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.

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

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.

Since 1960, PFG has evolved into a powerful national financial services company that serves $4.22 billion* in assets. From our corporate headquarters in State College, PA, our experienced staff provides extensive support services to PFG's network of independent financial professionals. *Advisory, brokerage, and directly held assets as of 9/30/19. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Additional advisory services offered through Vicus Capital, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Trusted Total Rewards Providers. BETTER BENEFITS. BETTER PEOPLE. BETTER FOR YOUR BUSINESS. We take a personal approach to help you make professional decisions. The landscape of communication has evolved. Using technology to our advantage, in consideration of Individual preference and circumstances, you can be assured that The Richards Group will be there for you. A key component to every successful business is its ability to find and retain great employees. they’re the ones that help keep your business moving every day. One of the best ways for you to do this is to offer your employees a competitive benefits package as a form of compensation. With a staff of 36 in our Total Rewards Division, we have robust capabilities to well serve clients throughout Vermont & New Hampshire. At The Richards Group, we understand how important it is to strike the balance between what you provide for your employees and how it affects your company’s bottom line. With our Total Rewards offerings, we’ll work with you as a partner and extension of your team. We’ll develop a comprehensive and affordable Total Rewards program that will give you a strong, competitive edge. As the region's leading resource to help you understand the effects of healthcare reform and its' implications, we're here to help. Our strategy is uniquely focused to help make your organization a Best Place to Work. The Richards Group and many of our clients hold this endorsement. Using a steering wheel approach, we pilot our clients 360 degrees navigating risk management, compliance, worksite wellness, human resources, payroll, and leadership development. What sets us apart: 3rd Generation; Locally owned; Independent; One-stop for Benefits, Business Insurance, and Retirement Planning.

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.

Pacific Gateway Insurance Agency (PGIA) is able to provide the resources of a large insurance company with the personal touch of a small agency. PGIA operates in the far western and southwestern states primarily writing business in California, Arizona, Nevada, and Oregon.

When it comes to insurance options, solutions and flexibility are key. Our agents have access to offerings from Liberty Mutual, but if that’s not the right fit they can also recommend other insurance companies. Comparion agents know the insurance world inside out and will expertly guide customers through the complex process of finding the right coverage.

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

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.