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 400 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. 2022 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 (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. 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.

IMA Financial Group, Inc. (IMA) is an integrated financial services company dedicated to protecting assets and making a difference. It is comprised of: IMA, Inc. - a retail insurance broker ranked amongst the top 20 brokers in the United States. IMA offers a full range of risk management-related products with offices in California, Colorado, Hawaii, Kansas, Oregon, Pennsylvania. Texas, Utah and Washington. An Assurex Global and Worldwide Broker Network partner, IMA is part of a network of insurance professionals reaching over 80 countries. IMA Select – a brokerage providing personal insurance services and business insurance solutions for small- to mid-sized organizations. Towerstone, Inc. - a wholesale insurance broker and managing general agency with expertise in a broad spectrum of industries, specializing in energy and construction. IMA Wealth - a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”), Member FINRA, and an insurance agency. Eydent - a managing general agency & managing general underwriter providing commercial property and casualty alternative risk solutions for specialty niche programs. Cornerstone - consultative services firm that designs and manages specialty insurance programs for groups. Social Media Terms of Use: www.imacorp.com/social

Sage Benefit Advisors specializes in Colorado health insurance and employee benefits. Our mission is to help our clients to protect their health and wealth by offering innovative health care solutions. What makes us different than our competition? Unlike most brokers, we don’t just sell health insurance. Our service goes way beyond the sale from annual policy reviews, to claims assistance, enrollment support, and more. We don’t pass the buck – we seize the opportunity to serve. Proudly serving individuals, families, and businesses in Colorado for over 10 years.