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.

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.

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.

When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.

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.

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.

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.

United Benefit Advisors® (UBA) is the nation's leading independent employee benefits advisory organization with more than 200 offices throughout the United States, Canada, and Europe. UBA empowers 2,000+ advisors to maintain independence while capitalizing on each other's shared knowledge and market presence to provide best-in-class services and solutions.