CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Established in 2006, Empyrean is a leading technology SaaS company empowering organizations with innovative technology and a service-first approach that accelerates employers’ benefits and employee retention strategies. Empyrean's platform and services enhances the wellbeing and workplace engagement of over 6.5 million people, fostering stronger connections between employees and employers. By enriching employee experiences, Empyrean not only strengthens employer brands but also cultivates vibrant workplace cultures for organizational success.

Group Solutions, located in Minneapolis, MN, boasts a sizable office equipped to cater to the diverse needs of employers seeking comprehensive insurance solutions. With a proven track record, this local brokerage firm stands out for its extensive experience working with self-funded clients, providing adept support to both local and regional employers. Their expertise spans various industries, including beer, wine, and distilled alcoholic beverage merchant wholesalers, rail transportation, and electrical equipment manufacturing. Notable clients such as 7G Distributing, a leader in the beer, wine, and distilled alcoholic beverage merchant wholesalers sector with 150+ participants, Bmc Aggregates LC in nonmetallic mineral mining and quarrying with 160+ participants, and Bodine Electric Company in electrical equipment manufacturing with 240+ participants, underscore the broker's ability to navigate the intricacies of diverse industries. This office stands out for its significant experience in serving midsize and large employers, showcasing a nuanced understanding of the distinct challenges and opportunities inherent in both segments. Group Solutions in Minneapolis, MN, is synonymous with tailored insurance solutions, leveraging its local presence and industry-specific expertise to empower employers in safeguarding their workforce and enhancing overall well-being.

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.

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.

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.

Our Risk and Benefit Advisors will take the time to understand the needs of your family and/or your business and match the proper coverage to those needs. Part of understanding those needs is also recommending insurance coverage in areas you may not have identified as a potential risk. Once we understand your needs we will use every resource to secure the proper insurance coverage at the most competitive prices available. We only represent companies we feel offer top notch service and claims handling. Whether you need to make an insurance policy change, have a question about billing or need to report a claim our account representatives are the best in business and will handle your request professionally and quickly. Our website is also available 24/7 to accommodate your busy schedule. No matter what your insurance need or question we invite you to experience an exceptional level of customer service.

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

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

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.