Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

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.

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.

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

Founded in 1953, E.G. Bowman is an NYC-based commercial insurance brokerage, providing innovative risk management and insurance services to businesses, municipalities and nonprofits. We are a mission-driven firm, with history dating back to our founding in 1953 as the first black woman-owned commercial insurance firm in the United States.

Sterling Benefits is a premier employee benefits firm dedicated to providing tailored solutions for businesses of all sizes. With over 30 years of experience, we specialize in delivering innovative strategies, exceptional service, and comprehensive support to help our clients navigate the complexities of the benefits landscape. Our team of experts is committed to maintaining competitive pricing, ensuring regulatory compliance, and fostering long-term relationships built on trust and transparency.

Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance, drive growth, and deliver shareholder value. Backed with 25 years of Finance and Business Intelligence advisory, Quantum FBI knows how to lead a business through transformation while streamlining and solving growth blocks and inefficiencies. ____ Many early stage and middle market companies leave untold sums of time and money on the table from unrealized financial and operational opportunities. ✱ Do you have true financial visibility into every aspect of your business? ✱ How about access to the insights critical to growing your business? Visit www.QuantumFBI.com to learn more and book a free 30-minute consultation. Through expert financial advisory, we enable our clients to achieve financial clarity, drive growth, amplify performance, and deliver shareholder value. ___ CFOs are in the midst of an evolution that is happening at a radical pace in a market that is shifting and changing daily. Sounds dramatic because its impact is dramatic. Quantum FBI enables CFOs to make this shift and transform the Finance operation for long-term gain while meeting short-term demands and solving immediate challenges. We solve inefficient and ineffective finance operations and leverage strategic value from finance disciplines, could-based solutions, business intelligence, and data analytics resulting in complete transformation of the finance function. It is our unique value and how we help you. We serve the office of the CFO. __ Join us on our mission: We’re on a mission to transform finance in a big way. Transform how Executives view and utilize the finance department and teams. Transform what finance and accounting teams deliver, and how it is delivered. And transform the results into powerful business insights and breakthroughs.

Fieldstone brings years of global experience in energy and infrastructure. In Africa and emerging economies, our market credibility has allowed us to build a broad investment banking platform serving other sectors as well as directing asset management and principal investments.