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.

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.

Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.

Insurance Incorporated has served Southern California communities for over 50 years. We pride ourselves on our professionalism, courtesy and prompt response to our clients' insurance needs. As independent Agents and Brokers we represent a variety of insurance companies and are able to provide proper coverage at the lowest reasonable price.

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.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Rogers Grey, a BRP Company, based in Phoenix, AZ, boasts a sprawling and dynamic office, underscoring its position as a prominent regional insurance broker firm. With a wealth of experience spanning self-funded clients, this expansive office serves as a vital resource for employer benefits buyers seeking comprehensive insights into stop loss, limits, and HR consulting, particularly in the realms of pharmacy costs. This broker's expertise extends across diverse industries, showcasing a track record of excellence in computer systems design, educational services, architectural, engineering, and related services. Their impressive clientele includes key players such as Acsm, a foundation and structure contractor with over 230 participants, Anderson Security Agency Ltd in the investigation and security services sector boasting 60+ participants, and Andrews Refrigeration in the retail trade industry with an extensive employee base of 260+ participants. Notably, Rogers Grey excels in catering to businesses of all sizes, demonstrating significant proficiency in servicing midsize, large, and small employers alike. This depth of experience positions them as a reliable partner for employers navigating the intricacies of insurance and benefits. As part of a regional insurance broker firm, this office in Phoenix stands as a strategic hub, embodying a commitment to excellence and a nuanced understanding of the diverse needs of its clientele.

Good Neighbor Insurance's Phoenix, AZ office stands as a trusted partner for employer benefits solutions, with a local touch and a wealth of industry expertise. As part of a respected local brokerage firm, this office brings a deep understanding of the unique needs of businesses in the region. With a robust track record, they showcase notable experience in catering to self-funded clients, providing tailored insurance solutions to meet the distinct requirements of local and regional employers. This proficiency extends across various sectors, with a special focus on religious, grantmaking, civic, professional, and similar organizations. One shining example of their client success is their collaboration with Frontiers Usa, a prominent entity in the religious, grantmaking, civic, professional, and similar organizations industry. Handling a group of 140+ participants, Good Neighbor Insurance has demonstrated an ability to navigate the complexities of this sector, ensuring comprehensive coverage and value-driven benefits. Beyond individual success stories, this office has established itself as a go-to resource for businesses seeking insurance solutions. Their in-depth knowledge of religious, grantmaking, civic, professional, and similar organizations industries sets them apart, making them a valuable ally for employers navigating the intricacies of the insurance landscape.