Mountcastle Insurance is a privately owned, independent insurance agency with offices in Lexington, Mount Airy, and Winston-Salem, NC. Our agency has provided insurance services in the Triad since 1890 serving commercial, group benefits, and personal lines clients. We work with our clients on insurance placement, risk management, and claims administration. Mountcastle won the Big "I"'s Best Practices Agency award as a Top Performer in both 2022 and 2023. Named the 2022 Keystone Partner of the Year in North Carolina, the agency was also honored as a Premier Agency for Keystone in 2023. The Triad Business Journal's 'Fast 50' recognized Mountcastle as one of the fastest-growing private companies in the region for multiple years.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Our clients, our teammates, and our communities have been the pillars of Homeowners Financial Group since our founder and CEO, Bill Rogers, started the company in Arizona in 2004. Each pillar is represented in our initials: H is for Homeownership F is for Family G is for Giving Back Today, we have branches across the country, and we’re more focused than ever on our “why.” MISSION We exist to improve the lives we touch. People are the reason for everything we do and achieve. VISION To be the benchmark for excellence in the U.S. mortgage industry by valuing the successes of our employees and elevating our clients and their communities. VALUES At Homeowners we are: H - Honorable - We approach everything we do with the highest ethics and integrity. O - Open - Our leaders are always accessible, communicate openly to our people, and welcome their input and ideas. M - Motivated - Our people are driven to excel and our compensation plan rewards results. E - Empowered - Our leaders provide our people with the tools they need to be successful. O - Owners - Our people are self-directed and accountable for making their own decisions. W - Winners - Our leaders lead by example, position our people to win, and instill confidence in them so we can achieve great things together. N - Noble - We value our customers as our highest priority and understand our mission is to best serve their needs and goals. E - Encouraged - Our people are encouraged to use their unique talents to apply their personal stamp on their areas of expertise. R - Recognized - Our people are appreciated and awarded for the quality of their work and dedication. S - Service-Minded - We maintain an awareness of the needs of our communities and an ongoing commitment to service. You’ll want to work here because everything is designed to position you for maximum success. You won’t want to work anywhere else because of our culture. Once you experience it, you’ll see how special it is in our industry.

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.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal. We have learned that each client has a distinct purpose that defines who they are, what they do, and ultimately the impact they will make in relation to their family, business, and community. We provide objective advice to our clients in the areas of Business Exit Planning, Wealth Management, Executive and Corporate Retirement Benefits and Private Client Insurance Solutions crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates. Investment advisory services are offered through MBL Wealth, LLC, a Registered Investment Advisor. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Insurance products are offered through MBL Advisors Inc.

Integra Employer Health is a trusted local insurance broker situated in Charlotte, North Carolina. With a remarkable presence in this area, they have demonstrated their expertise by partnering with McGill Associates, P.A., a prominent employer in the architectural, engineering, and related services industry. Collaborating closely with the HR and finance team, Integra Employer Health successfully established a tailored self-funding arrangement and a PPO plan to cater to the unique needs of McGill Associates, P.A.'s 100 members. Renowned for their proficiency in assisting self-funded employers, Integra Employer Health has garnered extensive experience in this field. They diligently serve a diverse range of clients, including large and midsize employers such as Culp Inc, Ingles Markets, LeithCars.com, and McGill Associates, P.A. Their services extend beyond North Carolina, reaching clients across California and Texas. Integra Employer Health excels in delivering comprehensive solutions, earning them a remarkable M Score. Their wealth of experience and deep understanding of various industries positions them as a leading authority in sectors such as automobile dealers, grocery, and convenience retailers. Located in Charlotte, North Carolina, Integra Employer Health's dedicated team is committed to providing exceptional insurance brokerage services. They continue to leverage their knowledge, industry connections, and client-focused approach to meet the distinct needs of employers across a wide range of sizes and sectors.

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.

We are a benefits consulting firm that believes low quality expensive healthcare is not a benefit to employees, but rather a burden. Thrive Benefits empowers innovative self-funded employers to simplify healthcare and makes it easy for employees to understand how to access it. We are putting the CARE back in healthcare.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

iBTR helps organizations optimize HR technology and delivers personalized employee education. Our end-to-end approach improves employee engagement while helping leaders contain healthcare costs.