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.

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

William J Lynch & Associates is a well-established local insurance broker situated in the heart of St. Petersburg, Florida. With a proven track record of success, they have become a trusted name in the industry. One notable example of their expertise is their collaboration with Factory Mutual Insurance Company, a prominent player in the insurance carriers industry with over 550 employees. The team at William J Lynch & Associates partnered closely with Factory Mutual Insurance Company's HR and finance departments to devise a tailor-made self-funding arrangement. This arrangement was specifically designed to address the unique needs of Factory Mutual Insurance Company's extensive membership base. William J Lynch & Associates specializes in serving clients affiliated with large employers, and their impressive portfolio includes numerous prestigious organizations like Factory Mutual Insurance Company. Although their primary office is based in St. Petersburg, they extend their services to clients throughout Ohio. This broad geographic coverage allows them to assist a diverse range of clients, ensuring that their expertise is accessible to businesses across different regions. With a deep understanding of the insurance carriers industry, William J Lynch & Associates possesses substantial knowledge and experience to cater to the specific requirements of their clients. Their comprehensive expertise enables them to deliver effective solutions and provide reliable guidance to organizations operating within the insurance carriers sector. Whether it's designing innovative insurance strategies or streamlining risk management processes, William J Lynch & Associates stands out as a trusted partner dedicated to delivering exceptional service and results.

We have all the tools and resources to help you run payroll fast, ensure compliance, and be the best employer. Since 1997, OMS has helped employers just like you. Small to medium-sized companies trust us for scalable payroll, HR/compliance, benefits, PEO, and workers' comp solutions. Payroll/HR: OMS simplifies the payroll experience with people-centered solutions. Here, you’re not just a number. We know every client by name and you’ll know us. You’ll have a dedicated service team including an implementation trainer, payroll specialist, HR expert, and our insurance products are supported by our helpful associates at Acentria Insurance. We provide services to a wide range of industries in various regulatory environments. Whether you choose our ASO or PEO payroll model, both services can utilize our online payroll platform. We deliver valuable HR tools and resources, while you maintain absolute control. Employee Benefits: Attract and retain top employees with superior health coverage at affordable rates. Take care of your people and they will take care of your business. We have a PEO health plan that will fit your needs and budget. Now your company can experience Fortune 500 benefits, at rates you won’t believe. Workers' Compensation: If you have employees, you have to have it. Workers’ compensation coverage can be complex and time-consuming. How would you like to reduce your company’s liabilities and adhere to regulations more efficiently? OMS PEO makes sure your covered; we manage your work comp claims and coordinate relevant safety programs. With this plan there’s no down payment, no workers’ comp audit, and a convenient pay-as-you-go plan that unshakles cash flow. What is a PEO? A PEO consolidates many vendors into one. This All-In-One solution is an excellent choice for organizations of all sizes. Today, over 180,000 small businesses use a PEO and 98% of employers who use a PEO recommend their services. OMS PEO, INC.: GL227

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Founded in 1920, M. E. Wilson is an elite provider of insurance, risk management and employee benefit services. M.E. Wilson Company is a large insurance, risk management and benefits broker servicing clients from our Tampa headquarters. We strive simply to be the best at what we do and stand out among our peers. We seek to balance the needs of our clients, employees and carriers in the most professional way possible. Simply put, taking good care of all our business and personal relationships is the key to our success. This formula has worked for 99 years and will continue to work for M.E. Wilson far into the future. Disclaimer: M.E. Wilson Company cannot bind or alter coverages or accept reported claims via social networking. Further, all information provided is intended for general situations and questions relating to specific coverage should be discussed using the agency's regular workflows. Please contact a licensed agent directly.

Welcome to The Benefit Company, now a proud part of IMA Financial Group. We are a synergistic blend of two leaders in employee benefits, committed to innovative and ethical solutions for workforce strategies. Our Core Services: Strategic Consulting: We offer bespoke benefits strategies that align with your company's unique goals. Our approach merges The Benefit Company's dedication to effective workforce strategies with IMA's comprehensive benefits design and consulting. Compliance Mastery: In a constantly evolving regulatory environment, we provide expert guidance, ensuring compliance through timely webinars, alerts, and updates. Technology and Innovation: Leveraging cutting-edge technology, we enhance your benefits plan with the latest digital solutions, ensuring efficiency and engagement. Join us at The Benefit Company, an IMA Financial Group Company, as we set new standards in employee benefits, combining tradition with innovation for the modern workforce.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

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.

Acrisure Protection Group, formally Southwest Dealer Services offers dealer clients the industry leading F&I voluntary protection products, reinsurance/dealer participation programs, anti-theft programs, and dealer-centric P&C/worker comp offerings. We boast a national network of more than 3,000 active dealers across all 50 states. With driven focus for product innovation, compliance expertise, and results-driven training, We have redefined how our dealer clients measure success and grow their bottom line.