YOUR RADIAN PARTNERS

Larry J. Tolbert

MBA, CEP, AIFA®, CEPA®, IM&A

CHAIRMAN, CEO

Office: Memphis

Larry J. Tolbert, MBA, CEP, AIFA ®, CEPA ®, IM&A, has been in the financial industry for over four decades. The first twenty years were spent serving as an internal portfolio manager for two life insurance companies and a Wall Street firm. In 2004, he started Radian Partners as a wealth management firm that transcends spreadsheets and embraces the human element in finance, approaching it as a tool to unlock human potential.

He is an equity partner in Integrity, LLC, the parent company of Lion Street Financial, LLC, an Austin, Texas-based broker-dealer providing product-agnostic solutions to fiercely independent investment professionals. Previously, he served on the Advisory Board for FSC Securities Corp., one of America’s largest broker-dealer firms, then a subsidiary of AIG, with more than $35 billion in assets under management.

Larry and Radian Partners have been featured in Business Week, The Chicago Sun Times, and on CNBC’s Power Lunch. Radian Partners has been recognized by Forbes Magazine as one of the top firms twice: Best in Tennessee in 2011 and Best in Southeast in December 2014. His pioneering work in teaching graduate-level retirement planning led to a working agreement with The University of Tennessee at Martin, providing graduate-level education in retirement preparation to over 3,000 adult learners.

He is a Charter Member of his local Vistage CEO group, an active angel capital investor specializing in the entertainment, health and wellness, and automotive industries. He is a passionate mentor to young entrepreneurs scaling their companies and business owners seeking a successful liquidation event.

Larry graduated cum laude with an MBA from the University of Miami and is currently a program candidate in Fixed Income Portfolio Administration at the London School of Economics.

Larry is a fanatical Formula One enthusiast, enjoys collecting classic Italian and American automobiles, and spending time with his wife Stefanie and their three dogs: Frankie, Enzo, and Calvin.
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CEP: Certified Estate Planner
AIFA ®: Accredited Investment Fiduciary Analyst ®
CEPA ®: Certified Exit Planning Advisor ®
FINRA Registered: Series 24 (General Securities Principal)
FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 66 (Investment Advisory & State Securities)
Life, Health, Annuity licensed

WAHEED ALQAWASMI

COO | Registered Representative

Office: Memphis

Waheed AlQawasmi is a multiple Emmy ® and Addy Award-winning Producer and Director with 18 years of experience in television and film, and a Memphis Business Journal 40 Under 40 recipient. He made his mark at FOX Television, where he restructured the Creative Services department, transforming it into a top-performing division that launched campaigns for American Idol, The Following, and New Girl.

Through his company, WAFilms, Waheed has produced content for major clients like GoDaddy, Cheerios, Taylor Swift, and Reba McEntire. His film career includes directing and producing the critically acclaimed JACIR, starring Oscar nominee Lorraine Bracco, which was listed for Best Picture consideration at the Oscars in 2023 and is currently streaming on Apple TV.

In addition to his work in film, Waheed has transitioned into the world of finance, where he draws upon his creative leadership and strategic expertise to drive operational growth and develop innovative media financing solutions, bridging his passion for storytelling with new ventures in the business world.
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FINRA Registered: Series 7 (General Securities)
Life and Health licensed

JONATHAN P. SOWA

AWMA®

WEALTH ADVISOR

Office: Nashville

Recognized as an Accredited Wealth Management Advisor® designee certified through the College for Financial Planning, Jon specializes in working with C-Suite Executives and their wide range of compensation packages and tax planning needs. His expertise also extends to Self-Employed/Small Business Owners, who face similar complexities in managing their finances. He joined Radian Partners in 2010, after gaining experience at some of the biggest names in the financial industry, to build a transparent, flexible, and comprehensive service platform capable of addressing complex circumstances that no single company could offer. This boutique atmosphere, with extensive resources, was created to achieve purposeful and strategic results.

Jon’s background is unique. Raised as an Army brat, he lived all over the world. He graduated from Belmont University in Nashville, where he entered the country music industry while fulfilling an internship requirement for college. He spent the next nine years in music publishing, witnessing fortunes rise and fall, which inspired him to transition into financial services and help people manage their wealth for the long term. Jon and his wife Laura, introduced by a mutual songwriting friend, have been married for over 20 years and have two teenage daughters.

At the end of the day, my job is to grow and protect the financial interests of my clients. There is no instant gratification, but when clients retire confidently or our prior planning mitigates an unexpected issue, it’s a proud moment for me, showing the importance of our work as trusted advisors.
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AWMA ®: Accredited Wealth Management Advisor ®
FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 66 (Investment Advisory & State Securities)
Life, Health, Annuity licensed

Shelley Nadel

CFP®, CLTC®, LUTCF

WEALTH ADVISOR

Office: Houston

Shelley Leavitt Nadel, CFP®, CLTC®, LUTCF, is a Financial Advisor with more than 18 years
of industry experience, with a background spanning the nonprofit, public, and private sectors.
She founded Financial Success Strategies in 2016 and joined the Radian team in 2019, where she
leads the Houston office.

Shelley specializes in providing clear, client-focused financial guidance to busy executives and
senior managers, helping them bring all aspects of their financial lives into one cohesive strategy.
In 2021, she created Food and Finance with Shelley, a platform that blends cooking and financial
conversations to educate and empower individuals to take greater control over their finances.

A Houston native, Shelley earned a bachelor’s degree in Religion from Dartmouth College and a
Master’s in Public Affairs from the University of Texas. Outside of work, she values time with
her family and believes the best financial plans support not just wealth, but the life being lived.
She is married and has three adult children.
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CFP ®: Certified Financial Planner
CLTC ®: Certified in Long-Term Care ®
LUTCF: Life Underwriter Training Council Fellow
FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 66 (Investment Advisory & State Securities)
Life, Health, Annuity licensed

W. Hugh Black

WEALTH ADVISOR

Office: Nashville

Hugh Black is a graduate of the Tennessee Technological University. He has been in financial services since 1977, specializing in investment and estate tax planning, including pioneering securitized 1031 Real Estate Exchange programs.

Hugh has served on the Board of the American Heart Association and held various leadership roles, including at the Heart Gala Benefit and the Financial Planners Association. He is also a Deacon and Sunday School Teacher at Forest Hills Baptist Church.
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FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 63 (State Securities)
FINRA Registered: Series 1
Life and Health licensed

Zane Fowler

Wealth Advisor

Office: Memphis

Zane Fowler earned a BBA in Accounting and began his career as an auditor with the U.S. Air Force, where he developed a disciplined, detail-oriented approach to analysis and problem-solving.

Based in Memphis, Tennessee, Zane works with individuals and families on investment and retirement planning, with a focus on clarity, consistency, and long-term perspective. He approaches financial and tax planning with an emphasis on sound analysis, responsible stewardship, and aligning strategies with each client’s stated goals and circumstances.

Zane lives in Memphis with his wife, Olivia, and their two dogs. Outside of work, he enjoys cooking, hands-on home projects, and spending time with family and friends.

Kyle Harrison

CEPA®

Wealth Advisor

Office: Houston

Kyle Harrison, graduated from Harding University with a Bachelor’s in Bible & Ministry and studied Licensed Professional Counseling. He is pursuing a CFP® designation and a Master’s in Financial Planning at Liberty University.

Married since 2018, Kyle and his wife, Alicia, enjoy traveling, volunteering at their church, and hosting community events. His passion lies in helping families manage their finances through good stewardship and radical generosity.

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CEPA®: Certified Exit Planning Advisor®
FINRA Registered: Series 6 (Investment Company and Variable Contracts)
FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 63 (State Securities)
FINRA Registered: Series 65 (Investment Advisory)
Life, Health, Annuity licensed

Mariana Trevino

Marketing Specialist

Client Experience Development

Office: MEMPHIS

Mariana Trevino is a versatile professional with over a decade of marketing and client experience. Holding an MBA and a Digital Marketing, she has collaborated with global brands like IKEA, José Cuervo, Kellogg’s LATAM, Disney, and NBC, earning a Cannes Lions Award as Young Marketer of the Year. At Write Label, Mariana optimized client onboarding and cross-functional workflows for companies like iHeartMedia and Univision. Her achievements span digital strategies, 360° campaigns, and brand activations.

Mariana is a filmmaker at heart; she has contributed to award-winning films such as JACIR and the Netflix limited series HALSTON.

Sonia Lance

Operations Director TX

Office: Houston

Sonia Lance, Operations Director of Radian Partner’s Houston Branch, is a native of Georgia. Her relaxed Southern charm immediately puts clients at ease. After raising her family, Sonia moved to Colorado, and in 2021, she took a leap of faith and came to Texas to work with Houston Principal Advisor Shelley Nadel.

Sonia’s 24 years in the financial industry have included responsibility for every aspect of client service and back-office operations. Her finely honed skills in process and organization create a supportive environment for advisors, where they can focus on marketing and building revenue, knowing that clients are receiving the highest levels of service and support. Her greatest joy at work is connecting with clients on a personal level, and her near-perfect memory of the personal details of their lives is a key reason the Houston Branch is growing so quickly.

Sonia has two adult children and four grandchildren. Her newest family addition is Wrecking Ball Taz a Marmaduke-sized Golden Retriever who has stolen her heart. Joined at the hip, Sonia and Taz love going on adventures and exploring their new hometown.

JAKE STAFFORD

Administrative Support Specialist

Office: MEMPHIS

Jake Stafford  has over a decade of experience in customer success and client relations. Throughout his career, he has collaborated with diverse clients, including prominent advertising, media, and hospitality brands. His professional highlights include streamlining client onboarding processes, managing account systems, and delivering impactful training sessions to enhance user experience.
When he’s not working, Jake enjoys pursuing his passion for music, leveraging his background in voice-over artistry and music production to explore creative outlets. A proud cat dad to Agave and an enthusiastic NFL fan, Jake values balance in his life, blending his professional dedication with personal interests and hobbies.