Fort Lauderdale, FL W. Cypress Creek Road Office

Ronald Small is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Sound Income Strategies since 2015. In addition to his advisory work, he owns and manages several non-investment-related businesses, including boat rental administration through J&J Funships and Tori-Lily Fishing, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and sub-advisory relationships.

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 Keel is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Ameriprise Financial Services, Kestra Investment Services, and First Allied Advisory Services. Outside of his advisory work, he is a co-owner of Pretty Farm Girl LLC, a skincare manufacturing business. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and other advisors, offering asset management, financial planning, insurance planning, and educational workshops. The firm emphasizes fixed-income and income-oriented investment strategies, actively managing portfolios with a combination of fundamental and technical analysis and providing customized solutions across discretionary and non-discretionary accounts.

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.

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.

Richard Bates Jr. is a financial advisor at Sound Income Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Income Source of Fort Lauderdale and Integrity Investment & Tax Advisory, LLC. Outside of his advisory work, he participates in disc golf tournaments for a fee and coaches advisors and agents through Sound Income Group, LLC. 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 and customized portfolio construction, offering a range of services from discretionary asset management to sub-advisory relationships and insurance planning.

Matthew Hartge is a financial advisor with Sound Income Strategies, LLC holding a Series 65 designation. He has one year of industry experience, including positions at Arbor Financial Services and other companies across various sectors. 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 with active portfolio management and allocates assets to third-party managers when appropriate.

Phong Truong is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill, Bank of America, and Allstate Insurance Company. Outside of his advisory role, Truong coaches soccer for junior and senior high school students. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves 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 review, alongside a scalable advisor network and a range of services including sub-advisory ETF management and insurance planning.

Jeffrey Bliss is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Sound Income Strategies since 2016 and previously at Summit Wealth Partners, Wealthwise Technologies Advisory Group, and Bliss Wealth Management Inc., where he serves as president. Outside of advisory work, he is vice president of the Fountains Professional Center Condo Association board and is involved in organizing and performing with Rockin' Roses, LLC. 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, and offers customized portfolio management along with insurance planning and educational workshops through affiliated entities.

Charles Radlauer is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Kovack Securities, Inc., Quest Capital Strategies, Inc., and Star Asset Management. He also serves as Chief Compliance Officer at Sound Income Strategies. 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 services including asset management, financial planning, and ETF sub-advisory.

David Falcone is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones and several mortgage-related firms. Outside of his advisory work, he volunteers as a youth football coach and participates in community service and fundraising activities with local organizations in Jacksonville, FL. Sound Income Strategies, LLC manages approximately $4 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, 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 sub-advisory and insurance planning services.

Matthew Jory is a CFP® and ChFC® with six years of experience in financial advisory. He is currently with Sound Income Strategies, LLC and also holds roles at McAdams Group, LLC and Fidelity Investments. Outside of his advisory work, he is involved in property management through Jamsey Living, LLC. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving 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 training.

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.

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.

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.