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

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 & RETIREMENT BY DESIGN

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

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
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

ARBOR Financial Services of Florida, Inc.

AAMS™

Florida
DEE K. CARTER

DEE K. CARTER

Carter Financial Group

CHFC®, CLU®, CSA®, RFC®

Texas
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
DREW PELTON

DREW PELTON

Drew Pelton Investment Services

CHFC® CFS®

Louisiana
ED BARNARD

ED BARNARD

Family Legacy Group

North Carolina
EMORY TYLER ERB

EMORY TYLER ERB

Retirement Income Source Huntsville

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

McLean Tax Advisory Group

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
JUDSON PYATT

JUDSON PYATT

Retirement Income Solutions, LLC

CFP®

Alabama, Tennessee
KATHLEEN MERRIMAN

KATHLEEN MERRIMAN

Retirement Income Source® of SW Florida

APMA®, CMFA™

Florida
LINDSEY COTTER

LINDSEY COTTER

Retirement Income Solutions, LLC

Tennessee
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
MELANIE G. LEAHY

MELANIE G. LEAHY

Pinehurst Wealth

CFP®

North Carolina
MICAH KEEL

MICAH KEEL

Retirement Income Source® of SW Florida

Florida
MICHAEL KNIGHT

MICHAEL KNIGHT

ARBOR Financial Services of Florida, Inc.

CFP®

Florida
MICHAEL RODRIGUEZ

MICHAEL RODRIGUEZ

Rothermel Financial Services, LLC

APMA®

Oregon
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
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
SCOTT MCLEAN

SCOTT MCLEAN

McLean Tax Advisory Group

New Jersey
SHANE PEARCY

SHANE PEARCY

FIRM FOUNDATION TN

FRC®

Tennessee
STACY COLONNA

STACY COLONNA

SCRANTON FINANCIAL GROUP

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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