FM Financial is a boutique corporate benefits consulting firm in Old Town Pasadena, predominantly focused on Private Equity owned businesses. Since 1960, the Company has successfully worked side-by-side with client leadership to build strategies for managing health care and overall benefit costs. We work directly with HR departments and executive teams in companies across the country to help design, price, and administer benefit plans, retirement plans, and other HR-related products. We approach each client engagement uniquely and with a strong emphasis on service. Our goal is to empower our clients, assist with efforts for EBITDA improvement, and help strategically align benefit plans and costs with overall organizational goals. Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measurable results. ​Our goal is to aid in the creative design of benefit programs specific to each company's values and circumstances. Ultimately, we want our clients and their employees to value their benefits and see them as an integral part of their compensation package. In an industry heavy-laden with fine print, we diligently aim to reduce employer and employee liability and fees through comprehensive contractual analysis and provision negotiation. At FM we hold ourselves to a high standard of individualized analysis and consulting advice. It is our goal to create a service environment in which clients and their employees consider FM an integral and contributing part of their organization. © 2018 by FM Financial Services, Inc. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Kestra IS and FM Financial Services are not affiliated companies.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

We are a boutique Health Insurance Agency specializing in helping employers design and maintain benefits packages that fit the needs of their company, demonstrate their core values, and retain and recruit employees. We take the time to understand the unique goals of our clients and are committed to blending our team with yours.

RSS Financial & Insurance Services, Inc, located in Oxnard, CA, stands as a seasoned insurance broker with a solid track record in serving the needs of local and regional employers. Their expertise extends notably to the automobile dealers industry, where they have demonstrated exceptional proficiency. With a focus on self-funded clients, they bring valuable experience to the table, providing tailored solutions for employer benefits. The Oxnard office of RSS Financial & Insurance Services, Inc, has successfully partnered with various clients, showcasing their commitment to understanding and meeting the unique needs of each. Noteworthy examples of their clientele include Champion Dodge, an automobile dealership in CA with over 70 participants, and Industrious Motors Dba Buena Park Nissan, another automobile dealership in CA boasting 140+ participants. As part of a local brokerage firm, RSS Financial & Insurance Services, Inc, Oxnard, positions itself as a reliable and community-focused partner for employers seeking comprehensive insurance solutions. Their ability to navigate the intricacies of the automobile dealers industry, coupled with a dedication to serving the interests of their clients, makes them a compelling choice for employers looking to optimize their benefits packages.

ALKEME provides a wide variety of policies, digital services, and risk management tools to benefit a diverse customer base.

Shomer Insurance Services was founded in 1999 by Joseph Schneerson. Since then, the company has grown rapidly - especially in the long-term care industry. With specialized programs for risk management, employee benefits, and custom-tailored commercial coverages, Shomer continues to develop and grow as a leader in the industry.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

QSR Insurance Agency's Los Angeles, CA office stands as a prominent hub within the expansive network of this well-established brokerage firm. Boasting a considerable size, the office is a dynamic force in the insurance landscape, particularly excelling in serving local and regional employers with a specialized focus on medical and ancillary benefits. With a proven track record, QSR Insurance Agency in Los Angeles has cultivated expertise in catering to the diverse needs of midsize employers, showcasing a nuanced understanding of the challenges and intricacies unique to this market segment. Their proficiency extends to the communications equipment manufacturing industry, where they have earned acclaim for their adept handling of clients like Silvus Technologies, a leading player with 90+ participants, and Zoic Studios, a notable presence in professional, scientific, and technical services, boasting a workforce of 150+ participants. As part of a local brokerage firm, the office seamlessly integrates into the community, leveraging local insights to offer tailored solutions. With a client-centric approach, QSR Insurance Agency stands out for its commitment to delivering comprehensive coverage and strategic benefits solutions, making them a compelling choice for employers seeking a reliable partner in navigating the complex landscape of insurance.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.