YOUR RADIAN PARTNERS

Larry J. Tolbert

MBA, CEP, AIFA®, CEPA®

CHAIRMAN, CEO

Office: Memphis

Larry J. Tolbert, MBA, CEP, AIFA ®, CEPA ® 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

J. Patrick McDowell

AWMA

WEALTH ADVISOR

Office: Memphis

J. Patrick McDowell, AWMA, graduated from The University of Tennessee Knoxville with a B.Sc. in Finance, specializing in real estate, accounting, and commercial banking. With over 26 years in commercial real estate and business development, he focuses on retirement planning, tax reduction, and investment risk management, while also promoting financial literacy through our strategic partnership with The University of Tennessee at Martin.

He holds dual citizenships in the United States and Ireland, with an emphasis on serving American ex-pats in the United Kingdom and the European Union.

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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

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 16 years in the industry and a background in the nonprofit and public sectors. She founded Financial Success Strategies in 2016 and joined the Radian Team in Houston in 2019. Shelley specializes in providing clear, client-focused financial advice to busy executives and senior managers, integrating their financial planning into one cohesive strategy.

In 2021, she created “Food and Finance with Shelley,” a platform that combines cooking and financial tips for employee financial literacy. A Houston native with a bachelors degree in Religion from Dartmouth College and a Masters in Public Affairs from the University of Texas, Shelley is married with 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

BRANCH MANAGER

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

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

Martin W. Koonce

WEALTH ADVISOR

Office: Memphis

Martin’s leadership and business experience has taken him on a great journey throughout the world. It began as a director for the largest retailer in America and led him to the bush of Africa where he worked in rural development. He eventually became CEO of Olympics for a nation in East Africa and worked to develop their professional sports leagues. After two decades he returned to the U.S. to then work in business development in the biotechnology industry and international education.

Martin is driven by excellence and a desire to serve. He is always looking to develop, advance, and make improvements on behalf of his clients. Martin has his AACSB accredited MBA from Florida Atlantic University.
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FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 66 (Investment Advisory & State Securities)
Life, Health, Annuity licensed

Karen Williams

Special Projects

Office: Memphis

Karen Williams has been a dedicated member of the Radian Partners Team since 2020, assisting six advisors with their everyday needs and special projects. A resident of Arkansas, she brings 40 years of experience in management and customer service, including the last 22 years in financial services. Karen holds Series 99 licenses, demonstrating her competency as an operations professional.

Before joining Radian Partners, Karen was the co-owner of multiple franchise businesses in Arkansas and Tennessee for 15 years. She managed all areas of these businesses, overseeing a staff of 6-12 employees.

Outside work, Karen is a proud mother of three and grandmother of five, with one beloved fur baby. She loves spending time with her grandchildren and attending their various activities such as ball games, piano recitals, ballet recitals, and marching band performances. Whenever possible, she enjoys camping in Greers Ferry, AR.

Karen’s wealth of experience and personal dedication make her an invaluable asset to the Radian Partners Team.
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FINRA Registered: Series 99 (Operations Professional)

Sonia Lance

Director of Operations

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.

LARRY J. TOLBERT

MBA, CEP, AIFA®, CEPA®

CHAIRMAN CEO

WAHEED ALQAWASMI

COO | REGISTERED REPRESENTATIVE

J. PATRICK MCDOWELL

AWMA

WEALTH ADVISOR

JONATHAN P. SOWA

AWMA

WEALTH ADVISOR

SHELLEY NADEL

CFP®, CLTC®, LUTCF

WEALTH ADVISOR

W. HUGH BLACK

BRANCH MANAGER

WEALTH ADVISOR

KYLE HARRISON

CEPA®

WEALTH ADVISOR

MARTIN W. KOONCE

WEALTH ADVISOR

KAREN WILLIAMS

SPECIAL PROJECTS

SONIA LANCE

DIRECTOR OF OPERATIONS

our story is more than numbers