Petra Risk Management Services (Petra RMS) is a full-service risk management and insurance firm focused on advising individuals and businesses on how to protect what matters most to them. Our experienced team works directly with you as a trusted advocate to develop tailored insurance plans that best fit your needs.

ALTERNATIVE INSURANCE RESOURCES, INC. is an insurance company based out of 1770 INDEPENDENCE COURT, VESTAVIA HILLS, Alabama, United States.

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

Sunstar Insurance Group is a financial holding company that seeks to acquire majority equity ownership positions in independent insurance agencies that are located in our geographical footprint and which would be compatible with our entrepreneurial sales culture and partnership management philosophy. The Sunstar corporate vision is to be recognized as the premier regional insurance agency in our market area by providing exceptional service, professional expertise, trusted advice and competitively priced insurance products to our clients. We will strive to be acknowledged as the best in industry class by our core constituencies who are the company’s employees, clients, underwriters and shareholders.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Founded in 1954, Palomar Insurance is one of the oldest independent agencies in the Southeast. We serve both domestic and international customers and design insurance programs that fit their financial and risk needs. Our corporate office is located in Montgomery, AL with business offices in Kennesaw, GA, Chattanooga, TN, Greenville, SC, Birmingham, Mobile, and Troy, AL.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

JS Benefits Group is all things Employee Benefits! We are a thriving Employee Benefit and HR consultancy, employing a stellar team of professionals and also working with more than 30 of the nation’s top carriers. We work with employers in the Mid-Atlantic region of the US, having anywhere from 30 to 30,000 employees. We offer the following Group Benefits and HR Consulting services: Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company’s overall philosophy. -Superior customer service which is reflected in a high degree of customer retention of our 900+ clients. -Strategic partnerships that strive to fully understand our clients’ needs and be a valuable extension of their HR and Benefits departments. -Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment. -Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience. We’d love to meet with your company today to show you what we can do for you!

Alliance Insurance Group is a top insurance brokerage providing commercial insurance brokerage services, surety bond programs and risk management advisory services. We work with commercial clients by successfully managing risk and delivering best-in-class customer service. With 100+ carriers, our experts will customize your insurance program and improve your bottom line. We are sure to exceed your needs with friendly and respectable service. Expert Approach. Helping Business Win • Focus. We specialize in helping commercial clients with their Property & Casualty insurance program. We understand the coverages and service that commercial clients need. We have outstanding relationships with underwriters that are built around a focus for commercial Property & Casualty insurance. • Services. Alliance offers Commercial P&C Programs for commercial clients and Surety Bonding to contractors. Property & Casualty. Alliance has built excellent relationships with over 100+ carriers to help your business succeed. We represent many of the top carriers for Property, Liability, Auto & Workers Compensation Insurance Surety Bonds. Alliance helps a wide range of Contractors improve their Surety Bond Program. We can help increase capacity, offer better rates, and even help with a dividend program (if approved). We have 35+ surety relationships to help your business win • Industries Served. Construction Manufacturing & Distributors Commercial Real Estate Oil & Gas

How to recruit, reward and retain top executives keeps many a CEO (no matter the company size) up at night. But all too often these CEO's and their advisors come to us extremely frustrated with the government-imposed restrictions associated with qualified retirement plans like, 401k plans. We understand and can provide tailored financial solutions to businesses that are designed to benefit from and optimize existing and changing government regulations. In fact, we literally wrote the book on the topic! In addition, we work with successful families and individuals to address their financial planning and risk and investment management. We believe that objective advice matters. We combined our knowledge and experience to implement innovative strategies that are tailored for your financial goals. Securities offered through Lion Street Financial, LLC, Member FINRA/SIPC. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.