Global Risk Management and Employee Benefits Specialists. Mission Statement To provide exceptional risk management advice and professional service, utilizing the latest electronic information and communication technology, staff expertise and our long-standing market relationships to maximize efficiency and reduce overall cost of risk for our clients.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Bruce Beattie and Associates Inc., nestled in the vibrant heart of St. Louis, MO, stands as a beacon of expertise in the realm of employee benefits. This esteemed local broker is dedicated to crafting bespoke benefits solutions that resonate with the unique needs of each client. With a rich legacy of service excellence, their portfolio showcases a diverse range of clients, including the renowned Guarantee Electrical Company. At the core of their philosophy is a commitment to personalized service, ensuring that every client receives tailored advice and solutions that enhance employee satisfaction and organizational well-being. Their team, comprising seasoned professionals, leverages deep industry knowledge and innovative strategies to navigate the complexities of benefits planning and administration. Bruce Beattie and Associates Inc. is more than a broker; they are trusted partners in driving business success through strategic benefits management.

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

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

Customized Benefits Solutions Our team partners with businesses to revolutionize employee benefits plans The key to growing your business is minimizing risk and maximizing reward. Our benefits and HR consultants utilize tactics that will increase your bottom line. Employee Benefits, Human Resources, Compliance, and Technology About Us: Someone once told us that our process was, well, different. And that’s because it is. We walk into meetings with one objective in mind: to learn more about you. What challenges are you facing? What goals do you have for the future? What are your ideal outcomes? We don’t assume we are the best fit, and we definitely don’t pretend to know more about your business than you do. Your kind of custom No two companies are the same. No two solutions are the same. That’s why after we understand what you are trying to accomplish, we design a custom plan to get you there. It’s all about the team Two brains are better than one. Two teams are better than one. That’s why our team works closely with your team so that whenever collaboration is needed, it’s only a phone call away. (or email, or facebook message.)

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.

Recruited to lead wealth management enterprise, driving sustainable growth while producing strong annualized revenue. Manage 40 direct reports representing 100+ financial advisors, CPAs, and small businesses, converting strategic initiatives into tactical plans and implementing long-range planning to align enterprise as industry leader. Restructured organization into multiple entity LLCs, managing individual P&Ls in concentrated focus areas to leverage business operations for internal asset management platform, wealth management firm, and employee benefits arm. Oversee and track revenues, commissions, expenses, and budgets and generate quarterly and annual reports to communicate with executive leadership, evaluating analytics and data-driven performance metrics to enhance decision-making, monetize acquisitions, and determine long-term strategic direction. Serve as co-founder and advisor on investment board committee in creation and management of portfolios within $300M+ investment platform to expand sales channels. Institute six sigma practices for continuous process improvements, effective communications, streamlined technology solutions, and companywide resources to benchmark consumer demand with enterprise capacity, optimizing allocations to prevent workflow disruptions. Model servant leadership in workplace environment, building collaborative teams across organizations and creating culture of empowerment and accountability to inspire career advancement to develop future leaders within values-driven organizational philosophy. ● Lead financial advisor acquisitions and created organizational framework for onboarding newly acquired companies, developing and implementing structural processes to accommodate rapid enterprise growth and deliver immediate value. ● Implemented lean operational processes to hit annual budget targets within 2% margin for 5 consecutive years. ● Doubled organization size through intelligent recruiting and development of acquired talent.

HM Insurance Group works to protect employers and health care entities across the country from the financial risks associated with catastrophic health care costs. With nearly 40 years in the market, HM Insurance Group is among the top carriers nationally for Stop Loss insurance, protecting self-funded clients from the financial loss associated with unexpected large or catastrophic claims. Similarly, HM Insurance Group's Managed Care Reinsurance product line delivers optimal coverage for the financial protection of risk-bearing entities such as HMOs, health plans, and provider organizations. Headquartered in Pittsburgh, the company has offices in 18 locations nationwide, and is licensed in 50 states and the District of Columbia.