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

ABBAS DANESH

RETIREMENT INCOME SOURCE® SFG

CEP® MCEP® AWMA®

Connecticut
ADAM ANGIBEAU

ADAM ANGIBEAU

Retirement Income Source® SFG

Westbrook, CT
ADAM MCGRATH

ADAM MCGRATH

Sparks Financial Group

Kentucky
AGGIE VALENTA

AGGIE VALENTA

RETIREMENT INCOME SOURCE® SFG

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

Connecticut, Massachusetts
ALBERT FLORES

ALBERT FLORES

FORTRESS FINANCIAL GROUP & RETIREMENT BY DESIGN

CEP®

California
ANDREW EMMERICH

ANDREW EMMERICH

Retirement Income Source®

AAMS

St. Louis, Missouri
ANDREW HOLDINESS

ANDREW HOLDINESS

RETIREMENT INCOME SOLUTIONS, LLC

Alabama, Tennessee
ANDREW KIRKLAND

ANDREW KIRKLAND

Eissman Wealth Management, LLC

Georgia
ANDREW MITCHELL

ANDREW MITCHELL

Crystal Lake Tax and Financial

Crystal Lake, IL
BENJAMIN BARNING

BENJAMIN BARNING

RETIREMENT INCOME SOURCE® SFG

Connecticut
BRAD WILLIAMS

BRAD WILLIAMS

Retirement Income Source Huntsville

Alabama
BRITNEY MERRILL

BRITNEY MERRILL

Client Service Advisor

CIMA®

Delaware
BRUCE RELLSTAB

BRUCE RELLSTAB

Community Investments & Retirement Services

LUTCF® CLTC®

Massachusetts
BRUNER STEPHENSON

BRUNER STEPHENSON

RETIREMENT INCOME SOLUTIONS

NSSA

Tennessee
CHAD HAMBY

CHAD HAMBY

Retirement Income Solutions

Tennessee
CONNOR STEWART

CONNOR STEWART

Crystal Lake Tax and Financial Services

Illinois, Wisconsin
DAMIAN ROTHERMEL

DAMIAN ROTHERMEL

Rothermel Financial Services, LLC

CFP®

Oregon
DAN MORONEY

DAN MORONEY

Retirement Income Source SFG

CFP

Massachusetts
DAVID A. EISSMAN

DAVID A. EISSMAN

Eissman Wealth Management, LLC

CHFC®

Georgia
DAVID SCRANTON

DAVID SCRANTON

Scranton Financial Group

CFA® CFP® CHFC® CLU®

Connecticut, Florida
DEE K. CARTER

DEE K. CARTER

Carter Financial Group

CHFC®, CLU®, CSA®, RFC®

Texas
DENISE HAULK DAVIS

DENISE HAULK DAVIS

Davis Wealth Partners

Tennessee
DIXON DOWNEY

DIXON DOWNEY

SCRANTON FINANCIAL GROUP

CFP ® APMA ®

Connecticut
DON AVGERINOS

DON AVGERINOS

Spectrum Financial Group, Inc.

CBC®, CEP®, RICP®, CFS®, and NSSA®

Pennsylvania
ED BARNARD

ED BARNARD

Family Legacy Group

North Carolina
ED ORELL

ED ORELL

PRES Financial/Bulletproof Financial, LLC

Georgia
ERIN YAKE

ERIN YAKE

Poole Locke & Associates

APMA®, CRPC®

Delaware
FABIANO DEFRANCO

FABIANO DEFRANCO

The Retirement Solution, LLC

Virginia
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
GREG MILEWSKI

GREG MILEWSKI

Retirement Income Source® of SW Florida

Florida
JACOB BETTERIDGE

JACOB BETTERIDGE

Retirement Income Source® SFG

CRPC® AWMA® AAMS®

JACOB GRAVES

JACOB GRAVES

Retirement Income Solutions, LLC

Alabama & Tennessee
JAMES ELLIS

JAMES ELLIS

Investment Advisor Representative

New Hampshire
JAMES LOCKE JR.

JAMES LOCKE JR.

Poole Locke Associates

Delaware
JAMES MACAULAY

JAMES MACAULAY

Eissman Wealth Management, LLC

Georgia
JASON D. CARRIER

JASON D. CARRIER

Retirement Income Source® SFG

RICP® AAMS®

Connecticut
JEANNE L. TATOIAN

JEANNE L. TATOIAN

Scranton Financial Group of South Windsor

Connecticut
JEFF RUSSITANO

JEFF RUSSITANO

RETIREMENT INCOME SOURCE® SFG

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 MOSKOWITZ

JOSHUA MOSKOWITZ

Retirement Solution LLC

Virginia
JUDSON PYATT

JUDSON PYATT

Retirement Income Solutions, LLC

CFP®

Alabama, Tennessee
KEN CARNEVALE

KEN CARNEVALE

RETIREMENT INCOME SOURCE® SFG

Rhode Island
LINDSEY COTTER

LINDSEY COTTER

Retirement Income Solutions, LLC

Alabama & Tennessee
LUKAS PAWLOWSKI

LUKAS PAWLOWSKI

Retirement Income Source® SFG

Connecticut
MARK GRABER

MARK GRABER

Senior Advisors, Inc.

Iowa, Nebraska
MARY MCDIRMID

MARY MCDIRMID

All Needs Planning

CHFC, CHSNC®, FSCP®

Washington
MATTHEW JOHNSON

MATTHEW JOHNSON

Johnson Wealth & Income Management

Iowa
MAURICE NELLIGAN

MAURICE NELLIGAN

RETIREMENT INCOME SOURCE® SFG

Connecticut
MELANIE G. LEAHY

MELANIE G. LEAHY

Pinehurst Wealth

CFP®

North Carolina
MICAH KEEL

MICAH KEEL

Retirement Income Source® of SW Florida

Florida
MICHAEL DONNAN

MICHAEL DONNAN

JOHNSON WEALTH & INCOME MANAGEMENT

Iowa
MICHAEL KNIGHT

MICHAEL KNIGHT

ARBOR Financial Services of Florida, Inc.

CFP®

Florida
MICHAEL MCCUE

MICHAEL MCCUE

Peason Financial Group

Virginia
MICHAEL RODRIGUEZ

MICHAEL RODRIGUEZ

Rothermel Financial Services, LLC

APMA®

Oregon
MICHAEL STEWART

MICHAEL STEWART

Crystal Lake Tax and Fin. Services

RFC®

Illinois, Wisconsin
MOODY SUMMERS

MOODY SUMMERS

Retirement Income Solutions, LLC

Tennessee
NATHAN COX

NATHAN COX

Retirement Income Solutions, LLC

Alabama & Tennessee
PATRICK PEASON

PATRICK PEASON

Peason Financial Group

Virginia
PHONG TRUONG

PHONG TRUONG

ARBOR Financial Services of Florida, Inc.

Florida
RANDY DORCEY

RANDY DORCEY

Retirement Income Source® of SW Florida

Colorado, Florida
RICK BATES

RICK BATES

Retirement Income Source Fort Lauderdale

Florida
RICK PROSSER

RICK PROSSER

North American Financial, LLC

Pennsylvania, West Virginia
RYAN ALEXANDER

RYAN ALEXANDER

Crystal Lake Tax and Fin. Services

Illinois, Wisconsin
SHANE PEARCY

SHANE PEARCY

FIRM FOUNDATION RETIREMENT LLC

FRC®

Tennessee
STACY COLONNA

STACY COLONNA

RETIREMENT INCOME SOURCE® SFG

CFP®, RICP®

New Hampshire
STEVE ARCHER

STEVE ARCHER

Strategic Senior Benefits Group

Florida
STUART CHAMBERLIN

STUART CHAMBERLIN

Chamberlin Financial Inc.

CFS®

Florida
TAMAH PEDERSON

TAMAH PEDERSON

Retirement Income Solutions

CRPC@

Tennessee
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

CFP®

Tennessee
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