Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

Money doesn’t have to be complicated. At JMB Financial, we help you understand your personal financial situation and empower you to make smart decisions. In today’s world it’s more important than ever to separate the “noise” from reality. Having the right guide can help. Growing and preserving your wealth can be an overwhelming responsibility. You want to be assured that your money will be there for you when you need it. We understand. Discover the confidence that comes with knowing you've entrusted your financial future to a team of professionals who always place your interests first—Discover JMB Financial Services Group. We believe that a key component of comprehensive financial planning is helping our clients navigate the maze of information. We pride ourselves at explaining our plans and investments and providing suitable recommendations to our clients. Our relationships and advice are based on transparency, communication, independence and trust. We can help ease the burden of wealth management and provide you the financial independence that comes through an open and honest relationship. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through JMB Financial Services Group, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: www.jmbfinancial.com .

Coterie Advisory Group, Inc., located in Denver, Colorado, stands out as a national insurance program manager and consultative advisor, specializing in delivering Affordability-Based Medical Plan Strategies. Their focus is on addressing the unique needs of a diverse range of clients, from local small businesses to large national companies in the service industry. This includes working with major clients like Red Robin International in the specialty food retailers sector, managing over 560 participants. Their expertise is particularly evident in the specialty food retailers industry, where they have demonstrated significant proficiency. As a local brokerage firm, they offer a disciplined approach to understanding the specific market and business needs of their clients, tailoring their strategies accordingly. This includes providing customized Statistical Modeling Reports to guide decision support and determine suitable benefit levels and price points for client offerings. Coterie Advisory Group employs an integrated market approach, effectively bringing proprietary and innovative products to the market through various channels and distribution partners. These products are crafted to meet the evolving needs of the marketplace, with a focus on affordability-based medical plan strategies. Their client base is extensive, covering small employer groups, large employer groups, franchise groups, and those in the gig economy. Additionally, they cater to a wide range of eligible classes, including part-time, full-time hourly, temporary, seasonal, and independent contractors. Their offerings are not only relevant and meaningful but also market-leading, addressing real-world problems and significantly impacting consumers' lives. These include their Fundamental Care® programs, which are uniquely designed for niche markets. These plans are structured to be highly affordable, offering upfront, day-one benefits, and are suitable for various classes of employees, including those in small to mid-size businesses, part-time, full-time hourly, and seasonal employees at enterprise-level companies, as well as independent contractors and gig-economy workers. Founded by a team of seasoned insurance and benefits professionals, Coterie Advisory Group's experience spans decades, with a history of working with some of the nation's largest service industry employers. This depth of experience allows them to understand and effectively address the unique needs of a variable hour workforce, offering solutions that not only provide necessary healthcare but also improve recruiting and reduce turnover for companies.

Patriot Insurance has been providing peace of mind for families and businesses in New England for over 50 years. Headquartered in Yarmouth, Maine, we are a regional carrier offering business, home, auto, life and surety products backed by local, autonomous claims, loss control and underwriting teams. We work exclusively with independent agents who can give our customers the personal guidance and service they deserve. Since 2007, we have partnered with Frankenmuth Insurance, a longstanding company founded in Michigan in 1868. Patriot Insurance is financially sound, with an AM Best rating of “A” (Excellent).

Leaders Group is an esteemed insurance broker offering its services in multiple states across the United States, including California, Illinois, Pennsylvania, Texas, Virginia, Georgia, New York, Florida, Maryland, West Virginia, Alabama, Wisconsin, Nebraska, and Connecticut. With an office located in Littleton, Colorado, this local insurance consultant has established itself as a trusted partner for large, midsize, and small employers. The office of Leaders Group has successfully collaborated with prominent companies such as Grant Thornton, LLP, a distinguished employer in the accounting, tax preparation, bookkeeping, and payroll services industry. They worked closely with Grant Thornton's HR and finance team to devise a customized self-funding arrangement, HMO plan, PPO plan, and PBM and drug plan tailored to meet the unique needs of their 7,490 members. Leaders Group's extensive experience and expertise enable them to excel in various sectors, including building material and supplies dealers, home health care services, and services (except public administration) industries. They have garnered a high M Score, reflecting their unparalleled proficiency across different client sizes, industries, and products. When it comes to self-funded employers, Leaders Group possesses substantial knowledge and proven track record. They also demonstrate strong proficiency in working with HMOs and PPOs, ensuring their clients' needs are met effectively. Furthermore, their expertise extends to collaborating with clients and specific pharmacy providers (PBMs) to provide comprehensive pharmacy solutions. With a diverse range of clients that includes notable names like Bank of Essex, Foley & Lardner LLP, Grant Thornton, LLP, and HomeCentris Healthcare, Leaders Group continues to be the go-to insurance broker for businesses seeking unparalleled expertise, personalized solutions, and exceptional service.

BOK Financial's Denver office stands as a prominent insurance broker, demonstrating extensive expertise in catering to a diverse range of clients, particularly in the self-funded sector. Their proficiency in managing stop-loss and limits, along with a keen understanding of pharmacy costs and HR consulting, positions them as a valuable resource for businesses seeking comprehensive insurance solutions. This large office distinguishes itself through its work with a variety of industries, showcasing its ability to adapt to different business needs. Notable clients include Aduro Advisors from the management, scientific, and technical consulting services industry, with over 260 participants; All American Pet Proteins in the animal food manufacturing sector, serving over 170 participants; and Breckenridge-Wynkoop in the restaurants and eating places industry, catering to around 60 participants. These collaborations underscore their capacity to handle diverse client requirements with efficiency and expertise. Moreover, BOK Financial's Denver location has demonstrated significant experience across several other industries, such as architectural, engineering, and related services, dry cleaning and laundry services, and the management of companies and enterprises. Their ability to offer tailored insurance solutions across these varied sectors further establishes their versatility and depth of knowledge. Being part of a regional insurance broker firm, this office has shown notable proficiency in dealing with employers of various sizes, ranging from small to large enterprises. Their adeptness in understanding the unique insurance needs of each business size makes them a go-to choice for employers looking for a broker that can align with their specific requirements and expectations. In summary, BOK Financial in Denver, CO, with its broad industry expertise and a strong focus on meeting the distinct needs of businesses of all sizes, presents itself as a robust and versatile insurance brokerage for employer benefits buyers.

Centennial Advisor Group, based in Denver, Colorado, offers a broad range of services tailored to meet the unique needs of midsize employers, particularly in the residential building construction industry. Their notable experience with self-funded clients makes them a preferred choice for local and regional employers seeking specialized insurance solutions. Among their top clients is Elite Properties of America, a prominent player in Colorado's residential building construction sector, with over 280 participants under their care. As a local brokerage firm, Centennial Advisor Group prides itself on its deep-rooted expertise in various facets of the insurance sector, serving as a trusted advisor and consultant. Their team's experience is especially notable in the residential building construction industry, where they provide nuanced, industry-specific advice and solutions. Moreover, their commitment to community service, integrity, and honesty is reflected in their approach to client relations. The group's ability to consistently update and report on loan status, coupled with a dedicated Mortgage Manager service for those considering refinancing their mortgage, demonstrates their commitment to customer service excellence. In summary, Centennial Advisor Group in Denver stands out for its specialized expertise in the residential building construction industry, its strong focus on midsize employers, and its comprehensive range of services that cater to the unique needs of each client.