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.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

The BCG Difference Benefit Consultants Group offers creative retirement plan solutions that will integrate a company’s need for plan design, administration, compliance, and recordkeeping. Our unsurpassed business experience will ensure a retirement plan’s success. Whether you are a business owner, or a financial professional, and you need a retirement plan or specific consulting services, we are the retirement plan provider of choice. Since 1958, our dedicated team of professionals has provided exceptional expertise and service to our clients looking for an employer sponsored retirement plan. We believe in building lasting relationships and providing services that fit the individualized needs of our clients. This belief has been a catalyst of our growth into one of the leading retirement plan providers in the country. We utilize the latest technology in customer workflow, processing, online accessibility, and offer exceptional customer service. Through our open architecture platform, we provide access, without restriction or proprietary requirements, to world-class investment options with over 21,000 mutual funds, ETFs and insurance programs. We offer our clients the expertise to deliver innovative and flexible retirement plan solutions that are second to none. At every level, we are dedicated to your success. Together with our staff of experts and partners, we’re a team with one objective—your success. Call today at 800-524-401k, or visit www.bcgbenefits.com.

Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.3 billion of AUM and 293 employees (as of February 29, 2024), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Hong Kong, Los Angeles, Stamford, and Boston. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.

First Bucks, situated in the vibrant city of Philadelphia, PA, stands as a prominent insurance broker with a robust presence in the region. Boasting a sizable office, this branch is a pivotal player within a local brokerage firm, demonstrating a commitment to community engagement and personalized service. With a focus on employer benefits, First Bucks specializes in catering to the unique needs of both local and regional businesses. The team at this Philadelphia location possesses extensive knowledge in the intricacies of medical and ancillary benefits, showcasing their expertise across diverse industries. Noteworthy among their clientele are key players such as Cgfns International in the educational services sector, Metropolitan Veterinary Associates in the offices of health practitioners, and Neuronetics in scientific research and development. These partnerships underscore First Bucks' ability to navigate the nuanced requirements of various industries, making them a trusted choice for employers seeking tailored solutions. With a demonstrated track record of serving midsize employers, First Bucks brings valuable experience to the table. Their proficiency extends beyond mere transactions, reflecting a commitment to fostering long-term relationships and delivering impactful solutions in the dynamic landscape of employee benefits.

CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.

No matter what your insurance needs, Reinard Insurance has an insurance plan tailored for you. We can cover your car, home, business, recreational vehicle, life and health insurance. Our staff of insurance professionals work hard to ensure customer satisfaction, while providing a quality product we believe in. There are other agencies who provide insurance, but none of them offer the service you can expect from the Reinard Insurance Agency.

HR Simplified. Benefits delivered. We give HR back the job they want, not the job they have. Winston delivers customized, digital benefit solutions that streamline the administrative demands of an HR professional. We are a professional ally. With our commitment to the HR professional, broker, and carriers, we provide value by being approachable, authentic, nimble, inclusive, and customizable. We treat our customers like family. Our personalized approach and efficient HR process is why customers select Winston. We’ve been in your shoes, so our expertise is backed by understanding, efficiency, and modernization. Our proprietary platform, HRally™, keeps you connected to the data points that are critical in your position. It’s about white-glove service. Our team owns the process, so there’s no bait and switch. This attention to detail means that accuracy and answers are at your fingertips.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Campbell Petrie works with business owners and executives to help them secure and manage their employee benefits programs. Our clients range from small employers with a handful of employees up to large companies with thousands. Our sole mission is to help our clients attain the best possible employee benefit products that balance features and budget. This allows employers to stay competitive in their industry by attracting top talent, and in turn, employees will receive the package they deserve. When you want someone you can rely on to find you the best products for your unique business needs, let Campbell Petrie be your benefits advisor and help you navigate the options, complexities, and compliance issues so you can stay focused on your business. SERVICES ° Group Health Benefits ° Dental Benefits ° Vision Benefits ° Life Insurance ° Disability Insurance ° Executive Benefits ° Voluntary Benefits ° PEO ° Alternative Funding Solutions PRODUCTIVITY TOOLS ° Benefits Administration ° Online Enrollment · Onboarding ° Compliance Solutions ° Performance Review Builders ° Law Comparison Tools ° Salary Benchmarking ° Job Description Builder