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. ### Please see my website for additional information and disclosures. Third party comments may not be representative of all customer experiences. Securities by licensed Individuals Offered Through Securities America, Inc. A Registered Broker/Dealer Member FINRA, SIPC The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Securities America, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

About Us: i PlanRx is based in Green Bay Wisconsin. We are a Midwestern based organization focused on solving a national problem. What makes i PlanRx unique is that we collaborate with our partners to create their roadmap for not only surviving but thriving in a marketplace increasingly influenced by individual selection and Private Health Exchanges. The collaborative approach that we take with our partners includes: current situation analysis, sales force consulting, Private Health Exchange technology, and providing a financial administrative solution that empowers individuals to select customized financial protection products. Our Mission: i PlanRx will empower individuals to make better purchasing decisions. We believe in providing individuals the Freedom to Choose. We will work together with our collaborative partners to redefine the marketplace and grow our mutual client base. We are committed to providing our partners the market leading: knowledge, technology, and products to efficiently and profitably meet their clients financial protection needs. i PlanRx will provide our partners a simple solution to a complicated problem.

Green Bay Insurance Center is a highly reputable insurance broker with an office located in Green Bay, Wisconsin. With their dedication to exceptional customer service and extensive expertise, they have earned high ratings from clients across Georgia. The office of Green Bay Insurance Center caters to a diverse range of clients, including large and midsize employers. One remarkable example of their success lies in their collaboration with Lamers Bus Lines – Green Bay, a prominent employer in the school and employee bus transportation industry. Green Bay Insurance Center worked closely with Lamers Bus Lines' HR and finance team to develop a comprehensive Preferred Provider Organization (PPO) plan that addressed the unique needs of their 1320 members. This demonstrates their ability to design tailored insurance solutions for specific industries and businesses. In addition to their work with Lamers Bus Lines, Green Bay Insurance Center serves other notable employer clients such as Carnivore Meat Company LLC. They possess deep expertise in the school and employee bus transportation sector, as well as the animal food manufacturing industry. With their local presence and commitment to delivering excellent service, Green Bay Insurance Center has established itself as a trusted partner for businesses seeking comprehensive insurance solutions. Their knowledgeable team understands the complexities of insurance and is dedicated to finding the best coverage options for their clients' needs. Whether working with large corporations or midsize companies, Green Bay Insurance Center consistently demonstrates their ability to provide valuable insurance services tailored to each client's specific requirements.

McClone is a well-established regional insurance consultant with an office located in Menasha, Wisconsin. Renowned for their exceptional customer service and expertise, they have garnered high ratings and positive reviews from clients across the state. Their extensive experience and dedication to providing tailored insurance solutions are exemplified by their work with C R Meyer & Sons Co, a heavy and civil engineering construction company with 170 employees. Collaborating closely with the client's HR and finance team, McClone successfully implemented a self-funding arrangement along with HMO and PPO plans designed specifically to address the unique needs of their members. With a diverse clientele of large, midsize, and small employers, McClone has established themselves as one of the leading insurance brokerages in the Oshkosh, WI market. Their extensive industry experience and expertise enable them to navigate the complexities of various sectors effectively. Notably, they possess strong expertise in nonresidential building construction, depository credit intermediation, and health practitioners industries, ensuring their ability to provide comprehensive coverage solutions to clients operating in these sectors. McClone's commitment to client satisfaction and personalized service is reflected in their outstanding M Score, which is among the highest possible. This score is a testament to their wide-ranging experience and expertise across different client sizes, industries, and insurance products. In addition to their work with C R Meyer & Sons Co, McClone serves an array of esteemed employer clients, including Benevolent Corporation Cedar Community, Bergstrom Corporation Inc, Capital Credit Union, and Certified Power Solutions. Employers seeking a trusted insurance consultant with a strong track record of delivering exceptional service and tailored solutions can rely on McClone's expertise and commitment to meeting their unique insurance needs.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

USI Insurance Services in Green Bay, WI, stands out as a trusted partner for local and regional employers seeking comprehensive insurance solutions, with a specialized focus on medical and ancillary benefits. With a robust track record, they showcase notable expertise in industries such as motor vehicle parts manufacturing and printing-related support activities. This office location has successfully catered to prominent clients, including J J Keller & Associates in the printing industry and Winsert in motor vehicle parts manufacturing. Their tailored solutions have benefited J J Keller & Associates, boasting a participation of 1660+, and Winsert, with 320+ participants. The depth of their industry knowledge extends beyond serving these key clients, demonstrating a commitment to understanding the unique needs of businesses in motor vehicle parts manufacturing and printing-related support activities. Being part of a large national insurance brokerage firm, USI Insurance Services in Green Bay brings the strength and resources of a nationwide network to the local market. Their commitment to excellence is underscored by a proactive approach to helping employers navigate the complexities of employee benefits, ensuring a seamless and effective insurance experience for businesses in the Green Bay, WI area.

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.

We do more than check boxes. We think outside of them. Forsite Benefits & Wellness is disrupting the employee benefits space in Wisconsin by challenging what business owners should expect from their benefits broker. Our mission is simple; make health care more affordable for business and their employees, and improve the overall employee experience through healthcare education, engagement, and empowerment. Our team has guided over 300 clients in driving down future claims to ultimately build a sustainable budget. Get the most out of your employee benefits with Forsite; a team of innovators and powerful technology that develop healthier, better-informed healthcare consumers. We go above and beyond a vendor relationship to become an extension of your company. Learn who we are at www.forsitebenefits.com

Cottingham & Butler is the 5th largest privately held broker in the U.S., the 29th 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 1,000 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.

We are a financial services business committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better equipped to identify your goals and make sound decisions to help reach them by receiving sound financial information. Please call us if you have any questions about our business or the range of financial products and services we provide. We have a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Midwest Insurance Brokerage Ltd. is a comprehensive benefits provider in the Appleton, WI, area. They offer medical insurance, voluntary benefits, and other services for all sizes of employer. In the area, 115,700 employees access employee benefits through their employer, including medical, voluntary, and retirement. Midwest Insurance Brokerage Ltd., a premier independent insurance agency, has made a commitment to provide a full range of insurance and financial services. They have a wide variety of products to offer from many different carriers. Whether it's home, auto, or commercial insurance, retirement plans, or even HR coverage, Midwest Insurance Brokerage will give you the personalized service you deserve.