With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

Chelko Consulting Group is a reputable insurance broker operating in Ohio, with its office located in Westlake. With a wide range of experience and expertise, they cater to clients of large and midsize employers, ensuring their insurance needs are met effectively. Their strong track record is reflected in their impressive M Score, which showcases their proficiency in serving clients across various industries and sizes. One notable example of their work is with Wallick Communities, a prominent residential building construction employer boasting 660 members. Chelko Consulting Group collaborated closely with Wallick Communities' HR and finance team to establish a tailored self-funding arrangement that addressed the unique requirements of its members. In addition to Wallick Communities, Chelko Consulting Group serves other notable employer clients such as Caire Inc, Chart Industries, Hexion Inc., and John Carroll University. Their expertise extends across industries including resin, synthetic rubber, artificial and synthetic fibers and filaments manufacturing, medical equipment and supplies manufacturing, as well as investment pools and funds. Chelko Consulting Group's proficiency in working with self-funded employers further highlights their comprehensive understanding of insurance strategies and solutions that provide optimal coverage while managing costs effectively. Clients can rely on their in-depth knowledge and personalized approach to ensure their insurance needs are met with the utmost care and professionalism. With a strong local presence and a proven track record, Chelko Consulting Group in Westlake, Ohio, is a trusted insurance broker dedicated to serving the diverse needs of employers in the region, offering tailored insurance solutions that deliver peace of mind and financial security.

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.

Schauer Group, Inc is a highly reputable insurance broker serving clients across multiple states, including Arizona, Colorado, Utah, Texas, Nevada, Maryland, Alabama, and Florida. With their exceptional customer service and expertise, they have earned rave reviews from satisfied clients. One notable example of their outstanding work is their collaboration with Awp Inc, a leading employer in the support activities for road transportation industry, consisting of 460 members. Schauer Group, Inc worked closely with Awp Inc's HR and finance team to establish a tailored self-funding arrangement, PPO plan, PBM, and drug plan that perfectly addressed the unique needs of the members. Headquartered in Canton, Ohio, this particular office of Schauer Group, Inc serves a diverse range of clients, including large, midsize, and small employers. With an extensive track record and experience in the Canton, OH market, they have earned a place among the top brokerages in the region. Their exceptional expertise spans various industries, notably specialty trade contractors, lessors of real estate, and individual and family services. Schauer Group, Inc boasts a strong background in working with self-funded employers, demonstrating their proficiency in crafting customized solutions. Additionally, their extensive experience with PPOs enables them to effectively cater to the specific needs of clients and members. Their expertise extends to collaborating with pharmacy benefit managers (PBMs) and other specialized pharmacy providers, ensuring comprehensive coverage and optimal healthcare solutions for their clients. With their wide range of experience, deep industry knowledge, and a stellar reputation for exceptional service, Schauer Group, Inc's Canton, Ohio office is the go-to insurance consultant for businesses seeking top-tier brokerage services

ABOUT US Vantage Financial Group, Inc. is a team of diversified financial professionals who furnish comprehensive financial, insurance, estate, and tax strategies for businesses, professionals and key executives. We offer a wide selection of financial service providers which affords our team of associates the independence and flexibility to meet your total planning needs. OUR HISTORY & STRUCTURE Szeretvai & Associates, an insurance and investment counseling firm, was founded in 1969 by George Szeretvai. Our name and corporate structures changed in 1985 to reflect our broader focus as a single-source financial services company. This remains our focus today. Vantage Financial Group, Inc. is similar in structure to a law or accounting firm, offering diverse expertise to our clients. We realize that no two businesses or individuals are the same. We work hard to develop planning and benefit programs that will work well in the unique situation each client presents. SINGLE-SOURCE FINANCIAL SERVICES Each member of the Vantage Financial Group, Inc. team of associates commands a specialized field of knowledge, and is available to advice on individual or business needs. This approach adds multidisciplinary views and objectivity to the planning services we provide. We offer two valued commodities in the financial services field - stability and continuity. Disclosure: Security and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Branch Address 6200 Rockside Road, Cleveland, OH 44131 Phone 216.642.7878

The Fedeli Group is a widely respected insurance brokerage and consulting service organization, providing quality insurance products and high-level risk management. The skilled associates at Fedeli offer clients innovative alternatives to service and counsel in a host of specialized coverage areas.

Barret Benefits Group, based in Cleveland, OH, stands as a notable local brokerage firm with a distinct expertise in catering to local and regional employers. Their specialization lies in providing medical and ancillary benefits, a niche where they have demonstrated considerable proficiency. This expertise is particularly evident in their work with industries such as cutlery and handtool manufacturing, and miscellaneous durable goods merchant wholesalers. Notably, Barret Benefits Group has established a strong presence in the Cleveland area, partnering with significant local businesses. For instance, they have successfully managed benefits for over 110 participants at Refrigeration Sales Corporation, a prominent player in the miscellaneous durable goods merchant wholesalers industry. Furthermore, their collaboration with Wright Tool Company, a key name in the cutlery and handtool manufacturing sector, handling benefits for over 140 participants, showcases their capacity to handle sizable accounts. Their ability to navigate the complexities of diverse industries, coupled with their local know-how, makes Barret Benefits Group a potentially valuable partner for employers seeking tailored benefit solutions. Their deep understanding of the nuances within these specific sectors enables them to offer customized, effective benefits strategies that align with the unique needs of each employer. For an employer benefits buyer, evaluating Barret Benefits Group's Cleveland office could mean tapping into their local market insight and industry-specific expertise, promising a blend of personalized service and knowledgeable guidance in managing employee benefits.

We offer a full range of employee and individual benefit consulting services including: Employee Benefits (Medical, Dental, Vision, Disability, Life), Individual (Medical, Dental, Vision, Life, Medicare) and more! The Zidd Agency has been offering group benefit insurance and financial services to businesses and individuals for 35 years. We have developed a reputation as one of the most effective insurance agencies at managing your benefit dollars. Contact us for assistance, we are happy to help!