We Have Advisors In Your Area Ready to Help
Sound Income Strategies provides personal Retirement Planning Services, Investment Management, and Income Investing Services based on your unique needs and financial goals. Our Income Specialists can help you reduce your risk and create reliable streams of income for your retirement. With offices nationwide, we’re here for you — whether in person or online — offering local support wherever you are.
Investment Advisor Representatives
ABBAS DANESH
RETIREMENT INCOME SOURCE® SFG
CEP® MCEP® AWMA®
ADAM ANGIBEAU
Retirement Income Source® SFG
AGGIE VALENTA
RETIREMENT INCOME SOURCE® SFG
MS-PFP CFP® MPAS® APMA® ABFP® CRPC® AWMA® SE-AWMA®
ALBERT FLORES
FORTRESS FINANCIAL GROUP & RETIREMENT BY DESIGN
CEP®
ALEXANDER HUNT
McAdams Group LLC
AIF®
AMANDA JOHNSTON
Johnson Wealth & Income Management
ANDREW EMMERICH
Retirement Income Source®
AAMS
ANDREW GUTHRIE
STEARNS RETIREMENT GROUP
ANDREW HOLDINESS
RETIREMENT INCOME SOLUTIONS, LLC
ANDREW JARRETT
Stearns Retirement Group
ANDREW KIRKLAND
Eissman Wealth Management, LLC
ANDREW MITCHELL
Crystal Lake Tax and Financial
AUBREY FORD
McAdams Group, LLC
AUSTIN RYAN
McAdams Group, LLC
BENJAMIN BARNING
RETIREMENT INCOME SOURCE® SFG
BILLIE APONTE
Aponte Financial Services
BRAD WILLIAMS
Retirement Income Source Huntsville
BRETT BAKER
Stearns Retirement Group
CPFA®
BRITNEY MERRILL
Client Service Advisor
CIMA®
BRUCE RELLSTAB
Community Investments & Retirement Services
LUTCF® CLTC®
BRUNER STEPHENSON
RETIREMENT INCOME SOLUTIONS
NSSA
CHAD HAMBY
Retirement Income Solutions
CHARLENE NELSON
ALL NEEDS PLANNING
CHARLIE PARVIN
Retirement Income Source
CONNOR STEWART
Crystal Lake Tax and Financial Services
DAMIAN ROTHERMEL
Rothermel Financial Services, LLC
CFP®
DAN MORONEY
Retirement Income Source SFG
CFP
DANIEL WREN
Retirement Income Source®
DAVID A. EISSMAN
Eissman Wealth Management, LLC
CHFC®
DAVID FALCONE
McAdams Group, LLC
DAVID M. WRIGHT
Wright Financial Group
CHFC®
DAVID MCADAMS
McAdams Group, LLC
DAVID SCRANTON
Scranton Financial Group
CFA® CFP® CHFC® CLU®
DAVID STEARNS
Stearns Retirement Group
LUTCF®
DEE K. CARTER
Carter Financial Group
CHFC®, CLU®, CSA®, RFC®
DEREK ILLSTON
STEARNS RETIREMENT GROUP
DIXON DOWNEY
SCRANTON FINANCIAL GROUP
CFP ® APMA ®
DON AVGERINOS
Spectrum Financial Group, Inc.
CBC®, CEP®, RICP®, CFS®, and NSSA®
DWIGHT RICH
Rich Wealth Management
RSSA and CFP®
ED ORELL
PRES Financial/Bulletproof Financial, LLC
ERIC COTE
Retirement Income Source®
ERIC LARDNER
Abundant Wealth Management
ERIN YAKE
Poole Locke & Associates
APMA®, CRPC®
ETHAN CALLAHAN
Pres Financial
FABIANO DEFRANCO
The Retirement Solution, LLC
FRANK BAILEY
McAdams Group, LLC
FRANK BEEDLE
Stearns Retirement Group
FRED ATLAS
Retirement Income Source® of SW Florida
GARY OSING
McAdams Group, LLC
GARY R. KOMAREK
North Shore Asset Management and Tax Advisory
CLU® CHFC®
GEORGE COULES
Sound Income Strategies, LLC
RICP®
GIANNA CAMPO
Pres Financial
GREG MILEWSKI
Retirement Income Source® of SW Florida
JACOB BETTERIDGE
Retirement Income Source® SFG
CRPC® AWMA® AAMS®
JACOB GRAVES
Retirement Income Solutions, LLC
JAMES LOCKE JR.
Poole Locke Associates
JAMES MACAULAY
Eissman Wealth Management, LLC
JASON D. CARRIER
Retirement Income Source® SFG
RICP® AAMS®
JEANNE L. TATOIAN
Scranton Financial Group of South Windsor
JEFF RUSSITANO
RETIREMENT INCOME SOURCE® SFG
JEFFREY D. BLISS
Bliss Wealth Management
CEP® RFC®
JEFFREY FARRELL
New Business Processor
JEFFREY SMALL
Arbor Financial Services of Florida, Inc.
JEREMIAH SZPILKA
Arbor Financial Services
JEREMY RABALAIS
TPC Financial Group
JILLIAN STEARNS
Stearns Retirement Group
JOHN E. MCCARTIN
McCartin Financial
JOSHUA MOSKOWITZ
Retirement Solution LLC
JUDSON PYATT
Retirement Income Solutions, LLC
CFP®
KAROLYN MCDONALD
Arbor Financial Services
KEN CARNEVALE
RETIREMENT INCOME SOURCE® SFG
KRISTIN CARLETON
All Needs Planning
LES LITCHFIELD
Retirement Income Source
LINDSEY COTTER
Retirement Income Solutions, LLC
LUKE STARNER
Retirement Income Source
MARK GRABER
Senior Advisors, Inc.
MARY MCDIRMID
All Needs Planning
CHFC, CHSNC®, FSCP®
MASON COMER
Sound Income Strategies, LLC
MASON NOSKOWIAK
Retirement Income Source®
MATTHEW JOHNSON
Johnson Wealth & Income Management
MATTHEW JORY
McAdams Group
CFP, ChFC
MAURICE NELLIGAN
RETIREMENT INCOME SOURCE® SFG
MICAH KEEL
Retirement Income Source® of SW Florida
MICHAEL DONNAN
JOHNSON WEALTH & INCOME MANAGEMENT
MICHAEL KNIGHT
ARBOR Financial Services of Florida, Inc.
CFP®
MICHAEL MCCUE
Peason Financial Group
MICHAEL RODRIGUEZ
Rothermel Financial Services, LLC
APMA®
MICHAEL STEWART
Crystal Lake Tax and Fin. Services
RFC®
MOODY SUMMERS
Retirement Income Solutions, LLC
NATHAN COX
Retirement Income Solutions, LLC
NICHOLAS FRANKS
Stearns Retirement Group
NICKLAS NORVELL
Wright Financial Group
AIF®
NINA B. STRICKLAND
Financial Coach
PATRICK PEASON
Peason Financial Group
PHILLIP FOUST
Retirement Income Source®
PHONG TRUONG
ARBOR Financial Services of Florida, Inc.
RANDY DORCEY
Retirement Income Source® of SW Florida
REX HAMMACK
Retirement Income Source®
RICHARD BURT
McAdams Group, LLC
RICK BATES
Retirement Income Source Fort Lauderdale
RICK PROSSER
North American Financial, LLC
ROGER DAVIS
Davis Wealth Partners
RORY RICHARD
Platinum Financial, LLC
RYAN ALEXANDER
Crystal Lake Tax and Fin. Services
SEAN BEST
McAdams Group, LLC
SHANE PEARCY
FIRM FOUNDATION RETIREMENT LLC
FRC®
Spencer Georgetti
Wright Financial Group
STACY COLONNA
RETIREMENT INCOME SOURCE® SFG
CFP®, RICP®
STEVE ARCHER
Strategic Senior Benefits Group
STEVEN SZIKSZAY
Horizon Wealth Partners
STUART CHAMBERLIN
Chamberlin Financial Inc.
CFS®
TAMAH PEDERSON
Retirement Income Solutions
CRPC@
THOMAS FALTER
North American Financial, LLC
TIM BEAUREGARD
Focus Financial Planning
CFP®
TIM SPARKS
Sparks Financial Group
TYSON ASAY
Retirement Income Solutions, LLC
CFP®
VICTOR GREEN
Goodman Green Wealth Mgmt.