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
SCRANTON FINANCIAL GROUP
CEP® MCEP® AWMA®

AGGIE VALENTA
SCRANTON FINANCIAL GROUP
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 HOLDINESS
RETIREMENT INCOME SOLUTIONS, LLC

ANDREW JARRETT
Stearns Retirement Group

BENJAMIN BARNING
Scranton Financial Group

BILL RICHARDSON
Managing Director, Retirement Income Source Franchise
CRPC®

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

CONNOR STEWART
Crystal Lake Tax and Financial Services

DAMIAN ROTHERMEL
Rothermel Financial Services, LLC
CFP®

DAVID A. EISSMAN
Eissman Wealth Management, LLC
CHFC®

DAVID A. TETLEY
New England Financial Partners, 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®

DEANA MILLER
ARBOR Financial Services of Florida, Inc.
AAMS™

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®

DREW PELTON
Drew Pelton Investment Services
CHFC® CFS®

EMORY TYLER ERB
Retirement Income Source Huntsville

ERIC LARDNER
Abundant Wealth Management

ERIC LUTTON
Outreach Capital Management
CFA®

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®

GEORGE KASTANIS
McLean Tax Advisory Group
CFP®, BFA®

Gianna Campo
Pres Financial

GREG MILEWSKI
Retirement Income Source® of SW Florida

JACOB BETTERIDGE
Scranton Financial Group
CRPC® AWMA® AAMS®

JAMES LOCKE JR.
Poole Locke Associates

JASON D. CARRIER
Scranton Financial Group
RICP® AAMS®

JEANNE L. TATOIAN
Scranton Financial Group of South Windsor

JEFF RUSSITANO
Scranton Financial Group

JEFFREY D. BLISS
Bliss Wealth Management
CEP® RFC®

JEFFREY FARRELL
New Business Processor

JEFFREY SMALL
Arbor Financial Services of Florida, Inc.

JEREMY RABALAIS
TPC Financial Group

JILLIAN STEARNS
Stearns Retirement Group

JOHN E. MCCARTIN
McCartin Financial

JOSHUA DRISKILL
WilLo Financial

JUDSON PYATT
Retirement Income Solutions, LLC
CFP®

KAROLYN MCDONALD
Arbor Financial Services

KATHLEEN MERRIMAN
Retirement Income Source® of SW Florida
APMA®, CMFA™

KEN CARNEVALE
Scranton Financial Group

KRISTIN CARLETON
All Needs Planning

LINDSEY COTTER
Retirement Income Solutions, LLC

LORA ROLIN
WilLo Financial

MARK GRABER
Senior Advisors, Inc.

MARY MCDIRMID
All Needs Planning
CHFC, CHSNC®, FSCP®

MASON COMER
Sound Income Strategies, LLC

MATTHEW JOHNSON
Johnson Wealth & Income Management

MATTHEW JORY
McAdams Group
CFP, ChFC

MAURICE NELLIGAN
Scranton Financial Group

MICAH KEEL
Retirement Income Source® of SW Florida

MICHAEL KNIGHT
ARBOR Financial Services of Florida, Inc.
CFP®

MICHAEL RODRIGUEZ
Rothermel Financial Services, LLC
APMA®

MICHAEL STEWART
Crystal Lake Tax and Fin. Services
RFC®

MICHEL BETHEA
McAdams Group 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

PHONG TRUONG
ARBOR Financial Services of Florida, Inc.

RANDY DORCEY
Retirement Income Source® of SW Florida

RICHARD BURT
McAdams Group, LLC

RICK BATES
Retirement Income Source Fort Lauderdale

RICK PROSSER
North American Financial, LLC

RORY RICHARD
Platinum Financial, LLC

RYAN ALEXANDER
Crystal Lake Tax and Fin. Services

SCOTT ENZOR
McKenzie Financial Group

SCOTT MCLEAN
McLean Tax Advisory Group

SEAN BEST
McAdams Group, LLC

STACY COLONNA
SCRANTON FINANCIAL GROUP
CFP®, RICP®

STEVE ARCHER
Strategic Senior Benefits Group

STEVEN SZIKSZAY
Horizon Wealth Partners

STUART CHAMBERLIN
Chamberlin Financial Inc.
CFS®

STUART CHOY
TPC Financial Group

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.
