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:

Abbas Danesh CEP® MCEP® AWMA®

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

Abby Kladivko

Investment Advisor Representative

Aggie Valenta CRPC® AWMA® SE-AWMA®

Scranton Financial Group

Albert Flores CEP®

Fortress Financial Group

Website: http://retirementxdesign.com

Amanda Johnston

Johnson Wealth & Income Management

Website: http://www.johnsonwim.com

Andrew Holdiness

Retirement Income Solutions, LLC

Website: https://www.risolutions.net/

Barry Wheeles

Investment Advisor Representative

Website: https://soundincomestrategies.com

Benjamin Barning

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

Bill Richardson CRPC®

Managing Director, Retirement Income Source Franchise

Billie Aponte

Aponte Financial Services

Website: http://apontefinancialservices.com

Brad Williams

Brad Williams Financial Services

Website: http://askbradwilliams.com

Britney Merrill CIMA®

Client Service Advisor

Website: https://poolelocke.com

Bruce Rellstab LUTCF® CLTC®

Community Investments & Retirement Services

Website: https://comminvestments.com

Charles Radlauer

Sound Income Strategies

Website: https://www.soundincomestrategies.com

Chris Carrano

Investment Advisor Representative

Website: https://scrantonfinancialgroup.com

Chuck Kowalski

Investment Advisor Representative

Connor Stewart

Crystal Lake Tax and Financial Services

Damian Rothermel CFP®

Rothermel Financial Services, LLC

David A. Tetley

New England Financial Partners, LLC

Website: https://soundincomestrategies.com

David A. Eissman ChFC®

Eissman Wealth Management, LLC

Website: https://eissmanwealth.com

David Lundberg CLTC®

Investment Advisor Representative

Website: https://lovelightflourish.com

David McAdams

McAdams Group, LLC

Website: https://www.mcadamsgroupllc.com

David Scranton CFA® CFP® ChFC® CLU®

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

David Stearns LUTCF®

Stearns Retirement Group

Website: http://stearnsretirementgroup.com

David M. Wright ChFC®

Wright Financial Group

Website: https://wrightfinancialgroup.com/

Deana Miller AAMSTM

Investment Advisor Representative

Website: https://www.arbor-financial.com

Dee K. Carter CHFC®, CLU®, CSA®, RFC®

Carter Financial Group

Website: https://carterfinancial.fixedincomecounsel.com

Drew Pelton ChFC®

Drew Pelton Investment Services

Website: https://drewpelton.com

Ed Barnard

Family Legacy Group

Website: https://www.familylwm.com/

Eric Lardner

Abundant Wealth Management

Website: https://abundantwealthmanagement.com/

Eric Lutton, CFA®

Sound Income Strategies, LLC

Website: https://soundincomestrategies.com

Fabiano DeFranco

The Retirement Solution, LLC

Website: https://retirementsolutionva.com

Frank Bailey

McAdams Group, LLC

Website: https://www.mcadamsgroupllc.com/

Frank Beedle

Stearns Retirement Group

Gary Osing

McAdams Group, LLC

Website: https://www.mcadamsgroupllc.com/

Gary R. Komarek CLU® ChFC®

North Shore Asset Management and Tax Advisory

Website: https://www.nshoreamta.com

George Coules RICP®

Website: https://soundincomestrategies.com

George Kastanis CFP®, BFA®

Investment Advisor Representative

Website: https://mcleantaxadvisory.com

Greg Milewski

Retirement Income Source of Sarasota, FL

Website: https://www.www.rissarasota.com

Jacob Betteridge CRPC® AWMA® AAMS®

Scranton Financial Group

James Locke Jr.

Poole Locke Associates

Website: http://poolelocke.com

James Macaulay

Investment Advisor Representative

Website: https://eissmanwealth.com

James McConaghy

Investment Advisor Representative

Website: https://soundincomestrategies.com

Jason D. Carrier RICP® AAMS®

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

Jeanne L. Tatoian

Scranton Financial Group of South Windsor

Website: http://scrantonfg.com

Jeff Russitano

Investment Advisor Representative

Website: https://scrantonfg.com

Jeffrey D. Bliss CEP® RFC®

Bliss Wealth Management

Website: https://blisswealthmanagement.com/

Jeffrey Farrell

New Business Processor

Website: https://www.mcadamsgroupllc.com/

Jeffrey Small

Arbor Financial Services of Florida, Inc.

Website: https://arbor-financial.com

Jeremy Rabalais

TPC Financial Group

Website: https://tpcfinancialgroup.com

John E. McCartin

McCartin Financial

Website: https://safenestegg.com

Joshua Driskill

Investment Advisor Representative

Website: https://willofinancial.com

Judson Pyatt, CFP®

Retirement Income Solutions, LLC

Karolyn McDonald

Arbor Financial Services

Website: https://arbor-financial.com/

Keely Escalante

Sound Income Strategies, LLC

Website: https://soundincomestrategies.com

Ken Carnevale

Investment Advisor Representative

Website: https://scrantonfinancialgroup.com

Kristin Carleton

Investment Advisor Representative

Website: https://specialabilitiesnetwork.com

Lindsey Cotter

Retirement Income Solutions, LLC

Website: http://risolutions.net/

Lora Rolin

WilLo Financial

Mark Graber

Senior Advisors, Inc.

Website: http://www.senioradvisorsinc.com

Mary McDirmid ChFC, ChSNC®, FSCP®

Investment Advisor Representative

Website: https://specialabilitiesnetwork.com

Matthew Johnson

Johnson Wealth & Income Management

Website: http://www.johnsonwim.com

Melanie Granville CFP®

Investment Advisor Representative

Website: https://pinehurst-wealth.com

Micah Keel

Retirement Income Source of Sarasota, FL

Website: https://www.www.rissarasota.com/

Michael Stewart RFC®

Crystal Lake Tax and Fin. Services

Website: http://crystallaketax.com

Nathan Cox

Retirement Income Solutions, LLC

Website: http://risolutions.net

Nicklas Norvell

Wright Financial Group

Website: https://wrightfinancialgroup.com/

Nina B. Strickland

Financial Coach, LLC

Website: http://www.financialcoachllc.com/

Patrick Peason

Peason Financial Group

Website: https://peasongroup.com

Randy Dorcey

Dorcey Financial, LLC

Website: https://www.dorceyfinancial.com

Richard Burt

McAdams Group, LLC

Richard Rawls

Investment Advisor Representative

Rick Bates

Integrity Investment & Tax Advisory, LLC

Website: https://iiata.com

Rick Prosser

North American Financial, LLC

Website: http://nafincome.com

Rory Richard

Investment Advisor Representative

Website: https://www.platinumfinancialllc.com/

Ryan Alexander

Investment Advisor Representative

Website: https://www.crystallaketax.com

Scott Enzor

McKenzie Financial Group

Scott McLean

Investment Advisor Representative

Website: https://mtagllc.com

Shane Pearcy FRC®

Retirement Income Solutions

Website: http://risolutions.net

Steve Archer

Strategic Senior Benefits Group

Website: https://ssbenefitsgroup.com

Steven Cox

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com/

Steven Szikszay

Horizon Wealth Partners

Stuart Choy

TPC Financial Group

Website: https://tpcfinancialgroup.com

Stuart Chamberlin CFS®

Chamberlin Financial Inc.

Website: https://www.chamberlinfinancial.com

Thomas Falter

North American Financial, LLC

Website: http://nafincome.com

Tim Beauregard CFP®

Focus Financial Planning

Tim Sparks

Sparks Financial Group

Website: http://sparksfg.com

Veronica Aguilera

Investment Advisor Representative

Website: https://www.wealthworksfs.com

Victor Green

Goodman Green Wealth Mgmt.

Website: https://goodmangreen.com

Zane Fowler

McAdams Group, LLC

Website: https://www.mcadamsgroupllc.com

Abbas Danesh CEP® MCEP® AWMA®

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut

Abby Kladivko

Position: Investment Advisor Representative
Phone: (609) 314-5674
Email: [email protected]
Categories: Advisors
Location: South Carolina

Aggie Valenta CRPC® AWMA® SE-AWMA®

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut, Massachusetts

Albert Flores CEP®

Position: Fortress Financial Group
Phone: (888) 303-3203
Email: [email protected]
Categories: Advisors
Location: California

Amanda Johnston

Position: Johnson Wealth & Income Management
Phone: (515) 332-7000
Email: [email protected]
Categories: Advisors
Location: Iowa

Andrew Holdiness

Position: Retirement Income Solutions, LLC
Phone: (615) 900-1441
Email: [email protected]
Categories: Advisors
Location: Tennessee

Barry Wheeles

Position: Investment Advisor Representative
Phone: (954) 487-1850
Email: [email protected]
Categories: Advisors
Location: Florida

Benjamin Barning

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut

Bill Richardson CRPC®

Position: Managing Director, Retirement Income Source Franchise
Phone: 763-200-8020
Categories: Advisors
Location: Minnesota

Billie Aponte

Position: Aponte Financial Services
Phone: 856-380-4063
Email: [email protected]
Categories: Advisors
Location: New Jersey

Brad Williams

Position: Brad Williams Financial Services
Phone: (256) 536-3075
Email: [email protected]
Categories: Advisors
Location: Alabama

Britney Merrill CIMA®

Position: Client Service Advisor
Email: [email protected]
Categories: Advisors
Location: Delaware

Bruce Rellstab LUTCF® CLTC®

Position: Community Investments & Retirement Services
Phone: (978) 840-4288
Email: [email protected]
Categories: Advisors
Location: Massachusetts

Charles Radlauer

Position: Sound Income Strategies
Phone: 888-492-0505
Email: [email protected]
Categories: Advisors
Location: Florida

Chris Carrano

Position: Investment Advisor Representative
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut

Chuck Kowalski

Position: Investment Advisor Representative
Phone: (954) 932-3060
Email: [email protected]
Categories: Advisors
Location: Florida

Connor Stewart

Position: Crystal Lake Tax and Financial Services
Phone: (815) 526-3092
Email: [email protected]
Categories: Advisors
Location: Illinois, Wisconsin

Damian Rothermel CFP®

Position: Rothermel Financial Services, LLC
Phone: (503) 730-8644
Email: [email protected]
Categories: Advisors
Location: Oregon

David A. Tetley

Position: New England Financial Partners, LLC
Phone: (203) 521-3894
Email: [email protected]
Categories: Advisors
Location: Connecticut

David A. Eissman ChFC®

Position: Eissman Wealth Management, LLC
Phone: (678) 438-8881
Email: [email protected]
Categories: Advisors
Location: Georgia

David Lundberg CLTC®

Position: Investment Advisor Representative
Phone: (602) 320-5199
Email: [email protected]
Categories: Advisors
Location: Arizona

David McAdams

Position: McAdams Group, LLC
Phone: (901) 737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee

David Scranton CFA® CFP® ChFC® CLU®

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut, Florida

David Stearns LUTCF®

Position: Stearns Retirement Group
Phone: (706) 769-3346
Email: [email protected]
Categories: Advisors
Location: Georgia

David M. Wright ChFC®

Position: Wright Financial Group
Phone: (419) 885-0957
Email: [email protected]
Categories: Advisors
Location: Ohio

Deana Miller AAMSTM

Position: Investment Advisor Representative
Phone: (321) 795-4799
Email: [email protected]
Categories: Advisors
Location: Florida

Dee K. Carter CHFC®, CLU®, CSA®, RFC®

Position: Carter Financial Group
Phone: (432) 685-1372
Email: [email protected]
Categories: Advisors
Location: Texas

Drew Pelton ChFC®

Position: Drew Pelton Investment Services
Phone: (225)-831-1394
Email: [email protected]
Categories: Advisors
Location: Louisiana

Ed Barnard

Position: Family Legacy Group
Phone: 704-831-3595
Email: [email protected]
Categories: Advisors
Location: North Carolina

Eric Lardner

Position: Abundant Wealth Management
Phone: (877) 777-5528
Email: [email protected]
Categories: Advisors
Location: Texas

Eric Lutton, CFA®

Position: Sound Income Strategies, LLC
Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida

Fabiano DeFranco

Position: The Retirement Solution, LLC
Phone: (703) 499-3290
Email: [email protected]
Categories: Advisors
Location: Virginia

Frank Bailey

Position: McAdams Group, LLC
Phone: 901-737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee

Frank Beedle

Position: Stearns Retirement Group
Phone: (888) 769–3346
Email: [email protected]
Categories: Advisors
Location: Georgia

Gary Osing

Position: McAdams Group, LLC
Phone: 901-737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee

Gary R. Komarek CLU® ChFC®

Position: North Shore Asset Management and Tax Advisory
Phone: (847) 918-8255
Email: [email protected]
Categories: Advisors
Location: Illinois

George Coules RICP®

Phone: (901) 828-0200
Email: [email protected]
Categories: Advisors
Location: Tennessee

George Kastanis CFP®, BFA®

Position: Investment Advisor Representative
Phone: (609) 489-5200
Email: [email protected]
Categories: Advisors
Location: New Jersey

Greg Milewski

Position: Retirement Income Source of Sarasota, FL
Phone: 941-556-0380
Email: [email protected]
Categories: Advisors
Location: Florida

Jacob Betteridge CRPC® AWMA® AAMS®

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors

James Locke Jr.

Position: Poole Locke Associates
Phone: (302) 439-0733
Email: [email protected]
Categories: Advisors
Location: Delaware

James Macaulay

Position: Investment Advisor Representative
Phone: (678) 224-8734
Email: [email protected]
Categories: Advisors
Location: Georgia

James McConaghy

Position: Investment Advisor Representative
Phone: (954) 526-0824
Email: [email protected]
Categories: Advisors
Location: California

Jason D. Carrier RICP® AAMS®

Position: Scranton Financial Group
Phone: (860) 339-1114
Email: [email protected]
Categories: Advisors
Location: Connecticut

Jeanne L. Tatoian

Position: Scranton Financial Group of South Windsor
Phone: (860) 623-5557
Email: [email protected]
Categories: Advisors
Location: Connecticut

Jeff Russitano

Position: Investment Advisor Representative
Phone: (203) 927-1684
Email: [email protected]
Categories: Advisors
Location: Connecticut

Jeffrey D. Bliss CEP® RFC®

Position: Bliss Wealth Management
Phone: (954) 236-4800
Email: [email protected]
Categories: Advisors
Location: Florida

Jeffrey Farrell

Position: New Business Processor
Phone: 901-737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee

Jeffrey Small

Position: Arbor Financial Services of Florida, Inc.
Phone: (321) 795-4799
Email: [email protected]
Categories: Advisors
Location: Florida

Jeremy Rabalais

Position: TPC Financial Group
Phone: (225) 270-8305
Email: [email protected]
Categories: Advisors
Location: California, Louisiana

John E. McCartin

Position: McCartin Financial
Phone: (858) 278-4244
Email: [email protected]
Categories: Advisors
Location: California

Joshua Driskill

Position: Investment Advisor Representative
Phone: (866) 349-6022
Email: [email protected]
Categories: Advisors
Location: Oklahoma

Judson Pyatt, CFP®

Position: Retirement Income Solutions, LLC
Phone: (615) 900-1441
Email: [email protected]
Categories: Advisors
Location: Tennessee

Karolyn McDonald

Position: Arbor Financial Services
Phone: (321) 795-4799
Email: [email protected]
Categories: Advisors
Location: Florida

Keely Escalante

Position: Sound Income Strategies, LLC
Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida

Ken Carnevale

Position: Investment Advisor Representative
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Rhode Island

Kristin Carleton

Position: Investment Advisor Representative
Phone: (919) 433-7713
Email: [email protected]
Categories: Advisors
Location: Virginia

Lindsey Cotter

Position: Retirement Income Solutions, LLC
Phone: (615)-900-1441
Email: [email protected]
Categories: Advisors
Location: Tennessee
Second Phone: (419)-631-4904

Lora Rolin

Position: WilLo Financial
Phone: (866) 349-6022
Email: [email protected]
Categories: Advisors
Location: Oklahoma

Mark Graber

Position: Senior Advisors, Inc.
Phone: (402) 507-5191
Email: [email protected]
Categories: Advisors
Location: Iowa, Nebraska

Mary McDirmid ChFC, ChSNC®, FSCP®

Position: Investment Advisor Representative
Phone: (919) 433-7713
Email: [email protected]
Categories: Advisors
Location: Washington

Matthew Johnson

Position: Johnson Wealth & Income Management
Phone: (515) 332-7000
Email: [email protected]
Categories: Advisors
Location: Iowa

Melanie Granville CFP®

Position: Investment Advisor Representative
Phone: (910) 695-6298
Email: [email protected]
Categories: Advisors
Location: North Carolina

Micah Keel

Position: Retirement Income Source of Sarasota, FL
Phone: 941-556-0380
Email: [email protected]
Categories: Advisors
Location: Florida

Michael Stewart RFC®

Position: Crystal Lake Tax and Fin. Services
Phone: (815) 526-3092
Email: [email protected]
Categories: Advisors
Location: Illinois, Wisconsin

Nathan Cox

Position: Retirement Income Solutions, LLC
Phone: (615)-900-1441
Email: [email protected]
Categories: Advisors
Location: Mississippi, Tennessee

Nicklas Norvell

Position: Wright Financial Group
Phone: 419-885-0957
Email: [email protected]
Categories: Advisors
Location: Ohio

Nina B. Strickland

Position: Financial Coach, LLC
Phone: (877) 274-8657
Email: [email protected]
Categories: Advisors
Location: Tennessee

Patrick Farrell PFS®

Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida

Patrick Peason

Position: Peason Financial Group
Phone: (540) 213-2126
Email: [email protected]
Categories: Advisors
Location: Virginia

Rana Chander

Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida

Randy Dorcey

Position: Dorcey Financial, LLC
Phone: (239)-418-1939
Email: [email protected]
Categories: Advisors
Location: Colorado, Florida

Richard Burt

Position: McAdams Group, LLC
Phone: (901) 737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee

Richard Rawls

Position: Investment Advisor Representative
Phone: (954) 487-1855
Email: [email protected]
Categories: Advisors
Location: Florida

Rick Bates

Position: Integrity Investment & Tax Advisory, LLC
Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida

Rick Prosser

Position: North American Financial, LLC
Phone: (304) 914-0299
Email: [email protected]
Categories: Advisors
Location: Pennsylvania, West Virginia

Rory Richard

Position: Investment Advisor Representative
Phone: (337) 534-4106
Email: [email protected]
Categories: Advisors
Location: Louisiana

Ryan Alexander

Position: Investment Advisor Representative
Phone: 815-526-3092
Email: [email protected]
Categories: Advisors
Location: Illinois, Wisconsin

Scott Enzor

Position: McKenzie Financial Group
Phone: (843) 446-4330
Email: [email protected]
Categories: Advisors
Location: South Carolina

Scott McLean

Position: Investment Advisor Representative
Phone: 609-489-5200
Email: [email protected]
Categories: Advisors
Location: New Jersey

Shane Pearcy FRC®

Position: Retirement Income Solutions
Phone: (615) 900-1441
Email: [email protected]
Categories: Advisors
Location: Tennessee

Steve Archer

Position: Strategic Senior Benefits Group
Phone: (954) 281-5292
Email: [email protected]
Categories: Advisors
Location: Florida

Steven Cox

Position: Scranton Financial Group
Phone: (203) 640-7136
Email: [email protected]
Categories: Advisors
Location: North Carolina

Steven Szikszay

Position: Horizon Wealth Partners
Phone: (888) 492-0505
Email: [email protected]
Categories: Advisors
Location: Florida

Stuart Choy

Position: TPC Financial Group
Phone: 510-717-5526
Email: [email protected]
Categories: Advisors
Location: California

Stuart Chamberlin CFS®

Position: Chamberlin Financial Inc.
Phone: (561) 962-2775
Email: [email protected]
Categories: Advisors
Location: Florida

Thomas Falter

Position: North American Financial, LLC
Phone: (304) 564-5267
Email: [email protected]
Categories: Advisors
Location: Pennsylvania, West Virginia

Tim Beauregard CFP®

Position: Focus Financial Planning
Phone: (813) 696-1751
Email: [email protected]
Categories: Advisors
Location: Florida

Tim Sparks

Position: Sparks Financial Group
Phone: (859) 273-1368
Email: [email protected]
Categories: Advisors
Location: Kentucky, Tennessee

Veronica Aguilera

Position: Investment Advisor Representative
Phone: (928) 582-7661
Email: [email protected]
Categories: Advisors
Location: Arizona

Victor Green

Position: Goodman Green Wealth Mgmt.
Phone: (312) 586-7373
Email: [email protected]
Categories: Advisors
Location: Illinois

Zane Fowler

Position: McAdams Group, LLC
Phone: 901-737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee