Sound Income Group
Attract & Grow:
An Elite Advisor Summit
Location: The Ritz-Carlton
Bal Harbour, Miami
Dates: March 30 – April 2, 2025
An exclusive experience for the top 1% of financial advisors, set against the backdrop of one of Miami’s most refined oceanfront resorts. This summit blends advanced business strategy, powerful peer insights, and world-class hospitality to help elite advisors scale with precision and purpose.
Home
Survey
Directory
Bios

Keynote Speakers

David Scranton
CFA®, CFP®, ChFC®, CLU® Founder of Sound Income Group and Author of “Attract and Grow”
David Scranton is recognized as one of the industry’s leading business mentors, sales coaches, and authorities on investing for income. He has made a name for himself by helping investors nationwide achieve their retirement goals, and byteaching hundreds offellow advisors how to do likewise while achieving dramatic business growth in the process. David’s books include the Amazon bestsellers, “Retirement Income Source: The Ultimate Guide to Eternal Income,” “Return on Principle: 7 Core Values to Help Protect Your Money in Good Times and Bad,” and his first book written for advisors, “Attract & Grow: The Financial Advisor’s Blueprint forAttracting $50 Million in Annual Assets.”
Derek Wright
Senior Business Development Specialist
(Master of Ceremony)
Derek Wright is a high-energy sales leader and entrepreneur, driving exponential growth for financial advisors at Sound Income Group. With decades of experience in sales, recruiting, and advisor development, he connects advisors with the firm’s powerful ecosystem of resources, equipping them with the tools, strategies, and support needed to scale and dominate their markets.
Darren Varano
Head of Business Development
Darren is well known throughout the financial services and executive search industries as one of the top consultants for advisor recruiting, advisor compensation, competitive analysis, firm infrastructure, and financial firm recruiting strategies. Darren’s systems are the benchmark for what most financial services organizations use today. 
Jeffrey Small
President, Arbor Financial
In addition to being president ofArbor Financial Services of Florida, Jeff is the author ofthe acclaimed bestseller, “Turning Financial Planning Right-Side Up,” which has helped everyday investors master the inside game of investing. He is a nationally known industry professional who appears regularly on financial media outlets such as CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of investors to help them create a master plan for investing that generates steady and reliable income.
David McAdams
Founder and President of McAdams Group
David McAdams is the founder and president of McAdams Group, an asset and wealth management organization in Cordova, Tennessee. David is an Investment Advisor Representative and licensed insurance professional specializing in retirement income strategies. He also works closely with estate planning attorneys in the area to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and probate.
David Sterns
Founder, Stearns Retirement Group
David has over 20 years of experience at helping investors in and nearing retirement achieve their financial goals. With an extensive background in investing and financial services, David specializes in strategies designed to help clients reduce their risk of spending down principal while generating reliable interest and dividend income throughout retirement. Stearns Retirement Group has two offices in Georgia and is a Retirement Income Source franchise firm.
Erika Wilson
Chief Marketing Officer, Sound Income Group
With over 11 years in the financial industry, Erika Wilson is a driving force behind Sound Income Group’s creative and innovative marketing initiatives. Erika has proven to be a versatile leader delivering impactful and successful results in online and print advertising, social media, website development, marketing collateral, communications, public relations, and promotional events. In June 2024, Wealth Solutions Report selected Erika as one ofthe Top 10 Wealth Management CMOs, and in October 2024, they presented herthe PathfinderAward forTop Hispanic Industry Leaders, honoring outstanding achievement among underrepresented communities in wealth management. Erika also holds a Masters of Science in Financial Planning for the American College of Financial Services.
Richard Hanna
Digital Marketing Manager, Sound Income Group
Richard Hanna serves as the Digital Marketing Manager for Sound Income Group, where he plays a pivotal role in integrating cutting-edge AI technology into the company’s operations. An innovator in his field, Richard has been instrumental in introducing AI solutions to Sound Income Group, significantly enhancing the company’s digital marketing strategies and client engagement processes.
Andrew Thorpy
Primary Coach, Sound Income Group
Originally from New Zealand, Andrew is a successful entrepreneur with extensive experience in sales and business development. He began his career with Sound Income Group as head Marketing Coach, working with top advisors and their staff to develop winning strategies. Since then, his role has expanded to encompass coaching in all essential areas of business growth, with a particular focus on using metrics to strengthen core competencies and increase growth potential.
Rana Chander
Chief Operating Officer, Sound Income Strategies
Rana Chander joined Sound Income Group in 2022 as part of the senior leadership team. His primary responsibilities are to evaluate the business needs and process walk-throughs to create an industry-leading, robust, and transparent technology toolkit comprised of workflow systems, reporting, integration with third-party platforms, client dashboard, billing, and compensation. Rana previously served as CIO and COO for Investa corp Inc, a leading wealth management firm under Ladenburg Thalmann. 
Eric Lutton, CFA®
Chief Investment Officer, Sound Income Strategies
Eric Lutton began his career trading equity options on the floor of the Chicago Board Options Exchange. His experience includes time as an Equity and Fixed Income Analyst for Levitt Capital Management, and as a Portfolio Manager/Analyst for Gibraltar Private Bank & Trust. He also spent time at JVB Financial covering institutional and RIA clients for fixed-income securities. At Sound Income Strategies, Eric helps lead the fixed-income investment strategy to ensure clients are meeting their investment goals while minimizing market turmoil. 
*Speaker lineup subject to change*