Aubrey Ford is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise from 2022 to 2026. His background includes various roles outside of finance, including positions in the restaurant and retail sectors. 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, utilizing both discretionary and non-discretionary strategies.

Kenneth Carnevale Jr. is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has prior experience at Edward Jones and Citizens Bank. Carnevale also works as a Client Acquisition Advisor for Scranton Financial Group. 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 combined with active portfolio management and offers specialized services including family-office and special-needs planning.

Steven Archer is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Source, LLC since 2025, as well as Strategic Senior Benefits Group and Sound Income Strategies since 2017. Archer also served at Advisors' Academy from 2013 to 2018. Outside of his advisory role, he is involved in leadership and growth activities at Strategic Senior Benefits Group and Retirement Income Source, focusing on sales, marketing, recruiting, and coaching. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, corporations, and other investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing sub-advisory relationships and institutional trading arrangements.

Mark Rosenlof is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, JPMorgan Chase Bank, N.A., and Wells Fargo. Sound Income Strategies serves 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, employing fundamental and technical analysis to manage portfolios, and offers specialized services such as family-office and special-needs planning.

Bruce Rellstab is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Broker Dealer Financial Services Corp. and Community Investment & Retirement Services, where he also serves as president of an independent insurance agency focusing on fixed and index annuities, long-term care, and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Damian Rothermel is a CFP® certificant with 28 years of industry experience, currently affiliated with Sound Income Strategies, LLC in Portland, OR. His prior work includes roles at Purshe Kaplan Sterling Investments and USA Financial Securities Corporation, among others. He is also involved with Rothermel Tax & Consulting, LLC, focusing on tax preparation and consulting services. Sound Income Strategies is a fee-based adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, and ETF sub-advisory.

Patrick Farrell is a financial advisor at Sound Income Strategies, LLC with 40 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes two decades at Investacorp Advisory Services, Inc. and various roles within the Sound Income affiliated entities. Outside of advising, Farrell reviews client tax returns for planning opportunities as a CPA. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while also providing insurance planning and educational workshops via affiliated entities.

Frank Beedle II is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sound Income Strategies since 2020 and at Stearns Retirement Group since 2013. His activities include the sale of Medicare Supplement and Long Term Care insurance policies. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Adam Angibeau is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sound Income Strategies, LLC. His prior experience includes roles at Sanford C. Bernstein & Co., LLC, Modern Advisors LLC, NS Capital LLC, and Fidelity Investments. He is also involved in fixed insurance sales and client acquisition activities through Retirement Income Source SFG. Sound Income Strategies is a fee-based investment adviser serving a diverse client base that includes individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, offering customized portfolios and specialized services such as family-office and special-needs planning.

Amanda Johnston is a Series 65-licensed financial advisor at Sound Income Strategies, LLC with seven years of industry experience. She has worked previously at Trustworthy Financial LLC, Johnson Wealth and Income Management, and City Savings Bank. Her activities include the sale of fixed insurance and annuities through Trustworthy Financial LLC, where she dedicates the majority of her business hours. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, 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.

Rosemary Guerrero is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 626 Holdings and DPI of North Broward. Guerrero also serves as Director of Operations at Sound Income Strategies, overseeing back-office and trading operations. 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, employing fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Daniel Moroney is a CFP® with 26 years of industry experience. He is currently with Sound Income Strategies, LLC and Retirement Income Source SFG, having previously worked at GWFS Equities, Inc. for 10 years. Outside of his advisory roles, he is involved with Western Mass Transfer and Trade, a non-investment business handling removal and transferring of bodies to funeral homes. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporations, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, and offers services such as asset management, financial planning, ERISA plan consulting, insurance planning, and ETF sub-advisory.

Stacy Colonna is a CFP® with nine years of industry experience, currently serving at Sound Income Strategies, LLC. Her prior roles include positions at Citizens Securities Inc and The Prudential Insurance Company of America. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans with a focus on income-oriented strategies. The firm combines active portfolio management, third-party manager allocations, and ETF sub-advisory services within an integrated distribution model.

Abbas Danesh is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Scranton Financial Group and Danesh Company prior to his current roles. Danesh serves as Treasurer for the Town of Waterford, CT, managing the town's revenues and investments in FDIC-insured fixed income securities. 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 managed portfolios with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of services including sub-advisory ETF management.

Andrew Stearns is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Carter-Stearns Financial and several companies in the energy and supply sectors. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, registered advisors, and retirement plans through asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies, active portfolio management, and allocates assets to third-party managers when appropriate.

Melanie Leahy is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She is currently with Sound Income Strategies, LLC and previously worked at Granville Wealth Management, Inc., Mid Atlantic Securities, Inc., and Granville Financial, Inc. In addition to her advisory role, she is involved in fixed insurance and Medicare supplement sales through Pinehurst Wealth. 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 emphasizes fixed-income analysis alongside equity review and offers customized managed portfolios, financial planning, and sub-advisory services.

Gianna Campo is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. She has seven years of industry experience and has worked at firms including Blackridge Asset Management, Verity Asset Management, and Appreciation Financial. Campo is also president of Bulletproof Financial, a fixed insurance sales 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 managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model and a range of discretionary and non-discretionary services.

Roger Davis is a financial advisor at Sound Income Strategies, LLC with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Concourse Financial Group Securities and Lincoln Financial Securities Corporation. Outside of his advisory work, he serves as chairperson of the board for the nonprofit Volunteers in Medicine and is a member of the school board for Silverdale Baptist Academy. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and allocation to third-party managers.

Ryan Alexander is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, Merrill, and PNC. Alexander is also involved with Crystal Lake Tax and Financial, where he provides financial advisory and fixed insurance services. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering services such as asset management, financial planning, ERISA plan services, and insurance planning. The firm’s investment approach focuses on fixed-income and income-oriented strategies with active portfolio management and third-party allocations.

Rae Haulk Davis is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 designations and over 31 years of industry experience. Her career includes roles at multiple firms and dba entities, including Davis Wealth Partners and Concourse Financial Group Securities. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services such as financial planning, ERISA plan management, and ETF sub-advisory.