Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Peter L

Series 63, Series 65

Red Bank, NJ

Sound Income Strategies, LLC

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.

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

Corey S

Series 65

Red Bank, NJ

Sound Income Strategies, LLC

Corey Shevlin is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Prosperity Capital Advisors and The Lynch Financial Group. Outside of his advisory role, he is also a licensed insurance agent and works 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, and other 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.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")