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.

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.

We provide a solution for large Employers to implement long term competitive employee benefits and handle all Employee Benefits Administration for them. www.corportatebenefitsnetwork.com / (727) 381-9288 / [email protected]

FDI is an independent agency that provides insurance to Engineers, Architects and Surveyors throughout the state of Florida. Coverage's Include: Professional Liability (Errors & Omissions), General Liability, Workers Compensation, Business Auto, Umbrella Liability, Specific Project, Property, Business Owners Policy (BOP) and Employee Benefits.

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.

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.

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.

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.

Corestream is reinvigorating the voluntary benefits arena with innovation and experience. We’ve invested countless hours into developing a durable and reliable solution to address the current and future challenges of the benefits and HR sectors. Our unique tools and industry awareness allow employers to offer a rapidly expanding portfolio of benefits without being held hostage by their own technological or resource-related constraints. Corestream's management team is comprised of benefit professionals that are highly experienced in the employee benefits sector. We have gained a tremendous amount of experience working with companies of all sizes, including Fortune 500 companies, to create high-quality, value-added benefit programs. We also have the experience of working with numerous benefits leaders around the country, including a number of the nation’s largest industrial, technological and service organizations.