Sound Income Strategies, LLC

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.

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. 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 emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Sound Income Strategies since 2018 and concurrently at Fortress Financial Group since 2014. Outside of advisory roles, Flores is involved with Tier One Management Group, which offers fixed insurance products. 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 focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, employing a scalable advisor network model supported by affiliated business lines and specialized services.

Tamah Pederson is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and KeyBank NA. Outside of her advisory role, she is involved with Retirement Income Solutions, LLC, providing client services and fixed insurance product sales. 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 emphasizes customized managed portfolios with a focus on fixed-income analysis and equity review, offering a scalable advisor network alongside sub-advisory ETF management and specialized family-office services.

Andrew Kirkland 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 Morgan Stanley, Merrill, Bank of America, and Eissman Wealth Management. Outside of advisory work, he is involved in client acquisition and fixed insurance sales at Eissman Wealth Management. 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 focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, offering a range of services from discretionary management to insurance planning and sub-advisory relationships.

Peter Lynch is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Kansas City Life, MerCap Securities, Cetera Advisors, and VSR Advisory Services. Outside of advisory work, Lynch is a licensed insurance agent specializing in life, health, disability, annuities, and long-term care products and also provides tax consulting services as a CPA. Prosperity Capital Advisors serves a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies, with access to mutual funds, ETFs, SMAs, and alternative solutions.

Nina Strickland is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at firms including SFG Capital Management and First American National Investment Advisors. Outside of her advisory role, she assists with administrative duties for two spouse-owned businesses unrelated to investment activities. 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 emphasizes fixed-income analysis combined with equity review and offers customized portfolio management alongside financial planning and insurance services.

Mark Graber is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Income Strategies since 2015 and at Senior Advisors Inc. since 2005. Outside of advisory services, he is president of Senior Advisors Inc., where he conducts sales of life, health, and Medicare insurance, as well as fixed and indexed annuities. 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 emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including financial planning and ERISA plan services.

Kristin Carleton is a financial advisor at Sound Income Strategies, LLC with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at MassMutual Life Insurance Company, J. W. Cole Financial, ValMark Securities, James River Wealth Advisors, Raymond James Financial Services, and Towne Bank. Outside of her advisory work, she serves on the boards of GRASP and Commonwealth Savers, is vice president of the Carillon Academy board, and is involved in special needs planning through her ownership and leadership roles in related businesses. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves individuals, pension plans, trusts, estates, corporations, and other advisers, focusing on customized managed portfolios with an emphasis on fixed-income analysis combined with equity review, and offers a range of asset management and planning services.

Edward Barnard is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Formula Folios Investments and Family Legacy Wealth Management. Barnard is also involved with Family Legacy Group, Inc., where he provides fixed insurance products, fixed annuities, and Medicare and long-term care services. 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 emphasizes fixed-income analysis alongside equity review and offers a range of services such as discretionary asset management, financial planning, and insurance planning through affiliated channels.

Sean Paige Best is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Fisher Investments, Charles Schwab, Morgan Stanley, and Thrivent Investment Management. He serves as a Fire Support Officer in the Texas National Guard. Sound Income Strategies manages approximately $4.0 billion in client assets, serving a range of clients including individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized managed portfolios with a focus on fixed-income analysis and equity review, employing a scalable advisor network supported by affiliated business lines and training.

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.

William Lowes is a Series 66-credentialed advisor with three years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and McAdams Group, LLC. Prior to his advisory roles, he worked at Empower Advisory Group and Pruco Securities LLC, and he also spent six years at Saint Francis Hospital - Bartlett. Outside of his advisory work, Lowes serves as treasurer for the Arlington Area Chamber of Commerce and holds a role with the Millington Area Chamber of Commerce. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a broad client base including individuals, pension plans, trusts, corporations, and registered investment advisers, offering customized portfolio management with an emphasis on fixed-income analysis alongside equity review.

Phillip Foust is a financial advisor with Sound Income Strategies, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and New York Life Insurance Company. Outside of his advisory work, he serves as a funeral service leader at Jessen Funeral Home. Sound Income Strategies 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 emphasizes customized managed portfolios with a focus on fixed-income analysis and equity review, offering a range of services from asset management to insurance planning through affiliated channels.

Fred Atlas is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at several firms including AE Wealth Management, Global Financial Private Capital, and has operated Atlas Financial Advisory Group, Inc. since 2002. His other business activities include fixed annuity and insurance sales as president and owner of Atlas Financial Advisory Group, Inc., as well as assisting clients with fixed insurance products and investment advisory services through Retirement Income Source of Sarasota and SW Florida. 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 combined with equity review and offers a range of services including discretionary asset management, financial planning, and insurance planning through affiliated channels.