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.”

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.

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.

Centerstone is a nonprofit health system specializing in mental health and substance use disorder treatments for people of all ages. Services are available in Florida, Illinois, Indiana, North Carolina, and Tennessee through the operation of outpatient clinics, residential programs, school-based services, telehealth, and an inpatient hospital. Centerstone also offers specialized programs available nationwide for the military community, as well as services for children, including therapeutic foster care. Centerstone’s Institute provides guidance through research and technology, leveraging the best evidence-based practices for use across our communities. Centerstone’s Foundation secures philanthropic resources to support the work and mission of delivering care that changes people’s lives. Learn more by visiting Centerstone.org.

IMC, An Accretive Company, is a top-producing General Agency serving insurance brokers in the Washington D.C. Metro Area. IMC offers a comprehensive suite of carriers and solutions tailored to meet the diverse needs of insurance agencies. Our services span from carrier contracting and licensing to sales training, legislative compliance, and client retention. We are committed to providing agencies with the tools and support necessary to focus on building strong client relationships. The unique benefit of IMC lies in our ability to address a wide range of challenges faced by insurance brokers. Our high touch service model is designed to streamline processes, enhance productivity, and help you attract new business. By leveraging our DC Health Link expertise and innovative solutions with level funding, agencies can concentrate on gaining new clients and delivering quality service to their existing group and individual clients. Your unique challenges. Our creative solutions. Connect with us. Let's grow together.

As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries. ​ Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients. ​ Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.