100 independent advisors.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Daniel R

Series 63, Series 65

North Little Rock, AR

Sowell Management

Daniel Rivers is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, Independent Financial Group, and Gallagher Fiduciary Advisors, among others. He serves as a finance committee chair and elder at Church at the Armory and volunteers with Fellowship of Christian Athletes. Rivers is also active as a public speaker on various inspirational and motivational topics. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and provides ancillary business support to its independent contractors.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Sabrina F

Series 63, Series 65

North Little Rock, AR

Sowell Management

Sabrina Freeman is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has previously worked at LPL Financial, LLC and Pensionmark Financial Group, and is a volunteer advocate for Court Appointed Special Advocates (CASA) of Northwest Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a broad independent-contractor network. The firm uses multiple management styles and offers various model portfolios and third-party manager solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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