user avatar

Ethan Callahan

Advisor at Sound Income Strategies, LLC

Updated today

Location

Mansfield, PA

Credentials

Series 65

Industry experience

< 1 year

About

Ethan Callahan is a financial advisor at Sound Income Strategies, LLC with a Series 65 credential and one year of industry experience. He previously worked in fixed insurance sales and retirement advisory services at Bulletproof Financial, DBA PRES Financial. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and specialized sub-advisory services.

Client services

Based on Sound Income Strategies, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Sound Income Strategies, LLC

Income planning Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Sound Income Strategies, LLC

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees can be fixed fees negotiated in advance per plan

Percentage

$0+: up to 1.75% annually N/A - N/A: up to 2.0% annually for a limited select group with special needs requiring additional attention

Commissions

Commissions and trail fees from sale of mutual funds, variable annuities, and insurance products by select IA-Reps registered with affiliated broker-dealer Sound Income Wealth, LLC

Project-based

Financial planning services hourly fees with a minimum of $300 per plan

Other

Account minimum: $25,000 (may be waived based on client needs and complexity) Fee-only: Asset management fees, financial planning fees charged hourly or fixed fee, no commissions for advisory services

Location

Mansfield, PA

Most active in

Pennsylvania

Work history

Sound Income Strategies, LLC

2025 - Present (1 year)

Bulletproof Financial, Inc. DBA PRES Financial

2022 - Present (4 years)

Allstate Insurance

2021 - 2022 (1 year)

Unemployed

2021 - 2021 (1 year)

Building Services Group

2020 - 2021 (1 year)

Unemployed

2020 - 2020 (1 year)

1st Choice Roofing and Exteriors

2020 - 2020 (1 year)

Family First Life

2020 - 2020 (1 year)

Family Heritage Life

2016 - 2019 (3 years)

Fitness Connection

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ryan O

Series 66

Wellsboro, PA

Edward Jones

Ryan Oswald is a financial advisor with Edward Jones in Wellsboro, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Mountain Home Magazine and Pop's Culture Shoppe. Outside of his advisory work, he owns and maintains the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
user avatar

Philip L

Series 63, Series 66

Mansfiled, PA

LPL Financial

Philip Lett is a financial advisor with LPL Financial in Corning, NY, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Fidelity Investments. He is also involved with First Heritage Federal Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Scott C

Series 63, Series 65, Series 66

Wellsboro, PA

LPL Financial

Scott Clark is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. His prior roles include positions at Citizens & Northern Bank, Cetera, and M&T Securities. Outside of his advisory work, he is a business owner of Coppersmith Valley, LLC. LPL Financial serves a diverse range of clients including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and flexible investment solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Brian T

CFP®, Series 63, Series 65

Wellsboro, PA

LPL Financial

Brian Tevlin is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Cetera and Citizens And Northern Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Jerad R

CFP®, Series 66

Mansfield, PA

LPL Financial

Jerad Rosendahl is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Infinex Investments, Inc. and First Commonwealth Insurance Agency. He also serves in a financial institution capacity at Northwest Bank, referring clients to banking partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options, supported by an in-house Research team that develops model portfolios and investment strategies tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Jeffrey R

Series 63, Series 66

Wellsboro, PA

LPL Financial

Jeffrey Richardson II is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Citizens & Northern Bank, U.S. Bancorp Investments, U.S. Bank, and Sprint. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a wide range of products and services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")