What are we: • We are start-up Management Consultancy and Business Advisory, managed and led by a team of deeply experienced career Consultants. Sector: • We provide professional Management Consulting and Business Advisory services across all sectors and to any organisation seeking a journey towards “good fortune” (Ventura). What do we do: • We partner with customers to identify feasible pathways to strategic business outcomes. • In our engagements - we support our clients to identify strategic opportunities and we facilitate the co-creation of enablement plans and roadmaps. • We believe in enabling sustainable outcomes and support our clients to effectively mobilise plans, in pursuit of the targeted strategic outcomes. • We pride ourselves on partnering for value and are committed to Outcomes Based consulting. Our clients • We collaborate with existing business, institutions and organisations to co-create feasible pathways to a destination of good fortune. • We consider any party seeking to mitigate a challenging business problem, or tackle a new business opportunity a potential customer – who with our experience and your insights, we can co-navigate an exciting journey towards “Ventura” and Good Fortune.

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.

Rogers Grey, a BRP Company in Tampa, FL, stands out as a trusted regional insurance broker with a focus on employer benefits. With a proven track record, this office showcases expertise in catering to the unique needs of both local and regional employers, specializing in medical and ancillary benefits. Their extensive experience is evident in their diverse clientele, which includes notable organizations such as Cove Behavioral Health, a leader in the individual and family services industry with over 170 participants. Additionally, they serve Florida Water Products, a prominent player in the miscellaneous durable goods merchant wholesalers sector, boasting 120+ participants, and Fyzical in the offices of health practitioners industry with an impressive 620+ participants. Rogers Grey excels across various industries, including miscellaneous durable goods merchant wholesalers, individual and family services, and building finishing contractors. As a part of a regional insurance broker firm, they bring a nuanced understanding of the local market dynamics. One of their key strengths lies in their demonstrated expertise with midsize employers, reflecting their commitment to tailoring solutions that meet the specific challenges and opportunities faced by businesses of this scale. With a client-centric approach and a deep understanding of the regional landscape, Rogers Grey, a BRP Company, stands as a reliable partner for employers seeking comprehensive and tailored benefit solutions.

Gibson is a firm of advisors and consultants that help clients get to the proactive side of insurance. We specialize in working with companies looking to find their edge—where they are growing as an organization, differentiating themselves in the marketplace, and preparing for current and future risk. We aim to find the perfect combination of insurance and consulting.

The Strategic Group of Companies is a boutique investment firm that focuses primarily on private equity solutions that help mitigate taxes to help our investors reach their goals. We work closely with high-net-worth investors, family offices and their trusted advisors, as well as corporations, and banks.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

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. 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

BKH Holdings' Tampa, Florida office stands out as a robust and versatile insurance brokerage, particularly skilled in catering to diverse employer needs across various industries. With a substantial presence in the area, this larger office is part of a local brokerage firm, showcasing a deep-rooted understanding of the regional market dynamics. Their expertise is notably strong in dealing with self-funded clients, making them an invaluable asset for employers seeking in-depth insights into stop loss and limits, pharmacy costs, and broader HR consulting matters. This proficiency positions BKH Holdings as a knowledgeable partner in navigating the complex landscape of employee benefits. The office's client portfolio is impressive, reflecting its capacity to service a range of industries and employer sizes. Notable mentions include Bill Currie Ford from the automobile dealers industry, with over 180 participants, indicating BKH Holdings' ability to manage substantial employee groups effectively. Similarly, their work with Blue-Grace Logistics in the professional, scientific, and technical services sector, and Cambridge Christian School in educational services, both with participant numbers exceeding 100, showcases their versatility and broad industry reach. BKH Holdings' experience extends across several key sectors, such as automobile dealers, educational services, and building equipment contractors, underscoring their adaptability and sector-specific knowledge. Their proficiency spans across small, midsize, and large employers, demonstrating a flexible and scalable approach tailored to each client's unique requirements. For employers evaluating this Tampa-based office of BKH Holdings, the combination of local market understanding, industry-specific expertise, and a proven track record across a spectrum of employer sizes and sectors makes them a compelling choice for managing complex insurance and employee benefit needs.

Empower Brokerage serves as a premier FMO in the insurance and financial services industries. Specializing in personalized educational attention, Empower Brokerage helps thousands of independent insurance agents nationally and provides agent and GA level contracting for nearly 100 insurance carriers in all Life & Health insurance sectors. Providing training and sales opportunities in Individual Health, ACA (Obamacare), Medicare Advantage, Medicare Supplements, Ancillary, Life Insurance, Annuities, International, and Group.