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.

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.

Located in the heart of New York, NY, Vertical Fox's office is a powerhouse in the insurance brokerage arena, specializing in comprehensive employer benefits solutions. With a keen focus on serving local and regional employers, this office boasts exceptional expertise in crafting tailored medical and ancillary benefit packages that meet the unique needs of diverse industries. One of Vertical Fox's standout achievements lies in their collaboration with Mare Island Dry Dock, a prominent player in the ship and boat building industry based in CA. With over 210 participants, this successful partnership showcases the office's prowess in managing benefits for sizable organizations. Vertical Fox's commitment to understanding the nuances of specific industries is evident, as they demonstrate remarkable proficiency across the ship and boat building sector. As an integral part of a respected local brokerage firm, Vertical Fox's New York location leverages its collective knowledge and resources to deliver top-notch services. The team's dedication to staying abreast of industry trends ensures that clients receive cutting-edge solutions to navigate the complexities of the ever-evolving benefits landscape. For employers seeking a reliable partner with a proven track record, Vertical Fox's New York office stands out for its local insight, industry specialization, and commitment to excellence in employee benefits management.

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.

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.

E-Benefit Solution's New York office is a prominent player in the insurance brokerage industry, known for its extensive expertise in employer benefits. With a strong presence in the heart of New York City, this larger office is well-equipped to serve both local and regional employers. Their specialization lies in medical and ancillary benefits, making them a go-to choice for businesses seeking comprehensive coverage solutions. One of E-Benefit Solution's standout qualities is their diverse portfolio of clients. They have successfully catered to companies across various industries, such as depository credit intermediation and apparel, piece goods, and notions merchant wholesalers. Some notable examples of their top customers include Shake-N-Go Fashion, a leading player in the apparel industry with over 220 participants, Shinhan Bank America in the depository credit intermediation sector with 270+ participants, and Woori America Bank, another major name in depository credit intermediation with 320+ participants. This wide-ranging experience showcases their ability to tailor solutions to the unique needs of different businesses. As part of a local brokerage firm, E-Benefit Solution's New York office benefits from a strong network and deep local market knowledge. Their focus on midsize employers demonstrates their commitment to providing personalized and scalable insurance solutions. With their extensive industry expertise and a track record of serving a diverse clientele, E-Benefit Solution's New York office is a reliable choice for employers seeking expert guidance and tailored benefit packages.

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.

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.