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.

Robertson Ryan & Associates offers medical insurance, voluntary benefits and other services for all sizes of employers in the Milwaukee-Waukesha-West Allis, WI Metro Area. In this region of Wisconsin, health insurance is a very important part of the employer's offer to employees as it is an incentive to those who would otherwise not be able to find employment. A comprehensive employee benefits plan that includes various types of health coverage is a key component. Through a regional partnership with a brokerage firm that has offices throughout the area, Robertson Ryan & Associates provides these key resources to employers throughout Milwaukee region. Robertson Ryan & Associates Milwaukee office has an M Score of 4 out of 5, representing a wide range of experiences. Your employee benefits consultant should provide benchmarking data for your company's workforce. They are highly rated by customers based on their employer reviews. Many customers have left reviews on the quality and service that Robertson Ryan & Associates provides.

Cyganiak Planning, Inc. is a leading provider of employee benefits, life insurance, and retirement planning services.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

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.

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.

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.

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.