Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” We believe that we consistently achieve that goal by doing the following: Actively listening to them, Identifying their needs, and Finding solutions for them. Swartzbaugh-Farber & Associates, Inc. has the experience and the commitment to help you look beyond your initial plan and forecast what you will need for the future. We move beyond the role of traditional, product-focused brokers to work as a member of your professional advisory team. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC., Swartzbaugh-Farber & Associates, Inc is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Swartzbaugh-Farber & Associates, Inc. is independently owned and operated. CA Insurance License #0C10869

OCI was founded in 2002 with the goal of helping brokers navigate the dynamic world of insurance and employee benefits. A family-owned general agency based out of Omaha, Nebraska, OCI helps brokers from California to Florida and everywhere in between. Since its inception, OCI has remained steadfast in the pursuit of helping agents be successful and continues to thrive now more than ever. People often ask what OCI stands for and the answer is: Insurance Made Simple. While, that may not have anything to do with the three letters of the name it does have everything to do with what the company stands for. OCI works with agents and brokers to provide information, assistance, and answers, always keeping up to date on the ever changing matrix of products and services that make up the insurance and employee benefit industries. With well over 100 years of combined expertise, OCI has seen the insurance marketplace change and evolve. Insurance can mean a lot of things, so whether it’s health, life, income replacement, long term care or annuities; OCI has the best products to help you meet the needs of your clients. While product is important, it’s the “Insurance Made Simple” philosophy that advisors, agencies, broker dealers & captive companies have come to realize makes OCI a disrupter in the industry. It’s a new way of doing business that the industry has been waiting for. Through a partnership with OCI, brokers find an unparalleled level of assistance. OCI works with brokers at all levels and is able to provide what is needed in a timely manner. Customer service is priority number one and having somewhere to turn to with questions and issues makes OCI the type of general agency that agents and brokers appreciate.

The Olson Group is a benefits advising firm that helps clients with their employee benefit programs, compliance initiatives, and wellness agendas. With over 500 employer benefit programs covering more than 20,000 employees, the firm is known for its unparalleled customer service and extensive knowledge on the Affordable Care Act. A Division of Patriot Growth Insurance Services, LLC Disclaimer: Tim Olson, Jeff Wallace, Sandy Whitehead, Steve Knapp, and Julie Nelson are registered representatives with Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research, Inc is registered to do business in all 50 United States. Tim Olson is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, TN, and WY. Jeff Wallace is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NC, NE, NJ, SD, TN, TX, VA, WI, and WY. Sandy Whitehead is licensed to offer securities and insurance products in CO, DE, NE, KS, MN, WY, IA, and SD. Steve Knapp is licensed to offer securities and insurance products in IA, KS, MO, and NE. Julie Nelson is licensed to offer securities and insurance products in CO, FL, IA, KS, MO, and NE. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which Tim Olson, Jeff Wallace, Julie Nelson, Sandy Whitehead, and Steve Knapp are properly licensed. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Olson Group and Patriot are not affiliated with Cambridge Investment Research, Inc.

Patriot Growth Insurance Services, LLC, based in Omaha, NE, boasts a thriving office that caters to the needs of local and regional employers seeking comprehensive employee benefits solutions. With a larger footprint, this office stands out for its extensive expertise in medical and ancillary benefits, making it a valuable partner for businesses in the area. Distinguishing themselves through a proven track record, Patriot Growth Insurance Services, LLC in Omaha, NE, has successfully served notable clients, including Community Hospital with 170+ participants, Grand Island Clinic with 100+ participants, and Nebraska Health Care Association with an impressive 380+ participants. These clients span diverse sectors such as nursing and residential care facilities, hospitals, and offices of physicians, showcasing the office's versatility and proficiency across industries. As a key player in a regional insurance broker firm, this office leverages collective industry knowledge and resources to deliver tailored solutions for midsize employers. Their demonstrated experience in the intricacies of employer benefits makes them a reliable choice for businesses in the region. Employers evaluating this office of Patriot Growth Insurance Services, LLC can expect a committed partner with a strong local presence and a track record of success in navigating the complexities of employee benefits in the dynamic business landscape.