Basketball’s point guard is one of the most recognizable positions in all of sports. The point guard leads the team on the court, recognizing when a play is not working and guides the team in running a new play to adjust to changing conditions. Point Guard was founded to bring together many companies and professionals servicing all aspects of personal and business financial services and to guide our clients to success. We offer our clients access to elite advisors through our nationwide network. The founding members of Point Guard are experienced in helping individuals and businesses to achieve their financial goals. Wealth-Rx is a diversified insurance and investment firm specializing in serving high net worth individuals and businesses. Ashe & Klinetop CPAs are experts in business valuations and complex tax strategies for businesses and individuals. Point Guard was founded to unite these and other professional firms to provide you elite personal and corporate insurance and financial services.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Bene-Care Agency, located in Rochester, NY, stands out as a larger office within the local brokerage firm landscape, renowned for its comprehensive expertise in catering to local and regional employers. Their proficiency particularly shines in the realm of medical and ancillary benefits, positioning them as a go-to resource for midsize employers seeking tailored insurance solutions. Their clientele roster includes noteworthy organizations such as Action For A Better Community, a prominent figure in the individual and family services industry. With Bene-Care's guidance, they efficiently manage benefits for over 110 participants. Another key client, Cantalician Center For Learning, also in the individual and family services sector, benefits from Bene-Care's expertise in handling benefits for more than 180 participants. Demonstrating versatility, Bene-Care also extends its services to the tech world, notably serving Clf Ontario D/B/A Solu Technology Partners in the computer systems design and related services industry, supporting over 230 participants with their insurance needs. Bene-Care's proficiency isn't limited to these industries alone. They have exhibited remarkable skill across various sectors, including architectural, engineering, and related services, showcasing their ability to adapt and meet the diverse requirements of different industries. This adaptability, combined with their deep-rooted experience with midsize employers, makes them a valuable ally for businesses seeking robust, industry-specific insurance solutions. In essence, Bene-Care Agency in Rochester, NY, embodies a blend of extensive local expertise, diverse industry proficiency, and a client-centric approach, making them a reliable partner for employers seeking comprehensive insurance solutions.

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.

Anderson Kenney Associates, situated in Rochester, NY, stands out as a prominent player in the insurance brokerage sector, particularly excelling in catering to local and regional employers. This larger office is notable for its robust expertise in medical and ancillary benefits, distinguishing itself through its proficiency in specific industries. The firm's client portfolio is impressive, featuring top customers like American Rock Salt Company, a key entity in the nonmetallic mineral mining and quarrying industry, which has entrusted the welfare of over 340 participants to Anderson Kenney Associates. Another significant client is Bob Johnson Chevrolet, a major name in the automobile dealers industry, with over 380 participants under the firm's care. Additionally, Victor Insulators, operating in the nonmetallic mineral product manufacturing industry, relies on the firm for its 70+ participants, further cementing the broker's expertise in these sectors. One of the strengths of Anderson Kenney Associates is their deep understanding and experience with midsize employers, a testament to their ability to tailor solutions to this specific market segment. As a local brokerage firm, they have a unique insight into the needs and challenges of businesses within the region, offering personalized and efficient service. Their prowess in navigating the complexities of industries like automobile dealers and nonmetallic mineral mining and quarrying is noteworthy. This expertise not only showcases their adaptability but also underscores their commitment to providing industry-specific knowledge and solutions. For an employer benefits buyer, Anderson Kenney Associates represents a reliable and knowledgeable partner, capable of delivering customized insurance solutions that cater to the distinct needs of midsize businesses in various industries. Their local presence, coupled with a broad understanding of regional market dynamics, makes them a valuable asset for any business seeking comprehensive and specialized insurance brokerage services.

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.

Upstate Financial Network, LLC is a financial planning company located in Upstate New York. Our group has over 38 years of experience to offer our clients the very best service and customized financial planning services to meet individuals and businesses.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Nestled in the heart of Syracuse, New York, Eba Services stands as a beacon of expertise in the realm of employee benefits. With a focus on tailored solutions and a commitment to client satisfaction, this local brokerage firm has garnered acclaim for its dedication to the well-being of both businesses and their employees. Drawing from years of experience, Eba Services specializes in catering to the needs of self-funded employers, navigating the intricate landscape of employee benefits with finesse and precision. Their approach is marked by a personalized touch, recognizing that no two businesses are alike and therefore deserving of unique solutions. Among their esteemed clientele are notable names such as The Business Council of New York State, Inc. Insurance Fund and Willow Run Foods, Inc., testimony to Eba Services' sterling reputation within the industry. Their ability to forge lasting partnerships and deliver tangible results speaks volumes about their commitment to excellence. At Eba Services, they understand that employee benefits are not just about policies and premiums but about fostering a culture of care and support within organizations. With their guidance, businesses can navigate the complexities of employee benefits with confidence, knowing that their employees' well-being is in capable hands.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.