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.

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.

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.

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.

5G Benefits & Insurance is the premier insurance and benefits agency in Northeast Wisconsin. We continue to be unbelievably innovative and proactive, having friendly and experienced team members, and using teacher-like methods to educate our clients on how to save money, and protect and grow their business. We have all the value-adds of the large agencies, but with one-on-one local advising. 5G Benefits has highly experienced agents to help your business structure your entire benefits package to attract and retain employees. We coordinate every aspect of your benefits including health insurance, work comp, voluntary benefits, benefit administration, open enrollment, 401k plans, payroll & taxes, and wellness & safety programs. 5G Benefits focuses on creating efficiencies through technology that enhances our ability to provide amazing value adds to businesses and employees. 5G Benefits works with dozens of vendors, advisors, and carriers to put together a HR & benefits strategy that is cost effective and seamless. In 2015, 5G Benefits also launched "5Ghealth.com"​ which is our Online Quoting Portal that allows individuals to search, quote, and enroll in insurance plans. 5G Benefits has grown to having physical office locations in Fond du Lac, Oshkosh, and Green Bay with satellite offices in Milwaukee and Sheboygan. Contact us today!

We are a unique type of insurance broker for Voluntary/ Supplemental benefits. Unlike other brokers, we don’t deal with health insurance or other benefits that cost employers money, so we do one thing and we do it best! We offer a devoted service team and agents that are the best in the field. On average, we save our clients between 20-60% on their benefits’ costs which results in a higher participation rate. With the help of our experienced team, we will make your business simpler and more profitable by offering your company the opportunity to expand benefits, without changing anything you currently have in place. Offering these benefits helps retain/ attract employees and enhances company morale. In an occupation that sees hundreds, if not thousands of new agents enter the market each year in Wisconsin, it is important to work with a team of people who have the experience and knowledge that you require for your business. Advantage Group is based in Wausau, WI and is focused on serving Wisconsin, Iowa, Minnesota, Colorado, Michigan, Nebraska, and South Dakota markets. With recognized partnerships and alliances throughout the United States, Advantage Group is prepared to serve your multi-location needs on a national basis.

About Us: i PlanRx is based in Green Bay Wisconsin. We are a Midwestern based organization focused on solving a national problem. What makes i PlanRx unique is that we collaborate with our partners to create their roadmap for not only surviving but thriving in a marketplace increasingly influenced by individual selection and Private Health Exchanges. The collaborative approach that we take with our partners includes: current situation analysis, sales force consulting, Private Health Exchange technology, and providing a financial administrative solution that empowers individuals to select customized financial protection products. Our Mission: i PlanRx will empower individuals to make better purchasing decisions. We believe in providing individuals the Freedom to Choose. We will work together with our collaborative partners to redefine the marketplace and grow our mutual client base. We are committed to providing our partners the market leading: knowledge, technology, and products to efficiently and profitably meet their clients financial protection needs. i PlanRx will provide our partners a simple solution to a complicated problem.

Holter Agency: Gardiner Steven is a reputable local insurance broker based in Milwaukee, Wisconsin. With a track record of excellence, they have earned the trust of clients in various industries and sizes, including large, midsize, and small employers. Their office location in Milwaukee has served esteemed clients such as Marquette University, Michael Best & Friedrich LLP, Venturedyne Limited, and Wisconsin Electrical Employees Benefit Funds. One notable example of their expertise lies in their collaboration with Michael Best & Friedrich LLP, a leading employer in the legal services industry with 660 members. Holter Agency: Gardiner Steven worked closely with their HR and finance team to establish a customized self-funding arrangement, along with a comprehensive range of insurance plans, including HMO, PPO, PBM, and drug plans tailored to the unique needs of the firm's members. With extensive experience in working with self-funded employers, HMOs, PBMs, and other specific pharmacy providers, Holter Agency: Gardiner Steven has developed a strong proficiency in meeting the diverse needs of their clients. Their comprehensive knowledge and expertise across educational services, legal services, and computer and peripheral equipment manufacturing industries position them as a valuable partner in providing insurance solutions tailored to specific industry requirements. Notably, Holter Agency: Gardiner Steven services clients across the entire state of Wisconsin. Their impressive M Score reflects their broad range of experience and expertise across client sizes and industries. Whether clients are seeking insurance solutions for educational institutions, law firms, or computer equipment manufacturers, Holter Agency: Gardiner Steven demonstrates a strong ability to deliver exceptional service and meet their clients' insurance needs effectively.