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$200M father-daughter team from Edward Jones makes a break for independence

the future of 401(k) industry, as industry leaders see it

The pair are launching their own multigenerational practice in Mississippi with support from LPL.

A father-daughter wealth planning pair are breaking away from Edward Jones to start their own independent practice in Mississippi.

Dan and Olivia Countiss have announced the launch of Countiss Wealth Management in Jackson, Mississippi. Combining nearly 25 years of experience in wealth management,

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