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 500 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. 2023 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 (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, (LSA) an investment advisor registered with the SEC. LSF and LSA do not provide tax or legal advice and are not affiliated with TrueNorth Financial. 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.

FH Insurance, based in the vibrant city of Boulder, CO, operates from a sizable office with a dedicated team specializing in employer benefits. With a robust focus on medical and ancillary benefits, this larger office boasts a wealth of experience catering to the needs of both local and regional employers. Their prowess in the retail trade industry is exemplified by their diverse clientele, including Imagine Nation Books, The Kitchen Cafe, and The Pro's Closet. Notably, Imagine Nation Books in the retail trade sector, The Kitchen Cafe in restaurants and eating places, and The Pro's Closet in retail trade all benefit from FH Insurance's tailored solutions, supporting over 70, 90, and 180 participants respectively. As a key player in the local brokerage firm scene, FH Insurance has carved a niche for itself by demonstrating expertise in servicing midsize and small employers. The office stands out for its hands-on approach, leveraging years of experience to navigate the intricacies of employer benefits. Employers evaluating this office location can trust in FH Insurance's proven track record and specialized knowledge, particularly in the dynamic landscape of the retail trade industry.

As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries. ​ Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients. ​ Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.

Founded by physicians in 1981, Copic is a leading medical liability insurance provider. We’re known for our innovative programs, strong defense, and the way we support healthcare professionals beyond coverage. We’re here to improve medicine in the communities we serve—by bringing healthcare professionals the resources, knowledge, and tools they need. We strive to be there proactively, as trusted advisors and a source of insight, and offer a wealth of educational resources and programs to help our customers avoid litigation and reduce risk. Today, as a trusted partner for physicians, medical professionals, group practices, healthcare facilities, and hospitals, we continue to set the standard for how to support the humans of healthcare—while making medicine safer and better for all. Our culture and employee benefits: We’re united by a strong sense of purpose and integrity, a commitment to exceptional service, and a shared vision for excellence. We value every voice and embrace each member of our team for their unique background, skills, and identity. We’re proud to provide an outstanding benefits package including health, dental and vision insurance, including FSAs and HSAs; retirement savings like 401(k) and pension; paid time off and volunteer time off; life and accidental death/dismemberment insurance; family and medical leave insurance (FAMLI) and long-term disability; employee assistance program, monthly stipends and an annual wellness reimbursement, and tuition reimbursement.

Cheyenne Mountain Insurance Brokerage, situated in the scenic city of Colorado Springs, CO, stands out as a distinguished local brokerage firm with a specialization in catering to midsize employers. Their expertise shines particularly in the realm of medical and ancillary benefits, a testament to their deep understanding of the unique needs and challenges of regional employers. One of the hallmarks of Cheyenne Mountain's service is their proficiency in servicing industries like office administrative services. A prime example of their prowess in this sector is their successful partnership with Employers Resources of Colorado, a notable entity in the office administrative services industry. This collaboration, which extends to over 490 participants, highlights Cheyenne Mountain's ability to manage extensive and complex benefits programs with ease and efficiency. Their strong local roots give them an advantage in comprehending and addressing the specific insurance requirements of businesses in Colorado. This localized focus, coupled with their broad experience across various industries, positions them as a valuable ally for businesses seeking tailored insurance solutions. Cheyenne Mountain's commitment to providing top-tier insurance services is further evidenced by their comprehensive approach to dealing with midsize employers. Their tailored strategies and personalized attention ensure that each client receives the most effective solutions to meet their unique insurance needs. This bespoke approach to insurance brokerage makes Cheyenne Mountain an ideal partner for businesses looking to navigate the complexities of employee benefits in a way that aligns with their specific goals and requirements.

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 10,500 industry-leading professionals across approximately 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.

Centerstone is a nonprofit health system specializing in mental health and substance use disorder treatments for people of all ages. Services are available in Florida, Illinois, Indiana, North Carolina, and Tennessee through the operation of outpatient clinics, residential programs, school-based services, telehealth, and an inpatient hospital. Centerstone also offers specialized programs available nationwide for the military community, as well as services for children, including therapeutic foster care. Centerstone’s Institute provides guidance through research and technology, leveraging the best evidence-based practices for use across our communities. Centerstone’s Foundation secures philanthropic resources to support the work and mission of delivering care that changes people’s lives. Learn more by visiting Centerstone.org.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

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.

Since 1996, Strategic Financial Associates, LLC (SFA) has been providing expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. As sole owner, President and CEO of SFA, Jim leads the SFA team of over twenty-five professionals who each bring a unique skill set to the company. Working as a single unit to bring you holistic financial solutions and exceptional client service, we offer a wide variety of expertise. Utilizing our Holistic Planning Process, SFA will assist you in coordinating the many aspects of your financial life and then develop a comprehensive plan to meet your objectives. Leveraging both internal and external resources, we are prepared to assist you with: insurance design; investment management; estate planning concerns; business succession; executive compensation; and retirement planning. Jim has almost twenty years of experience in the financial services industry, has worked with sophisticated and well-regarded organizations, individuals and families in forty states. Dedicated to ensuring that every client's unique situation is understood and has an actionable plan, Jim and his team maintain continual communication with clients. Regular reviews are part of every client plan, allowing for timely strategic or tactical changes to be implemented when necessary. Whether you are an individual concerned about retirement, a business owner wondering how to effectively monetize succession of your business, or a family member facing estate conservation or asset transfer issues, SFA is here for you. We encourage you to contact us for more information about how we can help you articulate your unique needs, evaluate your situation and execute a plan to ensure financial success and provide you peace of mind. *Investment Advisory & Financial Planning services offered by James Adkins, Investment Adviser Representative with Eagle Strategies, LLC, A Registered Investment Advisor. James E. Adkin, Al Johnson and Sam Dietze are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Arizona, Arkansas (Jim Adkins AR insurance license #358527), California (Jim Adkins CA insurance license #OB77623), Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. No insurance business may be conducted outside these states referenced. James E. Adkins and Al Johnson are Registered Representatives of and collectively offers securities products & services through NYLIFE Securities, LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of NJ, NY, MD, VA, DC, NC, SC, FL, KY, and LA. No offers may be made or accepted from any resident outside the specific states referenced. James E. Adkins is also separately registered as an investment adviser representative with Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the states of NJ, NY, MD, VA, DC, NC, SC, FL, KY, and LA. As such, these services are strictly intended for individuals residing in the specific states referenced. Strategic Financial Associates, LLC is not owned or operated by Eagle Strategies, LLC or it's affiliates. Strategic Financial Associates, LLC as well as Eagle Strategies, LLC and its affiliates do not offer tax, legal or accounting advice.