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.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Atlas Financial Services, operating from North Port, FL, is a prominent branch of a local brokerage firm known for its comprehensive expertise in employee benefits. This larger office specializes in catering to both midsize and small employers, offering tailored solutions that align with their unique needs. Their proficiency is especially notable in industries such as services to buildings and dwellings, nursing and residential care facilities, and specialty trade contractors. The office boasts a strong track record of serving significant local and regional employers, focusing primarily on medical and ancillary benefits. Among their top clients are Argus Property Management from the services to buildings and dwellings sector, with over 80 participants. Another key client is Fyzical, a player in the offices of health practitioners industry, engaging more than 480 participants. Additionally, Multipar, belonging to the specialty trade contractors industry with 40+ participants, is a testament to their diverse client base. Atlas Financial Services' North Port office is distinguished by its local market understanding and ability to deliver custom solutions. Their approach blends regional insights with a comprehensive understanding of industry-specific requirements, ensuring that their clients receive the most effective and relevant benefits strategies. This capability makes them an ideal partner for employers seeking a broker that combines local expertise with a broad range of industry experience. Note: This description is based on the provided information and does not include references from Atlas Financial Services' website.

Stahl & Associates Insurance is one of the largest, privately held insurance agencies in Florida. We specialize in Commercial Insurance and Risk Management, Employee Benefits, and Personal Insurance & Private Risk Management.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

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.

Morrow Insurance Group is a highly reputable insurance broker, renowned for its exceptional customer service and extensive expertise. With a focus on midsize employers, Morrow Insurance Group caters to clients across various industries, particularly excelling in the services sector. Based in Lutz, Florida, their local office has established itself as a trusted partner for businesses seeking comprehensive insurance solutions. One notable example of their outstanding work is their collaboration with Metropolitan Charities Inc., a prominent employer in the services industry with a workforce of 180 employees. Morrow Insurance Group worked closely with Metropolitan Charities Inc.'s HR and finance team to develop tailored insurance plans. These included a Health Maintenance Organization (HMO) plan, Preferred Provider Organization (PPO) plan, Pharmacy Benefit Management (PBM) plan, and drug plan. The personalized approach demonstrated their commitment to meeting the unique needs of Metropolitan Charities Inc.'s members. The expertise of Morrow Insurance Group extends beyond the services industry, encompassing a wide range of sectors excluding public administration. Not limited to Florida, this particular office of Morrow Insurance Group also serves clients throughout New Jersey, further expanding their reach and influence in the insurance brokerage industry. Overall, Morrow Insurance Group stands out as a dedicated and knowledgeable insurance broker, consistently delivering top-notch services to midsize employers across different industries. With their local presence in Lutz, Florida, and a demonstrated track record of success, businesses can confidently rely on Morrow Insurance Group for comprehensive insurance solutions tailored to their specific requirements.

Shea Guercio Partners (SGP Advisors), formerly Shea Barclay Group, is a privately owned and operated insurance brokerage headquartered in Tampa, Florida. The firm’s roots can be traced back to the late 1990s, when co-founder, Vern Barclay, left a successful law firm career to establish the agency. In the early years, our focus was solely on placing Lawyers’ Professional Liability Insurance, predominantly in the Tampa Bay area. Over the years, SGP Advisors has evolved to become one of the preeminent specialty insurance brokerages in the United States. Today, our client experience includes all 50 states, and the firm maintains offices throughout Florida and Texas. As the firm has progressed through significant organic growth, management expansion and targeted agency acquisitions, our offerings have expanded. Although the firm has evolved to meet the changing demands of our clients, SGP Advisors remains an independent, niche agency under the same leadership. The firm has grown well beyond its inception to support our clients in the following areas: Professional Liability, Employment Practices Liability, Cyber/Network Security Liability, Property/Casualty Insurance, Worker’s Compensation, Group Employee Benefits, Key Man Life and Disability Insurance, and Representations and Warranties Insurance. Presently, SGP Advisors serves a wide array of professional service industries to include, but not limited to, law firms, physician groups, accountants, architects/engineers, registered investment advisors, real estate and title agents. This unique expertise has placed SGP Advisors in the top tier of insurance brokerages across the United States, who dedicate themselves to the professional services industry. SGP Advisors is proud of our past and looking brightly into the future as our brand continues to grow and evolve.

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.

Kitchner Benefits, located in the vibrant community of North Port, FL, operates a substantial office equipped to meet the diverse needs of local and regional employers. As a prominent player in the insurance brokerage scene, this larger office distinguishes itself through a wealth of experience, particularly in catering to midsize employers. Specializing in medical and ancillary benefits, Kitchner Benefits has solidified its position as a go-to resource for businesses seeking comprehensive coverage solutions. Their adept team boasts extensive knowledge in key industries, including fruit and tree nut farming, grocery and convenience retailers, and offices of physicians. This expertise is exemplified by their successful partnerships with notable clients such as Detwiler's Operations, Schroeder Manatee Ranch, and Subsero Care, where they've tailored benefit plans for 90+, 130+, and 240+ participants, respectively. A proud member of a local brokerage firm, Kitchner Benefits is committed to understanding the unique challenges faced by businesses in the North Port area. Their client-centric approach and demonstrated proficiency in navigating the intricacies of employer benefits make them a reliable choice for companies seeking tailored solutions. With a focus on the distinctive needs of midsize enterprises, Kitchner Benefits stands out as a trusted partner in securing the well-being of both employers and their valued employees.

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.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.