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Securities and advisory services offered through KMS Financial Services, Inc. by Thomas Roehl, Jayman Yi, Tom Greider and Justin Dougherty.

Per investment regulations, including SEC and FINRA registration requirements, access to this site is intended for and limited to individuals residing in states in which one or more representatives are licensed. KMS, a FINRA and SIPC member firm, is securities licensed in all 50 states. This office is registered for securities business with residents of: AZ CA CO CT IA ID IL KY MA MD MO MT NC NV NY OR UT WA. Roehl and Yi Investment Advisors, LLC is an independent Registered Investment Advisory firm registered in all 50 states. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.

Our team of specialists, with more than 80 years of combined professional experience, provides our clients exceptional service and individualized attention.