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.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Schwarz Insurance was founded in 1923, now in its third generation of family ownership. Schwarz Insurance has grown to be known as one of Wisconsin's leading independent insurance agencies. Schwarz Insurance can service all of your business or individual insurance needs. We have over 70 employee's with extensive knowledge of the insurance industry who can customize a policy to your specific needs. We also have an on staff bond insurance department, a dedicated claims specialist as well as a dedicated risk management team. You can find us in eight locations across southern Wisconsin including: Prairie du Sac (corporate location), Middleton, Baraboo, Richland Center, Lodi, Spring Green, and Marshfield.

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.

Spectrum Benefits LLC, a regional insurance broker with an office located in Medford, Wisconsin, is known for its expertise in serving clients across large, midsize, and small employers. Their office in Medford specifically showcases their successful collaboration with Forward Bank, a prominent employer in the depository credit intermediation industry, employing 110 individuals. Spectrum Benefits LLC worked closely with Forward Bank's HR and finance team to establish a tailored self-funding arrangement, HMO plan, PBM, and drug plan designed to address the unique needs of their members. With an impressive client roster including Wausau Tile Inc, AbbyBank, Engendren Corporation, and Forward Bank, this location of Spectrum Benefits LLC serves as a trusted insurance partner for businesses in Medford, Wisconsin. They rank among the top brokerages in the market, boasting extensive experience and expertise in catering to the insurance needs of local businesses. Spectrum Benefits LLC's knowledge extends across various industries, with strong expertise in depository credit intermediation and miscellaneous manufacturing sectors. Their wide range of experience and proficiency in working with self-funded employers, HMOs, and specific pharmacy providers enables them to deliver comprehensive insurance solutions that best meet the needs of their clients. With their dedication to client satisfaction and their exceptional M Score, Spectrum Benefits LLC has established a reputation for excellence. Employers in Medford, Wisconsin, can rely on their expertise, industry knowledge, and commitment to delivering tailored insurance solutions to protect their businesses and employees.

TRICOR Insurance is a leading independent insurance agency, ranked among the top 100 independent agencies in the United States. With more than 250 employees and growing, we’ve earned the trust of over 50,000 clients across Wisconsin, Iowa, Illinois and beyond. As a locally-owned, family-run business since 1945, our humble roots are the foundation of our strength. Today, even as we grow, our customers are still our friends and neighbors. We remain guided by our deep commitment to the people we serve and the communities we live in. We offer coverage for your personal insurance needs, including auto, home, umbrella, recreational vehicles, and rental property. Talk to us too about your personal health, long-term care, and life insurance policies. Business insurance and employee benefits are available for small and large businesses, schools, and municipalities. At TRICOR Insurance, we face challenges head-on, and our agents have the industry-specific experience it takes to develop tailored insurance solutions that are set up for today’s needs and tomorrow’s growth. Regardless of how well we plan, storms come, accidents happen, and lives change. When a loss occurs, the extent to which it affects the daily operations of a business, a city, a school district or a household in many ways rests with the strength of the insurance in place. We can’t predict or prevent disasters, but at TRICOR, we will do whatever is within our power to proactively protect you beforehand to help make our clients whole in the aftermath. We pledge to do what is needed to help fix what can be fixed, replace what is destroyed, and allow injured employees to recover. We are absolutely focused on our client’s needs and recognize our critical role in protecting today while planning for the future.

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

The BenefitWorks is a trusted local insurance broker with a presence in Madison, Wisconsin. With a focus on serving clients of large and midsize employers, they have established themselves as experts in a variety of industries. One of their notable clients is RenewAire LLC, a prominent employer in the ventilation, heating, air-conditioning, and commercial refrigeration equipment manufacturing industry. Collaborating closely with RenewAire LLC's HR and finance team, The BenefitWorks successfully designed and implemented a comprehensive range of healthcare plans, including HMO, PPO, PBM, and drug plans. These plans were tailored to address the unique needs of RenewAire LLC's 130 employees. The BenefitWorks' experience and expertise across a diverse range of client sizes and industries have earned them a strong reputation in the industry. They have consistently delivered high-quality services, resulting in a good M Score that reflects their outstanding performance. The BenefitWorks' Madison office serves as a central hub for their operations, enabling them to efficiently serve clients throughout Florida. Their local presence allows them to understand the specific insurance requirements of businesses in the region and offer personalized solutions. In addition to their work with RenewAire LLC, The BenefitWorks has established relationships with other esteemed employers such as Strand Associates, Inc., Electric Coalition of Wisconsin, and Switchgear Power Systems LLC. Their expertise extends beyond the ventilation and electrical equipment manufacturing industries to encompass architectural, engineering, and related services. For businesses in Florida seeking comprehensive insurance solutions tailored to their needs, The BenefitWorks is a reliable partner. Their commitment to expertise, personalized plans, and exceptional service positions them as a go-to insurance broker in the region.

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.

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.

The JA Counter mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. We strive to be the first choice for employers and individuals by providing innovative, customized solutions that look to maximize their financial and personal well being. Count On Us: ***Recognition among employers, health plan administrators, consultant and advisers as a leading regional consulting firm focused on employee benefits; bringing our clients first-to-market information and influencing carriers and partners based on the needs of our clients ***Excellence in deploying plan management strategies including wellness programs, employee education (focused on why) and strong communications. ***Process expertise in the execution of developing long-term partnerships with carriers that ultimately benefit the client and making a successful transition to new carriers when needed. ***Experience with fully insured, alternate funding, self-funding and captive arrangements in varying forms of construct, providing many different strategic options for clients. ***Collaborative, partnership approach and the ability to effectively manage a detailed project plan. ***Nimble and responsive to the needs of our clients, unencumbered by corporate directive, internal bureaucracy or interference from outside influences or shareholders. Our Expertise: ***With JA Counter you will experience the intimacy and client service of a local, boutique firm paired with the expansive resources and tools of a national firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and JACounter are not affiliated. FINRA – www.finra.org; SIPC – www.sipc.org