USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

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.

Cottingham & Butler is the 31st largest insurance broker in the U.S. and a recognized leader in offering innovative property & casualty and employee benefit insurance solutions. The company is headquartered in Dubuque, Iowa, and employs over 1,200 employees across the U.S. Better Every Day. That's our promise to our clients. We deliver better advice, better service, and better ideas than our competitors. Every Day. It's a commitment to challenging conventional wisdom, innovating, improving how we serve our clients and growing as industry professionals. This approach has produced superior results for our clients, and a growth track record that has propelled us forward since 1887.

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work. For more information on M3, visit m3ins.com.

Vizance is a privately-held company that provides risk management, business insurance, employee benefits, personal insurance and financial service solutions to companies, families and individuals throughout the Midwest. Vizance has locations in Appleton, Green Bay, Hartland (Headquarters), Kenosha, Milwaukee, Oshkosh, Racine, Ripon, and Sister Bay. The agency has been the recipient of a number of awards, including Top Workplaces (1st Place), Best Places to Work (1st Place), Future 50, and Fastest Growing Firms.

Jon D Plamann & Associates, situated in Appleton, WI, distinguishes itself as a premier insurance broker specializing in employer benefits. With a robust focus on medical and ancillary benefits, this office location showcases exceptional expertise in catering to the unique needs of local and regional employers. Their commitment to understanding the intricacies of employer benefits is exemplified by their diverse clientele. Among their notable clients, the Electric Coalition of Wisconsin stands out, a testament to their prowess in serving the electric power generation, transmission, and distribution industry. With over 210 participants from this sector alone, Jon D Plamann & Associates has solidified its position as a trusted advisor in the realm of benefits management. Their in-depth knowledge extends beyond individual businesses, encompassing the broader electric power industry. As a vital player in the local brokerage landscape, Jon D Plamann & Associates leverages its community ties to provide tailored solutions. This office is not just a service provider; it's an integral part of the regional business fabric, actively contributing to the success of employers and their workforce. With a focus on building lasting partnerships and a client-centric approach, this Appleton-based location stands as a reliable ally for employers seeking comprehensive and customized insurance solutions.

Benefit design agency representing many types of insurance products to clients and prospective client base. The agency is a benefit hub for hundreds of property and casualty agents throughout Wisconsin and Minnesota. Benefits include medical (individual and group), dental, life, disability, vision and Medicare.