Urso Group

MVP Financial Services, established in 1999, is a seasoned brokerage general agency headquartered in Oak Brook, IL, with additional locations in Madison, WI, Glenview, IL, Edina, MN, and Fargo, ND. Catering to insurance agents, the company offers a wide array of services, including 25 A-rated carriers, dedicated support, and innovative digital business processing tools to enhance agent-client relationships. With a focus on providing comprehensive solutions, MVP Financial Services specializes in life, disability, long-term care, and annuity products, along with extensive resources like training and marketing support. The firm prides itself on being a partner to agents, ensuring they can concentrate on building relationships while benefiting from MVP's commitment to exceptional service. Generated from the website

Intrepid Wealth Partners, based in Madison, WI, is a virtual financial advisory firm catering to world travelers, entrepreneurs, and high achievers seeking to optimize their wealth for a fulfilling life today and tomorrow. Led by founder and CEO Derek N.H. Notman, the team at Intrepid Wealth Partners is dedicated to providing transparent, personalized financial planning services that empower clients to make informed decisions aligned with their unique goals and values. With a focus on tailored solutions and a commitment to building lasting relationships, Intrepid Wealth Partners offers a streamlined approach to financial planning that blends expert human advice with cutting-edge technology. Embodying the spirit of adventure and innovation, the firm pioneers virtual client interactions, ensuring accessibility and flexibility for individuals seeking to thrive financially and live their best lives.Generated from the website

Founded in 1974 in Madison, WI, SVA started out as a small accounting firm comprised of only a couple of staff members. Today, SVA Certified Public Accountants has grown to ​over 150 team members. The expertise of SVA Certified Public Accountant’s team members spans the areas of accounting, business consulting, healthcare and technology in a diverse set of industries and services. We’re proud to say that this expertise has made SVA a perennial award winner as one of the nation’s top 100 accounting firms.