Stuart Chamberlin Jr. is a financial advisor with three decades of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor, where he has served clients since 2020. He is also the owner of Chamberlin Financial Inc., an insurance agency he founded in 2013, through which he offers fixed and life insurance products. Stuart holds the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. He is currently licensed as a Series 65 Investment Advisor Representative and maintains active Life, Health, and Annuity insurance licenses. His previous securities registrations include Series 7, Series 63, and Series 24 (Securities Principal). Sound Income Strategies manages approximately $4.5 billion in assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers discretionary asset management, financial planning, and insurance planning through affiliated channels.

Ronald Small is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Sound Income Strategies since 2015. In addition to his advisory work, he owns and manages several non-investment-related businesses, including boat rental administration through J&J Funships and Tori-Lily Fishing, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and sub-advisory relationships.

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Sound Income Strategies since 2018 and Fortress Financial Group since 2014. Outside of his advisory roles, he is involved with Tier One Management Group, which focuses on the sale of fixed insurance products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, providing both discretionary and non-discretionary portfolio management and specialized services such as family-office and special-needs planning.

Tamah Pederson is a financial advisor at Sound Income Strategies, LLC with 7 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Bank of America, Merrill, and KeyBank NA. Sound Income Strategies is a fee-based investment adviser serving a diverse client base that includes individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Peter Lynch is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at several firms including Kansas City Life, MerCap Securities, and Cetera Advisors, and he owns The Lynch Financial Group, through which he provides advisory and insurance services. In addition to his advisory work, he is a CPA offering tax consulting and manages a fixed insurance business. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis, and provides a range of services including asset management, financial planning, insurance planning, and ETF sub-advisory.

Nina Strickland is a financial advisor with Sound Income Strategies, LLC based in Knoxville, TN, holding a Series 65 credential and 12 years of industry experience. Her work history includes roles at SFG Capital Management, First American National Investment Advisors, and The Strickland Financial Group and Executive Benefits of America. She assists with her spouse’s businesses Financial Coach, LLC and Executive Benefits of America in a non-compensated administrative capacity. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, while providing customized portfolio management and risk oversight as well as specialized services such as family-office and special-needs planning.

Mark Graber is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Income Strategies since 2015 and at Senior Advisors Inc. since 2005. Outside of advisory services, he is president of Senior Advisors Inc., where he conducts sales of life, health, and Medicare insurance, as well as fixed and indexed annuities. 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 emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including financial planning and ERISA plan services.

Edward Barnard is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Formula Folios Investments and Family Legacy Wealth Management. Barnard is also involved with Family Legacy Group, Inc., where he provides fixed insurance products, fixed annuities, and Medicare and long-term care services. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as discretionary asset management, financial planning, and insurance planning through affiliated channels.

Sean Paige Best is a financial advisor at Sound Income Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has held roles at firms including Fisher Investments, Charles Schwab & Co., Inc., and Morgan Stanley. He serves as a Fire Support Officer in the Texas National Guard. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, offering customized portfolios and third-party manager allocations.

Andrew Guthrie is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. He has been in the industry since 2026, with prior experience that includes roles at Stearns Retirement Group and involvement with community organizations such as Georgia 4-H. Sound Income Strategies 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 emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, supported by a scalable advisor network and specialized family-office style services.

William Lowes is a Series 66-credentialed advisor with three years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and McAdams Group, LLC. Prior to his advisory roles, he worked at Empower Advisory Group and Pruco Securities LLC, and he also spent six years at Saint Francis Hospital - Bartlett. Outside of his advisory work, Lowes serves as treasurer for the Arlington Area Chamber of Commerce and holds a role with the Millington Area Chamber of Commerce. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a broad client base including individuals, pension plans, trusts, corporations, and registered investment advisers, offering customized portfolio management with an emphasis on fixed-income analysis alongside equity review.

Phillip Foust is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Co., Prudential Insurance Co. of America, and LPL Enterprise. Outside of financial services, he leads funeral services at Jessen Funeral Home. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, insurance planning, and ETF sub-advisory.

Dee Carter is a ChFC® credentialed financial advisor with 10 years of experience at Sound Income Strategies, LLC and over 25 years in the industry. He has worked at Carter-Stearns Financial since 2025 and owns Carter Financial Group, where he sells fixed and index annuities, life, and long-term care insurance. Carter is also an educator at Scranton Academy for Financial Education and serves as chairman of the local John Burch Society business chapter. Additionally, he is a member of the Midland Downtown Lion’s Club. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and advisory services. The firm emphasizes fixed-income and income-oriented strategies, active portfolio management, and allocates assets to third-party managers while also acting as a sub-advisor to exchange-traded funds.

Don Avgerinos is a financial advisor at Sound Income Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ellis Investment Partners, LLC and Spectrum Financial Group. Outside of his advisory role, he serves as president of Main Line Adult Financial Education, conducting educational workshops at colleges and universities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review and offers a range of asset management, financial planning, and insurance planning services.

David Mcadams is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been involved in multiple related ventures since 2003, including managing McAdams Group LLC, which focuses on fixed insurance sales, and McAdams Tax Advisory Group LLC, which provides tax return preparation services. He also manages McAdams Estate Group LLC, utilizing estate planning software in collaboration with local attorneys. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a diverse client base, including individuals, pension and profit-sharing plans, and trusts. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolios and a range of advisory services including sub-advisory and insurance planning.

Corey Shevlin is a Series 65 licensed financial advisor with Sound Income Strategies, LLC, and has four years of industry experience. He previously worked at Prosperity Capital Advisors and holds a role as a server at The Pour House. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and offers specialized services such as family-office and special-needs planning.

Austin Ryan is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, Raymond James Financial Services, and Fidelity Brokerage Services LLC. He is also involved with McAdams Group, LLC, where he works in fixed insurance sales and client acquisition. 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 focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of discretionary and non-discretionary services.

James Macaulay is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, E*TRADE Securities, Raymond James & Associates, and Mass Mutual. Outside of investment advisory roles, he also works as a delivery driver for Door Dash. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model supported by affiliated business lines and training.

Benjamin Barning is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Scranton Financial Group, Bank of America, Merrill, and Dime Bank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with portfolio customization and ETF sub-advisory services.