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Steve Grigone
SVP, Wealth Advisor
Nathan Holt
Sr. Wealth Advisor, Advisor Growth & Development
Bryce Dalrymple
Associate Wealth Advisor
Charles Schulz
Senior Wealth Advisor
Jeff Skornia
Wealth Advisor & Team Lead
Meghan Abeln
Jay Logsdon
Senior Financial Advisor
Jacob Steingrubey
Financial Planner
Daniel Henrichs
Kyle Goepel
Wealth Advisor, Director of Business Development
Kristin Fomon
Financial Planner & Wealth Advisor
James J. Logsdon
Daniel Teibel
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Moody National Bank
U.S. Bank
Regions
Old Second Bank
Compound Planning
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