We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services and Avantax Planning Partners.

Mountain West Insurance & Financial Services, LLC is an independent agency offering both insurance and financial service solutions in Colorado and over 30 states across the US. We write all lines of insurance, including; Auto, Home, Farm/Ranch, Commercial, Health, and much more. Our representatives have been servicing satisfied customers for over 30 years. We have numerous convenient Colorado branch locations all along the Western Slope of Colorado including; Grand Junction, Montrose, Durango, Steamboat Springs, and other. Our local agents and service professionals live in your community and will do whatever possible to help you -their friends, family and neighbors- with all your insurance and financial service needs. Being local is important, but for us it’s much more than that. Our purpose in business is to understand your needs and exceed your expectations. We dig deeper, listen and ask the right questions, but above all, we value your relationship with us. We’re a single source solution for all your insurance and financial service needs.

Integrated Benefits Company in Fort Collins, CO, stands out as a trusted insurance broker with a strong focus on providing comprehensive employee benefits solutions to local and regional employers. Their extensive expertise in medical and ancillary benefits makes them a valuable partner for businesses seeking tailored insurance solutions. This Fort Collins-based branch of Integrated Benefits Company has successfully served a diverse range of clients, including Fort Collins Radiologic Associates PC and Tender Care Pediatric Services and Medical Supply. Notably, they have demonstrated proficiency in industries such as home health care services and offices of physicians. With a track record of managing benefits for businesses like Fort Collins Radiologic Associates PC, boasting 120+ participants, and Tender Care Pediatric Services and Medical Supply, with 130+ participants, they showcase their ability to handle varying scales of employee coverage. As a part of a local brokerage firm, Integrated Benefits Company brings a unique understanding of the specific needs and challenges faced by businesses in the Fort Collins area. Their demonstrated experience with midsize employers further underscores their ability to provide tailored solutions that align with the distinct requirements of businesses in this market. For employer benefits buyers seeking a reliable and locally informed insurance broker, Integrated Benefits Company in Fort Collins, CO, stands out as a strategic choice with proven expertise in crafting effective benefits packages.

As an independent brokerage for 91 years, this has always remained true...“Caring for Your Unique Potential Is Our Soul Purpose.” That statement is the core of how we do business. We ask the tough questions, avoid the easy path, believe fully in caring for the unique challenges of our clients, and leverage our greatest assets — the hearts and minds of our people — to advocate on behalf of our clients. That’s our approach to risk management and benefits consulting, and it’s worked for us since our inception in 1932. As an independent brokerage, we serve clients in every industry and of almost every size, with the ultimate goal of providing exceptional service and caring for our clients’ unique potential. For more information, visit www.holmesmurphy.com. You can also follow us on X (@holmesmurphyins), or Facebook, or Instagram.

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.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

Greenway & Associates, nestled in Pueblo, CO, operates as a prominent insurance broker, boasting a substantial office well-versed in employer benefits. This larger office stands out for its commendable expertise, specializing in medical and ancillary benefits tailored to both local and regional employers. Their demonstrated proficiency extends to various industries, with a notable focus on the automobile dealers sector. A cornerstone of Greenway & Associates' success lies in their adept handling of midsize employers, showcasing a nuanced understanding of the specific needs and challenges faced by businesses in this category. As a pivotal player in the local brokerage firm landscape, this office exemplifies a commitment to community-centric service. The roster of satisfied clients speaks volumes about their capabilities, with esteemed businesses such as Red Noland Auto Group and RN Motors trusting Greenway & Associates for their insurance needs. Red Noland Auto Group, a prominent player in the automobile dealers industry, benefits from Greenway's expertise with 150+ participants, while RN Motors, also in the automobile dealers sector, relies on their services for 130+ participants. In essence, Greenway & Associates' Pueblo office emerges as a strategic partner for employers seeking comprehensive and tailored benefits solutions, grounded in local insight and a track record of success.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Flood and Peterson is an insurance broker known for integrity, responsiveness, collaboration and an unmatched customer experience. The combination of our knowledge and industry expertise ensures clients receive the best coverage at the best value. We aspire to be long-term business partners involved in our clients'​ day-to-day operations, guiding them as they reduce risk, improve efficiency and grow their business. From our employees to our clients to our carriers, our relationships define us. We are employee owned and understand an investment in our people is an investment in your future. We are also committed to the communities where our employees and clients live and work as seen through volunteer leadership and significant financial investment. Operating since 1939, our commitment to our clients, employees and the community make us Colorado's leading insurance broker and one of the largest privately held in the nation. Please visit us at: www.floodpeterson.com

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.