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

Direct Benefits, Inc. is a managing general agency providing one-stop ancillary insurance solutions. We support 18,000 independent agents, brokers, consultants and general agents in all 50 states. Our brands include: Spirit Dental & Vision, Denali Dental & Vision, Direct Vision. Better benefits, direct to you. Let's connect!

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

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

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.

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.

Atlas Insurance Brokers, LLC is an independent insurance agency network with over 100 locations in Minnesota, Iowa, Arizona & South Dakota. Atlas is one of the top 100 P&C Agencies in America, according to Insurance Journal. In addition, Atlas made the Inc. 5000 list of America's fastest-growing private companies the past 3 years in a row (2017-2019). The Atlas Advantage (For Clients): Atlas agents are independent - Unlike "captive"​ insurance agencies, Atlas agents compare insurance quotes from up to 50 insurance companies, which saves time & money. Atlas agents are part of your community - Unlike "direct writer"​ insurance companies, Atlas agents have brick & mortar offices for personal, face-to-face service. Visit https://www.aibme.com to find an agent near you. The Atlas Advantage (For Agents): Partnering with Atlas Insurance Brokers to start your independent agency yields a multitude of benefits, including immediate access to insurance companies, increased commissions, dedicated training support, and much more. Visit https://www.aibme.com/agency-partnership to learn more.

North Risk Partners is an independent insurance brokerage and risk management advisory firm specializing in strategic solutions for businesses and individuals. Our firm’s core areas of service are property and casualty, including commercial, home, auto, farm, and more; and benefits, including medical and ancillary plans for employee benefit programs as well as individuals and families. North Risk also has a significant surety bonds practice. Our team is committed to helping clients face risk head-on with right-fit insurance coverage and attention to opportunities for preventing avoidable losses. For businesses, we have programming and compliance support in the areas of human resources, safety, worksite wellness and more. North Risk Partners is one of the largest, privately owned independent insurance agencies in the Midwest with over 400 employees serving our clients from 31 locations across five states: Minnesota, Iowa, Nebraska, North Dakota, and South Dakota. Learn more at northriskpartners.com or connect with us on Twitter and Facebook. Twitter: https://twitter.com/NorthRisk Facebook: https://www.facebook.com/NorthRiskPartners/

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.

North Star Resource Group, headquartered in Minneapolis, MN, boasts a dynamic office location that caters to the intricate needs of local and regional employers, specializing in comprehensive medical and ancillary benefits. With a focus on delivering top-tier services, this branch showcases an impressive track record of expertise in the insurance landscape. Among its notable clients, North Star Resource Group has successfully partnered with North Star Consultants, an industry leader in agencies, brokerages, and insurance-related activities in Minnesota. The firm has cultivated relationships with over 110 participants within this sector, demonstrating a robust understanding of the nuances of the local business landscape. What sets this office apart is its affiliation with a distinguished local brokerage firm, solidifying its commitment to community engagement and tailored solutions. By leveraging a wealth of experience, the team at North Star Resource Group in Minneapolis excels in crafting bespoke insurance strategies that align seamlessly with the unique needs of each client. With a client-centric approach and a focus on building lasting partnerships, this office stands as a beacon of reliability and innovation in the insurance brokerage realm. Their dedication to excellence and proven success in navigating the complexities of employer benefits make them a valuable choice for businesses seeking unparalleled insurance solutions.