Patriot Insurance has been providing peace of mind for families and businesses in New England for over 50 years. Headquartered in Yarmouth, Maine, we are a regional carrier offering business, home, auto, life and surety products backed by local, autonomous claims, loss control and underwriting teams. We work exclusively with independent agents who can give our customers the personal guidance and service they deserve. Since 2007, we have partnered with Frankenmuth Insurance, a longstanding company founded in Michigan in 1868. Patriot Insurance is financially sound, with an AM Best rating of “A” (Excellent).

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

Nestled in the vibrant community of Greeley, Colorado, HUB International's local office stands as a stalwart partner for employers seeking comprehensive insurance solutions. With a focus on medical and ancillary benefits, this branch excels in catering to the unique needs of both local and regional businesses. Boasting a wealth of experience in the management of companies and enterprises sector, HUB International's Greeley team has become a trusted advisor for Huwa Enterprises—a prominent player in the industry, managing over 180 participants. What sets this HUB International location apart is its nuanced understanding of the diverse landscape of management in companies and enterprises. Through years of dedicated service, they have cultivated unparalleled expertise, earning the trust of businesses across the region. As a key outpost of the larger national insurance brokerage firm, this office combines local insights with the resources of a formidable industry player. The Greeley team's commitment to excellence is evident in their tailored approach, ensuring that each client receives personalized guidance and solutions. With a proven track record and a roster of satisfied clients, HUB International in Greeley stands as a reliable partner for employers navigating the intricacies of employee benefits in the ever-evolving landscape of the insurance market.

Leaders Group is an esteemed insurance broker offering its services in multiple states across the United States, including California, Illinois, Pennsylvania, Texas, Virginia, Georgia, New York, Florida, Maryland, West Virginia, Alabama, Wisconsin, Nebraska, and Connecticut. With an office located in Littleton, Colorado, this local insurance consultant has established itself as a trusted partner for large, midsize, and small employers. The office of Leaders Group has successfully collaborated with prominent companies such as Grant Thornton, LLP, a distinguished employer in the accounting, tax preparation, bookkeeping, and payroll services industry. They worked closely with Grant Thornton's HR and finance team to devise a customized self-funding arrangement, HMO plan, PPO plan, and PBM and drug plan tailored to meet the unique needs of their 7,490 members. Leaders Group's extensive experience and expertise enable them to excel in various sectors, including building material and supplies dealers, home health care services, and services (except public administration) industries. They have garnered a high M Score, reflecting their unparalleled proficiency across different client sizes, industries, and products. When it comes to self-funded employers, Leaders Group possesses substantial knowledge and proven track record. They also demonstrate strong proficiency in working with HMOs and PPOs, ensuring their clients' needs are met effectively. Furthermore, their expertise extends to collaborating with clients and specific pharmacy providers (PBMs) to provide comprehensive pharmacy solutions. With a diverse range of clients that includes notable names like Bank of Essex, Foley & Lardner LLP, Grant Thornton, LLP, and HomeCentris Healthcare, Leaders Group continues to be the go-to insurance broker for businesses seeking unparalleled expertise, personalized solutions, and exceptional service.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.