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Gregory M
CFP®, Series 66
Fort Lauderdale, FL
Sound Income Strategies, LLC
Gregory Milewski is a CFP® with 11 years of experience currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. He also serves as an adjunct professor at Southeastern University, Inc. 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 offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of specialized investment and insurance services.
Micah K
Series 63, Series 65
Fort Lauderdale, FL
Sound Income Strategies, LLC
Micah Keel is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Kestra Investment Services, Ameriprise Financial Services, and Retirement Income Source locations in Florida. Outside of his advisory work, he is a co-owner of Pretty Farm Girl LLC, a skincare manufacturing business. 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 offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing institutional trading arrangements and affiliated insurance planning services.
Michael M
Series 65
Staunton, VA
Sound Income Strategies, LLC
Michael Mc Cue is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and based in Staunton, VA. He has one year of industry experience and previously worked at Tiger Solar Company for several years before entering the financial advisory field. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.
George C
Series 63, Series 65
Bartlett, TN
Sound Income Strategies, LLC
George Coules is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with several firms, including McAdams Tax Advisory Group, Long Term Care Advisors, and Principal Life Insurance Company. Outside of advisory work, he is involved in the sales and service of life insurance, fixed and index annuities, as well as long-term care, Medicare supplements, and disability insurance. 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 review and offers customized portfolio management, financial planning, ERISA plan services, and insurance planning through affiliated channels.
Gary O
Series 63, Series 65
Cordova, TN
Sound Income Strategies, LLC
Gary Osing is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Sound Income Strategies since 2017 and previously held roles at WFG Advisors LP and WFG Investments, Inc. Osing is also involved with McAdams Group LLC, where he provides fixed insurance and tax preparation services and serves as a strategic wealth advisor. Additionally, he is the secretary of the GM&O Historical Society. 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, offering a range of advisory services including financial planning, ERISA plan services, and insurance planning through affiliated channels.
Rana C
Series 63, Series 66
Fort Lauderdale, FL
Sound Income Strategies, LLC
Rana Chander is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Inc. He is also a managing partner of Ranas 2012 LLC, which manages residential and commercial real estate properties. 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, actively managing portfolios through fundamental and technical analysis and also acts as a sub-advisor to exchange-traded funds.
Derek I
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
Derek Illston is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and serves as Chief Operations Officer at Stearns Retirement Group, where he manages daily firm operations. In addition to his advisory role, he is involved in property and casualty insurance sales as well as real estate referrals and sales. 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 focuses on customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.
Abigail K
Series 65
Charleston, SC
Sound Income Strategies, LLC
Abigail Kladivko is a Series 65 credentialed advisor at Sound Income Strategies, LLC with four years of industry experience. She also serves as a Practice Management Coach at Advisors Academy, where she focuses on marketing and practice management strategies for financial advisors and their staff. Prior to this, she worked as a Marketing Coordinator for nine years. Sound Income Strategies is a fee-based investment adviser that serves individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm specializes in fixed-income and income-oriented strategies, offering portfolio management, financial planning, ERISA plan services, and sub-advisory arrangements, with a focus on customized portfolio construction and active risk management.
Keandre B
Series 65
Wilmington, DE
Sound Income Strategies, LLC
Keandre Buckham is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he held various positions across different sectors, including logistics and food services. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including 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 specialized services such as family-office and special-needs planning.
Lindsey C
Series 65
Nashville, TN
Sound Income Strategies, LLC
Lindsey Cotter is a Series 65-licensed financial advisor with eight years of industry experience, currently with Sound Income Strategies, LLC. She has held roles at Retirement Income Solutions, LLC and LMC Insurance LLC. Outside of her advisory work, Cotter is a passive owner of a dog grooming business. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4 billion in client assets for individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network supported by affiliated business lines and specialized services.
Chad H
Series 65
Murfreesboro, TN
Sound Income Strategies, LLC
Chad Hamby is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage services and investment-related roles, including with Retirement Income Solutions. Hamby has also worked in various capacities outside of finance, including at Amazon DSP and in real estate-related businesses. Sound Income Strategies is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, trusts, and corporations, and emphasizes customized portfolios with a focus on fixed-income analysis and equity review.
David P
Series 65
Murfreesboro, TN
Sound Income Strategies, LLC
David Pearcy is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and six years of industry experience. His prior experience includes roles at AE Wealth Management, LLC, and ownership of Firm Foundation Retirement LLC, where he is involved in insurance sales. He also works as an independent agent for Buffalo Health Advisors, focusing on Medicare supplement insurance and advantage plans. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans through asset management, financial planning, and co-/sub-advisory services. The firm emphasizes fixed-income and income-oriented strategies combined with active portfolio management and allocates assets to third-party managers when appropriate.
Maurice N
Series 66
Westbrook, CT
Sound Income Strategies, LLC
Maurice Nelligan 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 Bank of America, Merrill, and Savings Institute Bank & Trust. Nelligan is also involved with Scranton Financial Group LLC, where he serves as a Client Service Advisor and engages in fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.
Jillian S
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
Jillian Stearns is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Sound Income Strategies, she was associated with Stearns Retirement Group and has experience at PricewaterhouseCoopers and the Deloitte Center for Ethical Leadership. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets and serving 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 including discretionary and non-discretionary asset management, financial planning, and ERISA plan services.
Adam M
Series 63, Series 65
Louisville, KY
Sound Income Strategies, LLC
Adam McGrath is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory role, he has been involved in fixed insurance sales and client service activities through Sparks Financial Group. Sound Income Strategies serves a diverse client base including individuals, pension plans, and other registered advisors, offering asset management, financial planning, and ERISA plan services. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and also participates in ETF sub-advisory and insurance planning activities.
Andrew M
Series 63, Series 65
Crystal Lake, IL
Sound Income Strategies, LLC
Andrew Mitchell is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Charles Schwab, TD Ameritrade, and other firms. Outside of his advisory role, he is involved with Crystal Lake Tax and Finance, LLC, where he provides investment advisory and fixed insurance services. 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 investment strategies, employing active portfolio management and third-party manager allocations, while also offering insurance planning and educational workshops through affiliated entities.
Connor S
Series 65
Madison, WI
Sound Income Strategies, LLC
Connor Stewart is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and four years of industry experience. He also serves as a financial advisor at Crystal Lake Tax and Financial. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans with asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, actively managing portfolios and allocating to third-party managers when appropriate.
Hunter W
Series 65
Arvada, CO
Sound Income Strategies, LLC
Hunter Wyckoff is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and five years of industry experience. He has worked at several firms including Mutual of Omaha Investor Services and Securities America, inc. Wyckoff serves as chair of the board for Golden Young Professionals, a community organization based in Golden, Colorado. 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 active portfolio management, and offers specialized services such as family-office and special-needs planning.
Richard C
Series 63, Series 65
Fort Lauderdale, FL
Sound Income Strategies, LLC
Richard Comer is a financial advisor at Sound Income Strategies, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Sound Income Strategies, he has held roles at Active Link, Pratt Contracting, Code Red Roofers, and CPS Investment Advisors, among others. He also works as an independent insurance agent, focusing on fixed annuities and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies and utilizes fundamental and technical analysis to manage portfolios, including ETF sub-advisory services and customized investment solutions.
Rick P
Series 63, Series 65
Weirton, WV
Sound Income Strategies, LLC
Rick Prosser is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes time at Cetera Advisors LLC and North American Financial, where he has been involved since 2015, primarily selling life and annuities. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and retirement plans, offering asset management, financial planning, and plan services. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.
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