BOK Financial Corporation is a $47 billion regional financial services company headquartered in Tulsa, Oklahoma with $92 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status. © 2024 BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender.

The history of the Pomeroy Group begins in 1974, when Tom Pomeroy concurrently became an insurance broker in the Employee Benefits insurance field while continuing dual professions as a multi-talented artist. He has mostly concentrated on life and health insurance and set up the company to bring creative thinking and practical solutions to businesses across the country throughout his very unusual career. Hundreds of clients from many Companies all over the country have utilized Tom for advice on creating individualized self-funded benefit plans as well as fully-insured plans answering the specific needs of the client’s requirements. His abilities at setting up very competitive plans with the largest insurance carriers became legendary. Tom Pomeroy as President and CEO of the PomeroyGroup is an unparalleled broker who provides leadership to the entire enterprise. His knowledge, decade’s old relationships with our clients and insurance carriers, creative ideas and our excellent negotiations of renewals and one of the most experienced staffs in the country can handle virtually all of your insurance benefits needs. With over 40 years of creating and designing custom benefit plans to fit our clients’ budgetary needs, we understand the various challenges that benefits can create and cost your company. We develop strong partnerships with our clients based on trust and ability. We listen to your concerns, research your current benefit structure, and then execute creative solutions for every detail within your benefit program. Our goal is to provide solutions that will create a better benefit plan for your company, simplify your administration and lower the costs associated with every phase of your overall program of benefits, so you can concentrate on the growth and success of your company.

Garry L. Johnson & Associates (GLJ) has been servicing the insurance and financial services needs of Arizona residents and the surrounding states for over 40 years. With a reputation built on a foundation of growth and experience in the business, Garry will tell you our success is due to why we do what we do, “We don’t just sell insurance, anyone can do that. We help create, build, and protect your family security and financial legacy. Our innovation, teamwork, honesty, integrity, attention to changing trends and courage to pioneer new markets provide the ability to help our clients secure their family legacy.” The GLJ mission statement reflects what we do each day: “We exist to help create, build, and protect your family security and financial legacy.” Our Slogan: A Secure Family is a Nation’s Strength. Our clients are able to benefit from our team of agents with specific expertise in Individual Benefits, Employee Benefits, Financial Planning, Business Planning Retirement Planning, and Estate Planning. Ensuring customer satisfaction through an experienced customer service team is our top priority with each client. We have worked hard to assemble a tenured, high-quality customer service team with over 120 years of collective insurance experience.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Amalyn's Phoenix, Arizona office stands out as a robust and experienced insurance broker, particularly adept in catering to the unique needs of midsize employers. This larger office is part of a local brokerage firm, emphasizing a personalized approach to insurance solutions. Their expertise shines in working with self-funded clients, providing tailored strategies that support both local and regional employers. What sets this Amalyn location apart is its profound understanding and experience in various industries. For instance, they have demonstrated great expertise in nonresidential building construction, foundation, structure, and building exterior contractors, as well as in the scientific research and development services sectors. This multi-industry proficiency ensures that clients receive knowledgeable and industry-specific guidance. Their client portfolio is impressive and varied. Gorman Roofing Services, operating in the foundation, structure, and building exterior contractors industry in Arizona, is one of their top customers, with over 150 participants. Another notable client is Human Resource Training, a firm in the professional, scientific, and technical services industry, also based in Arizona, with more than 110 participants. Additionally, S & S Paving and Construction, involved in the heavy and civil engineering construction industry in Arizona, benefits from their services with over 170 participants. Amalyn’s Phoenix office's ability to handle complex insurance needs for a diverse range of industries, coupled with their significant experience with midsize employers, positions them as a reliable and knowledgeable insurance broker in the region. This blend of local focus and broad industry expertise makes them an ideal choice for businesses seeking comprehensive and customized insurance solutions.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.