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Advanced Planning Wealth Management Group

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Our Team

Rod L. Smith, LUTCF

Rod L. Smith, LUTCF

Financial Advisor, Raymond James Financial Services

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Adam K. Smith, CRPC®, AWMA™

Adam K. Smith, CRPC®, AWMA™

Financial Advisor

Email: Adam@theapgroup.org

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Jennifer Mizutani

Jennifer Mizutani

Client Service Specialist

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