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. All of our advisors are specially trained to help you ensure you do not outlast your savings in retirement. Our goal is to help you reduce stock market risk and generate reliable streams of income you can count on. With offices from coast to coast, whether in person or online, we have an advisor in your town. Contact one today:

Investment Advisor Representatives

ABBAS DANESH

ABBAS DANESH

SCRANTON FINANCIAL GROUP

CEP® MCEP® AWMA®

Connecticut
AGGIE VALENTA

AGGIE VALENTA

SCRANTON FINANCIAL GROUP

MS-PFP CFP® MPAS® APMA® ABFP® CRPC® AWMA® SE-AWMA®

Connecticut, Massachusetts
ALBERT FLORES

ALBERT FLORES

FORTRESS FINANCIAL GROUP

CEP®

California
ANDREW HOLDINESS

ANDREW HOLDINESS

RETIREMENT INCOME SOLUTIONS, LLC

Alabama, Tennessee
BILL RICHARDSON

BILL RICHARDSON

Managing Director, Retirement Income Source Franchise

CRPC®

Minnesota
BRAD WILLIAMS

BRAD WILLIAMS

Brad Williams Financial Services

Alabama
BRITNEY MERRILL

BRITNEY MERRILL

Client Service Advisor

CIMA®

Delaware
BRUCE RELLSTAB

BRUCE RELLSTAB

Community Investments & Retirement Services

LUTCF® CLTC®

Massachusetts
CHAD HAMBY

CHAD HAMBY

Investment Advisor Representative

Tennessee
CONNOR STEWART

CONNOR STEWART

Crystal Lake Tax and Financial Services

Illinois, Wisconsin
DAMIAN ROTHERMEL

DAMIAN ROTHERMEL

Rothermel Financial Services, LLC

CFP®

Oregon
DAVID A. EISSMAN

DAVID A. EISSMAN

Eissman Wealth Management, LLC

CHFC®

Georgia
DAVID A. TETLEY

DAVID A. TETLEY

New England Financial Partners, LLC

Connecticut
DAVID SCRANTON

DAVID SCRANTON

Scranton Financial Group

CFA® CFP® CHFC® CLU®

Connecticut, Florida
DEANA MILLER

DEANA MILLER

Investment Advisor Representative

AAMS™

Florida
DEE K. CARTER

DEE K. CARTER

Carter Financial Group

CHFC®, CLU®, CSA®, RFC®

Texas
DREW PELTON

DREW PELTON

Drew Pelton Investment Services

CHFC®

Louisiana
ED BARNARD

ED BARNARD

Family Legacy Group

North Carolina
EMORY TYLER ERB

EMORY TYLER ERB

Brad Williams Financial Services

Alabama
FRED ATLAS

FRED ATLAS

Retirement Income Source® of SW Florida

Florida
GARY R. KOMAREK

GARY R. KOMAREK

North Shore Asset Management and Tax Advisory

CLU® CHFC®

Illinois
GEORGE COULES

GEORGE COULES

Sound Income Strategies, LLC

RICP®

Tennessee
GEORGE KASTANIS

GEORGE KASTANIS

Investment Advisor Representative

CFP®, BFA®

New Jersey
GREG MILEWSKI

GREG MILEWSKI

Retirement Income Source® of SW Florida

Florida
JAMES LOCKE JR.

JAMES LOCKE JR.

Poole Locke Associates

Delaware
JASON D. CARRIER

JASON D. CARRIER

Scranton Financial Group

RICP® AAMS®

Connecticut
JEANNE L. TATOIAN

JEANNE L. TATOIAN

Scranton Financial Group of South Windsor

Connecticut
JEFFREY D. BLISS

JEFFREY D. BLISS

Bliss Wealth Management

CEP® RFC®

Florida
JEFFREY SMALL

JEFFREY SMALL

Arbor Financial Services of Florida, Inc.

Florida
JEREMY RABALAIS

JEREMY RABALAIS

TPC Financial Group

California, Louisiana
JOSHUA DRISKILL

JOSHUA DRISKILL

Investment Advisor Representative

Oklahoma
JUDSON PYATT

JUDSON PYATT

Retirement Income Solutions, LLC

CFP®

Alabama, Tennessee
KATHLEEN MERRIMAN

KATHLEEN MERRIMAN

Retirement Income Source® of SW Florida

APMA®, CMFA™

Florida
KRISTIN CARLETON

KRISTIN CARLETON

Investment Advisor Representative

Virginia
LINDSEY COTTER

LINDSEY COTTER

Retirement Income Solutions, LLC

Tennessee
MARK GRABER

MARK GRABER

Senior Advisors, Inc.

Iowa, Nebraska
MARY MCDIRMID

MARY MCDIRMID

Investment Advisor Representative

CHFC, CHSNC®, FSCP®

Washington
MATTHEW JOHNSON

MATTHEW JOHNSON

Johnson Wealth & Income Management

Iowa
MAURICE NELLIGAN

MAURICE NELLIGAN

Investment Advisor Representative

Connecticut
MELANIE G. LEAHY

MELANIE G. LEAHY

Investment Advisor Representative

CFP®

North Carolina
MICAH KEEL

MICAH KEEL

Retirement Income Source® of SW Florida

Florida
MICHAEL STEWART

MICHAEL STEWART

Crystal Lake Tax and Fin. Services

RFC®

Illinois, Wisconsin
NATHAN COX

NATHAN COX

Retirement Income Solutions, LLC

Mississippi, Tennessee
PATRICK PEASON

PATRICK PEASON

Peason Financial Group

Virginia
RANDY DORCEY

RANDY DORCEY

Dorcey Financial, LLC

Colorado, Florida
RICK BATES

RICK BATES

Retirement Income Source Fort Lauderdale

Florida
RICK PROSSER

RICK PROSSER

North American Financial, LLC

Pennsylvania, West Virginia
RORY RICHARD

RORY RICHARD

Investment Advisor Representative

Louisiana
RYAN ALEXANDER

RYAN ALEXANDER

Investment Advisor Representative

Illinois, Wisconsin
SCOTT MCLEAN

SCOTT MCLEAN

Investment Advisor Representative

New Jersey
SHANE PEARCY

SHANE PEARCY

Retirement Income Solutions

FRC®

Tennessee
STEVE ARCHER

STEVE ARCHER

Strategic Senior Benefits Group

Florida
STUART CHAMBERLIN

STUART CHAMBERLIN

Chamberlin Financial Inc.

CFS®

Florida
THOMAS FALTER

THOMAS FALTER

North American Financial, LLC

Pennsylvania, West Virginia
TIM BEAUREGARD

TIM BEAUREGARD

Focus Financial Planning

CFP®

Florida
TIM SPARKS

TIM SPARKS

Sparks Financial Group

Kentucky, Tennessee
TYSON ASAY

TYSON ASAY

Retirement Income Solutions, LLC

Tennessee
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