Sowell Management

Eric Harley is a financial advisor with Sowell Management in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Transamerica Financial Advisors, and several other firms. Outside of his advisory work, he serves on the board of the Morse Waterways Association, a nonprofit focused on water quality, and mentors his three children in business and internet sales. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates a platform-style business supporting independent adviser branches with compliance, technology, and back-office services, utilizing model portfolios and third-party managers to implement investment strategies.

Marilyn Evans is a CFP® with 39 years of industry experience, currently serving as an investment adviser representative at Sowell Management. She has held positions at Veritas Independent Partners and WFG Investments Inc. Additionally, she is the managing member of LAUX EVANS AND ASSOCIATES, LLC, a business involved in insurance sales and business management, and is also a notary public. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and business support services while utilizing model portfolios and third-party managers to implement investment strategies.

Daryl Seaton is a financial advisor with Sowell Management, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Sowell Management since 2020 and concurrently associated with Solera Asset Managers, LLC since 2014. Seaton is also involved in insurance sales through his roles with Solera Insurance Agency, LLC, and Sowell Insurance Services, LLC. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates an independent contractor model with tailored client services, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms for investment implementation and ongoing portfolio management.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at D A Investments and Sunset West Advisors. Outside of his advisory role, he owns GLC Management, a real estate company. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, offering portfolio management, financial planning, and sub-advisory services through model portfolios and third-party managers.

Kyle Fitzgerald is a financial advisor at Sowell Management with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company and GenWealth Financial Advisors. Fitzgerald also maintains an insurance license and markets insurance and financial services under the DBA Bravern Wealth. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering tailored portfolio management, financial planning, and sub-advisory services supported by model portfolios and third-party platforms.

Stuart Swan is a financial advisor with Sowell Management and holds Series 63 and Series 65 designations. He has 10 years of industry experience and has worked at Sowell Management and Sapphire Wealth Management, LLC, among other roles. Swan also ran as a candidate for the U.S. House in Georgia's 10th Congressional District from 2021 to 2022. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering tailored investment strategies supported by model portfolios, third-party sub-advisors, and unified managed account platforms.

Daron Rudy is a CFP® with 24 years of industry experience, currently serving at Sowell Management since 2021. His prior experience includes roles at Mmlisi and MassMutual from 2001 to 2016, as well as Stride Bank in Enid, OK, from 2001 to 2021. Outside of his advisory work, he is a non-managing partner in a residential real estate investment vehicle. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and business support services, utilizing model portfolios and third-party platforms to implement investment strategies.

Maryanna Braun is a CFP® professional with eight years of industry experience, currently serving as an advisor at Sowell Management since 2023. Her prior roles include positions at Baker Tilly Wealth Management, Baker Tilly US LLP, MRZ Financial Services, and United Capital Financial Advisers, LLC. She is also co-founder and partner of Bellwether Advisory Group, LLC, an advisory services business. Sowell Management provides investment advisory and related services to a diverse client base that includes individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, retirement plan advisory, and other services supported by model portfolios and third-party platforms.

Keith Reagan Sr. is a financial advisor with Sowell Management in Williamsburg, VA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 12 years and has been associated with Merrill for over two decades. Outside of finance, he owns a film and video production business specializing in weddings and corporate events. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and access to various third-party managers and platforms.

Ramie Khalil is a financial advisor at Sowell Management with seven years of industry experience. He holds a Series 65 designation and has worked at Sowell Management since 2020. Prior to this, he was associated with Solera Asset Managers and has been involved with Fortress Financial since 2016, where he also conducts financial literacy and educational workshops related to insurance and fixed annuities. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering portfolio management, financial planning, and advisory services through a platform that supports independent investment adviser representatives and utilizes model portfolios and third-party managers.

Samuel Kornstein is a CFA® charterholder with 13 years of industry experience. He is affiliated with Sowell Management and has served as Vice President at Cartesian, a consulting firm, since 2012, where he provides strategic consulting services to clients across various industries. Sowell Management offers investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports its independent contractor advisers through a platform model that includes portfolio management, financial planning, and access to third-party sub-advisors and technology solutions.

Brandon Grable is a CFP® with 10 years of industry experience, currently serving as an investment adviser representative at Sowell Management. His career includes roles at Mass Mutual Investors Services and GenWealth Financial Advisors. Outside of his financial advisory work, he is a worship pastor at New Life Church in Saline County, Arkansas. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Dianne Lutz is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms including LaBrunerie Financial, Inc. and Dinosaur Financial Group, LLC. Outside of her advisory role, she is a co-owner of Pappy G's Inc., a licensed fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services using model portfolios and third-party platforms.

Bradford White is a financial advisor at 10Elms LLP with 10 years of industry experience and a Series 66 designation. He has worked at several firms, including Sageview Advisory Group, Capital One Investing, and United Income, Inc. Outside of his advisory roles, he is a managing member of TREI, LLC, a real estate rental business. 10Elms serves individuals, pension and profit-sharing plans, and charitable organizations by providing wealth management and comprehensive financial planning. The firm employs a fee-only, discretionary portfolio management approach that combines strategic asset allocation with tactical adjustments based on academic research, primarily using low-cost ETFs.

Beau Pollard is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Sowell Management since 2021. His prior roles include positions at Centerpiece Wealth Advisor, Charles Schwab, and Fidelity Brokerage Services. He is also the founder of Wayfinder Capital, LLC, a financial advisory firm based in Castle Rock, CO. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub‑advisory services supported by model portfolios and third‑party platforms.