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.

Company founded in 2002 under the laws of the Commonwealth of Puerto Rico to exercise insurance. We specialize in Fringe Benefits Management, Credit Insurance, Extended Warranties and Special Products. Our platform is designed so that our services are effectively directed into a solid structure of services. Management team has over 20 years of experience in the insurance field. Our platform currently serves more than 40,000 insured credit and offer coverage to more than 250,000 policyholders. It is anticipated that for 2018 premiums will exceed all expectations.

Since 1986, Insperity’s mission has been to help businesses succeed so communities prosper. Offering the most comprehensive suite of scalable HR solutions available in the marketplace, Insperity is defined by an unrivaled breadth and depth of services and level of care. Through an optimal blend of premium HR service and technology, Insperity delivers the administrative relief, reduced liabilities and better benefit solutions that businesses need for sustained growth. With 2023 revenues of $6.5 billion and more than 90 offices throughout the U.S., Insperity is currently making a difference in thousands of businesses and communities nationwide. For more information, visit https://www.insperity.com/. Founded: April 1986 Headquarters: Kingwood, Texas Number of locations: 90+ 2023 Revenues: $6.5B Number of corporate employees: 4,400+ Number of Clients/customers: 100,000+ Stock Exchange/Ticker: NYSE/NSP

A A La Rocco & Associates, situated in Miami, FL, has carved a niche for itself as a local brokerage firm with a strong focus on serving regional employers. They specialize in providing comprehensive insurance solutions, particularly in medical and ancillary benefits. Their expertise is notably evident in the outpatient care centers industry, where they have established a solid reputation for their in-depth knowledge and tailored approach. One of their most prominent clients, Armor Correctional Health Services, exemplifies their ability to cater to large-scale businesses. Armor, an influential entity in the outpatient care centers sector in Florida, has over 360 participants under A A La Rocco & Associates' insurance plans. This partnership highlights the broker's capacity to handle complex insurance needs and deliver effective results for sizable employee groups. A A La Rocco & Associates distinguishes itself through its hands-on approach and deep understanding of the unique insurance requirements of local and regional businesses. Their success with clients like Armor Correctional Health Services is a testament to their proficiency in navigating the intricacies of the healthcare industry and their commitment to offering personalized services. This Miami-based office is a go-to choice for employers seeking a partner with strong regional insight and a proven track record in the outpatient care centers industry. Their client-focused philosophy ensures that each business they work with receives the utmost attention and tailor-made insurance solutions, making them a valuable asset for any employer in the region.

Rheingold Bick Insurance, situated in the vibrant business hub of Miami, FL, operates from a larger office equipped with seasoned professionals dedicated to meeting the diverse insurance needs of local and regional employers. Specializing in medical and ancillary benefits, this branch of Rheingold Bick Insurance brings a wealth of expertise to the table. Their proven track record includes catering to midsize employers, showcasing a deep understanding of the nuanced requirements in this segment. Noteworthy is their affiliation with a reputable local brokerage firm, underscoring their commitment to the community and leveraging a network that enhances the quality of service provided. The office has successfully serviced top-tier clients such as Bass Underwriters, a prominent player in the agencies, brokerages, and insurance-related activities industry based in FL, boasting over 330 participants. This demonstrates Rheingold Bick Insurance's ability to handle the complexities of larger accounts and navigate the intricacies of diverse insurance landscapes. With a focus on employer benefits, this Miami-based location is poised to deliver tailored solutions, combining local insights with industry know-how. The team's dedication to excellence and a proven track record make Rheingold Bick Insurance a compelling choice for employers seeking comprehensive and adept insurance brokerage services.

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

At Richard S. Bernstein & Associates, Inc., we understand the importance of selecting an insurance agency that has your best interest in mind. Clients can rely on us to deliver competitive insurance solutions and personalized service. Richard Bernstein is a leader in the insurance industry with over 40 years in business. A+ Better Business Bureau ranking was awarded. Full-service, independent insurance firm offering a diverse range of insurance products and carriers designed to meet the needs of our individual, corporate and charitable organization clients. Richard S. Bernstein & Associates, Inc. is committed to providing the utmost level of service with our dedicated account management team, extensive resources and strategic relationships. We are made up of experienced team of professionals providing trusted estate planning and insurance expertise that surpasses industry standards.