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]

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.

Welcome to Innovo Benefits Group! We are a Boston-based benefits administration and management consulting firm, founded in November 2016, to drive innovation in our industry and better address the increasing level of customization that today’s organizations require to thrive in a changing market. Led by a team of experienced industry executives who combine deep knowledge of employee benefits programs with strong compliance backgrounds, our firm provides a spectrum of employee benefits and services — including administration, plan design, and education — to large and small businesses nationwide. Innovo was founded in November [2016] and has been working to connect with firms that mirror our mission for continuous innovation. In past lives, our team leaders managed benefits practices for respected organizations on both the client and consulting sides of the industry. Our business model was shaped by these experienced benefits professionals, who listened to the needs of the market and committed to delivering a better alternative. SERVICES • Plan Consulting & Marketing • Compliance • Technology & Administration • Education & Wellness • Human Resources Consulting & Administration

IIG specializes in providing institutional insurance (BOLI, COLI, ICOLI) as a financial tool to corporations, financial institutions, and qualified investors. Our clients include banks, insurance companies, and Fortune 500© firms. Our products are widely used by financial institutions, corporations, and investors to mitigate liabilities, provide tax efficiency, and help improve total return on assets. IIG looks to provide the most efficient products from the markets’ best insurance carriers when determining solutions for our select clientele. Our relationships span multiple carriers and distribution channels to provide individually customized programs that stand the test of time.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

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.

We are dedicated to you and all your insurance needs. Our mission is simple: To provide innovative solutions for both individuals and commercial organizations. Simply put, we are Health Insurance brokers in Montgomery County PA servicing thousands around Northeast Philadelphia and Florida. As Independent insurance brokers, we will provide you with the best-priced product which meets all of your needs. With over 25 years of insurance and financial experience, let us help you! Insurance Shops Inc. www.insshops.com 246 Bustleton Pike Feasterville, PA 19053 215-613-4999 Health Insurance – Short Term Health Plans – Travel Insurance – Personal Health Insurance “ACA Marketplace Expert” – “Obamacare,”. Subsidy expert. 5 minute applications! We have enrolled thousands successfully. . Dental/Vision Plans– . Group Health Insurance Plans – Self – Funding Employer Plans – Medicare Supplements/Advantage – We’ve helped thousands of clients successfully navigate Medicare towards efficient and carefree decisions! We offer all the options and WE MAKE MEDICARE EASY! Accident/Critical Illness Plans – Auto Insurance – Home Insurance – Business & Commercial Insurance – Annuities – Life Insurance – One of the easiest ways to help protect the ones you love is to have adequate Life Insurance. It is the foundation of a strong financial plan. Some people say they can’t afford it before they even look. In reality they can’t afford to be without it. . Our experts will help get your family and business protected. New options include Long Term Care, Living Benefits, and tax free growth that makes this one of the best retirement investments you can ever make. Hundreds of options. Final Expense– Disability Insurance – Long Term Care Insurance – Home Care and Nursing Home Care Insurance– Pet Insurance – Surety Bonds– Experts in issuing Bonds of all types at competitive pricing

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

Allegiant Global Partners (AGP) is a health, welfare and risk consulting firm serving global employers in the planning and execution of their international health, welfare and risk (commercial insurance) strategies. AGP is uniquely qualified for this type of work based on its extensive acumen in both international benefits consulting and international carrier experience. AGP maintains close partnerships with the highest quality providers of services it does not specialize in and acts as the intermediary in these client relationships. Through the combination of its pedigree, partnerships, and deep client engagement, AGP delivers original and highly effective health, welfare and risk solutions for global employers of all types.

IBG provides employee and group benefit insurance and administrative services for small to medium businesses, supplementing or replacing an HR department.

Caliber Benefits Group (CBG) is one of the largest Supplemental Disability and Voluntary Benefit consulting companies in America. CBG serves a diverse client base that includes Fortune 100 companies.