The Strategic Advantage provides you with the solutions to help reach your goals. The Strategic Benefits team of experts understands the impact a company’s benefit package has on employees, owners, and the bottom line. We know sophisticated problems require sophisticated solutions, not cookie cutter answers. This is why we utilize a team approach, calling on the expertise of our consultants, who bring years of specialized experience to build relationships and guide you every step of the way. Our commitment is to help you make prudent business decisions regarding your employee benefit plans. We achieve this by combining innovative products with our outstanding expertise and service to best meet your needs.

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

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Cornerstone Financial Group, Inc. was established in 1976 to provide clients with the professional products and services that are required in today’s changing environment of investments, insurance, and tax strategy. We specialize in group health insurance, individual life & investment management for businesses and high net worth individuals. As a family-owned firm, we understand that your financial plan affects everyone connected to you: family, business, and charities. Our holistic approach looks at your financial landscape from all angles. Whether you are one year into retirement or ten years away, we consider all of your specific needs and objectives. For full disclosures, please visit our website at www.cornerstonefg.com. Third-party comments may not be representative of all customer experiences.

ARC Benefit Solutions, based in Cincinnati, OH, is distinguished by its personalized approach to insurance brokerage, especially in the realm of medical and ancillary benefits for local and regional employers. Since its inception in 1985, this family-owned business has been committed to simplifying insurance processes for its clients. Unlike a one-size-fits-all method, ARC Benefit Solutions prides itself on creating customized health insurance solutions tailored to each client's unique needs and budget constraints. This approach ensures that clients receive optimal solutions that align with their specific requirements. The company's expertise extends significantly across various industries, notably in the architectural, engineering, and related services sectors. Among their prominent clients is Saec/Kinetic Vision, an Ohio-based company in the aforementioned industries, with over 190 participants benefiting from ARC's services. This example underlines ARC's capability to handle complex client profiles and deliver effective insurance solutions. As part of a local brokerage firm, ARC Benefit Solutions stands out in the Midwest region, supporting over 1,000 businesses. The firm's team of experts holds more than 150 licenses, certifications, and professional designations in the insurance industry, highlighting their extensive knowledge and competence. This wealth of expertise enables ARC to offer a broad range of insurance products and services, ensuring that they can meet the diverse and evolving needs of their clients.

Founded in 1991, Custom Design Benefits is Cincinnati and the Tri-State’s largest independent, full-service Third Party Administrator of self-funded health benefit plans. Through self-funding, we assist employers to take back control by creating a plan that is uniquely designed for their workforce. We offer a complete range of cost containment solutions integrated with our best in class administration and compliance services, including FMLA. We are innovative; CDB is the creator of TrueCost, a nationally recognized Reference-Based Pricing plan built on a unique copay-only plan design, which includes direct hospital contracts. In additional to self-funded medical plans, with CDB, employers can offer popular employee benefits like Dental, Vision, FSAs, HRAs and HSAs on a budget that works for them. Our approach is personalized and professional, with unmatched service every time. It’s time to take control of your health plan, with Custom Design Benefits. 513.598.2929 | 1.800.598.2929 | www.CustomDesignBenefits.com

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Benefit Advisors Network helps shareholders of privately held employee benefit brokerage firms improve their performance and profitability through proven growth strategies, proprietary resources, enhanced operating efficiencies, and learning and sharing knowledge.

CAI Insurance Agency, Inc., operating out of Cincinnati, OH, distinguishes itself as a sizable and influential player in the local and regional insurance brokerage market. Specializing in employer benefits, CAI Insurance boasts a robust portfolio of services geared towards midsize employers, demonstrating particular proficiency in tailoring medical and ancillary benefits to diverse industry needs. Their client roster is a testament to their versatility and expertise. Notable among their top clients is Aed Enterprises, a prominent name in Ohio's restaurant and eating places industry, where CAI Insurance manages benefits for over 230 participants. Similarly, their skillful handling of benefits for Bbi Logistics, a key player in the freight transportation arrangement sector with more than 190 participants, showcases their adeptness in industries with complex insurance requirements. Another feather in their cap is their successful partnership with Pure Romance in the retail trade industry, managing benefits for around 90 participants, which underlines their capability in adapting to the varied demands of different commercial sectors. The breadth of their expertise is further highlighted by their proficiency across industries such as depository credit intermediation and retail trade. As a local brokerage firm, CAI Insurance maintains a deep understanding of the regional landscape, enabling them to offer highly customized solutions that resonate with the specific needs and challenges of Ohio-based businesses. This office of CAI Insurance Agency, Inc. stands out for its focused approach towards midsize employers, ensuring that each client receives tailored, industry-specific solutions that not only meet but exceed their expectations in managing employee benefits. Their ability to blend local insights with wide-ranging industry expertise makes them a notable choice for businesses seeking comprehensive and specialized insurance brokerage services.

Your family, your business and your possessions are all important to you, but you may not know how to best protect them. We have the experience to navigate the unique risks you face, serving as your insurance professional. We are independent agents in Baldwinsville, New York, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. Horan Companies represents a carefully selected group of financially strong, reputable insurance companies. Therefore, we are able to offer you the best coverage at the most competitive price.