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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.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Timothy S

Series 65

Louisville, KY

Sound Income Strategies, LLC

Timothy Sparks is a Series 65 licensed financial advisor with 15 years of industry experience. He has been with Sound Income Strategies, LLC since 2019, and previously worked at Specialized Advisors, J.D. Mellberg Financial, and Secure Investment Management. Sparks is also the author of a published book. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves individuals, pension plans, trusts, corporations, and other advisers, offering customized portfolio management with a focus on fixed-income analysis and equity review.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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