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.

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.

Ansay and Associates are in its 75th year as being Wisconsin’s premier independent insurance agency with offices located all over Wisconsin. Our unique approach to insurance, “The Ansay Way,” ensures that you’re covered for any risk that may come your way. Our agents specialize in either commercial or personal insurance so you’re confident the products will match your needs. Commercial insurance coverage goes beyond a policy, look at all of the options we offer for our commercial insurance customers: OSHA requirement training, loss control guidance, decrease loss exposure and loss control, commercial crime coverage, loss control training and much more. Personal insurance options start with: home insurance, auto insurance, boat insurance, recreational vehicle insurance as well as umbrella policies and bundled policies too. With offices in Port Washington, Brookfield, Green Bay, Manitowoc, Appleton, Oshkosh, Mosinee, Stevens Point, Eau Claire, Alma, Madison, Burlington, Jefferson, Cedarburg, Bloomer, Augusta, Chetek, Chippewa Falls, Menomonie, New Richmond, and River Falls., we have an Ansay location close to you.

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.

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

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.

Founded in 1892, The Wisconsin Bankers Association is the state's largest financial industry trade association, representing nearly 235 commercial banks and savings institutions, their nearly 2,300 branch offices and 23,000 employees. Of the nearly 270 Wisconsin banks, 97 percent are members of the Wisconsin Bankers Association. The Association represents banks of all sizes from banks in rural Wisconsin to the state's largest financial institution in Green Bay.

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

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.