Sound Income Group
Attract & Grow:
An Elite Advisor Summit
Attract & Grow:
An Elite Advisor Summit
Location: The Ritz-Carlton
Bal Harbour, Miami
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.
Directory
Kevin Clark, CFP ®
Kevin Clark is a Financial Advisor with Edward Jones, serving clients Kevin Clark is a Financial Advisor with Edward Jones, serving clients from his office in Quincy, Illinois.
With a personalized, relationship-driven approach, Kevin helps individuals, families, and business owners plan for retirement, manage risk, and build long-term financial strategies tailored to their goals. Backed by the resources of Edward Jones and a dedicated branch team, he provides guidance on investments, insurance, and legacy planning.
Kevin is committed to understanding what matters most to his clients and delivering solutions with clarity and care. He proudly serves the Quincy community and surrounding areas with integrity, consistency, and a focus on lifelong partnerships and a focus on lifelong partnerships.
With a personalized, relationship-driven approach, Kevin helps individuals, families, and business owners plan for retirement, manage risk, and build long-term financial strategies tailored to their goals. Backed by the resources of Edward Jones and a dedicated branch team, he provides guidance on investments, insurance, and legacy planning.
Kevin is committed to understanding what matters most to his clients and delivering solutions with clarity and care. He proudly serves the Quincy community and surrounding areas with integrity, consistency, and a focus on lifelong partnerships and a focus on lifelong partnerships.
Dewey D. Steffen
Dewey D. Steffen is CEO and CIO of Great Lakes Wealth, an RIA based in Northville, Michigan, managing over $200 million in assets. With 25+ years of experience, he founded the firm in 2016 to provide Wall Street strategies to Main Street investors.
The firm includes five advisors and offers wealth management, retirement planning, insurance, and tax-efficient strategies.
Dewey is known for his client-first mindset and also hosts the "What Do We Do?" podcast, delivering financial insights to help clients build long-term success.
The firm includes five advisors and offers wealth management, retirement planning, insurance, and tax-efficient strategies.
Dewey is known for his client-first mindset and also hosts the "What Do We Do?" podcast, delivering financial insights to help clients build long-term success.
Eric Edwards
Eric Edwards is the co-founder of SurePath Advisors and an investment advisor representative with Bison Advisors, LLC.
With over 20 years of experience, Eric is a leading expert in retirement, income planning, and wealth preservation. He entered the industry at age 18, inspired by the loss of his father and a deep desire to help families prepare for life’s unexpected challenges.
Eric has trained and mentored numerous advisors and is frequently featured as a speaker and media guest. His client-first approach and proprietary Signature Strategies Retirement Accounts help clients retire confidently and protect their financial future.
With over 20 years of experience, Eric is a leading expert in retirement, income planning, and wealth preservation. He entered the industry at age 18, inspired by the loss of his father and a deep desire to help families prepare for life’s unexpected challenges.
Eric has trained and mentored numerous advisors and is frequently featured as a speaker and media guest. His client-first approach and proprietary Signature Strategies Retirement Accounts help clients retire confidently and protect their financial future.
Greg Lavelle, MBA
Greg Lavelle is the Founder and CEO of Financial Square, a national financial services firm based in Worcester, Massachusetts.
With over 25 years of experience, Greg leads a dynamic team focused on retirement income planning, employer benefits, and financial wellness. His firm runs an expansive seminar program across key markets — Florida, New England, and the D.C. metro — using a network of over 30 presenters.
Backed by a high-performing team, Greg has executed on a rigorous seminar schedule, educating pre-retirees nationwide. A former executive with MassMutual and Sun Life, he brings a sharp focus on growth, innovation, and helping Americans retire with confidence.
With over 25 years of experience, Greg leads a dynamic team focused on retirement income planning, employer benefits, and financial wellness. His firm runs an expansive seminar program across key markets — Florida, New England, and the D.C. metro — using a network of over 30 presenters.
Backed by a high-performing team, Greg has executed on a rigorous seminar schedule, educating pre-retirees nationwide. A former executive with MassMutual and Sun Life, he brings a sharp focus on growth, innovation, and helping Americans retire with confidence.
Edward Lynch
Edward Lynch is the co-founder of SurePath Advisors, alongside Eric Edwards.
A veteran of the insurance and financial services industry, Ed previously founded Life Quotes Direct, one of the nation’s top life insurance agencies, competing with firms like SelectQuote and Matrix Direct.
Over his decades-long career, he has trained and mentored thousands of agents across the country, helping them build thriving practices and deliver exceptional client value.
A veteran of the insurance and financial services industry, Ed previously founded Life Quotes Direct, one of the nation’s top life insurance agencies, competing with firms like SelectQuote and Matrix Direct.
Over his decades-long career, he has trained and mentored thousands of agents across the country, helping them build thriving practices and deliver exceptional client value.
Patrick Casey
Patrick Casey is the founder of LifePlan Retirement Services, a Houston-based firm specializing in retirement planning for federal employees.
With over 20 years of experience in insurance and financial services, he transitioned from owning a successful Farmers Insurance agency to launching his virtual advisory practice in 2018. Licensed in 27 states, Patrick holds the Certified Financial Fiduciary and Federal Retirement Consultant℠ (FRC) designations. His client base is primarily federal employees, and his firm is known for its education-driven, personalized approach to retirement planning.
Patrick leads a small, efficient team and is exploring strategic partnerships to expand into investment advisory services.
With over 20 years of experience in insurance and financial services, he transitioned from owning a successful Farmers Insurance agency to launching his virtual advisory practice in 2018. Licensed in 27 states, Patrick holds the Certified Financial Fiduciary and Federal Retirement Consultant℠ (FRC) designations. His client base is primarily federal employees, and his firm is known for its education-driven, personalized approach to retirement planning.
Patrick leads a small, efficient team and is exploring strategic partnerships to expand into investment advisory services.