Cambridge Insurance Advisors brings a 32+ year track record of optimizing our clients and partners Human Capital spend. We are known as experts in Benefit Technology, Compliance, PEO, Fully Insured, and Self-Funded / Captive Strategies. We strive to be your trusted advisor of choice, recognized for our client-focused innovative approach to planning and products, highly skilled team, and industry leading client service & collaboration.

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Solaris Risk Management

New York, New York

The insurance market is complicated—we do our part to simplify and streamline it. Our team is made up of experienced individuals with extensive experience in major insurance carriers, in both underwriting and account management, in both domestic and international markets. Our goal is to drive change with solutions that bring value to you and your team members while empowering you to support the wider community. Simply put, we want to see you succeed.

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CAMBRIDGE INSURANCE ADVISORS - MORRISTOWN, NJ

Morristown, New Jersey

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Sequoia - New York, NY

New York, New York

Sequoia helps businesses achieve their goals through smarter people spend. For 24 years, we’ve specialized in VC and PE-backed companies, guiding and administering their total compensation and benefits for their global workforce. With our always-on advisory, unified service model, and powerful platform, we give clients a complete view of their people spend, help reduce costs, protect their company, and win over the top talent they need for their mission.

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FIELDSTONE - NEW YORK, NY

Mahwah, New Jersey

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.

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NFP - NEW YORK, NY

New York, New York

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

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MARSHALL & STERLING - NEW YORK, NY

Yorktown Heights, New York

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

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ASSUREDPARTNERS - NEW YORK, NY

White Plains, New York

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.

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TPG GROUP - BRIDGEPORT, CT

Norwalk, Connecticut

TPG (Nasdaq: TPG) is a leading global alternative asset management firm, founded in San Francisco in 1992, with $251 billion of assets under management and investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. For more information, visit www.tpg.com. --- Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of TPG or any TPG-managed fund. TPG is not responsible for any content posted by third parties on these pages.

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GROUP ADVISORY - NEW YORK, NY

Clifton, New Jersey

Wealth Advisory Group has been empowering people with sound financial strategies since 1933. We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs. Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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. 2022-141079 Exp 07/24

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GROUP ADVISORY - NEW YORK, NY

Clifton, New Jersey

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ACRISURE - NEW YORK, NY

New York, New York

As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries. Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients. Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.

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PREFERRED BENEFITS - NEW YORK, NY

Paramus, New Jersey

The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.

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