American Medicare Counselors, Inc., based in St. Louis, Missouri, stands out as a local brokerage firm specializing in employer benefits. This location exhibits strong expertise in dealing with both local and regional employers, particularly in the realm of medical and ancillary benefits. Their proficiency is notably prominent in the legal services sector, where they have demonstrated considerable skill and knowledge. One of the key highlights of their service portfolio is their collaboration with Armstrong Teasdale, a significant player in the legal services industry. This partnership, involving over 670 participants, exemplifies American Medicare Counselors, Inc.'s capability to handle large-scale and complex benefit requirements. Their ability to cater to such a substantial client base underlines their capacity for managing extensive employee benefit programs effectively. What sets this St. Louis branch apart is their deep-rooted understanding of the local business landscape, especially within the legal services industries. This insight allows them to tailor their offerings to meet the specific needs of their clients, ensuring that the benefits provided are not only comprehensive but also relevant to the industry's unique demands. As a local brokerage firm, American Medicare Counselors, Inc. in St. Louis combines the personal touch of a local provider with the professional expertise often associated with larger firms. This blend of local understanding and industry-wide knowledge makes them a reliable and effective choice for employers in the region seeking to navigate the complexities of employee benefits. Their dedicated approach towards understanding and addressing the specific needs of their clients, coupled with their proven track record in the legal services sector, positions them as a valuable partner for businesses aiming to provide optimal benefits to their employees.

Bruce Beattie and Associates Inc., nestled in the vibrant heart of St. Louis, MO, stands as a beacon of expertise in the realm of employee benefits. This esteemed local broker is dedicated to crafting bespoke benefits solutions that resonate with the unique needs of each client. With a rich legacy of service excellence, their portfolio showcases a diverse range of clients, including the renowned Guarantee Electrical Company. At the core of their philosophy is a commitment to personalized service, ensuring that every client receives tailored advice and solutions that enhance employee satisfaction and organizational well-being. Their team, comprising seasoned professionals, leverages deep industry knowledge and innovative strategies to navigate the complexities of benefits planning and administration. Bruce Beattie and Associates Inc. is more than a broker; they are trusted partners in driving business success through strategic benefits management.

Sunstar Insurance Group is a financial holding company that seeks to acquire majority equity ownership positions in independent insurance agencies that are located in our geographical footprint and which would be compatible with our entrepreneurial sales culture and partnership management philosophy. The Sunstar corporate vision is to be recognized as the premier regional insurance agency in our market area by providing exceptional service, professional expertise, trusted advice and competitively priced insurance products to our clients. We will strive to be acknowledged as the best in industry class by our core constituencies who are the company’s employees, clients, underwriters and shareholders.

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

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 provides 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 75,000 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.

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.

Abraham and Rose Spetner sold their first insurance policy in 1935. Together they built a business by providing affordable insurance solutions for a wide variety of needs. They established a reputation for being knowledgeable and honest, and their business grew. Although many things have changed since 1935, a third generation continues to operate Spetner with the same goals: caring about each client and providing the best solutions to every need. Whether you are looking for an individual life insurance policy, personal estate planning, benefits for many employees, human resource assistance programs, or financial services, Spetner will help you navigate the maze of insurance options to find the solution that best serves your needs. Spetner gives the same care and attention to each client. We promise to provide you the best possible benefit package for your budget. Our goal is to provide you with the benefits you need for your lifestyle. Spetner, Benefits for Life.

Recruited to lead wealth management enterprise, driving sustainable growth while producing strong annualized revenue. Manage 40 direct reports representing 100+ financial advisors, CPAs, and small businesses, converting strategic initiatives into tactical plans and implementing long-range planning to align enterprise as industry leader. Restructured organization into multiple entity LLCs, managing individual P&Ls in concentrated focus areas to leverage business operations for internal asset management platform, wealth management firm, and employee benefits arm. Oversee and track revenues, commissions, expenses, and budgets and generate quarterly and annual reports to communicate with executive leadership, evaluating analytics and data-driven performance metrics to enhance decision-making, monetize acquisitions, and determine long-term strategic direction. Serve as co-founder and advisor on investment board committee in creation and management of portfolios within $300M+ investment platform to expand sales channels. Institute six sigma practices for continuous process improvements, effective communications, streamlined technology solutions, and companywide resources to benchmark consumer demand with enterprise capacity, optimizing allocations to prevent workflow disruptions. Model servant leadership in workplace environment, building collaborative teams across organizations and creating culture of empowerment and accountability to inspire career advancement to develop future leaders within values-driven organizational philosophy. ● Lead financial advisor acquisitions and created organizational framework for onboarding newly acquired companies, developing and implementing structural processes to accommodate rapid enterprise growth and deliver immediate value. ● Implemented lean operational processes to hit annual budget targets within 2% margin for 5 consecutive years. ● Doubled organization size through intelligent recruiting and development of acquired talent.

The Daniel and Henry Co. is an independent insurance broker which provides a full range of risk management and insurance products and services to clients locally, nationally, and internationally. We work diligently to provide the most cost-effective solutions for your business and personal needs. The trust of our clients has allowed The Daniel and Henry Co. to grow over the years and become one of the largest privately owned, independent insurance brokerage firms in the state of Missouri. The brokers and employees of The Daniel and Henry Co. are proud supporters of the community through donations and volunteerism.

M2 Advisors Direct, located in St. Louis, MO, boasts a thriving and expansive office dedicated to providing exceptional insurance brokerage services. With a notable track record and extensive experience, this larger office has established itself as a trusted partner for employer benefits buyers seeking comprehensive coverage solutions. One of M2 Advisors Direct's standout strengths lies in their expertise working with self-funded clients, making them a valuable asset for local and regional employers alike. They have a proven track record of success, exemplified by their partnerships with industry leaders like Hydromat of St. Louis, a prominent player in the metalworking machinery manufacturing sector, with over 230 participants. Similarly, they have demonstrated their prowess in serving educational institutions, such as Harding Academy of Memphis, which has over 120 participants. M2 Advisors Direct's diverse clientele extends to Market Street Bancshares Health and Welfare, a key player in the depository credit intermediation industry, with 270+ participants. This breadth of experience across industries is a testament to their versatility and commitment to meeting the unique needs of their clients. As a part of a local brokerage firm, this office benefits from a strong network and local insights. With a focus on midsize employers, M2 Advisors Direct combines local expertise with a global perspective to deliver tailored solutions that safeguard the interests of their clients. Their exceptional skills and dedication make them a top choice for employer benefits buyers looking for a trusted partner in St. Louis, MO.

Crane Agency is more than just an insurance broker – we're your advocate in an uncertain world. Established in 1885, Crane Agency is one of the oldest independent insurance agencies west of the Mississippi River. Our roots run deep in St. Louis, where Charles Crane, the son of a steamboat captain, embarked on a journey to protect barge owners navigating the mighty Mississippi. That journey has blossomed into a 135-year legacy of trust, stability and unwavering commitment to our community. We've come a long way since those early days. Today, we proudly embrace the ever-evolving landscape of business, blending a rich history with cutting-edge solutions. Our comprehensive suite of insurance and risk management solutions includes: ￭ Commercial Insurance ￭ Commercial Marketing ￭ Surety & Fidelity ￭ Employee Benefits ￭ Risk Management ￭ Personal Insurance ￭ Claims Consulting ￭ Safety Consulting At Crane, we understand the importance of peace of mind. That's why we're here to help you navigate the complexities of insurance and ensure that your family, business and assets are protected. Lead with confidence. Discover the Crane difference today. Connect with us to explore how we can protect your business and elevate your future.