The Horton Group, a Marsh & McLennan Agency LLC company, is a full-service brokerage offering business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals nationwide.

Nelson Woodis & Sullivan Inc., nestled in the heart of Minneapolis, MN, stands as a trusted insurance broker with a local touch and a regional impact. Specializing in employer benefits, their seasoned team boasts impressive expertise tailored to the needs of both local and regional businesses. This office has cultivated a deep understanding of the medical and ancillary benefits landscape, offering valuable insights to employers seeking comprehensive coverage. Distinguished by their commitment to excellence, Nelson Woodis & Sullivan Inc. has forged partnerships with notable entities, including Southdale Pediatric Associates Ltd and Wold Architects. These partnerships underscore their prowess in serving diverse industries, from the offices of physicians to architectural, engineering, and related services. Notably, they cater to midsize employers, showcasing a nuanced understanding of the challenges and opportunities specific to this segment. As an integral part of a local brokerage firm, this Minneapolis-based office brings a personalized touch to the insurance landscape. Their client roster attests to their proficiency, with Southdale Pediatric Associates Ltd and Wold Architects, among others, benefiting from tailored solutions. With over 150 participants in the offices of physicians sector and 250+ participants in architectural, engineering, and related services, Nelson Woodis & Sullivan Inc. in Minneapolis exemplifies a broker with the local insight and regional impact that discerning employers seek.

Ross Nesbit Agencies, Inc., situated in the thriving business hub of Minneapolis, MN, operates a larger office that stands as a testament to their robust presence and capability in the insurance brokerage landscape. Specializing in serving local and regional employers, this office boasts significant experience with midsize and small enterprises alike. Their expertise extends to various industries, with a particular focus on furniture and related product manufacturing, home health care services, and general freight trucking. Notably, their diverse portfolio includes successful collaborations with esteemed clients such as Accurate Management Services in home health care services (130+ participants), Blu Dot Manufacturing in furniture manufacturing (180+ participants), and Long Haul Trucking in general freight trucking (130+ participants). This diverse client base showcases the agency's versatility and adaptability in meeting the unique needs of different sectors. As a proud member of a local brokerage firm, Ross Nesbit Agencies, Inc. leverages its connections to provide tailored insurance solutions. Their strengths lie in supporting self-funded clients, reflecting their commitment to innovative approaches in meeting the evolving needs of businesses. With a track record that underscores their proficiency and reliability, this office is a strategic partner for employers seeking comprehensive and customized insurance solutions in the Minneapolis area.

Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that are easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come. ### Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities (Associated Investor Services, Inc. and Associated Financial Consultants, Inc.) and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Knw Group LLC is an insurance company based out of 5460 Feltl Rd, Hopkins, Minnesota, United States.

Korn Ferry Sp LLC, headquartered in Minneapolis, MN, stands as a distinguished local employee benefits broker, committed to delivering customized solutions that align with the unique needs of each client. With a notable client roster including CENTRAL MAINE HEALTHCARE CORPORATION, they have demonstrated expertise in navigating the complex landscape of employee benefits. Their approach is characterized by a deep understanding of the challenges businesses face, ensuring that their clients receive not only the most effective benefits packages but also guidance that fosters a healthier, more satisfied workforce. The team at Korn Ferry Sp LLC prides itself on its hands-on service and ability to build lasting relationships, making them a trusted partner in the realm of employee benefits. Their dedication to excellence and client satisfaction sets them apart, making them a go-to for businesses seeking comprehensive and tailored employee benefits solutions.

Phillip James Financial is an independent, fee-only financial planning & investment management company in Plymouth Minnesota. We were founded with the idea of bringing fee-only financial planning and investment advisory services to individuals and families which historically has been restricted to the very wealthy due to high minimum fees. We believe that the fee-only model offers a better alternative to the traditional broker/dealer model by removing the inherent conflict of interest that can be associated with selling commissioned based products. Everyone deserves sound advice when it comes to their investments that are aligned with their goals and not those of the broker. As a fee-only firm we do not receive commissions from investment companies, we are paid only by our clients. This fee structure has many advantages. It’s simple, transparent, and easy to understand. It also gives your advisor an incentive to grow your assets—when you succeed, your advisor succeeds. Whether you have just started saving or you are preparing for retirement, Phillip James wants to make sure you achieve your financial needs and goals. Website: http://phillipjamesfinancial.com Phone: (763) 432-0852 Fax: (763) 390-0023

Excelsior Insurance Brokerage, Inc. is a multi-line brokerage offering modern solutions for independent brokers in the group and senior markets. We connect brokers with top-quality products from some of the biggest carriers in the industry. And offer full-service support to help brokers increase their income and client base. Excelsior has its principal office in the Dallas/Fort Worth metro area. Our experienced sales team provide support to brokers nationwide. Excelsior Insurance Brokerage, Inc. is licensed as an insurance agency in all 50 states and the District of Columbia. Not all brokers are licensed to sell all products. Service and product availability vary by state. Specialties: Group Health Insurance, Life Insurance, Supplemental Insurance, Medicare

Dattilo Consulting, Inc. helps companies and their employees thrive through affordable benefit plans and related services. Headquartered in the West Metro (Chanhassen, MN) we specialize in comprehensive employee benefits consulting and services for companies in the broader St. Paul and Minneapolis area. BENEFITS CONSULTING DCI clients spend 49% less on benefits than the national average. Employees spend 21% less. We help you navigate company health insurance plans, develop strategies to reduce healthcare costs, evaluate health insurance pricing models, and find the right mix of employee benefits to keep your competitive edge. ■ Group health insurance benefits - Including BENIC plan (benefiting employees not insurance companies) ■ HSA (Health Savings Account) ■ HRA (Health Reimbursement Arrangements) ■ Copay health insurance ■ Company Dental Insurance plans ■ Group Life Insurance ■ Employee disability plans ■ Vision Plans ■ Voluntary Benefit Plans ■ Cafeteria plans - POP (Premium Only Plans) - FSA plans (Flexible Spending Accounts) - DCAP (Dependent Care Assistance Plan) HR CONSULTING & SUPPORT A common fear we hear from Controllers and HR Directors is dropping the ball and creating liability for their company because there isn’t enough time or help to get everything done. We bring order to chaos by helping you with simple day to day operations like onboarding and offboarding, open enrollment, health plan administration, and regulatory compliance. ■ Offboarding (employee termination) ■ Open enrollment (electronic and paper materials, in-person meetings, digital distribution) ■ HSA, HRA, and FSA plan administration ■ HR Compliance management - COBRA administration - Affordable Care Act (1094C, 1095C) - CMS (Centers for Medicare & Medicaid Services) Reporting - 5500 filings - Document storage and organization - Department of Labor (DOL) audit reports If you need help implementing or managing benefits, give us a call! (952) 448-8800

As an independent brokerage for 91 years, this has always remained true...“Caring for Your Unique Potential Is Our Soul Purpose.” That statement is the core of how we do business. We ask the tough questions, avoid the easy path, believe fully in caring for the unique challenges of our clients, and leverage our greatest assets — the hearts and minds of our people — to advocate on behalf of our clients. That’s our approach to risk management and benefits consulting, and it’s worked for us since our inception in 1932. As an independent brokerage, we serve clients in every industry and of almost every size, with the ultimate goal of providing exceptional service and caring for our clients’ unique potential. For more information, visit www.holmesmurphy.com. You can also follow us on X (@holmesmurphyins), or Facebook, or Instagram.