For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.

Nestled in the vibrant heart of Atlanta, Georgia, Mace Benefits Group Inc stands as a beacon of reliability and expertise in the realm of employee benefits. With a dedication to fostering mutually beneficial relationships between employers and their valued workforce, Mace Benefits Group Inc prides itself on personalized service tailored to the unique needs of each client. Drawing on years of experience and a deep understanding of the intricacies of the benefits landscape, the team at Mace Benefits Group Inc works tirelessly to provide comprehensive solutions that not only meet but exceed expectations. Their client roster boasts esteemed names such as MONRO, INC., a testament to their reputation for excellence. Beyond their commitment to delivering top-tier benefits packages, Mace Benefits Group Inc distinguishes itself through its unwavering dedication to client satisfaction. Every interaction is marked by professionalism, transparency, and a genuine desire to empower organizations to thrive. For companies seeking a trusted partner in navigating the complex world of employee benefits, Mace Benefits Group Inc offers expertise, integrity, and a steadfast commitment to success.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Brock Insurance Agency is a local independent insurance agency with offices in Rossville, GA and Chattanooga, TN. Over the years BIA has grown into a full service agency able to serve all size businesses and individual’s insurance needs. With a local staff of over 30 employees BIA’s capacity to service their customers in a one on one approach is unmatched. As a leader in the insurance industry for over fifty years BIA’s commitment to its customers, staff and community are evident every day as they continue to provide protection for those around them.

Acquired by OneDigital July 2023.

Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.

Bottom Line Benefits, located in Atlanta, GA, stands out as a local brokerage firm specializing in delivering comprehensive insurance solutions to midsize employers. With a strong focus on medical and ancillary benefits, this broker has established a significant presence in the Atlanta business community, particularly among local and regional employers. Their expertise is notably reflected in their diverse portfolio of top clients, such as Exhibitus from the miscellaneous manufacturing industry, featuring over 80 participants. They also cater to the educational services industry, exemplified by their work with North Cobb Christian School, which involves more than 180 participants. Another key client is Southeast Mortgage of Georgia in the nondepository credit intermediation industry, encompassing over 160 participants. These collaborations highlight Bottom Line Benefits' ability to understand and address the unique needs of each sector. The firm's proficiency is especially pronounced in sectors like nondepository credit intermediation and educational services, showcasing their adaptability and in-depth knowledge of various industry-specific requirements. Their approach combines local insights with a broader perspective, ensuring tailored solutions that resonate with the needs of regional businesses. Bottom Line Benefits' commitment to understanding and serving the specific needs of midsize employers in Atlanta is a cornerstone of their service offering. Their expertise in navigating the complexities of insurance for varied industries positions them as a reliable partner for businesses seeking effective and efficient insurance solutions. This blend of local knowledge, industry-specific expertise, and a focus on midsize employers makes Bottom Line Benefits a standout choice for businesses in the Atlanta area.

Alexander & Company specializes in employee benefits and investment brokerage and consultation for the public sector. The majority of our clients are public school systems, although we also service local governments on the city, county and state level. Our philosophy follows the six steps of financial planning in order to help the employees we serve to properly insure their health, incomes, lives and retirement first and foremost. This very simple principle, coupled with a strong sense of ethics in an industry that is often maligned - with good reason - immediately sets us apart.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

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.