Crowe LLP is a public accounting and consulting firm that uses its deep industry expertise to provide audit, tax, and consulting services to public and private entities. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

BHS Insurance is one of the largest full-service, independently owned insurance agencies in the Midwest, focused on protecting our clients and their assets. Founded in 1939, we have a history of providing individualized service and finding innovative solutions for clients who share our passion for helping others. With five locations in West Michigan, we are proud to have a local presence with national reach, and clientele that trust us to keep them, their businesses, and their families safe. BHS is proud to be recognized as a Best Practices agency by the IIABA and a 2016 “West Michigan’s Best and Brightest Companies to WorkFor®” winner.

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.

OVD Insurance is a privately owned, partner-led insurance agency that delivers value, driven guidance in Business Insurance, Employee Benefits, Personal Insurance, and Risk Solutions. Founded in 1982, we believe insurance should always be tailored for you and your business. We are a hungry team, it’s in our DNA to chase new ways to serve our clients and we are fired up about the future.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

BHS Insurance is one of the largest full-service, independently owned insurance agencies in the Midwest, focused on protecting our clients and their assets. Founded in 1939, we have a history of providing individualized service and finding innovative solutions for clients who share our passion for helping others. With five locations in West Michigan, we are proud to have a local presence with national reach, and clientele that trust us to keep them, their businesses, and their families safe. BHS is proud to be recognized as a Best Practices agency by the IIABA and a 2016 “West Michigan’s Best and Brightest Companies to WorkFor®” winner.

Edge Insurance Group is a privately held, independent employee benefits agency with office locations in Grand Rapids and Lansing, Michigan. The agency was founded on several basic principles that business is earned by delivering value through consistent communication, transparency and the sharing of knowledge and resources. Our belief is by delivering on these fundamental principles, we will build long term, beneficial relationships with our clients. Our team at Edge Insurance Group is dedicated to helping our clients manage the increasingly complex world of employee benefits. Employee benefits program design, implementation and servicing is what we specialize in. The Edge Insurance Group team of professionals brings over 175 years of combined group insurance experience for our clients benefit. We do what we do because we believe there is a better way. Our firm has a proven service model and is committed to bringing value to the client relationship and every business transaction. Every client interaction is a building block on our founding principles: Consistent Communication -Each client has a service plan with built in points of planned communication throughout the year -Personalized communications on topics or industry news items, “what does it mean to you” Transparency -Financial reporting package to gauge plan performance -Plan utilization information to measure how employees and their family members are using the benefits -Pricing of products -Our compensation Knowledge Each Edge Insurance Group team member has between four and thirty-two years of industry experience in one or multiple areas such as: -Claims -Customer Service -Account Management -Plan design consulting -Rate negotiation -TPA administration -Stop loss negotiation -Benefits administration system management -Eligibility maintenance

Keystone started in 1983 when four independent insurance agencies teamed up to pool their experience and expertise. Determined and scrappy in the face of a difficult market, this small group believed that agencies could be stronger and more successful if they linked arms. Today, that passion and spirit that started Keystone continues. Growing to over 300 independent agency partners, Keystone provides its agents with a community of like-minded agencies, industry expertise, and access to specialized products for their clients. Keystone is ranked third on Insurance Journal's 2023 list of Top 20 Privately-Held Property/Casualty Agency Partnerships. For more information, go to www.keystoneinsgrp.com.

Since 1945, Nulty Insurance has been carrying on a legacy as a trusted independent insurance agency. Guiding and protecting our clients by providing maximum insurance protection matched with exceptional customer service. Your family, your business, your employees, and your possessions are all important to you, but you may not know how to best protect them. Our experience helps us navigate the unique risks you face, serving as your insurance advisor.

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.

Growing a company today is not easy. There's a ton of uncertainty, it's difficult to find good talent, and costs of doing business are increasing. Our process at Rose Street Advisors provides the strategy companies need to grow with confidence. Our teams are client-focused and will take a holistic approach to your employee benefits, HR consulting, wealth management, life insurance, and retirement needs. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member firm of M Financial Group. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.