Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

At Tolman & Wiker, Innovative Risk Advice™ isn’t just our tag line, it’s in our DNA. Our clients deserve and receive best-in-class risk advice and employee benefits consulting from an expert team with deep experience in key industry segments, who deliver outstanding results that help our clients succeed. Our innovative, proprietary process (Tolman & Wiker D.R.I.V.E. System) for partnering with our clients to reduce their total cost of risk helps them to achieve superior results versus their industry peers, which provides them with unique competitive advantage. For over 93 years we’ve served companies and individuals across California, the West, and around the globe as we’ve grown to be one of the top privately held, independent insurance brokerages in the nation. We look forward to working with you, too!

Centered Insurance Solutions is a local insurance broker located in Camarillo, California. With a strong focus on meeting the unique needs of their clients, they have established themselves as a trusted partner in the insurance industry. One notable example of their expertise is their collaboration with Golden State Medical Supply, a prominent employer in the support services sector comprising 190 members. Centered Insurance Solutions worked closely with Golden State's HR and finance team to develop a comprehensive insurance package tailored specifically for their employees. This included the implementation of a self-funding arrangement, along with a customized HMO plan, PPO plan, pharmacy benefit management (PBM), and drug plan. The team at Centered Insurance Solutions brings extensive experience to the table. They excel in working with self-funded employers, showcasing their ability to navigate complex insurance structures effectively. Additionally, they have a proven track record of providing exceptional services to clients in the HMO and PPO domains, ensuring that members' needs are met. Their expertise extends to working with PBMs and other specialized pharmacy providers. With a diverse clientele comprising large and midsize employers, Centered Insurance Solutions serves an array of industries. Their impressive roster of employer clients includes Viewpoint School, Farwest Corrosion Control Company, Golden State Medical Supply, and Lassens Health Foods. Beyond their local presence in California, Centered Insurance Solutions also extends their services to clients throughout Texas. Centered Insurance Solutions boasts a strong M Score, reflecting their wide range of experience and expertise across clients of various sizes and industries. Notably, they possess deep knowledge in support services, commercial and industrial machinery and equipment repair and maintenance, as well as the vegetable and melon farming sectors. By leveraging their extensive experience and commitment to client satisfaction, Centered Insurance Solutions stands as a trusted partner in providing tailored insurance solutions.

As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

John M. Fickewirth & Associates, based in Oxnard, California, offers a wealth of expertise in delivering comprehensive employee benefits solutions. With a dedicated focus on tailoring benefits plans that align with the unique needs of each client, this local brokerage stands out for its personalized approach and deep understanding of the complexities of employee benefits. Known for their collaboration with notable clients such as AFSCME Local 2076 and Ojai Valley Inn and Spa, John M. Fickewirth & Associates demonstrates a proven track record of enhancing employee satisfaction and organizational wellbeing through strategic benefits planning. Their commitment to excellence and client satisfaction is evident in every interaction, ensuring that organizations receive not only expert advice but also unparalleled service. Visit fickewirth.com to learn how John M. Fickewirth & Associates can transform your employee benefits experience with solutions that are as innovative as they are effective.

CORPORATE PROFILE: A Consulting Firm. RESPONSIBILITY PROFILE: With Integrity Associates, I led a business consulting services company with temporary senior operation assignments in a variety of discipline areas from strategic business planning, growth, and development strategies to talent acquisition in the Fortune 500. ACHIEVED IN THIS ROLE OPERATIONAL INFRASTRUCTURE • I was recruited and commissioned by SUPER PRO VENDING to assume the COO role and build business growth despite a crowded industry. Within 60 days, I secured multiple exclusive contracts with a Fortune 50 Marquee Account and grew sales 35% while improving net profit by 20% the first year. This established a stable and profitable business within a year. TALENT ACQUISITION STRATEGIES • High turnover and underperforming management plagued the Sr. leadership teams of TRUGREEN, UNIFIRST, ARAMARK, AND ADVANCED AUTO PARTS. In each case, I was challenged to develop strategic recruiting plans and execute them. Within an average of 60 days each, I designed and executed confidential TA strategies; This culminated in these National Fortune 500 companies increasing their sales an average of 20% within the first year. AUTHOR / SPEAKER / NFL • I am also a published author of the book, “Shifting Into Higher Gear” (Wiley 2005). This resulted in becoming a requested speaker and coach with many high-income individuals. I then created a company called, “Transitions After the Game,” focused on working with NFL players on the transition from the NFL to the business world.

Fickewirth Benefits Advisors is a reputable insurance broker serving a diverse clientele of large and midsize employers. With a local office situated in Ventura, California, they have established themselves as a trusted partner within the industry. One notable example of their expertise is their collaboration with Rapattoni Corporation, an employer in the computer systems design and related services sector with 80 members. Fickewirth Benefits Advisors worked closely with Rapattoni Corporation's HR and finance team to tailor a comprehensive PPO plan that precisely catered to the unique needs of their members. While Fickewirth Benefits Advisors has encountered a few negative reviews from some customers, it is essential to thoroughly evaluate this aspect when considering potential partnerships. Notwithstanding this feedback, Fickewirth Benefits Advisors has displayed considerable proficiency in working with HMOs and assisting clients in identifying the most suitable solutions to meet their requirements. The company boasts a commendable M Score, indicative of their broad experience and expertise across industries and client sizes, excluding public administration. Fickewirth Benefits Advisors' client base primarily encompasses various organizations such as AFSCME Local 2076, Board of Trustees L.A. Co. Fire Fighters Local 1014, Long Term Care Workers Health Trust Fund, and Rapattoni Corporation. Their extensive range of services caters to relief services, business, professional, labor, political, and similar organizations throughout California. When considering potential insurance brokers, Fickewirth Benefits Advisors' local presence, industry experience, and dedication to understanding clients' unique needs make them a noteworthy contender in the market. Evaluating their customer feedback will be vital in making an informed decision regarding a potential partnership.

HUB International Limited is a public multinational corporation that distributes property and casualty, life and health, employee benefits, investment and risk management products. Headquartered in Chicago, Illinois, HUB International has offices in the US and in many other countries. HUB has a M Score of 5 in Ventura due to a wide range of experience and positive customer feedback.