Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 500 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2023 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, (LSA) an investment advisor registered with the SEC. LSF and LSA do not provide tax or legal advice and are not affiliated with TrueNorth Financial. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

On June 1st, 2010, Cody Ritchie assumed the role of President of the newly formed Crest Insurance Group with a vision to develop the firm to be the top agency based in Arizona. Crest Insurance has grown to include offices in Tucson, Phoenix, Scottsdale, Sierra Vista, Flagstaff and San Diego, California. We have experienced producers writing policies for clients throughout the United States. We pride ourselves on being the best at what we do. We provide access to many national carriers and markets yet remain a true local agency with face to face service and deep ties to our community. It has always been our philosophy to give back and support charitable causes and programs whenever possible. We believe serving our community means being a trusted business partner and also sharing our success with those who strive to make our community better. “If we do well, we will do good.”

BOK Financial Corporation is a $47 billion regional financial services company headquartered in Tulsa, Oklahoma with $92 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status. © 2024 BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender.

Lockton provides employee benefits and group health insurance to all sizes of employers in the Denver-Aurora-Lakewood, CO Metro Area. Lockton's Denver office has an M Score of 5 which is the highest M Score possible based on wide experience with business clients and positive customer feedback. Lockton Denver is a part of a national-level insurance brokerage firm with offices across the nation that provide customized solutions in risk management, insurance, and employee benefits consulting to 7500 clients worldwide. Lockton's office in Denver's top insurance carriers include Aetna, Aflac, Anthem. Having a sizable number of reviews is a positive sign. It shows that the Lockton office in Denver has a focus on customer feedback and actively looks for insight from their customers.

Since 1996, Strategic Financial Associates, LLC (SFA) has been providing expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. As sole owner, President and CEO of SFA, Jim leads the SFA team of over twenty-five professionals who each bring a unique skill set to the company. Working as a single unit to bring you holistic financial solutions and exceptional client service, we offer a wide variety of expertise. Utilizing our Holistic Planning Process, SFA will assist you in coordinating the many aspects of your financial life and then develop a comprehensive plan to meet your objectives. Leveraging both internal and external resources, we are prepared to assist you with: insurance design; investment management; estate planning concerns; business succession; executive compensation; and retirement planning. Jim has almost twenty years of experience in the financial services industry, has worked with sophisticated and well-regarded organizations, individuals and families in forty states. Dedicated to ensuring that every client's unique situation is understood and has an actionable plan, Jim and his team maintain continual communication with clients. Regular reviews are part of every client plan, allowing for timely strategic or tactical changes to be implemented when necessary. Whether you are an individual concerned about retirement, a business owner wondering how to effectively monetize succession of your business, or a family member facing estate conservation or asset transfer issues, SFA is here for you. We encourage you to contact us for more information about how we can help you articulate your unique needs, evaluate your situation and execute a plan to ensure financial success and provide you peace of mind. *Investment Advisory & Financial Planning services offered by James Adkins, Investment Adviser Representative with Eagle Strategies, LLC, A Registered Investment Advisor. James E. Adkin, Al Johnson and Sam Dietze are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Arizona, Arkansas (Jim Adkins AR insurance license #358527), California (Jim Adkins CA insurance license #OB77623), Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. No insurance business may be conducted outside these states referenced. James E. Adkins and Al Johnson are Registered Representatives of and collectively offers securities products & services through NYLIFE Securities, LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of NJ, NY, MD, VA, DC, NC, SC, FL, KY, and LA. No offers may be made or accepted from any resident outside the specific states referenced. James E. Adkins is also separately registered as an investment adviser representative with Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the states of NJ, NY, MD, VA, DC, NC, SC, FL, KY, and LA. As such, these services are strictly intended for individuals residing in the specific states referenced. Strategic Financial Associates, LLC is not owned or operated by Eagle Strategies, LLC or it's affiliates. Strategic Financial Associates, LLC as well as Eagle Strategies, LLC and its affiliates do not offer tax, legal or accounting advice.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

PFS Insurance Group, LLC is an independent insurance agency serving the needs of middle market risks across the Rocky Mountain states region. We offer risk management based solutions for property and casualty risks including agribusinesses, as well as group health benefit plan design for employers within a multistate region. Our agency also provides insured solutions for home, automobile and life insurance needs.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.