We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

New England Medical Insurance is a trusted partner in employee health and welfare benefits for over 40 years. As a stalwart in the employee health and benefits insurance industry in Greater Boston, we are more than just a provider. We are a trusted partner for businesses seeking comprehensive and customizable benefits solutions. Our vast experience, combined with a forward-thinking approach, empowers us to design, implement, and service a wide range of employee health and benefits plans. But what truly sets us apart is our ability to tailor these plans to the unique needs of each client, making them feel understood and valued.

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.

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.

Karam Financial Group's Providence, RI office stands out as a prominent player in the insurance brokerage landscape, boasting a substantial presence in the region. With a focus on employer benefits, this larger office has honed its expertise in catering to the needs of local and regional employers, particularly excelling in the realms of medical and ancillary benefits. Distinguishing itself through a diverse clientele, Karam Financial Group has successfully serviced top-tier organizations, including Baycoast Bank, G Lopes Construction, and Inkhouse. These clients span industries such as depository credit intermediation, heavy and civil engineering construction, and advertising/public relations, showcasing the broker's versatility across sectors. Aligning with its commitment to local engagement, Karam Financial Group is an integral part of a local brokerage firm, emphasizing its connection to the community and understanding of regional dynamics. Notably, the broker has demonstrated a commendable track record working with midsize employers, reflecting its ability to navigate the nuanced challenges of this market segment. With a wealth of experience and a client-centric approach, Karam Financial Group's Providence office emerges as a strategic partner for employers seeking comprehensive and tailored insurance solutions. Their proven success with employers of similar scale and diverse industries underscores their capacity to deliver effective benefits strategies in a dynamic business landscape.

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]

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

Rogers Grey, a BRP Company, boasts a substantial presence in Barnstable Town, MA, operating from a sizable office equipped to cater to the diverse needs of employer benefits buyers. With a focus on fostering long-term relationships, this regional insurance broker excels in providing comprehensive solutions for businesses of various sizes. This office has a commendable track record in working with self-funded clients, offering adept support to both local and regional employers. Their expertise extends across multiple industries, showcasing notable success stories with esteemed clients such as Atlantic Importing Company, a leader in the professional, scientific, and technical services sector, Cape Air in air transportation, and Cheer Pack NA in food manufacturing. Rogers Grey's specialization spans diverse industries, including building material and supplies dealers, nursing and residential care facilities, and individual and family services. Leveraging their significant experience with midsize employers, this broker has also demonstrated a keen understanding of the unique challenges faced by small employers. As part of a regional insurance broker firm, this office embodies a commitment to excellence, offering tailored solutions that align with the distinctive needs of the employer benefits landscape. With a reputation for reliability and a proven track record, Rogers Grey in Barnstable Town, MA, stands out as a trusted partner for businesses seeking effective and personalized insurance solutions.

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.

Atlantic Resource Group specializes in assisting employers develop, communicate and maintain their employee benefit plans and programs.