Tru North - June 2024 by FleisnerAgency

NORTHWESTERN MUTUAL

NORTH June 2024 Leaderboard NewFRLeaders SalesReports Pathfinder Education

TRU

VISION2025STATEMENT

Our remarkable client planning experience is central in providing lifetime financial security tailored to how people live and work today. An experience delivered through a trusted advisor, connected by an intuitive and dynamic digital platform, and powered by the financial strength of Northwestern Mutual – Transforming financial security for all people.

Our agency led career advisor system is developing industry leading integrated advisors resulting in high client satisfaction, exceptional persistency, and extraordinary market growth.

Through our highly productive and credentialed advisor teams, we are leading our tier group in pathfinders, lives leaders, and forum qualifiers, while engaging 4,000 new planning clients annually. Total Network Office productivity exceeds $13,500,000 of premium, $26,000,000 of IPS production, and 120,000 planning clients.

We continue to attract and grow our diverse advisor teams through selection of values-driven career changers and our prestigious college internship program. The firm has grown to 140 advisors with 60% of new advisor growth coming from our internship and diverse advisors totaling 40%. Associates to support our vision has grown to over 300.

GREATER GREEN BAY

LAKESHORE

APPLETON

2025STATEMENT

Our long-term, legacy-driven leadership focus creates generational stewardship of the agency system of Northwestern Mutual, totaling 32 formal leaders across the agency system. As a champion in women and diverse talent/culture advancement, the leadership team represents the diversity of local markets and offices.

Our preferred culture defined as relational, transformational, diverse, growth focused, abundance, faith, and fun, attract and retain top talent as the organization of choice for long-term professional growth.

We are living out our mission in the marketplace in alignment with our core values of courage, trust, commitment to excellence, and personal responsibility. Our associates are leading in the community with time, talent, and treasure in philanthropic initiatives across our marketplace in alignment with our highest calling, to serve others.

Our Appleton Network Office and 7 District Network Offices are the preeminent financial planning firms in the local communities of:

CENTRAL WISCONSIN

GERMANTOWN

OSHKOSH/FOND DU LAC

2024 Key Priority

LEADING GROWTH PRIORITY

Grow CFR/U5 Talent population in direction of marketplace opportunity

Develop tier group leading advisor early productivity

Increase 5th year Advisor graduates to drive FPP (Talent Growth & Development)

& Priorities

AGENCY PRIORITIES

Grow and develop a diverse, values/vision driven leadership pipeline, advance D leader performance to top quartile rank in tier group, invest in developing markets for District Opportunities, and continue advancing executive skill development of Contracted leaders, Directors, and C Suite Leaders (Leadership)

Strategically partner with Career Advisors leveraging the Advisor Practice Platform, NO Career Advisor Business Development Team, and Strategic Industry Partners to grow productive capacity/capabilities in building integrated practice firms that serve generations of clients with planning excellence (Career Advisor Productivity)

Strengthen alignment of Leaders, Advisors/Teams, and Associates with the strategic transformation priorities of Northwestern Mutual/Network Office to drive innovation and growth, support practice efficiency, capacity, and capability to deliver on the very best client/advisor experience. (CRM, PX, Insights, Digital Purchase Journey, FPS, Advisor DeskTop, NTP, Advisor Practice Platform) (Transformation)

2024

FLEISNER AGENCY

- OFFICE MAP -

Corey R Fleisner CLU, ChFC Managing Partner Network Office Appleton appleton.nm.com Travis S Kempf Managing Director District Office Wausau wausau.nm.com Michael W Wulff CFP Managing Director District Office Germantown germantown.nm.com Tomislav Dugandzic RICP District Director District Office Appleton appleton.nm.com Dan Zak Managing Director District Office DePere greenbay.nm.com

NETWORK GROWTH PARTNERS

NETWORK OFFICE

OPERATIONS TALENT INTERNSHIP SUPERVISION TRAINING & DEVELOPMENT TRANSFORMATION CLIENT RELATIONS CENTER

PARTNERS

HOLLY MURRAY EXECUTIVE DIRECTOR OF RECRUITING & SELECTION

We want to congratulate two individuals who completed our May Financial Planning Academy. Both individuals are part of successful practices and are wishing to grow in their own

Wallace Appleton

client-building skills to add value and grow with the practices.

Please congratulate the following:

Garret Dunham Appleton

We wish you great success and look forward to working with you!

TALENT

June 2024

Kyle Preston Morgan Appleton

Through May, Awards Year, we felt short of our goal but are determined to start strong for this next awards year! We ended in in 10th , 12th , 6th and 13th places. We moved up one spot in 2 categies since last month, having the strongest finish in the conversion category.

ROY Office Award - Category 3

Recruits + Recruit New Clients

June 2024

TALENT

Category 3 Category Total Rank NO Office Name Recruits Recruit Rank Recruit New Clients Recruit New Clients Rank Total Rank 1 102 Verzino Network Office 68 1 459.7 2 2 060 Kelley Network Office 56 3 510.2 1 3 003 Byrne Network Office 66 2 377.4 4 4 084 Grabner Network Office 55 4 397.1 3 5 067 Salazar Network Office 44 5 373.6 5 6 005 Pizzuti Network Office 44 5 335.3 7 7 047 Ruhl Network Office 43 7 337.6 6 8 092 Holter Network Office 31 9 330.3 8 9 033 Dierks Network Office 34 8 259.1 9 10 097 Fleisner Network Office 28 10 219.0 11 11 042 Hempstead Network Office 27 12 201.3 13 12 101 Mc Clure Network Office 24 16 228.5 10 13 044 Brase Network Office 25 15 215.3 12 14 091 NM Southern WI 28 10 146.3 17 15 046 Holleran Network Office 27 12 150.8 16 16 069 Lawhon Network Office 26 14 183.8 15 17 020 Byrn Network Office 21 17 186.2 14 Category 3 Category Total Rank NO Office Name Diverse Recruits Diverse Recruit Rank Diverse Recruit New Clients Div Recruit New Clients Rank Total Rank 1 102 Verzino Network Office 49 1 299.7 1 2 003 Byrne Network Office 41 2 238.7 2 3 067 Salazar Network Office 26 3 206.6 4 4 005 Pizzuti Network Office 22 5 207.0 3 5 060 Kelley Network Office 24 4 183.9 6 6 047 Ruhl Network Office 22 5 171.2 7 7 092 Holter Network Office 19 8 185.8 5 8 069 Lawhon Network Office 22 5 123.1 9 9 046 Holleran Network Office 13 9 122.4 10 10 101 Mc Clure Network Office 9 14 128.5 8 11 020 Byrn Network Office 12 11 107.6 11 12 097 Fleisner Network Office 11 12 81.7 12 13 091 NM Southern WI 13 9 44.9 15 14 042 Hempstead Network Office 9 14 67.8 13 15 033 Dierks Network Office 11 12 28.5 16 16 044 Brase Network Office 8 17 54.0 14 17 084 Grabner Network Office 9 14 25.4 17

Diverse Recruits + Diverse Recruit New Clients

May 2024 Data: June 2023 - May 2024 Category 3 New Rank Total Rank NO Office Name Conversions Conversion Rank Conversion New Clients Conv New Clients Rank 1 060 Kelley Network Office 11 2 148.8 1 2 047 Ruhl Network Office 13 1 109.1 2 3 044 Brase Network Office 7 4 105.0 3 4 084 Grabner Network Office 8 3 90.2 5 5 101 Mc Clure Network Office 4 8 101.8 4 6 097 Fleisner Network Office 6 5 66.1 7 7 033 Dierks Network Office 6 5 66.0 8 8 067 Salazar Network Office 4 8 84.1 6 9 091 NM Southern WI 4 8 42.5 11 10 042 Hempstead Network Office 3 12 45.5 9 11 092 Holter Network Office 5 7 33.7 14 12 069 Lawhon Network Office 2 13 43.1 10 13 005 Pizzuti Network Office 4 8 29.8 15 14 102 Verzino Network Office 2 13 36.7 12 15 020 Byrn Network Office 2 13 35.1 13 16 003 Byrne Network Office 1 16 0.0 16 16 046 Holleran Network Office 1 16 0.0 16 Category 3 Recruit New Rank Total Rank NO Office Name BH Recruits BH Recruits Rank Warm Source Warm Source Rank 1 084 Grabner Network Office 51 3 49% 6 2 102 Verzino Network Office 45 4 51% 5 3 047 Ruhl Network Office 39 6 64% 3 4 003 Byrne Network Office 55 1 25% 13 5 005 Pizzuti Network Office 43 5 44% 9 6 092 Holter Network Office 22 12 68% 2 7 067 Salazar Network Office 30 7 47% 8 8 033 Dierks Network Office 27 8 48% 7 9 020 Byrn Network Office 16 15 69% 1 10 060 Kelley Network Office 53 2 17% 15 11 044 Brase Network Office 20 13 55% 4 12 069 Lawhon Network Office 25 10 32% 12 13 097 Fleisner Network Office 19 14 37% 10 14 042 Hempstead Network Office 26 9 15% 16 15 046 Holleran Network Office 24 11 0% 17 16 101 Mc Clure Network Office 9 17 33% 11 17 091 NM Southern WI 13 16 23% 14 Conversions

Recruits + Warm Recruit Source

TALENT

+ Conversion New Clients

KELLY IMIG SUPERVISION

CHIEF SUPERVISION OFFICER

Corporate Audit & Anti-Fraud (CAAF)

2024 Fraud Awareness Campaign

Sure ways to spot a scammer

Scammers say and do things that can tell us they’re lying — and they’re not who they pretend to be. Of course, to hear or see those clues, we have to get past the panic scammers make us feel, thanks to the so-called emergencies they try to create. And since scammers are convincing, that can be hard to do. But recent scams are costing people their life savings, so here are some sure ways to spot the scammer.

Things only scammers will say:

· “Act now!” That’s a scam. Scammers use pressure, so you don’t have time to think. But pressuring you to act now is always a sign of a scam. It’s also a reason to stop.

“Only say what I tell you to say.” That’s a scam. The minute someone tells you to lie to anyone — including bank tellers or investment brokers — stop. It’s a scam.

· “Don’t trust anyone. They’re in on it.” That’s a scam. Scammers want to cut you off from anyone who might slow you down.

· “Do [this] or you’ll be arrested.” That’s a scam. Any threat like this is a lie. Nobody needs money or information to keep you out of jail, keep you from being deported, or avoid bigger fines. They’re all scams.

· “Don’t hang up. ” That’s a scam. If someone wants to keep you on the phone while you go withdraw or transfer money, buy gift cards, or anything else they’re asking you to do: that’s a scammer. DO hang up.

And here’s a list of things that only scammers will tell you to do:

June 2024

2023 Top

that can tell us they’re lying — and they’re not who they hear or see those clues, we have to get past the panic thanks to the so-called emergencies they try to create. And since that can be hard to do. But recent scams are costing people some sure ways to spot the scammer. say:

Sure ways to spot a scammer

“Only say what I tell you to say.” That’s a scam. The minute someone tells you to lie to anyone — including bank tellers or investment brokers — stop. It’s a scam.

Fraud Awareness Campaign

· “Don’t trust anyone. They’re in on it.” That’s a scam. Scammers want to cut you off from anyone who might slow you down.

Scammers use pressure, so you don’t have time to think. But always a sign of a scam. It’s also a reason to stop. say.” That’s a scam. The minute someone tells you to lie to tellers or investment brokers — stop. It’s a scam. They’re in on it.” That’s a scam. Scammers want to cut you off

Things only scammers will say:

· “Act now!” That’s a scam. Scammers use pressure, so you don’t have time to think. But pressuring you to act now is always a sign of a scam. It’s also a reason to stop.

And here’s a list of things that only scammers will tell you to do:

slow you down.

· “Only say what I tell you to say.” That’s a scam. The minute someone tells you to lie to anyone — including bank tellers or investment brokers — stop. It’s a scam.

“Move your money to protect it” is a scam. Nobody legit will tell you to transfer or withdraw money from your bank or investment accounts. But scammers will.

arrested.” That’s a scam. Any threat like this is a lie. Nobody to keep you out of jail, keep you from being deported, or all scams.

· “Don’t trust anyone. They’re in on it.” That’s a scam. Scammers want to cut you off from anyone who might slow you down.

· “Withdraw money and buy gold bars” is a scam. Always. Every time.

“Do [this] or you’ll be arrested.” That’s a scam. Any threat like this is a lie. Nobody needs money or information to keep you out of jail, keep you from being deported, or avoid bigger fines. They’re all scams.

scam. If someone wants to keep you on the phone while you money, buy gift cards, or anything else they’re asking you to do: up.

“Withdraw cash and give it to [anyone]” is a scam. Doesn’t matter who they say: it’s a scam. Don’t give it to a courier, don’t deliver it anywhere, don’t send it. It’s a scam.

that only scammers will tell you to do:

who they panic create. And since costing people to think. But you to lie to you off Nobody deported, or phone while you you to do:

2023 Top Scams

protect it” is a scam. Nobody legit will tell you to transfer or bank or investment accounts. But scammers will.

And here’s a list of things that only scammers will tell you to do:

buy gold bars” is a scam. Always. Every time. to [anyone]” is a scam. Doesn’t matter who they say: it’s a courier, don’t deliver it anywhere, don’t send it. It’s a scam. scam. Nobody legit will ever insist you get cryptocurrency of legit reason for someone to send you to a Bitcoin ATM. It’s a

Imposter Scam

“Go to a Bitcoin ATM” is a scam. Nobody legit will ever insist you get cryptocurrency of any kind. And there’s no legit reason for someone to send you to a Bitcoin ATM. It’s a scam.

2023 Top Scams

“Buy gift cards” is a scam. There’s never a reason to pay for anything with a gift card. And once you share the PIN numbers on the back, your money’s as good as gone.

Online Shopping & Negative Reviews

· “Move your money to protect it” is a scam. Nobody legit will tell you to transfer or withdraw money from your bank or investment accounts. But scammers will.

· “Withdraw money and buy gold bars” is a scam. Always. Every time.

Investments

· “Withdraw cash and give it to [anyone]” is a scam. Doesn’t matter who they say: it’s a scam. Don’t give it to a courier, don’t deliver it anywhere, don’t send it. It’s a scam.

2023 Top Scams

There’s never a reason to pay for anything with a gift card. numbers on the back, your money’s as good as gone.

transfer or they say: it’s a scam. cryptocurrency of ATM. It’s a gift card. gone.

Corporate Audit & Anti-Fraud (CAAF)

Imposter Scam

Prizes, Sweepstakes, Lotteries

If you see or hear any version of any of these phrases, you’ve just spotted a scammer. Instead of doing what they say, stop. Hang up. Delete the email. Stop texting. Block their number — anything to get away from them.

Business & Job Opportunities

“Go to a Bitcoin ATM” is a scam. Nobody legit will ever insist you get cryptocurrency of any kind. And there’s no legit reason for someone to send you to a Bitcoin ATM. It’s a scam.

· “Buy gift cards” is a scam. There’s never a reason to pay for anything with a gift card. And once you share the PIN numbers on the back, your money’s as good as gone.

Online Shopping & Negative Reviews

version of any of these phrases, you’ve just spotted a scammer. say, stop. Hang up. Delete the email. Stop texting. Block their away from them.

Prizes, Sweepstakes, Lotteries

Investments

Business & Job Opportunities

States With Highest Per Capita Rates of Fraud (reports per 100K people)

Sure ways to spot a scammer

States With Highest Per Capita Rates of Fraud (reports per 100K people)

 Georgia—1,564

 Florida—1.563

 Nevada—1,531

 Delaware—1,500

Things only scammers will say:

“Act now!” That’s a scam. Scammers use pressure, so you don’t have time to think. But pressuring you to act now is always a sign of a scam. It’s also a reason to stop.

 Maryland—1,372

“Only say what I tell you to say.” That’s a scam. The minute someone tells you to lie to anyone — including bank tellers or investment brokers — stop. It’s a scam.

“Don’t trust anyone. They’re in on it.” That’s a scam . Scammers want to cut you off from anyone who might slow you down.

“Do [this] or you’ll be arrested.” That’s a scam . Any threat like this is a lie. Nobody needs money or information to keep you out of jail, keep you from being deported, or avoid bigger fines. They’re all scams.

you go withdraw or transfer money, buy gift cards, or anything else they’re asking you to do:

“Don’t hang up. ” That’s a scam . If someone wants to keep you on the phone

Sure ways to spot a scammer | Consumer Advice (ftc.gov) ReportFraud.ftc.gov

Imposter Scam Online Shopping & Negative Reviews Prizes, Sweepstakes, Lotteries Investments Business & Job Opportunities States With Highest Per Capita Rates of Fraud (reports per 100K people)  Georgia—1,564

2023 Top Scams

that’s a scammer. DO hang up. 2024

Awareness

2023 Top Imposter Online Shopping Reviews Prizes, Sweepstakes, Investments Business States Capita (reports  Georgia—1,564  Florida—1.563  Nevada—1,531  Delaware—1,500  Maryland—1,372 pressuring you to act now is always a sign of a scam. It’s also a reason to stop.

while

Fraud

Campaign

Consumer Advice (ftc.gov) ReportFraud.ftc.gov

 Florida—1.563  Nevada—1,531  Delaware—1,500  Maryland—1,372

Sure ways to spot a scammer | Consumer Advice (ftc.gov) ReportFraud.ftc.gov

SHAWN MEES TRANSFORMATION

TECHNOLOGY SUCCESS CONSULTANT

Top Technology Highlights

• Secure Chat: Advisors can opt into Secure Chat on June 10th, enabling seamless and secure communication between you, your team and clients. The link will bring you to a user guide that will help with this new feature.

• Q1 2024 Illustrations Quarterly Recap (5/11): Review this comprehensive overview to catch up on the most recent Illustrations advancements made to help you demonstrate the value and flexibility of our products with clients.

What Else is New

• Use the new Envestnet proposal workflow (5/7): Envestnet’s redesigned proposal workflow is now available for you to access. The redesigned workflow gives advisors and their teams access to future enhancements that will not be available in the legacy proposal, including the Signature Portfolios transition plan.

• 3 enhancements to improve the purchase experience for you and your clients (5/14): Learn more about three enhancements aimed at making it easier for you to do business: the removal of the oMHQ amount cap, a new prompt on the consumer website overview page, and the addition of Signature Center on the mobile app.

• Pershing prefill available in NetX360 (5/17): After receiving your feedback, a solution has been identified to bring back Pershing prefill in NetX360 – Client Onboarding 2.0.

June 2024

• Enterprise Zoom update: Resuming deployment of meetings and phones (5/28): By the end of 2024, most offices will have Enterprise Zoom Meetings and Phones and will continue to gain additional features like business texting and conference room technology. For more information, visit the Enterprise Zoom Linknet page.

• Advisor Desktop: Enhanced Client Profile and Account page layouts (5/28): Explore the enhanced layouts for Client Profile and Account pages and learn how to make client data editing easier.

• New PDIA & PLI composite tool shows a combined death benefit (5/30): Our new composite tool will allow you to run a supplemental illustration that combines Portfolio Deferred Income Annuity (PDIA) and Permanent Life Insurance (PLI).

• Live 5/31: Changes to Envestnet Investment Policy (IP) violations (5/30): The home office will update a number of existing investment policy rules and violations through Envestnet. The changes being made to the current policies will not impact day-to-day duties of managing/resolving IP violations.

Client-facing Technology

• Keep eSignature guidelines top of mind (5/9): The DocuSign eSignature functionality provided by NM systems is the only company-approved method for sending documents to clients and obtaining their eSignature.

TRANSFORMATION

Upcoming Learning Opportunities

Here are upcoming webinars for June and July.

• June 27: Advisor Desktop – Meeting Preparation

• July 9: Planning Ask the Experts: Creating retirement scenarios in PX

• July 10: Mutual Knowledge Coffee Talk

• July 11: Illustrations Highlights and Insights

• July 24: QuickBooks Webinar

Videos

• Planning in Play: New Retirement Target Asset Mix (4 min.): Hear from Wealth Management Advisors Jim DiNardo and Tom Weilert explain how NM's latest research in PX can guide clients in choosing the right asset mix for their retirement goals and preferences.

• Culture of Compliance: eSignature (2 min.): Part of the ‘It Matters’ series reinforcing the importance of creating a strong culture of compliance in your business, hear from your peers as they demonstrate ‘doing the right thing’ during the application process.

Please visit the Help Center to open a ticket, or schedule a consultation with using the links in my signature.

June 2024

CAREER DEVELOPMENT

JOHN DINSE

CHIEF OF CAREER DEVELOPMENT

Congratulations to our Awards Year Pathfinders!

Central to our client value proposition is NM’s integrated planning strategy also known as Protect & Prosper. As an NM Advisor, Multi Star Pathfinder represents our greatest opportunity to lead and deliver the highest value and impact to clients. Through all economic cycles and life events, our Protect & Prosper planning approach provides for best outcomes and peace of mind for clients.

June 2024

Introducing the New Client Program

We are excited to announce, in partnership with our Home Office, the introduction of the New Client Program for the 2024-2025 Awards Year. Northwestern Mutual Advisors/Teams are uniquely positioned to help more people achieve financial security. Our value proposition is unmatched with our proven planning approach in creating lifetime financial security with industry leading insurance and wealth products. Our role in helping people in our communities navigate today’s complex environment has never been more important. This is exactly why we have created the New Client Champion Program, to provide resources and support to help you impact more clients this year and beyond.

What is it?

The New Client Program is a series of resources and support to further assist your new client growth. The comprehensive program is designed to enhance your ability to acquire new clients and best position them for financial success using a wide variety of our products, including permanent life insurance. We’re giving you access to techniques to move clients and prospects to action with recommendations that are in their best interest, opportunities to learn from top advisors, and an exciting New Client Champion Program to help take your practice to the next level.

Our very own 097 Securing Futures New Client Leaders Kyle Vanderloop, CLU, CHFC, CLTC, RICP, Wealth Management Advisor (career advisors) and Kyle Boucher, Financial Advisor (U5 advisors), will share peer to peer learning throughout the coming Awards Year. September Network Office Day will feature top 5 Star Pathfinder Adam Riegl, CFP, WMCP, AEP, CLU, Wealth Management Advisor, who will share his very best in becoming a top Pathfinder through our comprehensive planning strategy and new client focus.

CAREER DEVELOPMENT

September Network Office (Key Note Speaker Announced)

We are extremely excited to announce that our September Network Office Day will feature top 5 Star Pathfinder Adam Riegel, CFP, WMCP, AEP, CLU, Wealth Management Advisor. Adam, will share his very best in becoming a top Pathfinder through our comprehensive planning strategy and new client focus.

June 2024

We are excited for our mid-year Network Office Day on June 27th. Highlights include:

Kyle Vanderloop, CLU, ChFC, CLTC, RICP, Wealth Management Advisor on the impact of new client acquisition.

Al Fries, CFP, CLU, ChFC, Wealth Management Advisor, on “Finishing Strong” with Kelly Imig, CLU, ChFC, RICP, Chief Supervision Officer.

Bill Taylor, Vice President Business & Estate Markets from the Home Office will provide expert insights on the Tax Cuts and Jobs Act (TCJA) Sunset.

Sally Gosda has sent calendar invites and the full agenda with sessions topics appears weekly in our agency newsletter

Full Agency Schedule for 2024

CAREER DEVELOPMENT

Business & Estate Markets Study Group

Interested in expanding your knowledge and skills to serve in the small business and estate planning markets? Please reach out to John Dinse, CLF, Chief of Career Development to learn more.

June 2024

College Internship Program

• Goal Post Update (Thru May- End of Awards Year)

The Fleisner Agency finished the awards year ranked #18 overall amongst all Network Offices. This status earns the agency an invite to the prestigious Internship Champion Summit later in 2024. Only the Top 20 agencies within the company are eligible to attend.

CAREER DEVELOPMENT

May Training Update

Our prestigious College Financial Representative Internship Summer 2024 program is in full swing. Students engaged in a week of learning and camaraderie, led by the Career Development Department, Talent Leaders, College Unit Directors, Growth and Development Directors, and Managing Directors.

It is always exciting and energizing to see the many talented young professionals in our offices!

June 2024

PLANNING CONNECTION

CHERI DWORAK + DREW ROSE

Your client needs to start a DI claim – now what?

May is Disability Insurance (DI) Awareness Month and a good time to familiarize yourself with the DI claim process and best practices.

1. The best way for your client to start a claim is through the DI Claim Center (by creating an account on the Claims page on NM.com).

2. Your client should complete the Permission to Discuss form to authorize the home office to disclose (or not disclose) claim information to you.

3. When the home office receives a notice of claim, it will send a Claim Kit to the insured and you will receive a system-generated email letting you know a claim was started.

4. The analyst will contact the claimant (or their representative) via letter or phone within 10 business days of receiving the Request for Benefits and Disclosure forms.

5. You can view claim information for your clients on NM Connect, including the analyst’s name and phone number, claim status and more. For more details and in-depth instruction, visit Mutual Knowledge.

Pershing prefill available in NetX360 on May 20

After receiving your feedback, we have identified a solution to bring back Pershing prefill in NetX360 effective Monday, May 20. This will mirror what you experienced prior to the change in early March, while still progressing forward to an improved account opening experience.

June 2024

Read

the Linknet News article.

Where we are headed – Client Onboarding 2.0 (COB 2.0): This work is foundational to upgrade NM to the new onboarding platform and improve the Wealth account opening experience. COB 2.0, now scheduled to launch in Q4 2024, will allow for:

• Ability to open multiple accounts in one session, saving time and repetitive steps

• Improved work-status tracking

• Updated user-interface making it easier to see what is missing

• Move to client centric data from an account centric view making it easier to service all of a client’s accounts

The Financial Representatives Association Board, Wealth, and Integrated Operations Field Committees, along with a COB 2.0 Field Working Group, will continue to partner with the home office through the transition to the next generation of client onboarding.

VIEW ROADMAP

JUNE LEADERBOARD

JUNE LEADERBOARD

PAID FOR MONTHLY LEADERS

PAID FOR CALENDAR YEAR LEADERS

LEADERBOARD

PAID FOR - MONTHLY LEADERS - APRIL

LIVES

Tim Neumann 19.4 Lives + Team

Kelly Durand

Kyle Vander Loop 12.8 Lives

3 1

Tom Dugandzic 14.0 Lives + Team

Samantha Hilliker

David Zehner

Rick Bartelt 9.0 Lives

Brad Veldhorst Planning Department

3 1 2 3

Kyle Boucher

29.5 Lives + Team Maddie Bennett Planning Department

Andrew Jesse 12.0 Lives Ryan Richter 10.2 Lives

Jeremy Schoenherr 13.0 Lives

Renee Wisniowicz 12.8 Lives

June 2024 Veterans –2014 + 5-9 Years –2015-2019 1-4 Years –2020-2023

NEW CLIENTS

Bill Bickel

6.8 New Clients + Team

Tim Salm

Tom Dugandzic

7.0 New Clients + Team

Samantha Hilliker

David Zehner

Brad Veldhorst Planning Department

Tim Neumann

6.0 New Clients

Dan Zak

5.0 New Clients

Andrew Jesse

5.1 New Clients

Ryan Richter

4.8 New Clients

Kyle Boucher

18.5 New Clients + Team

Maddie Bennett Planning Department

Renee Wisniowicz

7.5 New Clients

Brayden Schirmacher

6.9 New Clients

June 2024 PAID

Veterans –2014 + 5-9 Years –2015-2019 1-4 Years –2020-2023

FOR - MONTHLY LEADERS - APRIL

LEADERBOARD

PAID FOR - MONTHLY

LEADERS - APRIL

PREMIUM

Tim Neumann

$69,103 + Team

Kelly Durand

Ryan Richter

$34,775 + Team

Mark Manz

Marlene Richter Planning Department

Kyle Boucher

$25,376 + Team

Maddie Bennett Planning Department

Greg Pederson

$55,717

Steve De Namur

$46,605

David Colby

$19,252 Andrew Jesse

$16,903

Jeremy Schoenherr

$16,744

$13,546 1 2 3 1 2 3 1 2 3

Renee Wisniowicz

June 2024

Veterans –2014 + 5-9 Years –2015-2019 1-4 Years –2020-2023

PAID FOR - AWARDS YEAR LEADERS - APRIL

LIVES

Tim Neumann

188.8 Lives + Team

Kelly Durand

Tom Dugandzic 152.2 Lives + Team

Samantha Hilliker

David Zehner

Brad Veldhorst Planning Department

Bill Bickel 140.45 Lives

Kyle Klotzbuecher 110.85 Lives

Kyle Boucher

253.9 Lives + Team

Maddie Bennett Planning Department

David Colby 113.7 Lives

Andrew Jesse 91.85 Lives

Jeremy Schoenherr 100.41 Lives

Renee Wisniowicz

88.1 Lives

June 2024 Veterans –2014 + 5-9 Years –2015-2019 1-4 Years –2020-2023

LEADERBOARD

NEW CLIENTS

Tim Neumann

59.35 New Clients + Team Kelly Durand

Tom Dugandzic

75.2 New Clients + Team

Samantha Hilliker

David Zehner

Brad Veldhorst Planning Department

Bill Bickel

52.95 New Clients

Jay Luedtke

50.45 New Clients

Kyle Boucher

155.75 New Clients + Team

Maddie Bennett Planning Department

David Colby

62.8 New Clients

Andrew Jesse

36.2 New Clients

Ian Schaefer

53.7 New Clients

Renee Wisniowicz

51.5 New Clients

Veterans –2014 + 5-9 Years –2015-2019 1-4 Years –2020-2023

PAID FOR

AWARDS

LEADERS

June 2024

YEAR

- APRIL

Tim Neumann

$672,106 + Team

Kelly Durand

Tom Dugandzic

Steve De Namur

$490,572

3 1

$191,917 + Team

Samantha Hilliker

David Zehner

Brad Veldhorst Planning Department

John Woerfel

$416,334

Ryan Richter

$186,512 Andrew Jesse

$177,732

Kyle Boucher

$216,023 + Team

Maddie Bennett Planning Department

Jeremy Schoenherr

$114,183 Ian Schaefer

$85,879

PREMIUM

Veterans –2014 + 5-9 Years –2015-2019 1-4 Years –2020-2023 PAID

June 2024

FOR - AWARDS YEAR LEADERS - APRIL

NEW BUSINESS FIELDSCORE

New Business Field Scorecard

Advisor NMC Submitted Eligible: Not NMC Submitted Eligible Policies Adoption % Berg Michael 2 0 2 100.0% Bonikowske Paul 4 0 4 100.0% Follen Matthew 2 0 2 100.0% Jesse Andrew 9 0 9 100.0% Knapp David 3 0 3 100.0% Kroiss Daniel 3 0 3 100.0% Lancour LeAnn 1 0 1 100.0% Parent Rikki 2 0 2 100.0% Petersen Melissa 1 0 1 100.0% Schmalz Joshua 5 0 5 100.0% Wiese Austin 4 0 4 100.0% Woelfel James 1 0 1 100.0% Boson Hayden 3 0 3 100.0% Freis Allen 1 0 1 100.0% Hahn Jeffrey 3 0 3 100.0% Johnson Cullen 5 0 5 100.0% Konshak Connor 8 0 8 100.0% Kuether Scott 5 0 5 100.0% Lundin Hannah 1 0 1 100.0% Niedermeier Kenneth 2 0 2 100.0% Reimer Jenna 2 0 2 100.0% Schmahl Jacob 1 0 1 100.0% Underwood Jacob 6 0 6 100.0% Zak Daniel 4 0 4 100.0% Ashley Adam 2 0 2 100.0% Bartelt Rick 4 0 4 100.0% Donath Adam 3 0 3 100.0% Gholson Nicole 4 0 4 100.0% Jung Pamela 1 0 1 100.0% Lavold Alexander 9 0 9 100.0% McFarlane Shirley 2 0 2 100.0% Otte Kayla 1 0 1 100.0% Schellinger Brian 1 0 1 100.0% Sinjakovic Arianna 2 0 2 100.0% Spalda Megan 3 0 3 100.0% Templin Brett 1 0 1 100.0% Tornow Evan 1 0 1 100.0% Vaccaro Garrett 2 0 2 100.0% Colby David 10 0 10 100.0% DeLeske Curt 2 0 2 100.0% Jakusz Cale 3 0 3 100.0% Kempf Travis 3 0 3 100.0%

May, 2024

June 2024

MAY 2024 -

New Business Field Scorecard

December, 2023

Kozak Nathan 1 0 1 100.0% Liebert Alexander 1 0 1 100.0% Ortiz Izaak 1 0 1 100.0% Roth Walter 2 0 2 100.0% Trecartin Zachary 4 0 4 100.0% Yarbrough Elizabeth 1 0 1 100.0% Boucher Kyle 27 0 27 100.0% Dugandzic Tomislav 10 0 10 100.0% Johnson Derek 1 0 1 100.0% Kleiber Will 3 0 3 100.0% Koon Joshua 2 0 2 100.0% Morgan Preston 10 0 10 100.0% Petska Jared 10 0 10 100.0% Purtell Kole 5 0 5 100.0% Ridgway Christopher 3 0 3 100.0% Russom Jared 6 0 6 100.0% Schaefer Ian 2 0 2 100.0% Schirmacher Brayden 4 0 4 100.0% Schoenherr Jeremy 11 0 11 100.0% Stille Richard 3 0 3 100.0% Wisniowicz Renee 10 0 10 100.0% Luedtke Jay 9 1 10 90.0% Klotzbuecher Kyle 5 1 6 83.3% Mesa David 5 1 6 83.3% Bickel William 3 1 4 75.0% Vander Loop Kyle 5 2 7 71.4% Luccas Aaron 2 1 3 66.7% Wulff Michael 2 1 3 66.7% Richter Ryan 4 3 7 57.1% Kuntze Robert 1 1 2 50.0% Hackbarth Jeffrey 0 1 1 0.0% Nolan Michael 0 2 2 0.0% Saemann Kent 0 2 2 0.0% Lambert Richard 0 1 1 0.0% Neumann Tim 0 7 7 0.0% Target 85 0% Fleisner Agency Results 25 310 90.2% Advisor NMC Submitted Eligible: Not NMC Submitted Eligible Policies Adoption % Arellano Jonathon 2 0 2 100.0% Borak Jacob 1 Boson Hayden 100.0% Boucher Kyle 11 11 100.0% De Groot Jack 4 0 Follen Matthew 2 0 2 100.0% Hahn Jeffrey 4 0 4 100.0% Jesse Andrew 3 0 3 100.0% Johnson Cullen 6 0 6 100.0% Knapp David 4 0 4 100.0% Konshak Connor 1 0 1 100.0% Koon Joshua 3 0 3 100.0% Krejcarek William 2 0 2 100.0% Kroiss Daniel 1 0 1 100.0% Lancour Leann 4 0 4 100.0% Martin Jasmine 1 0 1 100.0% Parent Rikki 4 0 4 100.0% Purtell Kole 6 0 6 100.0% Reimer Jenna 5 0 5 100.0% Richter Ryan 1 0 1 100.0% Ridgway Christopher 10 0 10 100.0% Russom Jared 1 0 1 100.0% Schacherl Cole 3 0 3 100.0% Schaefer Ian 4 0 4 100.0% Schmahl Jacob 2 0 2 100.0% Schmalz Joshua 1 0 1 100.0% Schmidt Michael 2 0 2 100.0% Schoenherr Jeremy 8 0 8 100.0% Stille Richard 1 0 1 100.0% Underwood Jacob 7 0 7 100.0% Vander Loop Kyle 8 0 8 100.0% Wiese Austin 2 0 2 100.0% Wisniowicz Renee 9 0 9 100.0% Ashley Adam 4 0 4 100.0% Donath Adam 1 0 1 100.0% Hlava Hunter 1 0 1 100.0% Jung Pamela 4 0 4 100.0% Luccas Aaron 3 0 3 100.0% McFarlane Shirley 6 0 6 100.0% Peters Lauren 1 0 1 100.0% Spalda Megan 3 0 3 100.0% Tornow Evan 2 0 2 100.0% Vaccaro Garrett 3 0 3 100.0%

PATHFINDER AWARDS

AWARDS YEAR - MAY 2024 -

Name On Track Persistency Net Lives Delivered Plans I ns Prem Cr edi t Grid Placement Cr edi t Neumann, Tim R 4-Star Met 188.80 22.50 570,931 $ 480,996 $ Woerfel, John Stuart 3-Star Met 74.05 168.00 409,863 $ 576,911 $ Lambert, Richard W 2-Star Met 28.65 61.83 284,681 $ 196,783 $ Bickel, William J 1-Star Met 140.45 83.00 169,229 $ 379,429 $ Boucher, Kyle 1-Star Met 253.90 245.50 212,512 $ 56,128 $ Colby, David 1-Star Met 113.70 93.50 133,844 $ 63,197 $ De Namur, Steve W 1-Star Met 48.00 0.00 420,236 $ 70,719 $ DeLeske, Curt J 1-Star Met 56.50 182.50 232,727 $ 1,289,336 $ Dugandzic, Tomislav 1-Star Met 152.20 244.50 185,430 $ 377,554 $ Gingras-Lancour, LeAnn 1-Star Met 49.85 107.00 129,033 $ 350,908 $ Hahn, Jeff 1-Star Met 74.70 62.00 135,790 $ 90,712 $ Jesse, Andrew 1-Star Met 91.85 147.00 150,004 $ 147,279 $ Klotzbuecher, Kyle Lee 1-Star Met 110.85 141.00 162,292 $ 630,775 $ Knapp, David L II 1-Star Met 37.60 74.00 151,545 $ 131,852 $ Kuether, Scott Michael 1-Star Met 71.00 61.00 126,233 $ 60,222 $ Luedtke, Jay R 1-Star Met 97.30 61.50 160,567 $ 186,742 $ Richter, Ryan Phillip 1-Star Met 58.90 61.00 180,231 $ 190,717 $ Ridgway, Chris 1-Star Met 59.00 108.50 157,040 $ 114,209 $ Schellinger, Brian D 1-Star Met 33.15 104.00 132,284 $ 1,047,195 $ Vander Loop, Kyle Daniel 1-Star Met 97.70 64.00 145,929 $ 513,350 $ Wulff, Michael JR 1-Star Met 43.80 78.00 141,101 $ 223,853 $ Zak, Daniel Robert 1-Star Met 28.15 65.00 131,006 $ 435,242 $

May, 2024

Eligi bi lity Paid for Business

Pathfinder Award Awards Year -

June 2024

PX REPORT

FOR APRIL 2024

PX Report

For May 2024

Name May PX Presented Plans PX Presented YTD Tomislav Dugandzic 54.0 88.5 Scott Michael Kuether 33.0 42.0 Hayden Glen Boson 19.0 22.5 Jay R Luedtke 19.0 24.0 Paul A Bonikowske 18.0 84.5 Aaron Daniel Luccas 17.0 53.0 Ryan Phillip Richter 16.5 44.5 Jeremy Edwin Schoenherr 14.5 77.5 John Stuart Woerfel 13.5 72.5 Rick Robert Bartelt 13.5 48.0 Kyle Lee Klotzbuecher 13.0 64.0 Kyle Christopher Boucher 12.0 101.0 Jenna Leigh Reimer 12.0 18.0 Jacob A Underwood 11.0 91.0 Debra A Smith 10.5 74.5 Cullen James Johnson 10.0 81.5 Walter John Roth 10.0 28.0 Jeffrey Craig Hackbarth 10.0 51.0 Richard W Lambert 10.0 18.5 Austin James Wiese 9.5 24.5 Travis Scott Kempf 9.5 31.5 Michael W Wulff JR 9.0 18.0 LeAnn Marie Lancour 9.0 48.0 Preston William Morgan 8.5 24.5 Jared Russom 8.5 44.0 Andrew Brian Jesse 8.5 45.0 Kole Purtell 8.0 33.0 Jared Petska 8.0 19.5 Curt J DeLeske 8.0 73.5 Adam James Donath 7.0 34.5 Richard James Stille JR 6.5 12.5 Renee Wisniowicz 6.5 37.0 David Michael Colby 6.0 41.0 Joshua Anthony Schmalz 6.0 35.0 Matthew Gregory Follen 6.0 16.0 Kyle Daniel Vander Loop 6.0 34.0 Randall Barry Scholl 6.0 11.0 Cale Joseph Jakusz 5.0 46.0

June 2024 Jeffrey Hahn 5.0 27.0 Connor James Konshak 5.0 29.0 Andrew Joseph Gates 5.0 28.0 Alexander Lawrence Lavold 5.0 27.0 Daniel Glenn Kroiss 5.0 18.0 Melissa Kristin Petersen 5.0 18.5 Brian D Schellinger 5.0 7.0

IPS RANK

CALENDAR YEAR - JUNE 21, 2024 -

Calendar Year - June

Advisor Name GPC GPC Rank My Net Cash Flow My Net Cash Flow Rank Rank Sum IPS Rank Woelfel, James 892,331 $ 2 17,934,765 $ 1 3 1 Bonikowske, Paul 607,634 $ 4 6,847,274 $ 4 8 2 Schellinger, Brian 550,576 $ 6 7,879,315 $ 2 8 2 Mesa, David 535,325 $ 7 7,346,290 $ 3 10 4 Klotzbuecher, Kyle 337,962 $ 12 6,221,562 $ 7 19 5 Woerfel, John 287,239 $ 14 6,399,162 $ 6 20 6 Roth, Walter 277,995 $ 15 6,424,717 $ 5 20 6 Dugandzic, Tom 188,471 $ 23 4,261,458 $ 11 34 8 Lavold, Alexander 140,871 $ 29 4,413,648 $ 10 39 9 Scholl, Randall 199,930 $ 22 1,747,095 $ 20 42 10 Schmahl, Jacob 141,023 $ 28 2,663,177 $ 14 42 10 Richter, August 416,111 $ 10 1,175,847 $ 32 42 10 Richter, Ryan 101,161 $ 36 4,608,372 $ 9 45 13 Wiese, Austin 100,610 $ 37 5,976,423 $ 8 45 13 Follen, Matthew 115,377 $ 31 2,129,508 $ 18 49 15 Kmosena, Bradley 102,857 $ 35 2,543,321 $ 15 50 16 Kempf, Travis 253,059 $ 16 943,794 $ 36 52 17 Ridgway, Chris 70,020 $ 42 3,489,859 $ 12 54 18 Bickel, William 171,855 $ 25 1,221,616 $ 29 54 18 Lambert, Richard 104,986 $ 34 1,683,745 $ 21 55 20 Petersen, Melissa 87,594 $ 39 2,462,014 $ 17 56 21 Luedtke, Jay 88,279 $ 38 2,037,856 $ 19 57 22 Kuntze, Robert 168,085 $ 27 1,203,287 $ 31 58 23 Neumann, Tim 243,005 $ 18 785,114 $ 41 59 24 Lancour, LeAnn 172,407 $ 24 822,277 $ 39 63 25 Jakusz, Cale 47,088 $ 50 2,703,336 $ 13 63 25 Hahn, Jeffrey 45,935 $ 51 2,514,194 $ 16 67 27 Gates, Andrew 61,784 $ 46 1,483,321 $ 23 69 28 Hesse, David 408,818 $ 11 131,532 $ 59 70 29 Schmalz, Joshua 59,513 $ 47 1,356,990 $ 26 73 30 Donath, Adam 55,057 $ 49 1,422,655 $ 24 73 30 Saemann, Kent 68,860 $ 45 1,270,347 $ 28 73 30 Jesse, Andrew 71,524 $ 41 1,158,649 $ 33 74 33 Gingras, Richard 238,356 $ 19 196,145 $ 55 74 33 Boucher, Kyle 32,587 $ 53 1,584,829 $ 22 75 35 Luccas, Aaron 114,895 $ 33 569,990 $ 43 76 36 Johnson, Cullen 25,463 $ 58 1,359,692 $ 25 83 37 Kuether, Scott 30,414 $ 55 1,209,797 $ 30 85 38 Parent, Rikki 82,378 $ 40 365,134 $ 46 86 39 Konshak, Connor 21,314 $ 60 1,270,761 $ 27 87 40 Underwood, Jacob 69,761 $ 43 290,396 $ 49 92 41 Colby, David 29,173 $ 951,387 $ IPS

21, 2024

June 2024

Advisor Name GDC GDC Rank My Net Cash Flow My Net Cash Flow Rank Rank Sum IPS Rank Woelfel, James 1,491,788 $ 2 17,639,637 $ 1 3 1 Pederson, Gregory 1,549,739 $ 1 12,330,799 $ 4 5 2 DeLeske, Curt 1,058,197 $ 4 13,718,060 $ 2 6 3 Bonikowske, Paul 997,667 $ 5 12,672,948 $ 3 8 4 Woerfel, John 459,586 $ 15 11,612,351 $ 5 20 5 Mesa, David 696,131 $ 10 7,271,497 $ 10 20 5 Schellinger, Brian 823,609 $ 6 5,378,033 $ 16 22 7 Bartelt, Rick 528,182 $ 12 6,891,186 $ 12 24 8 Roth, Walter 404,121 $ 18 8,151,271 $ 7 25 9 Hesse, David 719,025 $ 9 4,650,693 $ 18 27 10 Klotzbuecher, Kyle 386,006 $ 19 7,798,607 $ 9 28 11 Vander Loop, Kyle 457,884 $ 16 6,865,011 $ 13 29 12 Richter, August 738,928 $ 8 4,179,673 $ 21 29 12 Smith, Debra 334,250 $ 23 8,118,573 $ 8 31 14 Neumann, Tim 496,410 $ 13 4,520,884 $ 19 32 15 Kempf, Travis 435,481 $ 17 5,181,374 $ 17 34 16 Hackbarth, Jeffrey 770,723 $ 7 1,874,620 $ 34 41 17 Lancour, LeAnn 330,965 $ 25 4,479,097 $ 20 45 18 Bickel, William 341,212 $ 22 3,762,935 $ 23 45 18 Lambert, Richard 342,776 $ 21 3,686,683 $ 24 45 18 Schmahl, Jacob 203,580 $ 31 5,399,445 $ 15 46 21 Zak, Daniel 330,113 $ 26 3,954,425 $ 22 48 22 Dugandzic, Tomislav 165,655 $ 38 6,922,733 $ 11 49 23 Richter, Ryan 108,450 $ 46 8,464,252 $ 6 52 24 Riebesehl, Mark 370,065 $ 20 1,920,965 $ 33 53 25 Parent, Rikki 125,080 $ 41 6,636,081 $ 14 55 26 Kuntze, Robert 280,984 $ 29 2,882,761 $ 26 55 26 Blink, Brian 229,032 $ 30 3,167,722 $ 25 55 26 Gingras, Richard 485,977 $ 14 1,289,767 $ 42 56 29 Lavold, Alexander 176,223 $ 36 2,354,379 $ 28 64 30 Follen, Matthew 187,646 $ 33 1,989,209 $ 31 64 30 Berg, Michael 290,693 $ 28 1,804,641 $ 37 65 32 Scholl, Randall 293,618 $ 27 1,201,012 $ 44 71 33 Knapp, David 109,627 $ 45 2,109,344 $ 29 74 34 Turicik, Thomas 585,229 $ 11 218,490 $ 64 75 35 Krejcarek, William 332,946 $ 24 693,559 $ 51 75 35 Jesse, Andrew 84,480 $ 49 2,502,514 $ 27 76 37 Wiese, Austin 111,883 $ 44 1,982,924 $ 32 76 37 Petersen, Melissa 137,612 $ 40 1,661,316 $ 38 78 39 Schmalz, Joshua 103,830 $ 47 1,837,721 $ 35 82 40 Kmosena, Bradley 195,516 $ 32 669,561 $ 52 84 41 Wulff, Michael 172,632 $ 37 972,204 $ 48 85 42 Menden, Jacob 45,243 $ 59 2,054,909 $ 30 89 43 Gates, Andrew 68,276 $ 54 1,826,757 $ 36 90 44 IPS Calendar Year - 2022 Dugandzic, Tom 188,471 $ 23 4,261,458 $ 11 34 8 Lavold, Alexander 140,871 $ 29 4,413,648 $ 10 39 9 Scholl, Randall 199,930 $ 22 1,747,095 $ 20 42 10 Schmahl, Jacob 141,023 $ 28 2,663,177 $ 14 42 10 Richter, August 416,111 $ 10 1,175,847 $ 32 42 10 Richter, Ryan 101,161 $ 36 4,608,372 $ 9 45 13 Wiese, Austin 100,610 $ 37 5,976,423 $ 8 45 13 Follen, Matthew 115,377 $ 31 2,129,508 $ 18 49 15 Kmosena, Bradley 102,857 $ 35 2,543,321 $ 15 50 16 Kempf, Travis 253,059 $ 16 943,794 $ 36 52 17 Ridgway, Chris 70,020 $ 42 3,489,859 $ 12 54 18 Bickel, William 171,855 $ 25 1,221,616 $ 29 54 18 Lambert, Richard 104,986 $ 34 1,683,745 $ 21 55 20 Petersen, Melissa 87,594 $ 39 2,462,014 $ 17 56 21 Luedtke, Jay 88,279 $ 38 2,037,856 $ 19 57 22 Kuntze, Robert 168,085 $ 27 1,203,287 $ 31 58 23 Neumann, Tim 243,005 $ 18 785,114 $ 41 59 24 Lancour, LeAnn 172,407 $ 24 822,277 $ 39 63 25 Jakusz, Cale 47,088 $ 50 2,703,336 $ 13 63 25 Hahn, Jeffrey 45,935 $ 51 2,514,194 $ 16 67 27 Gates, Andrew 61,784 $ 46 1,483,321 $ 23 69 28 Hesse, David 408,818 $ 11 131,532 $ 59 70 29 Schmalz, Joshua 59,513 $ 47 1,356,990 $ 26 73 30 Donath, Adam 55,057 $ 49 1,422,655 $ 24 73 30 Saemann, Kent 68,860 $ 45 1,270,347 $ 28 73 30 Jesse, Andrew 71,524 $ 41 1,158,649 $ 33 74 33 Gingras, Richard 238,356 $ 19 196,145 $ 55 74 33 Boucher, Kyle 32,587 $ 53 1,584,829 $ 22 75 35 Luccas, Aaron 114,895 $ 33 569,990 $ 43 76 36 Johnson, Cullen 25,463 $ 58 1,359,692 $ 25 83 37 Kuether, Scott 30,414 $ 55 1,209,797 $ 30 85 38 Parent, Rikki 82,378 $ 40 365,134 $ 46 86 39 Konshak, Connor 21,314 $ 60 1,270,761 $ 27 87 40 Underwood, Jacob 69,761 $ 43 290,396 $ 49 92 41 Colby, David 29,173 $ 57 951,387 $ 35 92 41 Knapp, David 69,684 $ 44 308,786 $ 48 92 41 Nolan, Michael 30,385 $ 56 670,228 $ 42 98 44 Petska, Jared 16,930 $ 62 788,791 $ 40 102 45 Koon, Joshua 12,284 $ 65 904,019 $ 38 103 46 Jung, Pamela 9,958 $ 69 985,497 $ 34 103 46 Schoenherr, Jeremy 12,729 $ 64 420,963 $ 45 109 48 Yarbrough, Elizabeth 8,461 $ 74 922,722 $ 37 111 49 Templin, Brett 17,769 $ 61 205,499 $ 54 115 50

CORE PRODUCT SALES REPORTS

Lives 2024 Over 2023 New Clients 2024 Over 2023 Premium 2024 Over 2023 436.80 -7% 184.50 -9% $1,016,995 -8% Fi nancial Reps Lives Rank 2024 Over 2023 New Clients Rank 2024 Over 2023 Premium Rank 2024 Over 2023 Neumann Tim R CLU ChFC 19.40 2 -32% 6.00 6 -33% $71,821 1 57% Pederson Gregory R CLU 4.30 40 0% 0.00 69 0% $55,719 2 1266% De Namur Steve W 4.00 41 100% 0.00 69 0% $46,655 3 159% Knapp David L II 8.00 13 60% 1.00 47 -67% $43,246 4 71% Richter Ryan P 10.20 8 55% 4.80 13 4% $34,775 5 -27% Zak Daniel R 7.50 16 159% 5.00 10 5100% $32,354 6 419% Lambert Richard W CLU 3.00 50 -25% 0.00 69 0% $29,899 7 58% Boucher Kyle C 29.50 1 11% 18.50 1 34% $25,376 8 -11% Lancour LeAnn M 5.50 31 67% 2.25 28 -8% $25,052 9 269% Woerfel John S 6.60 19 22% 4.60 14 360% $24,215 10 -23% Richter August P 3.10 49 55% 1.60 36 60% $20,085 12 -38% Schmalz Joshua A 3.50 47 40% 1.00 47 -33% $19,994 13 172% Mesa David 6.30 22 425% 4.30 16 258% $19,643 14 83% Colby David M 9.25 11 16% 3.45 21 73% $19,252 15 144% Templin Brett F 3.00 50 0% 2.00 30 0% $19,163 16 1578% DeLeske Curt J 5.00 34 -17% 0.00 69 0% $18,422 17 54% Follen Matthew G ChFC 3.70 45 -69% 0.70 62 -88% $17,232 18 -33% Saemann Kent C CLU ChFC 4.00 41 300% 1.00 47 0% $17,086 19 513% Jesse Andrew B 12.00 7 19% 5.10 8 538% $16,903 20 43% Schoenherr Jeremy E 13.00 4 -26% 5.00 10 -60% $16,744 21 -5% Vander Loop Kyle D CLU ChFC 12.80 5 83% 2.00 30 0% $16,324 22 244% Bonikowske Paul A 0.50 88 -67% 0.00 69 0% $15,042 23 1062% Klotzbuecher Kyle L CLU ChFC 6.40 21 -54% 2.40 26 -4% $14,800 24 -35% Underwood Jacob A 5.80 27 14% 0.00 69 0% $14,689 25 156% Wisniowicz Renee 12.80 5 60% 7.50 2 44% $13,546 26 94% Schellinger Brian D 2.00 62 100% 1.00 47 0% $13,431 27 49% Wiese Austin J ChFC 9.95 9 107% 3.15 22 1675% $13,282 28 -38% Parent Rikki L 4.50 38 65% 0.75 61 -46% $11,821 29 193% Hahn Jeffrey 4.75 37 -16% 1.30 46 -57% $11,124 30 -11% Dugandzic Tomislav 14.00 3 52% 7.00 3 13% $11,005 31 5% Kmosena Bradley A 2.00 62 -47% 0.00 69 0% $10,959 32 83% Bartelt Rick R CLU 9.00 12 105% 5.00 10 400% $10,926 33 -27% Donath Adam J 2.80 57 -59% 2.00 30 0% $10,773 34 20% Nolan Michael T 4.00 41 -33% 0.00 69 0% $10,191 35 -13% Schaefer Ian 5.05 33 -61% 2.60 25 -71% $9,647 36 91% Luedtke Jay R 7.90 14 -13% 3.60 19 -38% $9,546 37 -51% Gingras Richard A 3.00 50 69% 1.00 47 5% $9,031 38 66% Kuether Scott M 5.00 34 -2% -1.00 107 -211% $8,847 39 -49% McFarlane Shirley A 3.00 50 -73% -1.00 107 -133% $8,443 40 -78% Reimer Jenna L 3.00 50 -25% 1.50 39 50% $8,330 41 56% Hackbarth Jeffrey C CLU ChFC 2.00 62 -33% 0.00 69 0% $7,765 42 60% Bickel William J 6.60 19 -54% 6.80 5 162% $6,855 43 -30% Petska Jared 7.50 16 97% 4.20 17 50% $6,797 44 32% Ridgway Christopher R 5.60 28 -20% 3.60 19 20% $6,697 45 -73% Core Products Sales

Month of May 2024 Paid for All Products Office Totals

Reports

PAID FOR - ALL PRODUCTS

OF MAYJune 2024

- MONTH

Core Products Sales Reports

Month of August, 2021 Paid for All Products

Freis Allen K CLU ChFC 3.00 50 400% 0.00 69 0% $6,143 48 140% Boson Hayden G 3.60 46 125% 1.00 47 25% $5,816 49 50% Kempf Travis S 2.00 62 100% 0.50 65 -50% $5,662 50 32% Lundin Hannah A 1.50 71 0% 0.50 65 0% $5,374 51 0% Schumaker Joseph E 2.50 58 0% 1.50 39 200% $5,178 52 -66% Woelfel James C CLU ChFC 1.70 69 68% 2.00 30 100% $4,920 53 33% Russom Jared 2.50 58 -38% 3.00 23 200% $4,750 54 113% Petersen Melissa K CLU ChFC 5.00 34 -23% 1.00 47 0% $4,556 55 -54% Jakusz Cale J ChFC 5.60 28 26% 1.60 36 -42% $4,267 56 107% Schirmacher Brayden L 6.90 18 0% 6.90 4 0% $4,176 57 0% Adrians Ronald R CLU ChFC 1.00 79 -17% 0.00 69 0% $4,137 58 335% Kuntze Robert J ChFC 1.00 79 -75% -1.00 107 0% $4,054 59 43% Yarbrough Elizabeth A 0.80 86 -68% 0.35 68 -65% $3,984 60 119% Morgan Preston W 2.50 58 0% 3.00 23 0% $3,840 61 0% Trecartin Zachary J 6.00 24 0% 4.00 18 0% $3,819 62 0% Konshak Connor J 6.05 23 203% -0.20 106 -110% $3,707 63 132% Luccas Aaron D CLU ChFC 6.00 24 100% 0.00 69 0% $3,526 64 59% Scholl Randall B 2.00 62 100% 0.00 69 0% $3,424 65 -49% Kroiss Daniel G 4.35 39 -9% 2.35 27 -22% $3,351 66 -68% Johnson Cullen J 6.00 24 58% 2.00 30 11% $3,287 67 -85% Lavold Alexander L ChFC 3.50 47 -36% 2.10 29 20% $3,282 68 -32% Tornow Evan M 1.50 71 0% 0.50 65 0% $3,229 69 0% Koon Joshua K 1.50 71 -17% 1.00 47 -23% $3,025 70 -22% Johnson Derek A 3.80 44 0% 1.40 45 0% $2,816 71 0% Stille Richard J JR 2.50 58 0% 1.50 39 0% $2,293 72 0% Gates Andrew J ChFC 0.98 85 -83% 0.53 64 -58% $2,258 73 -30% Roth Walter J CLU ChFC 1.00 79 -80% 0.00 69 0% $2,246 74 -89% Sectzer Joseph C CLU ChFC 0.00 90 0% 0.00 69 0% $2,050 75 -96% Sinjakovic Arianna J 1.50 71 0% 1.50 39 0% $1,924 76 0% Ashley Adam 1.50 71 -76% 1.50 39 -50% $1,892 77 -67% Kleiber Will S 2.00 62 0% 1.50 39 0% $1,467 78 0% Niedermeier Kenneth E 7.85 15 685% 5.10 8 0% $1,435 79 -75% Berg Michael P 3.00 50 200% 1.00 47 0% $1,096 80 -84% Schmahl Jacob D 1.00 79 -83% 1.00 47 -50% $1,057 81 -82% Spalda Megan E 1.00 79 -50% 1.00 47 -50% $1,015 82 -79% Smith Debra A CLU ChFC 0.00 90 0% 0.00 69 0% $835 83 -91% Ortiz Izaak E 1.25 76 -17% 1.00 47 -33% $808 84 132% Heiderman Robert E CLU ChFC 0.00 90 0% 0.00 69 0% $679 86 -12% Hesse David CLU 0.50 88 -67% 0.00 69 0% $679 86 -73% Kozak Nathan 1.25 76 -58% 1.00 47 -64% $516 88 -73% Vander Loop Kyle D CLU ChFC 12.80 5 83% 2.00 30 0% $16,324 22 244% Bonikowske Paul A 0.50 88 -67% 0.00 69 0% $15,042 23 1062% Klotzbuecher Kyle L CLU ChFC 6.40 21 -54% 2.40 26 -4% $14,800 24 -35% Underwood Jacob A 5.80 27 14% 0.00 69 0% $14,689 25 156% Wisniowicz Renee 12.80 5 60% 7.50 2 44% $13,546 26 94% Schellinger Brian D 2.00 62 100% 1.00 47 0% $13,431 27 49% Wiese Austin J ChFC 9.95 9 107% 3.15 22 1675% $13,282 28 -38% Parent Rikki L 4.50 38 65% 0.75 61 -46% $11,821 29 193% Hahn Jeffrey 4.75 37 -16% 1.30 46 -57% $11,124 30 -11% Dugandzic Tomislav 14.00 3 52% 7.00 3 13% $11,005 31 5% Kmosena Bradley A 2.00 62 -47% 0.00 69 0% $10,959 32 83% Bartelt Rick R CLU 9.00 12 105% 5.00 10 400% $10,926 33 -27% Donath Adam J 2.80 57 -59% 2.00 30 0% $10,773 34 20% Nolan Michael T 4.00 41 -33% 0.00 69 0% $10,191 35 -13% Schaefer Ian 5.05 33 -61% 2.60 25 -71% $9,647 36 91% Luedtke Jay R 7.90 14 -13% 3.60 19 -38% $9,546 37 -51% Gingras Richard A 3.00 50 69% 1.00 47 5% $9,031 38 66% Kuether Scott M 5.00 34 -2% -1.00 107 -211% $8,847 39 -49% McFarlane Shirley A 3.00 50 -73% -1.00 107 -133% $8,443 40 -78% Reimer Jenna L 3.00 50 -25% 1.50 39 50% $8,330 41 56% Hackbarth Jeffrey C CLU ChFC 2.00 62 -33% 0.00 69 0% $7,765 42 60% Bickel William J 6.60 19 -54% 6.80 5 162% $6,855 43 -30% Petska Jared 7.50 16 97% 4.20 17 50% $6,797 44 32% Ridgway Christopher R 5.60 28 -20% 3.60 19 20% $6,697 45 -73% Krejcarek William J CLU ChFC 1.60 70 -47% 1.60 36 60% $6,368 46 -72% Purtell Kole 5.60 28 -44% 4.60 14 -8% $6,233 47 -65% Lives 2021 Over 2020 New Clients 2021 Over 2020 Premium 2021 Over 2020 367.50 -21% 185.50 -14% $851,812 -9% Financial Reps Lives Rank 2021 Over 2020 New Clients Rank 2021 Over 2020 Premium Rank 2021 Over 2020 Kuntze Robert J ChFC 2.00 60 -78% 1.90 41 -5% $173,163 1 204% Schellinger Brian D 6.50 18 -7% 3.00 20 200% $39,620 2 -6% Smith Debra A CLU ChFC 13.00 2 160% 8.00 2 167% $34,004 3 134% Lambert Richard W CLU 4.50 28 29% 2.50 28 0% $32,385 4 239% Kempf Travis S 4.80 25 -37% 1.50 44 -65% $32,168 5 288% Neumann Tim R CLU ChFC 7.00 15 -58% 3.00 20 -12% $27,509 6 -18% Luedtke Jay R 17.20 1 51% 8.20 1 14% $27,497 7 -6% McFarlane Shirley A 5.00 22 -58% 3.00 20 -63% $26,500 8 -7% Wiedmeyer Jaime A CLU ChFC 2.80 50 70% 0.00 87 0% $21,516 10 1613% Lavold Alexander L ChFC 11.00 4 1000% 5.00 9 400% $19,141 11 1263% De Namur Steve W 3.00 44 -37% 0.00 87 0% $19,139 12 42% Dugandzic Tomislav 8.00 10 -18% 4.00 12 3% $16,072 13 170% Hahn Jeffrey 5.00 22 -58% 4.00 12 -50% $14,890 14 23% Freis Allen K CLU ChFC 1.00 79 -71% -0.50 133 -133% $14,094 15 -47% Jesse Andrew B 8.50 9 19% 7.00 3 32% $13,936 16 154% Wiese Austin J 8.70 8 190% 2.60 26 0% $13,295 17 302% Adrians Ronald R CLU ChFC 0.00 105 0.00 87 $11,765 64% Colby David M 8.90 7 48% 6.65 4 122% $9,951 19 184% Kmosena Bradley A 6.00 19 3% 1.00 55 -74% $9,833 20 -69% Vander Loop Kyle D CLU ChFC 9.00 6 0% 3.50 17 0% $9,560 21 -1% Richter Ryan P 4.10 34 -64% 1.10 53 -81% $9,096 22 42% Schoenherr Jeremy E 7.20 14 1340% 4.80 10 860% $8,555 23 1027% Mesa David 7.00 15 0% 0.00 87 0% $8,076 24 -73% Follen Matthew G 11.45 3 473% 6.45 6 115% $7,571 25 88% Pederson Gregory R CLU 1.00 79 0% 1.00 55 0% $7,560 26 -55% Roth Walter J CLU ChFC 5.20 21 -24% 2.20 35 340% $7,275 27 -40% Gingras Richard A 3.08 43 40% 0.50 78 -58% $7,175 28 1% Gorsuch Scott 4.45 32 -21% 3.65 15 1% $6,845 29 76% Wulff Michael W JR 2.00 60 -68% 2.00 36 60% $6,591 30 -76% Bartelt Rick R CLU 1.00 79 -69% 0.00 87 0% $6,416 31 -76% Mittelsteadt David L CLU ChFC 0.65 100 -84% 0.65 76 0% $6,403 32 -54% Reimer Jenna L 8.00 10 82% 6.00 7 264% $6,306 33 101% Bickel William J 7.55 12 -59% 2.45 31 -72% $5,998 34 -73% Veldhorst Bradley S 4.90 24 2% 2.40 32 33% $5,411 35 49% Tourville Mitchell 6.95 17 0% 4.45 11 0% $5,210 36 0% Lancour LeAnn M 3.14 42 16% 1.00 55 -41% $5,185 -8% Boucher Kyle C 10.00 5 0% 6.50 5 0% $5,046 38 0% Gates Andrew J 4.80 25 0% 2.80 25 -26% $5,021 39 -41% Johnson Cullen J 3.80 39 90% 1.50 44 50% $4,763 40 244% Luccas Aaron D CLU ChFC 3.00 44 -21% 0.00 87 0% $4,651 41 -33% Kroiss Daniel G 2.00 60 -74% 2.00 36 -23% $4,466 42 -44% Riebesehl Mark D 2.00 60 74% 2.00 36 0% $4,409 43 18271% Richter August P 2.10 59 -54% 0.10 86 -91% $4,217 44 46% DeLeske Curt J 1.80 71 -76% 1.20 51 -40% $4,136 45 -85% Jacobs Bryant N 3.00 44 0% 3.50 17 0% $4,101 46 0% Kuether Scott M 4.80 25 -11% 4.00 12 150% $3,846 47 -66% Zak Daniel R 2.80 50 40% 1.35 50 -33% $3,774 48 65% Underwood Jacob A 0.00 105 0% -1.00 135 -300% $3,768 49 -25% Chang Doua D 2.35 57 18% 0.35 85 -65% $3,735 50 62%

Office

Totals

CORE PRODUCT SALES REPORTS

Lives 2024 Over 2023 New Clients 2024 Over 2023 Premium 2024 Over 2023 4,832.05 -2% 2,296.75 -3% $10,550,221 1% Financial Reps Lives Rank 2024 Over 2023 New Clients Rank 2024 Over 2023 Premium Rank 2024 Over 2023 Neumann Tim R CLU ChFC 188.80 2 -4% 59.35 4 -20% $708,509 1 -1% De Namur Steve W 49.00 34 4% 21.60 32 96% $491,343 2 27% Woerfel John S 74.05 19 30% 32.80 20 40% $416,334 3 50% Lambert Richard W CLU 28.65 59 -1% 7.00 77 -42% $285,855 4 70% DeLeske Curt J 56.50 28 35% 19.00 40 -3% $241,034 5 117% Luedtke Jay R 97.30 9 5% 50.45 9 29% $238,526 6 -3% Boucher Kyle C 253.90 1 4% 155.75 1 1% $216,023 7 1% Bickel William J 140.45 4 -3% 52.95 7 14% $193,802 8 -21% Dugandzic Tomislav 152.20 3 15% 75.20 2 2% $191,917 9 12% Richter Ryan P 58.90 27 39% 21.50 33 69% $186,512 10 14% Jesse Andrew B 91.85 10 16% 36.20 16 1% $177,732 12 48% Wulff Michael W JR CLU ChFC 43.80 41 15% 14.25 53 50% $170,834 13 -36% Schellinger Brian D 33.15 49 19% 8.00 69 -33% $168,087 14 -22% Klotzbuecher Kyle L CLU ChFC 110.85 6 36% 46.85 11 73% $163,845 15 17% Ridgway Christopher R 59.00 26 -21% 33.25 19 -13% $159,207 16 -17% Knapp David L II 37.60 44 -27% 7.80 72 -62% $158,923 17 11% McFarlane Shirley A 50.00 31 -26% 18.00 42 0% $152,650 18 -10% Vander Loop Kyle D CLU ChFC 97.70 8 -11% 35.60 17 -16% $147,324 19 51% Colby David M 113.70 5 15% 62.80 3 30% $146,952 20 36% Kuntze Robert J ChFC 31.00 52 15% 15.00 51 38% $145,786 21 16% Lancour LeAnn M 49.85 32 -1% 21.50 33 7% $145,202 22 24% Zak Daniel R 28.15 61 6% 14.40 52 -24% $141,428 23 72% Hahn Jeffrey 74.70 18 -30% 33.45 18 -50% $141,108 24 -12% Pederson Gregory R CLU 33.30 48 68% 11.00 62 2% $139,199 25 114% Follen Matthew G ChFC 51.70 30 14% 27.85 26 28% $137,708 26 -4% Kuether Scott M 71.00 21 -9% 29.60 23 13% $135,473 27 -8% Woelfel James C CLU ChFC 44.50 39 12% 19.80 38 29% $133,201 28 97% Lavold Alexander L ChFC 83.75 14 -7% 37.15 14 -18% $129,795 29 1% Mesa David 36.70 45 -53% 28.20 25 -30% $128,312 30 -22% Wiese Austin J ChFC 60.85 25 -16% 29.70 22 -16% $124,215 31 5% Schoenherr Jeremy E 100.41 7 58% 47.61 10 38% $114,183 32 66% Bonikowske Paul A 28.90 57 61% 13.90 55 64% $106,848 33 110% Gates Andrew J ChFC 47.93 35 -4% 22.18 31 -18% $101,085 34 24% Freis Allen K CLU ChFC 28.75 58 17% 6.50 82 136% $100,165 35 27% Richter August P 23.60 68 16% 6.30 84 80% $99,855 36 -23% Underwood Jacob A 80.55 17 54% 18.75 41 10% $99,312 37 -31% Bartelt Rick R CLU 29.60 53 -17% 17.65 45 38% $96,765 38 -48% Schmalz Joshua A 31.45 51 -14% 15.90 48 -18% $96,697 39 1% Scholl Randall B 24.00 67 103% 7.00 77 75% $96,517 40 -27% Kmosena Bradley A 43.80 41 -3% 13.40 56 -3% $95,132 41 -8% Luccas Aaron D CLU ChFC 61.50 24 8% 9.50 67 6% $94,422 42 71% Hackbarth Jeffrey C CLU ChFC 15.00 79 -34% 8.00 69 38% $93,118 43 134% Kempf Travis S 28.05 62 18% 10.95 63 22% $90,640 44 24% Petersen Melissa K CLU ChFC 65.50 22 -9% 9.00 68 0% $90,638 45 16% Parent Rikki L 47.15 36 -14% 17.15 46 -26% $88,636 46 -15% Gingras Richard A 27.00 64 -13% 10.55 66 -14% $87,233 47 -11% Schaefer Ian 85.40 13 -28% 53.70 5 -42% $85,879 48 24% Core Products Salees Reports Awards Year - May 2024 Paid for All Products Office Totals

PAID FOR - ALL PRODUCTS - AWARDS YEARJune 2024

Core Products Sales Reports

Calendar Year - August, 2021

Follen Matthew G ChFC 51.70 30 14% 27.85 26 28% $137,708 26 -4% Kuether Scott M 71.00 21 -9% 29.60 23 13% $135,473 27 -8% Woelfel James C CLU ChFC 44.50 39 12% 19.80 38 29% $133,201 28 97% Lavold Alexander L ChFC 83.75 14 -7% 37.15 14 -18% $129,795 29 1% Mesa David 36.70 45 -53% 28.20 25 -30% $128,312 30 -22% Wiese Austin J ChFC 60.85 25 -16% 29.70 22 -16% $124,215 31 5% Schoenherr Jeremy E 100.41 7 58% 47.61 10 38% $114,183 32 66% Bonikowske Paul A 28.90 57 61% 13.90 55 64% $106,848 33 110% Gates Andrew J ChFC 47.93 35 -4% 22.18 31 -18% $101,085 34 24% Freis Allen K CLU ChFC 28.75 58 17% 6.50 82 136% $100,165 35 27% Richter August P 23.60 68 16% 6.30 84 80% $99,855 36 -23% Underwood Jacob A 80.55 17 54% 18.75 41 10% $99,312 37 -31% Bartelt Rick R CLU 29.60 53 -17% 17.65 45 38% $96,765 38 -48% Schmalz Joshua A 31.45 51 -14% 15.90 48 -18% $96,697 39 1% Scholl Randall B 24.00 67 103% 7.00 77 75% $96,517 40 -27% Kmosena Bradley A 43.80 41 -3% 13.40 56 -3% $95,132 41 -8% Luccas Aaron D CLU ChFC 61.50 24 8% 9.50 67 6% $94,422 42 71% Hackbarth Jeffrey C CLU ChFC 15.00 79 -34% 8.00 69 38% $93,118 43 134% Kempf Travis S 28.05 62 18% 10.95 63 22% $90,640 44 24% Petersen Melissa K CLU ChFC 65.50 22 -9% 9.00 68 0% $90,638 45 16% Parent Rikki L 47.15 36 -14% 17.15 46 -26% $88,636 46 -15% Gingras Richard A 27.00 64 -13% 10.55 66 -14% $87,233 47 -11% Schaefer Ian 85.40 13 -28% 53.70 5 -42% $85,879 48 24% Donath Adam J 29.10 56 -25% 15.80 49 16% $85,245 49 -50% Roth Walter J CLU ChFC 35.40 46 -29% 11.20 61 -37% $80,084 50 -49% Wisniowicz Renee 88.10 12 5% 52.50 8 8% $78,585 51 18% Konshak Connor J 81.75 15 31% 25.75 28 -25% $77,771 52 2% Reimer Jenna L 44.90 37 107% 21.10 36 185% $77,543 53 67% Petska Jared 72.90 20 32% 43.40 13 27% $72,769 54 16% Berg Michael P 22.55 69 -24% 7.40 76 -25% $69,367 55 -36% Kroiss Daniel G 34.65 47 -2% 10.90 64 -48% $67,400 56 1% Jakusz Cale J ChFC 88.25 11 24% 45.55 12 -12% $66,441 57 21% Smith Debra A CLU ChFC 40.80 43 -42% 19.80 38 -3% $63,467 58 -43% Boson Hayden G 49.40 33 0% 23.70 29 -25% $59,957 59 -1% Nolan Michael T 16.00 77 -5% 3.00 94 7% $59,080 60 -4% Johnson Cullen J 64.10 23 11% 28.50 24 6% $58,180 61 -37% Purtell Kole 44.70 38 -52% 26.95 27 -56% $56,908 62 -37% Koon Joshua K 26.95 65 63% 17.95 44 17% $55,680 63 201% Schmahl Jacob D 20.00 71 -47% 7.00 77 -30% $55,520 64 87% Heiderman Robert E CLU ChFC - 105 0% - 102 0% $52,288 65 -17% Schumaker Joseph E 17.00 74 10% 5.50 86 -10% $47,844 66 -74% Krejcarek William J CLU ChFC 16.95 75 5% 4.35 91 18% $46,500 67 -27% Templin Brett F 14.00 82 -7% 3.00 94 0% $45,674 68 44% Lambert Richard D 3.85 99 0% 1.00 99 0% $44,721 69 0% Russom Jared 55.00 29 41% 36.50 15 49% $44,388 70 71% Saemann Kent C CLU ChFC 15.00 79 -18% 5.00 87 25% $41,670 71 -21% Yarbrough Elizabeth A 44.20 40 -6% 31.25 21 0% $41,039 72 21% Johnson Derek A 29.55 54 0% 21.20 35 0% $35,936 73 0% Tornow Evan M 21.90 70 196% 12.40 58 138% $35,689 74 152% Niedermeier Kenneth E 24.05 66 -4% 15.40 50 4% $33,807 75 -20% Blink Brian D CLU ChFC 14.00 82 250% 8.00 69 700% $29,740 76 46% Sectzer Joseph C CLU ChFC 3.00 100 50% 1.00 99 100% $27,705 77 -68% Jung Pamela K 28.60 60 4% 11.25 60 -44% $26,927 78 -39% Adrians Ronald R CLU ChFC 11.00 86 96% 6.00 85 329% $26,131 79 115% Ashley Adam 33.00 50 -24% 18.00 42 -25% $25,763 80 -13% Peters Lauren M 29.20 55 0% 20.45 37 0% $25,618 81 0% Fleischmann Jared D 18.95 73 -29% 14.05 54 -29% $25,009 82 -4% Turicik Thomas E CLU ChFC 5.00 95 -72% 1.00 99 150% $22,416 83 -79% Lundin Hannah A 19.90 72 0% 16.40 47 0% $17,364 84 0% Kozak Nathan 28.00 63 26% 23.25 30 31% $16,472 85 14% Hlava Hunter 9.50 88 0% 7.50 75 0% $15,365 86 0% Voigt Janet R CLU 5.00 95 -47% - 102 0% $15,006 87 -20% Hesse David CLU 6.00 92 9% 2.50 96 -29% $14,020 88 -40% Ortiz Izaak E 16.05 76 53% 12.00 59 14% $12,657 89 127% Blevons Wascher Debra - 105 0% - 102 0% $12,034 90 -8% Harbridge Ethan J 10.50 87 0% 6.80 81 0% $8,622 91 0% Zanella Anton J 11.15 85 0% 6.95 80 0% $8,241 92 0% Morgan Preston W 9.00 89 0% 6.50 82 0% $7,831 93 0% Spalda Megan E 13.95 84 -10% 7.60 73 -44% $7,331 94 -44% Haase Noah 2.00 101 0% 2.00 97 0% $7,200 95 0% Trecartin Zachary J 15.00 79 0% 13.00 57 0% $7,179 96 0% Lives 2021 Over 2020 New Clients 2021 Over 2020 Premium 2021 Over 2020 3,241.65 4% 1,524.40 8% $7,129,596 19% Financial Reps Lives Rank 2021 Over 2020 New Clients Rank 2021 Over 2020 Premium Rank 2021 Over 2020 Neumann Tim R CLU ChFC 216.4 1 19% 82.00 1 47% $603,673 1 31% Kuntze Robert J ChFC 27.60 42 -38% 9.60 59 -49% $293,656 2 99% Woerfel John S 34.40 31 6% 13.80 38 119% $266,496 3 104% Schellinger Brian D 41.65 20 -20% 14.00 36 -43% $241,851 4 44% Luedtke Jay R 89.85 4 11% 34.90 8 -8% $215,517 5 35% Nolan Michael T 20.00 61 5% 12.00 48 0% $184,179 6 273% De Namur Steve W 19.00 66 -13% 7.00 74 -33% $180,394 7 3% Scholl Randall B 35.80 28 168% 11.00 55 25% $177,516 8 76% Lambert Richard W CLU 24.45 51 -28% 10.50 56 5% $164,646 9 3% Smith Debra A CLU ChFC 74.60 6 82% 35.60 6 166% $151,436 10 127% Mesa David 48.80 12 2% 12.00 48 -1% $135,750 11 12% Freis Allen K CLU ChFC 25.50 47 9% 8.50 67 -26% $134,207 12 8% McFarlane Shirley A 43.50 17 -7% 15.50 31 -33% $129,030 13 14% Bickel William J 121.05 2 -24% 37.55 4 -44% $123,612 14 -9% Donath Adam J 32.90 32 18% 14.80 35 17% $119,535 16 96% Wulff Michael W JR 25.60 46 -38% 5.30 83 -38% $114,315 17 -3% Hahn Jeffrey 55.20 9 3% 37.20 5 -13% $106,488 18 119% Lavold Alexander L ChFC 78.60 5 38% 32.60 10 66% $104,416 19 79% Bartelt Rick R CLU 36.10 27 14% 12.20 47 12% $101,824 20 15% Knapp David L II 31.85 34 65% 19.50 19 187% $101,592 21 208% Heiderman Robert E CLU ChFC 6.60 94 41% - 132 0% $100,679 22 231% Kempf Travis S 22.15 55 -56% 9.00 62 -59% $97,292 23 -29% Wiedmeyer Jaime A CLU ChFC 17.70 71 -18% 5.50 78 -19% $93,759 24 53% Kmosena Bradley A 35.60 29 -19% 17.80 22 -23% $93,175 25 -42% Underwood Jacob A 37.80 24 10% 13.90 37 78% $93,093 26 75% Jesse Andrew B 72.24 8 30% 40.39 3 37% $90,153 27 17% Vander Loop Kyle D CLU ChFC 103.25 3 32% 44.75 2 41% $89,951 28 8% Dugandzic Tomislav 72.45 7 6% 34.70 9 -4% $88,716 29 37% Lancour LeAnn M 40.59 21 17% 15.25 32 -18% $86,128 30 43% Gingras Richard A 28.38 40 -3% 10.05 57 -32% $84,749 31 16% DeLeske Curt J 31.80 35 -22% 15.00 33 25% $77,853 32 -6% Pederson Gregory R CLU 25.90 44 62% 8.90 65 345% $76,533 33 68% Krejcarek William J CLU ChFC 23.60 52 -26% 7.40 73 -18% $76,526 34 -25% Klotzbuecher Kyle L CLU ChFC 48.20 14 -26% 16.20 27 -45% $68,350 35 -15% Adrians Ronald R CLU ChFC 12.00 84 20% 5.00 85 -17% $67,207 36 277% Tourville Mitchell 52.35 10 0% 35.60 6 0% $66,439 37 0% Roth Walter J CLU ChFC 39.40 22 -7% 15.57 30 -2% $65,699 38 -40% Schmalz Joshua A 37.80 24 -5% 21.00 17 -6% $64,793 39 26% Woelfel James C CLU ChFC 37.50 26 -28% 16.00 28 -47% $64,054 40 -27% Luccas Aaron D CLU ChFC 43.20 18 37% 17.40 24 45% $59,231 41 70% Bonikowske Paul A 14.20 78 49% 4.70 89 4% $57,454 42 94% Turicik Thomas E CLU ChFC 23.00 53 -13% 5.00 85 -44% $56,622 43 -46% Wiese Austin J 46.20 16 -21% 25.30 15 6% $50,569 44 -22% Templin Brett F 18.90 67 -16% 4.50 90 -50% $49,527 45 5% Gates Andrew J 27.05 43 -28% 14.85 34 -4% $49,492 46 23% Kuether Scott M 30.35 36 -27% 18.75 20 -8% $47,843 47 -3% Richter August P 13.70 81 -29% 5.40 82 -29% $47,408 48 -39% Kroiss Daniel G 35.15 30 0% 15.85 29 0% $47,260 49 24% Zak Daniel R 19.90 64 38% 9.25 61 13% $44,472 50 60%

Paid

Office Totals

for All Products

CORE PRODUCT SALES REPORTS

Core Products Sales Reports

Calendar Year - August, 2021 Paid for All Products

PAID FOR - ALL PRODUCTS - AWARDS YEARJune 2024 Johnson Derek A 29.55 54 0% 21.20 35 0% $35,936 73 0% Tornow Evan M 21.90 70 196% 12.40 58 138% $35,689 74 152% Niedermeier Kenneth E 24.05 66 -4% 15.40 50 4% $33,807 75 -20% Blink Brian D CLU ChFC 14.00 82 250% 8.00 69 700% $29,740 76 46% Sectzer Joseph C CLU ChFC 3.00 100 50% 1.00 99 100% $27,705 77 -68% Jung Pamela K 28.60 60 4% 11.25 60 -44% $26,927 78 -39% Adrians Ronald R CLU ChFC 11.00 86 96% 6.00 85 329% $26,131 79 115% Ashley Adam 33.00 50 -24% 18.00 42 -25% $25,763 80 -13% Peters Lauren M 29.20 55 0% 20.45 37 0% $25,618 81 0% Fleischmann Jared D 18.95 73 -29% 14.05 54 -29% $25,009 82 -4% Turicik Thomas E CLU ChFC 5.00 95 -72% 1.00 99 150% $22,416 83 -79% Lundin Hannah A 19.90 72 0% 16.40 47 0% $17,364 84 0% Kozak Nathan 28.00 63 26% 23.25 30 31% $16,472 85 14% Hlava Hunter 9.50 88 0% 7.50 75 0% $15,365 86 0% Voigt Janet R CLU 5.00 95 -47% - 102 0% $15,006 87 -20% Hesse David CLU 6.00 92 9% 2.50 96 -29% $14,020 88 -40% Ortiz Izaak E 16.05 76 53% 12.00 59 14% $12,657 89 127% Blevons Wascher Debra - 105 0% - 102 0% $12,034 90 -8% Harbridge Ethan J 10.50 87 0% 6.80 81 0% $8,622 91 0% Zanella Anton J 11.15 85 0% 6.95 80 0% $8,241 92 0% Morgan Preston W 9.00 89 0% 6.50 82 0% $7,831 93 0% Spalda Megan E 13.95 84 -10% 7.60 73 -44% $7,331 94 -44% Haase Noah 2.00 101 0% 2.00 97 0% $7,200 95 0% Trecartin Zachary J 15.00 79 0% 13.00 57 0% $7,179 96 0% Schirmacher Brayden L 8.10 90 0% 7.60 73 0% $5,361 97 0% Vaccaro Garrett T 15.20 78 0% 10.60 65 0% $5,260 98 0% Kleiber Will S 6.00 92 0% 3.50 93 0% $4,924 99 0% Stober M J - 105 0% - 102 0% $3,736 100 -34% Stille Richard J JR 7.50 91 0% 5.00 87 0% $3,686 101 0% Otte Kayla J 5.50 94 0% 4.50 90 0% $2,767 102 0% Borak Jacob M 4.60 97 0% 4.60 89 0% $2,628 103 0% Bisping Brandilyn F 1.00 103 0% - 102 0% $2,038 104 0% Sinjakovic Arianna J 1.50 102 0% 1.50 98 0% $1,924 105 0% Tinajero Ismael 4.25 98 0% 4.00 92 0% $1,428 106 0% Rejman Danny E 1.00 103 0% - 102 0% $941 107 -81% Tinajero Ismael - 105 0% - 102 0% $239 108 2% Rejman Danny E - 105 0% - 102 0% $38 109 0% Lives 2021 Over 2020 New Clients 2021 Over 2020 Premium 2021 Over 2020 3,241.65 4% 1,524.40 8% $7,129,596 19% Financial Reps Lives Rank 2021 Over 2020 New Clients Rank 2021 Over 2020 Premium Rank 2021 Over 2020 Neumann Tim R CLU ChFC 216.4 1 19% 82.00 1 47% $603,673 1 31% Kuntze Robert J ChFC 27.60 42 -38% 9.60 59 -49% $293,656 2 99% Woerfel John S 34.40 31 6% 13.80 38 119% $266,496 3 104% Schellinger Brian D 41.65 20 -20% 14.00 36 -43% $241,851 4 44% Luedtke Jay R 89.85 4 11% 34.90 8 -8% $215,517 5 35% Nolan Michael T 20.00 61 5% 12.00 48 0% $184,179 6 273% De Namur Steve W 19.00 66 -13% 7.00 74 -33% $180,394 7 3% Scholl Randall B 35.80 28 168% 11.00 55 25% $177,516 8 76% Lambert Richard W CLU 24.45 51 -28% 10.50 56 5% $164,646 9 3% Smith Debra A CLU ChFC 74.60 6 82% 35.60 6 166% $151,436 10 127% Mesa David 48.80 12 2% 12.00 48 -1% $135,750 11 12% Freis Allen K CLU ChFC 25.50 47 9% 8.50 67 -26% $134,207 12 8% McFarlane Shirley A 43.50 17 -7% 15.50 31 -33% $129,030 13 14% Bickel William J 121.05 2 -24% 37.55 4 -44% $123,612 14 -9% Donath Adam J 32.90 32 18% 14.80 35 17% $119,535 16 96% Wulff Michael W JR 25.60 46 -38% 5.30 83 -38% $114,315 17 -3% Hahn Jeffrey 55.20 9 3% 37.20 5 -13% $106,488 18 119% Lavold Alexander L ChFC 78.60 5 38% 32.60 10 66% $104,416 19 79% Bartelt Rick R CLU 36.10 27 14% 12.20 47 12% $101,824 20 15% Knapp David L II 31.85 34 65% 19.50 19 187% $101,592 21 208% Heiderman Robert E CLU ChFC 6.60 94 41% - 132 0% $100,679 22 231% Kempf Travis S 22.15 55 -56% 9.00 62 -59% $97,292 23 -29% Wiedmeyer Jaime A CLU ChFC 17.70 71 -18% 5.50 78 -19% $93,759 24 53% Kmosena Bradley A 35.60 29 -19% 17.80 22 -23% $93,175 25 -42% Underwood Jacob A 37.80 24 10% 13.90 37 78% $93,093 26 75% Jesse Andrew B 72.24 8 30% 40.39 3 37% $90,153 27 17% Vander Loop Kyle D CLU ChFC 103.25 3 32% 44.75 2 41% $89,951 28 8% Dugandzic Tomislav 72.45 7 6% 34.70 9 -4% $88,716 29 37% Lancour LeAnn M 40.59 21 17% 15.25 32 -18% $86,128 30 43% Gingras Richard A 28.38 40 -3% 10.05 57 -32% $84,749 31 16% DeLeske Curt J 31.80 35 -22% 15.00 33 25% $77,853 32 -6% Pederson Gregory R CLU 25.90 44 62% 8.90 65 345% $76,533 33 68% Krejcarek William J CLU ChFC 23.60 52 -26% 7.40 73 -18% $76,526 34 -25% Klotzbuecher Kyle L CLU ChFC 48.20 14 -26% 16.20 27 -45% $68,350 35 -15% Adrians Ronald R CLU ChFC 12.00 84 20% 5.00 85 -17% $67,207 36 277% Tourville Mitchell 52.35 10 0% 35.60 6 0% $66,439 37 0% Roth Walter J CLU ChFC 39.40 22 -7% 15.57 30 -2% $65,699 38 -40% Schmalz Joshua A 37.80 24 -5% 21.00 17 -6% $64,793 39 26% Woelfel James C CLU ChFC 37.50 26 -28% 16.00 28 -47% $64,054 40 -27% Luccas Aaron D CLU ChFC 43.20 18 37% 17.40 24 45% $59,231 41 70% Bonikowske Paul A 14.20 78 49% 4.70 89 4% $57,454 42 94% Turicik Thomas E CLU ChFC 23.00 53 -13% 5.00 85 -44% $56,622 43 -46% Wiese Austin J 46.20 16 -21% 25.30 15 6% $50,569 44 -22% Templin Brett F 18.90 67 -16% 4.50 90 -50% $49,527 45 5% Gates Andrew J 27.05 43 -28% 14.85 34 -4% $49,492 46 23% Kuether Scott M 30.35 36 -27% 18.75 20 -8% $47,843 47 -3% Richter August P 13.70 81 -29% 5.40 82 -29% $47,408 48 -39% Kroiss Daniel G 35.15 30 0% 15.85 29 0% $47,260 49 24% Zak Daniel R 19.90 64 38% 9.25 61 13% $44,472 50 60%

Office Totals

Anthony J 2.00 105 0% 1.00 101 0% $626 113 0%

Goeb

CAREER ADVISORS CIRCLE OF EXCELLENCE AWARD

CALENDAR YEAR - JUNE 20 2024June 2024

Advisor Circcle of Excellence Award

Calendar Year - June 20, 2024

Advisor PX Plans Planning Rank New Clients New Client Rank Premium Premium Rank New Net Cash Flow IPS Rank Team Strength CLU ChFC CFP RICP Rank Sum Overall Rank Woerfel, John 82.50 6 19.60 6 $180,000 4 $6,498,939 5 24 1 Tom Dugandzic 95.00 3 28.10 2 $80,207 13 $4,014,638 11 30 2 Klotzbuecher, Kyle 63.00 10 15.00 10 $96,928 9 $6,228,570 6 40 3 Richter, Ryan 44.50 18 12.70 13 $133,968 7 $4,502,349 9 54 4 Bonikowske, Paul 96.00 2 10.00 16 $60,471 27 $6,835,692 4 57 5 Mesa, David 42.50 19 16.10 9 $48,129 31 $7,029,084 3 67 6 Colby, David 42.50 19 26.65 4 $77,359 16 $949,291 32 73 7 Hahn, Jeff 28.00 29 14.40 11 $85,011 12 $2,495,597 16 74 8 Ridgway, Chris 64.50 9 9.70 18 $56,397 28 $3,001,683 13 77 9 Neumann, Tim 8.50 42 34.35 1 $330,579 2 $781,358 34 80 10 Jesse, Andrew 50.50 17 13.45 12 $79,402 15 $1,141,664 30 80 11 Luedtke, Jay 21.00 33 20.40 5 $67,737 23 $2,038,328 18 82 12 Woelfel, James 66.50 8 9.00 23 $37,307 39 $20,236,704 1 83 13 Johnson, Cullen 92.00 4 19.15 7 $29,685 49 $1,357,105 23 87 14 Bickel, Bill 7.00 44 27.50 3 $87,177 11 $1,187,552 29 89 15 Lancour, LeAnn 51.00 16 10.15 15 $69,281 22 $816,191 33 94 16 Konshak, Connor 34.00 27 18.10 8 $47,233 32 $1,269,231 25 96 17 Lavold, Alexander 31.00 28 9.70 18 $40,702 37 $4,412,348 10 102 18 Wiese, Austin 26.50 30 9.25 22 $41,055 36 $5,977,343 8 107 19 Underwood, Jacob 98.00 1 6.60 29 $62,548 26 $288,796 37 108 20 Schmalz, Josh 36.00 24 4.70 35 $69,856 21 $3,717,126 12 110 21 Schellinger, Brian 7.00 44 5.00 33 $76,572 17 $7,901,897 2 113 22 Bartelt, Rick 53.50 14 9.65 20 $72,268 19 -$407,836 50 113 23 Kuntze, Robert 10.00 41 6.80 27 $107,565 8 $1,258,468 26 116 24 DeLeske, Curt 82.00 7 6.00 30 $140,518 6 -$17,638,979 58 116 25 Lambert, Richard 26.50 30 3.25 44 $195,878 3 $1,683,845 19 118 26 Roth, Walter 38.00 23 3.60 40 $38,524 38 $6,217,442 7 128 27 Vander Loop, Kyle 41.00 22 12.60 14 $56,332 29 -$3,146,458 56 128 27 Freis, Allen 53.50 14 3.50 42 $2,167,880 1 -$2,388,537 55 133 29 Follen, Matthew 16.50 37 8.15 25 $46,445 33 $1,229,627 27 135 30 Donath, Adam 35.50 25 6.80 27 $30,330 48 $1,422,155 22 136 31 De Namur, Steve 0.00 54 9.00 23 $144,507 5 $0 45 139 32 Luccas, Aaron 54.00 13 4.30 37 $48,562 30 $150,130 41 140 33 Scholl, Randall 12.00 39 4.00 38 $65,317 24 $1,508,315 21 141 34 Richter, Augie 0.50 53 5.10 32 $90,262 10 $1,027,304 31 142 35 Gates, Andrew 35.00 26 3.53 41 $42,435 35 $1,573,188 20 143 36 Petersen, Melissa 18.50 35 5.00 33 $34,687 42 $2,455,154 17 144 37 Boson, Hayden 22.50 32 10.00 16 $30,740 47 $83,657 42 145 38 Smith, Debra 83.50 5 7.00 26 $29,238 50 -$4,163,826 57 151 39 Pederson, Greg 60.50 11 1.00 53 $79,414 14 -$617,207 51 156 40 Kroiss, Dan 19.50 34 9.60 21 $27,237 52 -$17,542 47 165 41 McFarlane, Shirley 0.00 54 6.00 30 $71,532 20 -$4,847 46 165 42 Knapp, Dave 5.00 46 3.00 45 $75,757 18 $309,899 36 168 43 Kmosena, Brad 14.00 38 2.80 48 $32,931 44 $2,577,032 15 169 44 Zak, Dan 8.00 43 4.50 36 $64,382 25 -$787,236 52 174 45 Gingras, Richard 1.00 50 3.90 39 $42,819 34 $211,363 38 181 46 Kuether, Scott 42.00 21 -1.60 58 $32,384 45 $1,209,797 28 181 47 Hackbarth, Jeff 56.00 12 3.00 45 $21,794 54 -$1,672,976 54 188 48 Schmahl, Jacob 3.00 48 2.00 51 $10,406 57 $2,671,782 14 196 50 Parent, Rikki 12.00 39 2.55 49 $36,792 40 -$91,817 48 201 51 Reimer, Jenna 18.00 36 2.50 50 $27,292 51 $28,558 44 206 52 Saemann, Kent 0.00 36 1.00 53 $24,650 53 $1,295,635 24 193 49 Berg, Michael 1.00 50 3.00 45 $34,094 43 -$142,467 49 210 53 Templin, Brett 0.00 54 2.00 51 $34,723 41 $205,199 39 211 54 Schumaker, Joseph 1.00 50 3.50 42 $14,598 55 $78,003 43 211 55 Nolan, Mike 0.00 54 1.00 53 $31,930 46 $672,028 35 215 56 Hesse, Dave 3.00 48 0.00 57 $5,250 58 $171,293 40 232 57 Krejcarek, Bill 4.50 47 0.80 56 $14,367 56 -$1,316,415 53 240 58

Requirement Met Requirement Not Met Current Leader based on all Criteria The 2024 Advisor Circle of Excellence Award Requirements Based on a total cumulative ranking of Planning (PX Plans) - # of plans delivered (75 Min.) New Clients (1.5 rank weight) Planning Premium (All Products) New Net Cash Flow (IPS) Education (1 or more completed prof. designations) Team Strength (1 or more fully licensed non-advisor team members) *Rank ties will be broken by Premium *Final Reporting will not be released until the 3rd week of January 2024 Advisor PX Plans Planning Rank New Clients New Client Rank Premium Premium Rank New Net Cash Flow IPS Rank Team Strength CLU ChFC CFP RICP Rank Sum Overall Rank Woerfel, John 27.50 7 4.50 12 $64,529 3 $1,539,370 7 35 1 Mesa, David 25.50 9 8.00 3 $18,791 20 $3,923,202 2 36 2 Jesse, Andrew 17.50 13 6.40 6 $45,853 8 $479,030 20 50 3 Klotzbuecher, Kyle 29.50 6 3.00 21 $31,685 11 $1,790,463 6 55 4 Johnson, Cullen 40.50 2 6.90 5 $13,629 27 $581,040 19 56 5 Underwood, Jacob 44.00 1 4.70 10 $25,233 17 $435,632 23 56 6 Bonikowske, Paul 34.00 5 5.00 8 $11,227 35 $1,380,454 9 61 7 Roth, Walter 13.00 18 3.60 19 $26,958 15 $4,687,173 1 63 8 Wiese, Austin 8.00 27 4.50 12 $19,424 18 $3,575,193 3 66 9 Luedtke, Jay 3.00 40 7.20 4 $29,112 14 $1,436,621 8 68 10 Bickel, Bill 1.50 44 10.70 1 $50,346 6 $633,512 17 69 11 Colby, David 21.00 10 4.60 11 $17,708 24 $400,750 26 77 12 Neumann, Tim 4.50 33 10.00 2 $127,808 1 -$162,771 47 84 13 Schellinger, Brian 0.00 47 4.00 15 $29,227 13 $2,873,655 4 87 14 Hahn, Jeff 5.00 30 2.80 24 $26,751 16 $1,194,451 10 92 15 DeLeske, Curt 27.00 8 3.00 21 $77,575 2 -$837,952 53 95 16 Scholl, Randall 5.00 30 2.00 29 $38,608 10 $883,555 14 98 17 McFarlane, Shirley 0.00 47 5.00 8 $52,703 4 $23,488 39 102 18 Richter, Ryan 2.00 42 2.30 27 $47,700 7 $615,973 18 108 19 Konshak, Connor 13.00 18 3.50 20 $12,338 33 $390,010 27 108 20 Kuntze, Robert 7.00 28 4.00 15 $39,060 9 -$308,869 49 109 21 Boson, Hayden 3.50 37 5.80 7 $15,764 25 $36,133 38 111 22 Follen, Matthew 4.00 34 3.85 18 $18,390 22 $195,532 31 114 23 Vander Loop, Kyle 13.00 18 4.50 12 $18,092 23 -$1,543,700 56 115 24 De Namur, Steve 0.00 47 4.00 15 $50,429 5 $0 41 116 25 Lavold, Alexander 8.50 24 0.20 45 $18,622 21 $2,231,323 5 118 26 Bartelt, Rick 16.00 16 1.00 34 $9,260 39 $709,736 16 122 27 Lambert, Richard 6.50 29 3.00 21 $29,834 12 -$617,107 52 125 28 Donath, Adam 14.50 17 2.00 29 $5,530 47 $459,532 22 130 29 Kuether, Scott 5.00 30 2.40 26 $19,146 19 -$3,307 42 130 30 Petersen, Melissa 8.50 24 1.00 34 $12,364 32 $429,927 25 132 31 Smith, Debra 39.00 4 2.00 29 $12,900 30 -$1,859,730 57 135 32 Nolan, Mike 0.00 47 1.00 34 $13,370 28 $1,036,016 12 138 33 Lancour, LeAnn 17.00 14 1.75 33 $8,506 40 $46,674 37 141 34 Ridgway, Chris 12.00 21 -1.40 57 $14,042 26 $1,185,517 11 144 35 Freis, Allen 21.00 10 2.50 25 $8,043 43 -$907,570 54 145 36 Kroiss, Dan 8.50 24 2.25 28 $9,907 37 -$34,345 43 146 37 Gates, Andrew 11.00 23 0.50 42 $12,729 31 $254,386 30 147 38 Luccas, Aaron 12.00 21 1.00 34 $11,949 34 -$88,265 45 151 40 Woelfel, James 3.50 37 2.00 29 $8,223 41 $283,727 29 151 39 Pederson, Greg 39.50 3 0.00 46 $7,712 44 -$38,242 44 160 41 Kmosena, Brad 3.00 40 1.00 34 $5,406 48 $476,175 21 160 41 Richter, Augie 0.00 47 0.50 42 $13,082 29 $431,216 24 163 43 Schmalz, Josh 17.00 14 -0.30 53 $682 57 $385,209 28 179 44 Schumaker, Joseph 0.00 47 1.00 34 $5,972 46 $68,842 36 180 45 Saemann, Kent 1.00 45 0.00 46 $3,722 53 $826,432 15 182 46 Hesse, Dave 0.00 47 0.00 46 $2,717 55 $974,628 13 184 47 Hackbarth, Jeff 19.00 12 0.00 46 $4,965 50 -$933,167 55 186 48 Parent, Rikki 0.00 47 0.50 42 $6,005 45 $71,057 35 190 49 Reimer, Jenna 4.00 34 -1.00 54 $11,025 36 $3,935 40 191 50 Knapp, Dave 2.00 42 0.00 46 $5,365 49 $176,166 32 192 51 Gingras, Richard 0.00 47 0.75 41 $9,390 38 -$151,230 46 193 52 Krejcarek, Bill 4.00 34 0.00 46 $8,209 42 -$302,741 48 193 53 Berg, Michael 1.00 45 1.00 34 $3,792 52 -$382,108 50 198 54 Templin, Brett 0.00 47 0.00 46 $3,336 54 $164,356 33 203 55

Calendar Year - 2024 The 2024 Advisor Circle of Excellence Award Requirements Based on a total cumulative ranking of Planning (PX Plans) - # of plans delivered (75 Min.) New Clients (1.5 rank weight) Planning Premium (All Products) New Net Cash Flow (IPS) Education (1 or more completed prof. designations) Team Strength (1 or more fully licensed non-advisor team members) *Rank ties will be broken by Premium *Final Reporting will not be released until the 3rd week of January 2024 $385,209 28 179 44 $68,842 36 180 45 $826,432 15 182 46 $974,628 13 184 47 -$933,167 55 186 48 $71,057 35 190 49 $3,935 40 191 50 $176,166 32 192 51 -$151,230 46 193 52 -$302,741 48 193 53 -$382,108 50 198 54 $164,356 33 203 55 $156,878 34 213 56 -$486,375 51 228 57 Requirement Met Requirement Not Met Current Leader based on all Criteria

NEW ADVISOR DIAMOND CLUB AWARD CALENDAR YEAR -

JUNE 20 2024 -

New Advisor Diamond Club Award

New Advisor Diaamond Club Award

Calendar Year - June 20, 2024

Advisor PX Plans Delivered Planning Rank New Client New Client Rank Planning Premium Premium Rank Net Cash Flow IPS Rank Rank Sum Overall Rank Boucher, Kyle 114.00 1 86.40 1 145,023 1 1,174,714 2 6.0 1 Jakusz, Cale 47.00 3 21.90 4 29,446 10 2,724,136 1 22.0 2 Schoenherr, Jeremy 81.00 2 17.80 7 45,521 4 420,033 8 28.0 3 Wisniowicz, Renee 44.00 5 23.40 2 51,318 2 19,441 17 28.0 3 Yarbrough, Elizabeth 24.00 11 19.80 5 44,881 5 922,905 4 30.0 5 Russom, Jared 47.00 3 23.00 3 30,544 9 151,862 14 32.0 6 Petska, Jared 22.50 12 18.90 6 35,280 7 788,691 6 37.0 7 Purtell, Kole 36.00 6 17.50 8 40,479 6 208,540 13 41.0 8 Schaefer, Ian 24.50 10 11.45 11 33,051 8 230,218 12 52.0 9 Morgan, Preston 28.50 8 12.50 10 16,251 14 0 18 60.0 10 Koon, Josh 16.50 15 8.50 15 19,506 12 901,909 5 62.0 11 Trecartin, Zachary 25.00 9 16.00 9 8,012 19 0 18 64.0 12 Niedermeier, Ken 5.50 21 10.75 12 12,363 16 446,901 7 68.0 13 Kozak, Nathan 15.00 16 10.50 13 9,021 18 135,489 15 75.0 14 Johnson, Derek 6.00 19 8.30 16 18,663 13 0 18 82.0 15 Tornow, Evan 19.50 14 3.00 26 20,367 11 283,222 10 87.0 16 Fleischmann, Jared 2.00 29 7.70 17 14,067 15 234,020 11 89.0 17 Ashley, Adam 4.50 24 10.00 14 7,160 21 0 18 91.0 18 Lambert, Richard 22.00 13 1.75 29 47,043 3 0 18 92.0 19 Ortiz, Izaak 31.50 7 2.60 28 4,873 23 328,949 9 95.0 20 Vaccaro, Garrett 6.00 19 6.50 19 3,494 26 0 18 101.0 21 Jung, Pamela 5.00 23 2.90 27 6,674 22 985,497 3 102.0 22 Schirmacher, Brayden 4.50 24 6.60 18 4,828 24 0 18 102.0 22 Lundin, Hannah 4.33 28 5.10 20 11,181 17 0 18 103.0 24 Spalda, Megan 13.00 17 5.00 21 2,223 29 0 18 106.0 25 Stille, Richard 12.50 18 4.00 23 3,676 25 0 18 107.0 26 Peters, Lauren 4.50 24 3.30 24 7,805 20 0 18 110.0 27 Otte, Kayla 4.50 24 4.50 22 2,841 27 0 18 113.0 28 Sinjakovic, Arianna 2.00 29 3.10 25 2,814 28 0 18 125.0 29 Wallace, Kyle 5.50 21 0.50 32 1,561 31 0 18 134.0 30 Zanella, Anton 0.50 32 1.50 30 1,561 31 0 18 141.0 31 Dunham, Garret 0.50 32 1.00 31 1,061 33 0 18 145.0 32 O'Shaughnessy,Kevin 2.00 29 0.00 33 0 34 111,042 16 145.0 32 Bisping, Brandilyn 0.00 34 0.00 33 2,038 30 0 18 148.0 34

New Advisor Diamond Club Award Based on a total cumulative ranking of: Number of PX Plans Delivered (60 Minimum) New Clients (double rank) Planning Premium Net New Cash Flow New Client Rank Planning Premium Premium Rank Net Cash Flow IPS Rank Rank Sum Overall Rank 5 17,781 2 269,826 2 18.0 1 2 4,750 11 187,856 3 25.0 2 3 13,092 4 200 16 31.0 3 4 5,293 9 10,850 11 41.0 4 6 5,209 9 0 16 47.0 4 1 6,617 6 0 16 53.0 5 11 4,515 12 17,515 9 56.0 7 21 18,130 1 11,306 10 56.0 7 8 3,631 16 0 17 60.0 9 8 1,803 24 600 14 63.0 10 15 1,989 22 18,966 7 64.0 11 16 3,107 17 18,368 8 64.0 11 24 3,861 14 112,141 4 68.0 13 16 12,161 5 6,589 12 71.0 14 6 3,095 18 0 17 72.0 15 16 8,844 6 19,662 34 73.0 16 11 3,872 13 0 17 74.0 17 16 6,314 8 0 17 82.0 18 8 0 31 0 17 84.0 19 25 15,968 3 757,462 1 86.0 20 12 2,107 20 0 16 91.0 20 13 1,043 26 0 16 97.0 21 22 1,190 25 0 17 99.0 23 15 1,976 22 0 16 99.0 22 34 3,783 15 31,587 6 102.0 25 21 1,093 25 0 16 104.0 25 27 2,345 20 32,410 5 104.0 26 32 2,977 19 0 17 109.0 28 25 318 28 16 118.0 28 27 259 33 0 17 121.0 30 27 254 30 366 15 124.0 31 33 724 28 0 17 129.0 32 35 1,524 35 2,328 13 136.0 33 27 453 34 0 17 137.0 34 27 0 31 84 33 138.0 35 Award

Based on a total cumulative ranking of: Number of PX Plans Delivered New Clients (double rank) Planning Premium Net New Cash Flow

June 2024

LIVES LEADERS SUMMIT

On Track FR Name Premium Credit Remaining Premium Credit Net Lives Remaining Net Lives El igibility Met Yes Neumann, Tim R $708,093 $0 188.80 0.00 Yes Lives Leaders Summit Awards Year - May, 2024 Requirements: $369,000 Premium Credit/100 Net Lives/90% Persistency

AWARDS YEAR - MAY 2024June 2024

NEW FR AWARDS AWARDS YEAR

June 2024 Name On Track Rank Delivered Plans Net Lives Persistency New Cl ient Premium Credit New FR Points New FR Points Needed Delivered Plans Needed Bronze Category Minimum 150,000 Points, 25 Net Lives, 60 Delivered Plans Schoenherr, Jeremy Yes 68 179.0 100.41 N/A 47.61 $114,183 262,203 0 0.0 Ortiz, Izaak Enrique No 640 35.0 16.05 N/A 12.00 $12,657 40,707 109,293 25.0 Kozak, Nathan No 559 28.5 28 N/A 23.25 $16,472 67,722 82,278 31.5 Spalda, Megan E No 676 21.0 13.95 N/A 7.60 $7,331 28,881 121,119 39.0 Koon, Josh No 422 37.0 26.95 N/A 17.95 $55,680 100,580 49,420 23.0 Ashley, Adam No 528 18.0 33 N/A 18.00 $25,763 76,763 73,237 42.0 Si l ver Category Minimum 200,000 Points, 25 Net Lives, 60 Delivered Plans Jakusz, Cale Joseph Yes 156 127.5 88.25 N/A 45.55 $66,441 200,241 0 0.0 Wisniowicz, Renee Yes 131 114.5 88.1 N/A 52.50 $78,585 219,185 0 0.0 Boucher, Kyle Yes 3 245.5 253.9 N/A 155.75 $216,023 625,673 0 0.0 Jung, Pamela Kay No 368 28.0 28.6 N/A 11.25 $26,927 66,777 133,223 32.0 Petska, Jared No 176 70.0 72.9 N/A 43.40 $72,769 189,069 10,931 0.0 Fleischmann, Jared No 373 10.0 18.95 N/A 14.05 $25,009 58,009 141,991 50.0 Yarbrough, Elizabeth Ann No 300 47.0 44.2 N/A 31.25 $41,039 116,489 83,511 13.0 Schaefer, Ian Yes 126 83.0 85.4 N/A 53.70 $85,879 224,979 0 0.0 Purtell, Kole No 275 60.5 44.7 N/A 26.95 $56,908 128,558 71,442 0.0 Gol d Category Minimum 250,000 Points, 25 Net Lives, 60 Delivered Plans Boson, Hayden No 352 62.0 49.4 N/A 23.70 $59,957 133,057 116,943 0.0 Niedermeier, Ken No 413 11.0 24.05 N/A 15.40 $33,807 73,257 176,743 49.0 Pl ati num Category Minimum 300,000 Points, 25 Net Lives, 60 Delivered Plans Konshak, Connor James No 180 68.0 81.75 Met 25.75 $77,771 185,271 114,729 0.0 Richter, Ryan Phillip No 106 61.0 58.9 Met 21.50 $186,512 266,912 33,088 0.0 Johnson, Cullen James No 211 151.0 64.1 Met 28.50 $58,180 150,780 149,220 0.0 Colby, David Yes 68 93.5 113.7 Met 62.80 $146,952 323,452 0 0.0 Hahn, Jeff No 123 62.0 74.7 Met 33.45 $141,108 249,258 50,742 0.0 New Financial Representative Awards Requirements New Financial Representative Awards Awards Year - May, 2024

MAY 2024 -

EDUCATION

MAY/JUNE 2024

Rebecca Mleziva Passed her Series 26

Angie Fiore Passed her SIE

Jeff Hackbarth Achieved his RICP Designation

Derek Johnson Passed his Series 63

June 2024

Congratulations!

ANNIVERSARIES 1 8 15 22 7 14 21 6 13 20 5 12 19 4 11 18 3 10 17 24 2 9 16 23 Derek Johnson 1 Year 25 Josh Schmalz 9 Years 26 Melissa Petersen Kyle Klotzbuecher Daniel Zipperer Dave Knapp 16 Years Kyle Zoellner Randy Scholl Pamela Jung 3 Years Garrett Vaccaro 28 27 june Happy Birthday! 30 29 Brett Templin 22 Years Jeremy Schoenherr 6 Years Blake Koch Rick Bartelt David Mesa Michael O’Brien Alex Lavold Tyler Johnson Brian Schellinger Izaak Ortiz 2 Years Hannah Lundin 1 Year Brian Schellinger 29 Years Ron Adrians 40 Years Andrew Jesse 8 Years Nathan Kozak 2 Years Eric Lindholm Sandy Vang Aaron Luccas Michael Berg S M T W T F S Jeff Hackbarth 36 Years Evan Tornow 2 Years Kylee Kuntze 4 Years John Woerfel 17 Years Jen Schmalz 2 Years Kylee Wagner Bryant Jacobs Nathan Kozak

ANNIVERSARIES & BIRTHDAYS 6 13 20 5 12 19 4 11 18 3 10 17 9 16 8 15 22 7 14 21 23 24 Hayden Boson 26 25 july Happy Birthday! 28 27 Tyler See Dave Knapp Janet Voigt 30 Years Jim Woelfel Pamela Jung S M T W T F S 29 Andrea Amel 1 Year Megan Spalda 2 Years Janet Voigt Brandi LaMarche Tracie Mindel 30 31 Jim Stober 31 Years Alex Lavold 15 Years John Dinse 11 Years Brad Veldhorst 9 Years Travis Kempf 16 Years Jared Petska 3 Years Allen Freis 2 1 Gerald Voy 47 Years Greg Pederson 36 Years Hannah Lundin 1 Year Averi Schwersenska 1 Year Ryan Moore 1 Year Kim Crowe Gwen Herrmann Connor Konshak Hannah Lundin James Kramer Bryce Walkowski Holly Murray Brad Kmosena Averi Schwersenska Stacy DeLeske Heidi Deglow Scott Kuether