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.

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 .

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services and Avantax Planning Partners.

Collaboration Centric Solutions -It’s the core of what we do. Working together to fundamentally change the face of employee benefits consulting. Member firms joined forces for this sole purpose: strategic collaboration with our clients, carriers, and technology partners to create innovative product and service offerings that deliver greater quality and value. We represent a refreshing approach to the increasingly commoditized public firm strategy of consolidation nationally. While the majority of the marketplace is served by big box national firms with little ability to offer unique products and services, C2 member firms stay true to our independent roots, with global reach and local touch, in order to meet the increasing needs of our growing client base.

Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.