Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Welcome to Lowery Benefit Services - Together, let’s create benefit programs that meet the needs of you, your business and your employees. Founded in 1977, few organizations have the depth of knowledge and expertise in employee benefits & HR management as Lowery Benefit Services. We work with an extensive list of top carriers, networks, providers and other industry vendors to provide our clients with the best value and service. We believe that every client is unique. That's why our first priority is to establish a foundation of mutual trust and shared values by treating each client as an individual with unique needs. OUR PORTFOLIO OF SERVICES: Group Benefit Design – focuses on cost containment, employee engagement, & automation. Voluntary Benefits – focuses on increasing financial wellness of your employees. Employee Wellness and Health Management – focuses on increasing the physical & mental wellness of your employees. Compliance & Administration - effective compliance strategies and resources allowing you more time to focus on running your business while remaining fully compliant with all federal rules and regulations. HR Resources – value add HR Library and ability to consult with live SPHR/PHR certified consultants to solve your most complex HR issues. Automated Benefits and Payroll – user friendly and provided by top industry vendors. OUR CREDENTIALS – MEMBERSHIPS, CERTIFICATIONS & DESIGNATIONS Lowery Benefits Services is a proud member of the National Association of Health Underwriters (NAHU) and the local chapter of NAHU, the St. Louis Association of Health Underwriters (SLAHA). The professionals of our firm hold the following various industry designations and certifications in their perspective specialties: -CPA – Certified Public Accountant -CLU - Chartered Life Underwriter -ChFC – Chartered Financial Consultant -RHU – Registered Health Underwriter -GBDS – Group Benefit Disability Specialist -CDHC – Consumer Driven Healthcare Certified

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

Customized Benefits Solutions Our team partners with businesses to revolutionize employee benefits plans The key to growing your business is minimizing risk and maximizing reward. Our benefits and HR consultants utilize tactics that will increase your bottom line. Employee Benefits, Human Resources, Compliance, and Technology About Us: Someone once told us that our process was, well, different. And that’s because it is. We walk into meetings with one objective in mind: to learn more about you. What challenges are you facing? What goals do you have for the future? What are your ideal outcomes? We don’t assume we are the best fit, and we definitely don’t pretend to know more about your business than you do. Your kind of custom No two companies are the same. No two solutions are the same. That’s why after we understand what you are trying to accomplish, we design a custom plan to get you there. It’s all about the team Two brains are better than one. Two teams are better than one. That’s why our team works closely with your team so that whenever collaboration is needed, it’s only a phone call away. (or email, or facebook message.)

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

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.

Recruited to lead wealth management enterprise, driving sustainable growth while producing strong annualized revenue. Manage 40 direct reports representing 100+ financial advisors, CPAs, and small businesses, converting strategic initiatives into tactical plans and implementing long-range planning to align enterprise as industry leader. Restructured organization into multiple entity LLCs, managing individual P&Ls in concentrated focus areas to leverage business operations for internal asset management platform, wealth management firm, and employee benefits arm. Oversee and track revenues, commissions, expenses, and budgets and generate quarterly and annual reports to communicate with executive leadership, evaluating analytics and data-driven performance metrics to enhance decision-making, monetize acquisitions, and determine long-term strategic direction. Serve as co-founder and advisor on investment board committee in creation and management of portfolios within $300M+ investment platform to expand sales channels. Institute six sigma practices for continuous process improvements, effective communications, streamlined technology solutions, and companywide resources to benchmark consumer demand with enterprise capacity, optimizing allocations to prevent workflow disruptions. Model servant leadership in workplace environment, building collaborative teams across organizations and creating culture of empowerment and accountability to inspire career advancement to develop future leaders within values-driven organizational philosophy. ● Lead financial advisor acquisitions and created organizational framework for onboarding newly acquired companies, developing and implementing structural processes to accommodate rapid enterprise growth and deliver immediate value. ● Implemented lean operational processes to hit annual budget targets within 2% margin for 5 consecutive years. ● Doubled organization size through intelligent recruiting and development of acquired talent.

The Bremer Group, nestled in the heart of St. Louis, MO, distinguishes itself as a premier insurance broker catering to the nuanced needs of both local and regional employers. With a specialized focus on medical and ancillary benefits, this seasoned office has established itself as a trusted advisor in the realm of employee benefits. Showcasing their prowess, The Bremer Group has cultivated successful partnerships with industry leaders, including Kitaro in the restaurants and eating places sector, overseeing benefits for a diverse participant base of 100+. Their influence extends to Milestone Services Company in the commercial and industrial machinery and equipment rental and leasing industry, where they manage benefits for an extensive participant count of 290+. Astenjohnson in the textile product mills industry further attests to The Bremer Group's diverse expertise, handling benefits for 110+ participants. As an integral part of a local brokerage firm, The Bremer Group stands out as a reliable collaborator for businesses seeking tailored insurance solutions. Their demonstrated experience with midsize employers underscores their commitment to providing effective, personalized, and comprehensive benefits packages in the dynamic landscape of employee benefits.

HM Insurance Group works to protect employers and health care entities across the country from the financial risks associated with catastrophic health care costs. With nearly 40 years in the market, HM Insurance Group is among the top carriers nationally for Stop Loss insurance, protecting self-funded clients from the financial loss associated with unexpected large or catastrophic claims. Similarly, HM Insurance Group's Managed Care Reinsurance product line delivers optimal coverage for the financial protection of risk-bearing entities such as HMOs, health plans, and provider organizations. Headquartered in Pittsburgh, the company has offices in 18 locations nationwide, and is licensed in 50 states and the District of Columbia.