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Specialty: Retirement Plan Consulting

Bob Stout

FINANCIAL ADVISOR

Charles E. Vermette, Jr.

General Counsel

Samir C. Thakkar, CFP®

PARTNER & FINANCIAL ADVISOR

Grant Spencer, MBA

DIRECTOR OF M&A AND ADVISOR RECRUITING

Tucker Payne

WEALTH ADVISOR

Charles Smith, J.D., CPFA

Nebraska Retirement Practice Leader

Travis Mays, AIF®

FINANCIAL ADVISOR

Ashlea Jones

FINANCIAL ADVISOR

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