alera group (formerly ja counter)

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. 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. 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. JA Counter and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: WI, MN, OH, TX, VA. Agency is not affiliated with Medicare or the government.

Ares Management Corporation

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of June 30, 2025, Ares Management Corporation's global platform had approximately $572 billion of assets under management with approximately 4,100 employees operating across North America, South America, Europe, Asia Pacific and the Middle East. Cybersecurity & Fraud Prevention: https://www.aresmgmt.com/fraud-awareness

SS&C Intralinks

SS&C Intralinks is a leading financial technology provider for the global banking, dealmaking and capital markets communities. As pioneers of the virtual data room, our technology enables and secures the flow of information, empowering our customers to work more productively and with complete confidence. Intralinks facilitates strategic initiatives such as mergers and acquisitions, capital raising and investor reporting. Our solutions enhance these business-critical processes by streamlining operations, reducing risk, improving client experiences and increasing visibility. Start your next big deal now. Go to: https://www.intralinks.com/products/mergers-acquisitions/virtual-data-room For a full list of locations visit https://www.intralinks.com/contact/locations Twitter: @intralinks INsights Page: https://www.intralinks.com/insights Facebook: https://www.facebook.com/intralinks/ Instagram: @intralinks https://www.youtube.com/intralinks

lazard

Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia. Lazard provides advice on mergers and acquisitions, capital markets and capital solutions, restructuring and liability management, geopolitics, and other strategic matters, as well as asset management and investment solutions to institutions, corporations, governments, partnerships, family offices, and high net worth individuals. For more information, please visit Lazard.com. Social Media Disclosure: https://www.lazard.com/social-media-community-guidelines/

FINRA

FINRA, the self-regulator of broker-dealers, protects investors, promotes capital formation and safeguards the markets – all at no cost to American taxpayers. Only the official, verified social media accounts for FINRA are authorized to represent FINRA’s views. Any opinions or statements expressed on other accounts do not reflect the views of the organization.