April 20-22, 2022

step up

motivate > elevate > activate


Sowell Summit, a premier conference for financial advisors

April 20



Get focused on your journey to the summit with a series of inspirational and centering keynote speakers. Sample hospitality that will help you connect with your team and prepare you for the next steps of your experience.

Bill Sowell

"Welcome to your Summit Journey" -
Bill Sowell

Learn how to get the most from the Sowell Summit to motivate your journey. Bill will present the State of the Industry and recap the journey we’ve all been taking the last two years. And you’ll get a preview of our featured speakers Chad, David, and our Sowell team.

"Technology Jumpstart" 1:1 Training

Pull up a chair next to an industry technology expert for 1:1 training opportunities. Featuring experts from Addepar, Salesforce, Office 365 and more. Drop by 1:30-3:30pm for pre-conference training.

"Keynote Speaker"
Chad Hymas

Get inspired by one of Wall Street Journal’s top 10 most inspirational speakers.

Chad is a best-selling author, president of his own communications company, and recognized world-class wheelchair athlete. In 2001, at the age of 27, Chad’s life changed in an instant when a 2,000-pound bale of hay shattered his neck, leaving him a quadriplegic. But Chad’s dreams were not paralyzed that day—indeed, he set out to become an example of what is possible.

April 21



Continue your climb to the top with presentations and hands-on demos that will allow you to build your base, grow your scale, and address the challenges that come with your ascent.

"Elevating your Practice Value"

David DeVoe

– 18 years RIA M&A expert
– Founded DeVoe & Company in 2011
– Named ‘RIA M&A Guru’ by Barron’s

David will be kicking off Day 2 of our conference by sharing valuable insight to “Elevate” your practice. Recognized as a powerhouse in the RIA industry M&A world, he will focus on building and running a business to drive valuations higher. David’s best practices and actionable strategies will be worth the trip.

"Elevating your Brand- Find your Uniques" - Erin Taylor

How does Sowell create life-long brands for advisors? Take the first steps to your unique brand look, vision and voice as our managing director of marketing & communications walks you through the initial stages of our brand development process.
Rick Vandermyden

"How EOS Elevates Organizations" - Rick VanDermyden

Eliminate your business-related frustrations, get what you want from your business and live your ideal life. Simple concepts and practical tools used by more than 100,000 companies around the world to clarify, simplify, and achieve their vision. Join a EOS Mastermind Group to change the way you grow!

Aaron Klein


Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly. Riskalyze serves tens of thousands of financial advisors. Aaron has spoken at conferences and events such as the Fearless Investing Summit, the T3 Advisor Conference, Tiburon CEO Summit,Wealth Management CEO Roundtable, the Benzinga Fintech Awards, DataDisrupt, Startup Grind, Lifesong Celebrate Life, and an untold number of conferences for wealth management enterprises such as TD Ameritrade, Pershing, Carson Wealth, SSG, United Planners, Founders Financial, Waddell & Reed and more.

"From Good to Great- Transforming the Client Experience" - Elyse Smith

Meet with advisor support, your custodian and peers to find new ways to enhance your client experience. From digital onboarding to life in a new virtual world, come and join in on the conversation.

"Scaling Up: The Challenge" - Daryl Seaton

Wealth management firms need more productivity, scale and reach to remain competitive. And client expectations are rising, as people demand more genuine, more human relationships from those they do business with. How can you elevate your tech to compete?

"The Journey from the Dark Web to Wall Street" - Rachel Wilson

Head of Data Protection and Infrastructure Risk, Morgan Stanley Wealth Management

Rachel Wilson is nearly peerless in the realm of cybersecurity. During her 15-year tenure at the NSA, she led the defense against thousands of cyber exploitation operations from various foreign intelligence, military, and cyber targets. As a seasoned cybersecurity leader in financial services and the Defense Department, she now advises the leadership of Morgan Stanley on numerous cybersecurity issues and drives innovation for new cybersecurity and authentication technology.

"Preferrals—the Unmasking of Asking" Activating Referrals with IGC

Strategic thinking and analytical rigor create solutions that are fully implementable—because they’re crafted by people who have literally put them to the test. This team, with 350 years of combined experience, provides unbiased guidance on the widest breadth of initiatives in the RIA industry.

“Fueling your Growth Strategy” - Susanne “Susie” McEuen

Vice President, Strategic Markets Sales – Oak Street
RIAs and Independent advisors need strategies and structure to fuel growth.  Learn how to create a clear pathway to expansion by utilizing capital for acquisition and succession planning.


Starlight Soiree
Poolside Cocktails

April 21



Strategies to help you better connect with new clients, strengthen the relationships you have with existing partners and build the connections that will help your business continue to climb.

Victor Hwang

Victor & Company

Victor Hwang is an economic growth expert whose ideas have shaped the lives of many people worldwide. He has collaborated with communities, cities, companies—and even countries, to create prosperity. An entrepreneur who has started several companies, organizations, and initiatives, Victor works to remove barriers to success. 

Few understand ecosystems and what makes them thrive like Victor. Acclaimed by The Atlantic as “America’s next guide”, he co-authored the bestseller, The Rainforest, which was awarded BOOK OF THE YEAR Gold Medal in Business & Economics (ForeWord Reviews) and is esteemed as “a big idea that defines a way of thinking.”

"Volatility— Friend or Foe?" with Equity Armor

Learn how volatility can be used to minimize losses in risk assets like stock indexes as long-term investors ride-out market swings. In a world where the risk of a market decline has increased, but inflation threatens any cash, meet the Equity Armor team to learn how to manage risk using a volatility hedge.

"Activating your FLEX"
iCIO Solutions
Greg Lai and Alex Hsiao

In today’s markets, it’s more important than ever to partner with a firm with top institutional-quality investment managers, a proprietary technology platform, and choice — the flexibility to construct client portfolios with the right modular solutions. Learn how Greg and Alex can help you flex a little financial muscle.
Portrait of Greg Lai
Portrait of Alex Hsiao


Bloody Mary Bar: 10am
Red River Rendezvous
sponsored by Adhesion Wealth

Drawing for 2-night hotel stay at the conference: 12pm
Must be present to win.

Golf Outing: 2pm
Limited space available

Bloody Mary Bar

Get creative at the Bloody Mary Bar, sponsored by Adhesion Wealth. Customize your tasty beverage with top-shelf spirits and a hand-selected medley of everything you’ll need to make yours the best (or the spiciest).


Relax and recharge at the Starlight Soiree where you will enjoy a 5-star culinary adventure curated by acclaimed Chef Tony France and Chef de Cuisine Paolo Gama. Experience bold Texan fare of the finest ingredients inspired by the robust, local flavors found in the Lone Star State’s land, air and water. Be sure to shake it up under the stars with a custom creation from award-winning in-house mixologists.

It’s not a soiree without music. Texas-Native Jon Christopher Davis will provide the evening’s entertainment. His musical style encompasses Rock, Soul and Country, and his songs have been covered by legends including Dolly Parton, Hal Ketchum, Timothy B. Schmit of the Eagles, Billy Ray Cyrus, Sherrie Austin, Tammy Cochran and various indie artists.


Presenting Sponsor



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Sowell Summit Event

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You should receive a confirmation email shortly. Don’t forget to reserve your room through the unique Sowell hotel reservation page. You can extend your stay at the Sowell Summit reduced room rate.