Sowell Management

Richard Patrick is a financial advisor at Sowell Management with 22 years of industry experience. He holds the Series 66 designation and has worked at Sowell Management since 2020, following a prior role at Naples Asset Management Company, LLC. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and related consulting services through a multi-branch independent-contractor model with over 100 advisors.

Eric Harley is a financial advisor at Sowell Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments, Inc., International Assets Advisory, LLC, and CONCERT Wealth Management, Inc. Outside of his advisory role, he serves on the board of directors for the Morse Waterways Association, a nonprofit focused on the water quality of Morse Lake. 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 multiple management styles and offers a range of solutions including model portfolios, sub-advisory relationships, third-party manager selection, and unified managed accounts.

Marilyn Evans is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Sowell Management and has previously worked at Veritas Independent Partners and WFG Investments Inc. In addition to her advisory role, Evans is managing member of LAUX EVANS AND ASSOCIATES, LLC, a business involved in insurance sales and business management, and she also serves as a Notary Public. 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 multiple management styles and offers a range of investment solutions, including model portfolios and third-party manager selections.

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.

Morris Amiri is a financial advisor at Sowell Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sowell Management and Sunset West Advisors since 2018, following nine years at D A Investments and two years at RBC Capital Markets. Outside of his advisory role, he owns a real estate company called GLC Management. 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 with over 100 investment advisor representatives.

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.

Stuart Swan is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Sowell Management and Sapphire Wealth Management, LLC, among other roles, and was a candidate for the U.S. House representing Georgia's 10th Congressional District from 2021 to 2022. Additionally, Swan served in the U.S. Marine Corps Reserves for 16 years. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent advisory representatives and offers a range of management styles and model portfolios, including collaborations with Goldman Sachs and sub-advisory relationships.

Daron Rudy is a CFP® with 25 years of experience in the financial services industry. He has worked at Sowell Management since 2021 and previously spent 20 years at Stride Bank in Enid, OK. Outside of his advisory role, he is a non-managing partner in a residential real estate investment vehicle. 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 with over 100 investment adviser representatives.

Maryanna Braun is a CFP® professional with eight years of experience in the financial services industry. She currently works at Sowell Management and has held previous roles at Baker Tilly Wealth Management, Baker Tilly US LLP, MRZ Financial Services, and United Capital Financial Advisers, including time during its affiliation with Goldman Sachs. She is also co-founder and partner of Bellwether Advisory Group, LLC. 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 investment strategies and provides support services to its independent contractor advisors.

Keith Reagan Sr. is a financial advisor with Sowell Management in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Prospera Financial Services, Merrill, and Truist Investment Services. Outside of his advisory work, he owns Keith Reagan Film and Video, a business producing wedding and corporate event films. 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 multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Ramie Khalil is a financial advisor with Sowell Management, holding a Series 65 credential and seven years of industry experience. He previously worked at Solera Asset Managers and has been involved with Fortress Financial and Insurance Services, where he conducts financial literacy education and provides insurance and fixed annuity 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 a range of solutions including model portfolios and third-party manager selection.

Samuel Kornstein is a CFA® charterholder with 14 years of industry experience. He is affiliated with Sowell Management and has served as Vice President at Cartesian, a strategic consulting firm, since 2012. At Cartesian, he provides non-investment-related consulting services to clients across various industries. 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 services including model portfolios, sub-advisory relationships, and unified managed account solutions.

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.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at LaBrunerie Financial, Concert Wealth Management, and the Institute for Wealth Management. Outside of her advisory role, she is co-owner of Pappy G’s, a fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm employs various management styles and offers model portfolios and third-party manager solutions through an independent-contractor model with over 100 investment adviser representatives.

Beau Pollard is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Sowell Management. He has worked at Sowell since 2021 and is also the founder and wealth manager of Wayfinder Capital, LLC. His prior experience includes roles at Centerpiece Wealth Advisor and Charles Schwab, and he served in the Army National Guard from 2006 to 2020. Sowell Management is a multi-team registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, corporations, and other RIAs. The firm supports over 100 independent advisors with trading, compliance, and back-office services while employing a variety of investment strategies and offering access to model portfolios and third-party managers.