At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients. It is within this spirit that we can confidently facilitate an effective relationship to assist our clients in managing and reducing their ultimate cost of risk. Our teams of professionals possess the requisite intellectual capital to properly analyze operational, financial, and strategic risk – to best protect your bottom line. www.starshep.com Media/Press Inquiries - Stefan Petrella, [email protected]

KD Consulting Group's Boston, MA office stands out as a trusted insurance broker, specializing in employer benefits with a strong focus on medical and ancillary coverage. With a wealth of expertise in catering to local and regional employers, KD Consulting Group has become a cornerstone in the insurance landscape. This branch boasts an impressive portfolio of clients, including notable names such as Champion City Transit Management, a key player in the transit and ground passenger transportation sector with over 130 participants. Additionally, the New Bedford Educators Association, representing the insurance and employee benefit funds industry in MA, relies on KD Consulting Group's services for its 1000+ participants. Notably, the Sheet Metal Workers Local Union No 17 Insurance Fund, a major entity in the building equipment contractors industry, trusts KD Consulting Group to manage benefits for their substantial 3870+ participants. Beyond their impressive clientele, KD Consulting Group is an integral part of the local brokerage firm landscape, showcasing a deep understanding of the region's unique needs. With a demonstrated track record of working with large employers, KD Consulting Group's Boston office is synonymous with reliability, expertise, and a commitment to delivering tailored solutions in the complex realm of employer benefits.

CIP Group is New England’s most trusted provider of employee benefits, human resource consulting, and financial planning services. Our team of skilled consultants, administrators, and registered investment advisors are guided by a traditional New England commitment to meeting client needs. Our broad range of services reflects that ethic.

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

MHA Solutions' Boston office, a prominent hub within the larger organization, stands out for its comprehensive expertise in insurance brokering. With a proven track record, they cater to employers of all sizes, showcasing particular strength in dealing with midsize, large, and small businesses alike. Specializing in employer benefits, this Boston-based team has honed its skills through extensive experience with self-funded clients. Their proficiency spans across various industries, most notably excelling in healthcare with clients such as Brockton Hospital and Lawrence General Hospital. In the hospitals sector alone, they serve organizations with participant numbers ranging from 60 to a substantial 1860+, showcasing adaptability and effectiveness across diverse scales. Beyond healthcare, MHA Solutions in Boston demonstrates remarkable competence in the scenic and sightseeing transportation industry, as evidenced by their collaboration with Grand Circle Travel, where they manage benefits for over 270 participants. This diversified industry focus underscores their ability to tailor insurance solutions to the unique needs of different sectors. As a crucial part of a local brokerage firm, MHA Solutions' Boston office not only leverages the resources of a broader network but also ensures a localized understanding of the specific challenges and opportunities within the region. Their commitment to delivering tailored solutions and their extensive experience make them a compelling choice for employers seeking a reliable and adept insurance broker in the Boston, MA area.

Deep Associates is an Insurance Agency that helps customers find the right coverages at the right price - call today for free quote!!

At Webber and Grinnell Insurance Agency, Inc, we are committed to providing you with outstanding service for all of your personal and business insurance needs. We are a locally owned, independent insurance agency dedicated to finding the best coverage, at the most competitive rates, for our clients.

Leisman Insurance Inc's Boston, MA office stands out as a reliable partner for employer benefits, specializing in medical and ancillary coverage. With a strong focus on catering to the needs of local and regional employers, this office has amassed considerable expertise in tailoring benefit solutions. Their proficiency is particularly evident in the legal services industry, demonstrated by successful collaborations with prominent firms such as Rubin and Rudman, boasting 130+ participants, and Prince Lobel Tye, with 120+ participants. As a part of a local brokerage firm, Leisman Insurance Inc brings a personalized touch to their services, understanding the unique demands of the Boston business landscape. Noteworthy is their commitment to midsize employers, showcasing a nuanced understanding of this market segment. The demonstrated track record with these employers attests to their ability to navigate the intricacies of benefit planning effectively. Leisman Insurance Inc's Boston office doesn't merely offer coverage; it provides a strategic partnership. Their comprehensive approach to benefits and proven success with notable clients make them a compelling choice for any employer seeking tailored solutions in the dynamic landscape of employee benefits.

At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

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.