Be part of something bold.
May 5–7, 2026 |The Ritz-Carlton Dallas, Las Colinas
NEXT25: The Sowell Summit celebrated 25 years of vision, partnership, and progress. Advisors, partners, and innovators explored Sowell’s most ambitious initiatives yet—ideas, relationships, and strategies designed to elevate how we serve clients, grow businesses, and lead in a rapidly evolving industry. This was more than a conference—it was a launch point for ideas, collaboration, and connection.
VISIONARY PARTNERS
PATHFINDER SPONSORS
SUMMIT SPONSORS
BUILD SPONSORS
Join industry leaders shaping the future of advisor independence. Our sponsorship program offers high-visibility branding and engagement opportunities — from main-stage sessions to curated experiences like the Freedom Lounge and Visionary Dinner. To learn how to become a sponsor, download the flyer or email evan@sowellmanagement.com.
VISIONARY PARTNERS
PATHFINDER SPONSORS
SUMMIT SPONSORS
BUILD SPONSORS
Join industry leaders shaping the future of advisor independence. Our sponsorship program offers high-visibility branding and engagement opportunities — from main-stage sessions to curated experiences like the Freedom Lounge and Visionary Dinner. To learn how to become a sponsor, download the flyer or email evan@sowellmanagement.com.
The NEXT25 Playbook: Leadership Insights with Coach John Calipari
Hall of Fame Basketball Coach John Calipari headlines our headline speakers lineup, bringing a powerful playbook of resilience, culture-building, and high-performance leadership to the NEXT25 stage. His decades of experience leading championship teams have shaped one of the most influential coaching careers of our time — and now his insights set the tone for the next era of advisor success.
He is joined by two elite voices whose backgrounds span cybersecurity, national defense, and human performance:
Rachel Wilson — Managing Director of Technology at Morgan Stanley
A leading authority on cybersecurity and former senior leader at the National Security Agency, Rachel brings unmatched insight into digital risk, global threats, and operational resilience. Learn more >
David Rutherford — Former Navy SEAL, motivational speaker, and CIA contractor
A dynamic and mission-driven storyteller, David inspires audiences with hard-earned lessons on teamwork, mental toughness, and overcoming adversity. Learn more >
Together, these three headline speakers deliver a powerful blend of mindset, discipline, and leadership — equipping advisors with the inspiration and strategic vision needed for the next 25 years.
NEXT25 Begins at the Newly Transformed Ritz-Carlton Dallas, Las Colinas
Set on 400 acres of historic ranchland just minutes from downtown Dallas, The Ritz-Carlton Dallas, Las Colinas has undergone a complete transformation. Formerly the Four Seasons Resort, this reimagined property blends Texas warmth with Ritz-Carlton sophistication—a stunning backdrop for meaningful conversations, thoughtful planning, and a little celebration, too.
NEXT LEVEL
Culinary & Live Entertainment Experiences
NEXT25 begins with a private Cinco de Mayo celebration where elevated cuisine meets live entertainment in the pavilion. Guests will enjoy regional flavors, handcrafted cocktails, live music, and a captivating live speed-painting performance by Katie of Art by KVK.
Poolside at Aire Libre, guests will enjoy refined dining and live musical entertainment under the Texas stars, creating signature NEXT25 moments.
“Every detail—from the cuisine to the design—reflects the Ritz-Carlton’s signature blend of modern luxury and authentic Texas charm.”
Another Signature Sowell Event
Actionable Content
Forward-thinking sessions designed to help advisors grow and adapt.
Authentic Connections
High-value networking with like-minded professionals and industry leaders.
Unforgettable Setting
Luxury hospitality and curated experiences at one of Texas’s most iconic venues.
More than a conference, NEXT25 is a launch point for ideas and collaboration. Advisors and strategic partners gather to think bigger, move faster, and explore the innovations shaping the future of independence. Expect world-class content, genuine connections, and a signature Sowell experience—where excellence, authenticity, and hospitality come together. Advisors consistently rate Sowell events as extremely valuable for insights, relationships, and strategic growth.*
*Results from 2022 and 2025 post-event surveys.
“Sowell events feel less like conferences and more like family gatherings with purpose.”
“It was a great event—relevant topics, high-caliber peers, and real takeaways.”
“I made two connections that will make me a better advisor.”
“The quality of people and conversations set Sowell apart.”
The Perk of Being First. The Privilege of Belonging.
Early Registration Offer— one night FREE
JOIN THE 25 CLUB
The first 25 attendees to secure their spot will receive a complimentary one-night stay at The Ritz-Carlton, Las Colinas during NEXT25.
Celebrate 25 years of Sowell — and join an exclusive circle of advisors who register first.
Space is limited, and this premier perk will disappear fast. To qualify, registrants must register for the conference and reserve their hotel room with a special link.
Complimentary room night will be applied as a room credit at checkout from the hotel.
Early Bird Registration Offer Expired
$200 Room Credit
Register early for the NEXT25 Summit and receive a $200 room credit, applied at checkout at The Ritz-Carlton, Las Colinas. To qualify, you must register for the Summit and reserve your hotel room using the official booking link. Your credit card will not be charged until your stay.
Our initial early-registration incentive filled quickly. Early Bird pricing is available expires March 31, 2026. Act now to secure your room credit.
Room credit will be applied by the hotel at checkout.