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.

FBBINSURANCE provides innovative, comprehensive and appropriate insurance and risk management strategies for businesses and individuals. Our team of credentialed and experienced specialists focuses on each client’s specific needs and offers strategies tailored to help meet the goals of our clients. We also offer advice on loss prevention, claims management, compliance with state and federal regulations, and a host of other topics. FBBINSURANCE is a nationally-recognized industry leader and one of the largest bank-owned insurance agencies in the US. With over 190 associates in offices in Alabama, Florida, Mississippi and Tennessee, we consistently deliver exceptional service. Our philosophy is to continuously evaluate our clients’ insurance and risk management needs throughout the year, not just at key times such as renewal, as needs and situations often change, and new opportunities arise. To learn more about our products, services and team of specialists, visit fbbins.com. Fisher Brown Bottrell Insurance, Inc. is a subsidiary of Trustmark National Bank. Insurance products are not deposits or other obligations of, guaranteed by, or insured by Trustmark National Bank or any of its affiliates; are not insured by the FDIC or any other agency of the United States, except in the case of Federal Flood Insurance or Federal Crop Insurance, and may be subject to investment risk, including the possible loss of value.

With an office in Mobile, AL, Coastal Workplace Benefits helps businesses along the Gulf Coast design unique benefit strategies and cost containment solutions. We pride ourselves in providing unparalleled service and being available for our customers and their employees when they need us. The team at Coastal Workplace Benefits designs benefit plans that not only meet your objectives, but also your budget. Our extensive knowledge of the local markets and our close insurance carrier relationships allow us to ensure your benefits are competitive and that your employees feel valued and secure. We go the extra mile to make sure your employees are getting the most they can out of the benefits you offer. Our team is comprised of specialists across many facets of the benefits market including compliance, technology, partially and self-funded products and group benefits. Our depth of knowledge and experience allows us to provide cutting edge solutions with a local feel and personal touch.

At 90 Degree Benefits, we believe the right health plan does more than just provide benefits – it takes your business in the right direction. Whether you’re looking to transition from being fully insured, or are interested in self-funding with a new plan administrator, 90 Degree Benefits has the experience, tools and unparalleled industry expertise to take your plan in the right direction. With 22 offices serving 525,000 members nationwide, we deliver health plans built on uniquely crafted benefits designed specifically for the needs of our clients across the country. It’s time to experience a health plan that helps you along your road to success. Make the right turn with 90 Degree Benefits.

• Developed and implemented sales strategies to promote property, casualty, and life insurance products for Combined Insurance Services, Inc. • Conducted door-to-door sales and policy renewals, showcasing strong financial underwriting skills. • Achieved a high customer retention rate and increased sales revenue through effective communication and product knowledge.

As an American Indian-owned firm, our mission has been to ensure each tribe’s financial strength through independent and unbiased advice. Since founding the company in 2005, FSA has grown to become the largest financial advisory firm dedicated to serving Indian Country with over 25 team members located in offices in Alabama, Florida, Seattle, and California. Over the years, FSA has established a family of companies and teams dedicated to providing these services and expertise. Our goal is to provide solutions that ensure financial prosperity for future generations by developing fully integrated, customized solutions specific to each tribe’s needs and goals. FSA ADVISORY GROUP, LLC FSA Advisory Group provides financial advisory services in Indian Country, including project development and financing services for capital projects, tribal government consulting and ongoing financial advisory services with the goal of creating generational wealth for tribes. - Financing and Project Development - Financial Advising - Tribal Administrative Consulting FSA INVESTMENT GROUP, LLC FSA Investment Group provides sound, independent advice to tribes and high-net-worth individuals. Our team understands that tribes are a distinct class of institutional investors, driven by their mission to provide for future generations. Services: - Tribal Trust and Endowment Funds - Tribal Operating & Enterprise Funds - Tribal Sovereign Wealth Funds - Individual and High-Net-Worth Services FSA TPA, LLC FSA TPA works with our tribal clients to develop original and creative solutions in order to meet their member/citizen benefit needs. FSA offers the capability to create custom enrollment and application processes, communications, benefit plan designs, and audit and substantiation procedures. Services: - General Welfare Benefits - Healthcare Benefits - Utility Benefits - Nutrition Benefits - Elder Benefits - Minor Benefits

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Barnes Insurance & Financial Services, situated in the vibrant city of Pensacola, FL, stands out as a prominent local brokerage firm known for its comprehensive expertise in employer benefits. Catering to a diverse range of industries, this larger office is adept at handling the nuanced needs of both small and midsize employers, ensuring personalized and effective benefits solutions. Their proficiency is particularly notable in sectors such as healthcare, manufacturing, and hospitality. For instance, their collaboration with Doctor's Choice Home Care, a key player in Florida's home health care services industry with over 150 participants, underscores their skill in managing comprehensive benefits for healthcare providers. Similarly, their work with Fort Walton Machining, a significant name in the machine shops, turned product, and screw, nut, and bolt manufacturing industry with 60+ participants, reflects their ability to tailor benefits for manufacturing employees. In the hospitality sector, their partnership with Southern Restaurant Group, a notable entity in the restaurant and eating places industry boasting 70+ participants, demonstrates their capacity to address the unique benefits needs of the service industry. Barnes Insurance & Financial Services' expertise spans across various sectors, including offices of physicians and manufacturing, showcasing their versatility and deep understanding of different industry requirements. Their service is grounded in a local understanding, yet encompasses regional employer needs, making them an ideal choice for businesses seeking a knowledgeable and experienced insurance broker in the Pensacola area.

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.

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.

Bozeman Enterprises, located in Daphne, Alabama, stands out as a local brokerage firm with specialized expertise in employer benefits. Their proficiency particularly shines in working with local and regional employers, offering tailored solutions in medical and ancillary benefits. This expertise is evident through their notable work with top customers in diverse industries. One of their key clients is the Baldwin County Electric Membership Corporation, a significant player in the electric power generation, transmission, and distribution industry. Bozeman Enterprises has successfully managed benefits for over 210 participants in this corporation, showcasing their ability to handle complex needs in a highly technical field. Their adaptability and in-depth understanding of the unique challenges in the power sector underscore their capability to deliver customized benefit solutions. Another exemplary demonstration of their prowess is their collaboration with Employee Liability Management, a prominent name in the employment services industry in Alabama. Here, Bozeman Enterprises has adeptly handled benefits for more than 380 participants, further cementing their reputation as a versatile and competent broker. Their success in this sector highlights their proficiency in navigating the intricacies of employment services, an industry with its own set of challenges and requirements. Overall, Bozeman Enterprises' strong performance across the electric power generation, transmission and distribution, and employment services industries reflects their broad expertise and commitment to providing exceptional service. Their role as a part of a local brokerage firm adds a personalized touch to their services, making them a reliable and insightful choice for employers seeking comprehensive and customized benefits solutions.

Leo Goetz is a seasoned employee benefits broker serving businesses in Mobile, AL, and beyond. With a keen understanding of the intricate landscape of employee benefits, Leo is dedicated to helping businesses navigate the complexities of healthcare and retirement plans. His personalized approach ensures that each client receives tailored solutions that meet their unique needs and budget constraints. Known for his integrity and reliability, Leo has built strong relationships with clients, including reputable companies like QCHC Management Services. Whether it's crafting comprehensive benefit packages or providing expert guidance on compliance matters, Leo Goetz is committed to empowering businesses to attract and retain top talent while optimizing their benefits offerings. With Leo's expertise, businesses can confidently navigate the ever-evolving landscape of employee benefits.