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Andrew G
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
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.
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.
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.
Andrew J
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
Andrew Jarrett is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 license and has previously worked with Stearns Retirement Group and as an independent life insurance agent. His background also includes teaching positions at Social Circle High School and Walton County Schools. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity fundamental and technical review, alongside a scalable advisor network and specialized family-office style services.
Frank B
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
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.
David S
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
David Stearns is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Sound Income Strategies, LLC since 2016 and has operated The Stearns Agency since 2006. Outside of his advisory role, he serves as Vice Chairperson for Watkinsville First Baptist Church. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets across a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes a customized investment approach with a focus on fixed-income analysis and equity review, offering a range of services from asset management to insurance planning.
Brett B
Series 66
Alpharetta, GA
Sound Income Strategies, LLC
Brett Baker is a financial advisor at Sound Income Strategies, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., and TVA Community Credit Union. In addition to his advisory role, he is involved in fixed insurance sales and client acquisition at Stearns Retirement Group. Sound Income Strategies manages approximately $4 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, and sub-advisory relationships.
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