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.

Since 1995, Secura Consultants has engaged in one mission, to provide the best products, the most creative solutions and top tier service to the advisors who entrust their clients to us! We specialize in consultative engagements with advisors assisting in the placement of high-quality individual and disability income protection solutions. Secura Consultants is also a NAPFA Resource Partner.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

BLS Consulting is a reputable insurance broker that specializes in providing comprehensive services to midsize employers. With a strong focus on self-funded employers, they have amassed valuable experience in tailoring insurance solutions to meet their clients' unique needs. Located in Plymouth, Minnesota, BLS Consulting's local office is known for its exceptional work with North Memorial Health Hospital, a prominent employer in the health care and social assistance industry. Collaborating closely with the hospital's HR and finance team, BLS Consulting successfully implemented a customized self-funding arrangement, ensuring optimal coverage for their 180 members. With extensive expertise in the health care and social assistance sectors, BLS Consulting offers invaluable insights and tailored solutions to their clients. Their dedication to understanding the intricacies of these industries enables them to provide comprehensive insurance strategies that address the specific challenges and risks faced by employers in these sectors. Operating primarily in Mississippi and Tennessee, BLS Consulting's Plymouth office extends its exceptional services to a wide range of employer clients, including notable organizations like Maple Grove Hospital and North Memorial Health Hospital. Through their diligent approach and commitment to excellence, BLS Consulting has established itself as a trusted partner for midsize employers, offering reliable insurance brokerage services that help businesses navigate the complex insurance landscape effectively.

Mayer Insurance Agency is a top Independent Insurance Agency located in the Twin Cities (Apple Valley, MN). For over 30 years, we have been serving our clients by providing them competitive and comprehensive personal and commercial insurance coverage. Whether you need insurance for your home, car, or business we have you covered with the top insurance carriers available.

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.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

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

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Morgan Planning Group, LLC, located in Minneapolis, MN, operates from a substantial office, showcasing their robust presence in the insurance brokerage sector. Specializing in serving both local and regional employers, their expertise is evident in their successful collaborations with a diverse range of industries. With a proven track record, this larger office has demonstrated a keen understanding of self-funded clients, offering valuable support to organizations seeking comprehensive employer benefits solutions. The team at Morgan Planning Group, LLC, exhibits unparalleled proficiency across various sectors, notably excelling in general freight trucking, nonresidential building construction, and machinery, equipment, and supplies merchant wholesaling. Their extensive experience is underscored by successful partnerships with prominent clients, including the Abc of Mn Consortium Health Plan in nonresidential building construction (1020+ participants), Hoovestol in general freight trucking (1740+ participants), and Road Machinery & Supplies Co in machinery, equipment, and supplies merchant wholesaling (470+ participants). As part of a local brokerage firm, this office benefits from a network that enhances their ability to tailor solutions to the unique needs of large employers. Morgan Planning Group, LLC, stands out for their commitment to excellence and their demonstrated ability to navigate the complexities of the insurance landscape, making them a strategic choice for employers seeking a trusted partner in optimizing their benefits offerings.

The JA Counter mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. We strive to be the first choice for employers and individuals by providing innovative, customized solutions that look to maximize their financial and personal well being. Count On Us: ***Recognition among employers, health plan administrators, consultant and advisers as a leading regional consulting firm focused on employee benefits; bringing our clients first-to-market information and influencing carriers and partners based on the needs of our clients ***Excellence in deploying plan management strategies including wellness programs, employee education (focused on why) and strong communications. ***Process expertise in the execution of developing long-term partnerships with carriers that ultimately benefit the client and making a successful transition to new carriers when needed. ***Experience with fully insured, alternate funding, self-funding and captive arrangements in varying forms of construct, providing many different strategic options for clients. ***Collaborative, partnership approach and the ability to effectively manage a detailed project plan. ***Nimble and responsive to the needs of our clients, unencumbered by corporate directive, internal bureaucracy or interference from outside influences or shareholders. Our Expertise: ***With JA Counter you will experience the intimacy and client service of a local, boutique firm paired with the expansive resources and tools of a national firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and JACounter are not affiliated. FINRA – www.finra.org; SIPC – www.sipc.org