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Archives: Team

Barry Wheeles

With more than 25 years of experience in the financial services industry, Barry C. Wheeles has a unique and diverse background that includes roles in the retail financial advisory side of the business, as well as the business development side, through his work expanding national territories and multi-state branch offices. Barry has held several sales …

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Rana Chander

As Chief Technology Officer for Sound Income Strategies, LLC and Chief Technology Officer for Sound Income Academy Holdings, LLC, (formerly known as Advisors Academy), Rana Chander is responsible for the corporate strategy, information technology roadmap, operations, trading, e-business, risk management, communications, customer care, and cloud platform engineering. Rana joined the firm in 2022 as part …

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Patrick Farrell

Patrick is a 35-year veteran of the financial services industry with over 12 of those years working as CEO for a national Broker-Dealer (BD) and Registered Investment Advisory (RIA) firm. Over this time, Patrick has led firms with a variety of ownership structures, including those that were family-owned, publicly traded, and under private equity control. …

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Teresa Mariconda

Teresa Mariconda is a seasoned professional with over 30 years of dedicated service in the financial services industry. Currently serving as the Director of Agency Development for Sound Income Group, Teresa has become a driving force in shaping the success of financial advisors through her extensive expertise and commitment to excellence. Throughout her career, Teresa …

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David Scranton

David J. Scranton is a nationally known money manager, and the founder of Sound Income Group, Sound Income Strategies, Retirement Income Source, and Sound Income Academy, formerly known as Advisors’ Academy. He is recognized as one of the industry’s leading business mentors, sales coaches, and authorities on investing for income. He has made a name …

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Erika Wilson, MSFP

With over 10 years in the financial industry, Erika Wilson is a driving force of numerous creative and innovative marketing initiatives. With a robust background, she has a wealth of experience and can navigate complex marketing and financial landscapes. Erika is a versatile leader, she has delivered impactful and successful results in online and print …

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