Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

Our mission at Aging Issues Management is to help individuals and families plan better to live better. AIM starts the process with a personalized, confidential interview to identify the decisions that stress you the most such as housing, insurance, healthcare, retirement and end-of-life planning, etc. We help you act on the needed decisions quickly and responsibly. Let Aging Issues Management help you address your planning needs now and in the future.

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

Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area. Specializing in employee benefits, we serve over 90,000 employer groups, with well over 600,000 covered lives and bill over $2,800,000,000 in premium sales per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service. Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products. Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry. Our Mission: “To passionately deliver value to our broker partners by providing them with the expertise, education, support and resources they need to effectively service their clients and achieve success” Our Core Belief: “Treat people the way we would want to be treated and never lose sight of the importance of relationships”

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.

Chittenden Group Insurance, located in New Haven, CT, is a distinguished provider of insurance and financial solutions with a rich history dating back to 1928. Their extensive experience and established presence in CT, along with additional offices in AZ and FL, enable them to offer a wide array of products and services tailored to meet diverse needs and budgets. Recognized for their expertise in serving local and regional employers, particularly in the building equipment contractors industry, they have a notable clientele including Sarracco Mechanical Services. They excel in delivering medical and ancillary benefits, underlining their ability to cater to specific industry needs. This local brokerage firm stands out for its focus on building long-lasting relationships, emphasizing a familial approach to client service. Their employee benefits program is comprehensive, extending beyond standard health and dental options to create bespoke solutions that adapt to the evolving requirements of companies and their workforce. Additionally, Chittenden Group offers special programs for business owners, such as the Access Choice program for employee home and auto discounts, a Captive Approach for budget-friendly cost lock-in, and an expert-driven HR Compliance program. This suite of services demonstrates their commitment to providing holistic, client-centric solutions.

SDL Brokerage (SDL) + Group Health Solutions (GHS) is a tour de force:  two teams of passionate insurance industry experts tirelessly working alongside one another to assess, manage, and insure the risk of our clients.  When two entities connect and become one, they become greater than their individual parts.  Together we make things happen faster and smarter.  We solve complex issues with innovative solutions to help protect the things that matter most to our clients.  At SDL + GHS #WeInsureRisk. Together we strategically manage your entire risk portfolio with direct solutions designed to meet your specific goals. At SDL + GHS we use only industry-leading data and analytics to evaluate your exposure and determine your ROI with informed decisions about your needs.

Meridian Benefits Consulting Employee Benefits team relies on the technology tools, detailed plan design analysis, up to the minute market knowledge and practical experience to provide our clients with cost effective benefits management. You can be confident of our expertise in all aspects of fully insured and self-funded plans. Our clients range from entrepreneurial growth start-ups, manufacturing firms, software consultants to multi-location publicly held corporations and prominent cultural and educational institutions, both for profit and not for profit. Meridian Benefits Consulting combines market savvy, long term relationships and a technically superior staff of experienced benefits professionals to provide our clients with a broad range of resources.

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.

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