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.

BOK Financial, located in Phoenix, Arizona, stands out as a sizable office within a regional insurance brokerage firm, adept at catering to both small and large employers. This office has carved a niche in the insurance industry, showcasing notable proficiency in working with self-funded clients. Their expertise spans a diverse range of industries, including architectural, engineering, and related services, paint, coating, and adhesive manufacturing, as well as fruit and vegetable preserving and specialty food manufacturing. Their client portfolio is impressive, featuring prominent businesses such as Breckenridge-Wynkoop, a key player in the restaurants and eating places sector, based in Colorado with over 70 participants. Another significant client is Inspirato, from the traveler accommodation industry, also based in Colorado, with more than 870 participants. Additionally, they have successfully serviced Lerch Bates, an enterprise in the architectural, engineering, and related services industry, with over 510 participants. BOK Financial's ability to provide tailored insurance solutions to a wide spectrum of industries and employer sizes, coupled with their extensive experience in handling complex insurance needs, positions them as a go-to broker for employers seeking comprehensive and reliable insurance services. Their strategic approach to client management and industry-specific expertise make them a strong contender for businesses looking to secure robust insurance coverage tailored to their unique requirements.

Segal is a regional insurance broker situated in Tempe, Arizona. With a dedicated office in this location, Segal has built a strong reputation for its exceptional work with various clients, including the prominent Ryley Carlock & Applewhite, a well-established legal services firm employing 50 individuals. Segal collaborated closely with the HR and finance team at Ryley Carlock & Applewhite to devise a comprehensive and tailored insurance plan. This included the implementation of a PPO plan, as well as a carefully designed PBM and drug plan, all crafted to address the unique requirements of the firm's members. Segal's expertise extends beyond this notable example, as they cater to clients of all sizes across different industries. Some of their esteemed employer clients include the Board of Trustees of Ibew Local No 640 & Arizona Chapter Neca H&W, the Board of Trustees of the Utah-Idaho Teamsters Security Fund, Physical Optics Corporation, and Raley's Arizona LLC. Their services span across Arizona and California, enabling them to assist clients in a wide geographical area. Notably, Segal possesses extensive knowledge and experience in the field of pharmacy benefits management (PBM) and other specific pharmacy providers, enhancing their ability to deliver exceptional service to their clients. This expertise, combined with their diverse client portfolio, has contributed to Segal's outstanding M Score, solidifying their position as a reliable and trustworthy insurance broker. Furthermore, Segal's strong suit lies in their deep understanding of specific industries, including scientific research and development services, legal services, as well as promoters of performing arts, sports, and similar events. This expertise enables them to provide tailored insurance solutions that meet the unique challenges and demands of these sectors. With their commitment to delivering exceptional service and their breadth of experience, Segal has established itself as a leading insurance broker in the Tempe, Arizona region.

Acrisure is a Fintech leader that operates the world’s fastest-growing, top-10 insurance brokerage. The Company is headquartered in Grand Rapids, Michigan, and employs over 14,000 entrepreneurial colleagues driving innovation across financial services. Under the leadership of co-founder, Chairman and CEO Greg Williams, Acrisure has grown from $38 million to $4 billion in revenue in just over nine years. Acrisure is powered by the best of human and high-tech and offers insurance, reinsurance, real estate, cyber and more solutions to millions of clients around the world. Additionally, Acrisure is committed to social issues such as children’s health and DEI in financial services. Acrisure is a co-founder of Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Other co-founders include nine-time NBA All-Star Russell Westbrook, Super Bowl champion quarterback Russell Wilson; and Grammy Award-winning singer/songwriter, Ciara. In our home of Grand Rapids, Michigan, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital. Discover more at www.Acrisure.com.

Stealth Partner Group Scottsdale is part of a regional insurance brokerage firm serving several areas with a local office in Scottsdale. Stealth Partner Group is a privately owned specialized general agency that focuses exclusively on partnering with brokers, consultants, and third-party administrators to negotiate, implement, and assist in managing medical stop loss and ancillary benefits with the nation's top-tier carriers. With offices in Phoenix, Atlanta, and Dallas, the Stealth management team offers its clients many years of collective experience in the stop loss and ancillary insurance marketplace. Stealth Partner Group's Scottsdale office has an M Score of 2; their range of experience is limited.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. #BuildingConfidenceTogether Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Alterity is a leading independent consulting firm offering services designed to meet the unique needs of private equity firms and their portfolio companies, Human Resources Organizations (HROs), and brokers. We help navigate the constantly evolving landscape of employee benefits and insurance Our core belief to driving value is identifying smart strategies and solutions that align with a company’s business needs.