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.

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.

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

Paquin & Carroll Insurance is a recognized firm of proven professionals. Technology and products may have changed over the years, but Paquin & Carroll's focus has not. Our commitment is to maintain the highest standard of service and to establish long term client relationships based on responsibility and mutual trust.

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.

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.

We understand that you are confronted with a vast selection of insurance providers and we are committed to being your final solution. We vow that our levels of service, knowledge and care will never waiver. Our experienced staff members will always guide you along your journey, one step at a time. Once a Rowley client, always a Rowley client. We promise quick and thorough problem solving, and guarantee our availability.

Havens & Company, Inc. ranks among the top insurance brokers and consultants for Fortune 1000 employers seeking the finest life, accident, disability, dental, vision, and executive benefits programs. Our team of carefully selected lawyers, underwriters, account managers, and producers from the carrier and consultant side brings decades of direct, specialized large case expertise and experience to our clients. We strive to understand our clients'​ strategic business goals and objectives and to design, negotiate, and implement benefits programs that will meet those goals in the most cost-effective way through our transparent, procurement-based process. We are committed to yielding programs for our clients that make the best use of corporate dollars to provide meaningful, competitive benefits to their employees. Our business model sets the standard for employee benefit consultants and brokers, a model that puts power and leverage back in the hands of our clients – where it belongs. We have been certified as a women-owned business with the National Women Business Owners Corporation (“NWBOC”) and the Women’s Business Enterprise National Council (“WBENC”). As a certified WBE, Havens & Company, Inc. is formally positioned to align with corporate clients and insurers in fulfilling their strategic supplier diversity base goals.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.