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.

Richards Benefitsfin Services in Beaver Dam, WI, stands out as a prominent insurance broker, boasting a larger office with a dedicated focus on delivering exemplary services to local and regional employers. Specializing in medical and ancillary benefits, this office has demonstrated its expertise across various industries, including depository credit intermediation, hospitals, and offices of dentists. With a proven track record, Richards Benefitsfin Services has earned the trust of notable clients, such as Dental Health Associates of Madison, a key player in the offices of dentists industry, Gundersen Boscobel Area Hospital and Clinics in the hospitals sector, and Horicon Bank in depository credit intermediation. Notably, these clients have participant numbers exceeding 140, 220, and 230, respectively. This office is an integral part of a local brokerage firm, emphasizing its commitment to the community and fostering strong relationships within the region. With a focus on midsize employers, Richards Benefitsfin Services brings a wealth of experience to the table, ensuring that clients receive tailored insurance solutions that meet their unique needs. For employers seeking a reliable partner in navigating the complexities of employee benefits, this Beaver Dam-based location proves itself as a go-to resource, combining local insight with industry expertise.

USI Insurance Services, a leading national insurance broker, proudly operates an office in Sheboygan, Wisconsin, serving clients across the state, including North Carolina. With a focus on midsize employers, this branch has established itself as a prominent player in the Sheboygan market, boasting extensive experience and expertise. Notably, they have built a strong reputation for their specialized knowledge within the foundries industry. One notable client that exemplifies their commitment to tailoring insurance solutions is Nemak USA Inc., a prominent employer in the foundries sector. Collaborating closely with Nemak's HR and finance team, USI Insurance Services crafted a customized self-funding arrangement that perfectly aligns with the unique needs of their 100-member workforce. This successful partnership showcases the office's dedication to delivering personalized and effective insurance solutions. USI Insurance Services' comprehensive services extend beyond the Nemak USA Inc. account. They cater to a diverse range of employer clients, providing expert guidance in risk management and insurance solutions. Their goal is to empower organizations with the right coverage to safeguard their operations and employees, fostering long-term growth and success. With a commitment to excellence, USI Insurance Services' Sheboygan office stands out as a trusted partner in the insurance industry. Employers in the region can rely on their seasoned professionals to navigate the complexities of insurance and find the optimal solutions for their specific needs. Whether it's serving midsize companies or leveraging their deep understanding of the foundries sector, USI Insurance Services is the go-to choice for comprehensive and customized insurance brokerage services.

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.

Hierl Insurance Inc is a local insurance broker based in Fond Du Lac, Wisconsin, offering a wide range of insurance solutions to clients across various industries. With their office conveniently located in Fond Du Lac, they have established a strong presence in the community. Hierl Insurance Inc has built a solid reputation for their exceptional customer service and expertise in the insurance industry. One notable example of their work is their partnership with Lakeland Medical Center, a prominent employer in the health care and social assistance industry, boasting a workforce of 3950 members. Hierl Insurance Inc collaborated closely with Lakeland Medical Center's HR and finance team to develop a tailored self-funding arrangement, PBM, and drug plan. This customized solution was designed to meet the unique needs of Lakeland Medical Center's members, demonstrating Hierl Insurance Inc's commitment to delivering specialized insurance solutions to their clients. In addition to their work with Lakeland Medical Center, Hierl Insurance Inc serves a diverse portfolio of clients, including large employers across various industries. Their expertise in the health care and social assistance sectors has positioned them as one of the top brokerages in the Fond Du Lac, WI market. Clients consistently praise Hierl Insurance Inc for their top-notch customer service and industry knowledge. Positive reviews from satisfied clients reflect their commitment to providing excellent service and their ability to address the specific insurance needs of their clients. Whether it's assisting with health care plans, employee benefits, or risk management, Hierl Insurance Inc is dedicated to helping businesses protect their assets and navigate the complexities of insurance coverage.

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.

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.

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.

Jan R Stgae's Appleton, WI office stands as a trusted partner for employer benefits, specializing in medical and ancillary coverage. With a strong focus on catering to the needs of local and regional employers, this office brings extensive expertise to the table. They have demonstrated their prowess in serving clients like Northern Star Industries, a prominent player in the fabricated metal product manufacturing industry based in MI. Impressively, Northern Star Industries boasts a participant pool exceeding 670 individuals. What sets Jan R Stgae apart is their commitment to understanding the unique demands of their clients. As part of a distinguished local brokerage firm, they leverage their connections and knowledge to tailor comprehensive benefit solutions. The team at the Appleton location excels in navigating the intricate landscape of employer benefits, ensuring that their clients receive not only the coverage they require but also strategic insights for long-term success. Jan R Stgae's track record of success is not just evident in numbers but in the relationships they build. Their collaborative approach and personalized service make them a standout choice for employers seeking reliable and effective insurance solutions in the Appleton, WI area.

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 10,000 industry-leading professionals across more than 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.

The Benefits Group, located in Milwaukee, WI, stands as a significant and proficient insurance broker, operating as a larger office with a strong focus on delivering expert solutions for local and regional employers, particularly in the realms of medical and ancillary benefits. As part of a local brokerage firm, this office is deeply committed to understanding and addressing the unique challenges faced by businesses in various industries. Demonstrating their expertise, The Benefits Group has successfully collaborated with industry leaders such as Appleseed Operations in the converted paper product manufacturing industry, Curative Care Network in vocational rehabilitation services, and New Berlin Plastics in plastics product manufacturing. Managing benefits for 770+, 120+, and 110+ participants, respectively, these partnerships underscore the broker's versatility in navigating the complexities of diverse industries. The Benefits Group showcases great proficiency across plastics product manufacturing, automobile dealers, and converted paper product manufacturing industries. Their demonstrated experience with midsize employers further solidifies their position as a reliable partner for businesses seeking tailored and effective benefit solutions. In the dynamic field of insurance brokerage, this office in Milwaukee proves itself as a go-to choice for employers looking for expertise and comprehensive services.