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.

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.

Dahlke Inc, situated in Wausau, WI, stands as a distinguished local brokerage firm specializing in employer benefits. Their expertise shines particularly in catering to local and regional employers, with a focus on medical and ancillary benefits. The firm’s proficiency is notably visible in their work with prominent clients within specific industries. One of their top clients, Abbyland Foods, operates in the animal slaughtering and processing industry. Dahlke Inc has adeptly managed benefits for over 80 participants at Abbyland Foods, showcasing their capability to handle complex benefit structures in this unique sector. This expertise is not limited to a single client; Dahlke Inc has established itself as a knowledgeable partner across the animal slaughtering and processing industries. Another key client, Custom Fabricating & Repair, belongs to the fabricated metal product manufacturing industry. Here, Dahlke Inc has successfully administered benefits for more than 420 participants. This demonstrates their versatility and ability to tailor benefit solutions to different industry needs while managing a significant number of participants. Dahlke Inc’s approach is characterized by a deep understanding of the local business landscape and the specific challenges faced by employers in these industries. Their proficiency in handling substantial participant numbers and diverse industry requirements makes them a valuable ally for employers seeking comprehensive and tailored benefits solutions. With their local roots and regional expertise, Dahlke Inc is well-positioned to cater to the nuanced needs of Wisconsin-based businesses.

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

USI Insurance Services, a renowned national insurance broker, operates a prominent office in Brookfield, Wisconsin. With a focus on midsize employers, their expertise extends to various industries. Their Brookfield office has successfully partnered with Bay View Industries Inc., an employer with 140 members, demonstrating their commitment to tailored solutions. By collaborating closely with Bay View Industries Inc.'s HR and finance team, USI Insurance Services devised a customized self-funding arrangement that catered to the unique needs of the members. This achievement exemplifies their dedication to providing comprehensive and personalized insurance solutions. The Brookfield office of USI Insurance Services specializes in serving clients across Virginia, extending their professional services beyond state borders. They leverage their vast industry knowledge to navigate complex insurance landscapes and develop strategies that align with each client's objectives. Their success in partnering with Bay View Industries Inc. further attests to their ability to understand the specific requirements of diverse businesses. USI Insurance Services has built a strong reputation as a reliable insurance broker, offering a wide range of services and solutions to meet the ever-evolving needs of their clients. With their extensive expertise and commitment to exceptional customer service, USI Insurance Services stands out as a trusted partner for businesses seeking comprehensive insurance coverage and risk management solutions.

Located in Wausau, WI, the Hub International office stands as a seasoned insurance broker catering to the diverse needs of employers in the region. As part of a prominent national insurance brokerage firm, this office brings a wealth of expertise to the table, fostering solid partnerships with local and regional employers. With a focus on self-funded clients, their proficiency is evident in successful collaborations, including notable clients such as Mid-State Truck Service within the motor vehicle dealers industry. Impressively, they manage benefits for 80+ participants in this particular sector, showcasing their commitment to tailored solutions. Noteworthy is their extensive experience working with small employers, reflecting a nuanced understanding of the unique challenges faced by businesses of varying sizes. This nuanced approach positions them as a valuable resource for employers seeking comprehensive and personalized insurance solutions. The Hub International office in Wausau combines local insight with the backing of a national powerhouse, creating a synergy that benefits clients seeking reliable and tailored insurance services. Whether navigating the intricacies of self-funded plans or assisting small businesses, this office demonstrates a track record of proficiency and commitment to meeting the diverse needs of its clientele.

At Hausmann Group, we are dedicated to doing the right thing, and being the very best for our clients, employees, and community so they can reach their highest potential. We are a full-service independent insurance agency with offices located in Madison and Milwaukee, Wisconsin. From our neighbors in Wisconsin to large companies across the country, we offer wide-ranging insurance and business services to support our clients now and into the future. Our business units include: Property & Casualty Insurance, Employee Benefits Consulting, Data Analytics, Surety/Bonds, Claims Management, Health and Safety Consulting, Human Resources Consulting, Personal Insurance, Wealth Management and Retirement Planning. Hausmann Group is rooted in integrity, driven by excellence, and values being a part of our community. We bring these tenets of strength to life for both clients and employees through our core values.

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.

Cottingham & Butler Insurance Services (a regional insurance brokerage firm serving several areas) is headquartered in Dubuque, Iowa. Cottingham & Butler is committed to finding the best insurance solutions at the best prices. The company's Madison office has the top M Score of 5 due to a wide range of experience and positive customer feedback for their service and outcomes. The Madison, WI, market employs 333,800 people who depend on their employer for many benefits, including health insurance. Cottingham & Butler Insurance Services offers medical insurance, voluntary benefits, and other services for all sizes of employers. Providing comprehensive medical benefits to employees and voluntary benefits can help to retain your employees. Cottingham & Butler Insurance Services Inc. Madison is highly rated by customers based on their employer reviews. Insurance brokers should help guide your company through steps like open enrollment and challenging claims. Cottingham & Butler Insurance Services Inc.'s Madison office works with several insurance carriers, including Aflac and United Healthcare.

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.