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.

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

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.

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!

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

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.

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.

BENEUSA LLC is an Employee Benefit General Agency based out of 261 School Avenue, Suite 350 / Excelsior, Minnesota, United States. We cater to insurance brokers and their organizations by marketing their prospects and preparing a customized presentation.

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.

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.