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.

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.

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.

When it comes to healthcare benefit costs, if you want different results, you must change your approach. The supply chain around delivering healthcare and insurance is wrought with opaque pricing and hidden revenue streams. The status quo path we're on is a path that will eventually bankrupt employers unless there is a divergence. Working with the right team is the first step. We are a team specially equipped to transform healthcare costs through transparency. Our benefit consulting has been nationally recognized, our underwriting and claims auditing is second-to-none, our risk management has driven stability and profitability in the insurance supply chain and our passion for transformation is unquestionable. When it comes to healthcare costs, diverging from the status quo in new ways is the only hope for sustainability. That's what it means to be Avergent.

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.

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.

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.