CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

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.

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.

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.

We are “Your Transportation Partners.” We leverage our years of collective commercial transportation insurance experience to help clients navigate risk and maximize financial outcomes through innovation, practical expertise, and the efficient use of technology. DMC Insurance provides expertise in transportation insurance to large fleet (100+ units) and medium fleet (35-100 units) trucking entities. DMC Insurance is part of Fairfax Financial Holdings Limited and serves as a transportation program manager for marketing, underwriting, and claims management with authority on behalf of Crum & Forster. We partner with you to develop tailored solutions, uniquely combining our insurance insights with your business-specific needs. DMC Partner Services™ reflects our commitment to your bottom-line results. Our goal is to help you improve operations in order to lower your total cost of risk. From business objectives and telematics-driven insights to market trends and driver coaching, we help identify opportunities to maximize performance DMC Insurance was formed with the vision to establish an insurance company fully committed to the transportation industry and the ease of doing business. Employees at DMC Insurance are passionate about customer service and continuously look for ways to improve through team interactions and technology enhancements. Fairfax Financial Holdings Limited is a holding company that, through its subsidiaries, is engaged in property and casualty insurance, reinsurance, and investment management. DMC Insurance’s relationship with Fairfax provides a unique advantage to our clients who benefit from the responsiveness of a mid-size business and the financial security of a multi-billion dollar global organization. DMC Insurance’s affiliated underwriting partner is Crum & Forster, which has been providing standard and specialty commercial lines insurance products since 1822.

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.

We are a creative team of experienced plan managers and trained consultants in the health and welfare benefits industry. Our resourcefulness and expertise allow us to solve problems - even when others have run out of ideas. We help our clients mitigate the impact of market cost trends and achieve Results Worth Writing About! Our passion is to improve employee health, and to out-manage the health, life and disability benefits marketplace. We fill the gap between broad-based national consulting firms and brokerage firms who lack our expertise and independence. We offer employers subject matter and process expertise, market knowledge and relationships, and the technology and tools necessary to out-manage trend. Whether serving our clients on a project basis or through a retainer relationship, we begin with analysis, add insight and strategic advice, and then proceed to vendor selection, implementation and management. Our approach caters to those who have an interest in understanding and actively managing their benefits plans while maintaining employee goodwill.

Allied Insurance & Financial Services, Inc., based in Canton, Ohio, presents a compelling choice for employer benefits buyers looking for a proficient and experienced insurance broker. As a larger office within a local brokerage firm, they offer a unique blend of extensive resources and personalized, community-focused service. What sets this office apart is their demonstrated expertise in working with both small and midsize employers, catering to a diverse range of business needs with customized solutions. Their proficiency particularly shines in the self-funded client segment, where they provide adept guidance and support for local and regional employers. A notable aspect of their service portfolio is their specialization in industries such as bakeries and tortilla manufacturing, showcasing their ability to navigate the specific challenges and requirements of these sectors. They have established a strong track record of success, with top clients including Alfred Nickles Bakery in the bakeries and tortilla manufacturing industry, based in Ohio, with over 140 participants, and Amsted Graphite Materials in the electrical equipment and component manufacturing industry, based in West Virginia, with over 130 participants. This track record underscores their ability to manage comprehensive benefit plans for a diverse workforce, ensuring both employer and employee needs are met effectively. Allied Insurance & Financial Services, Inc.'s Canton office stands out as a robust partner for businesses seeking dedicated, industry-specific insurance and financial services, backed by a team with deep local knowledge and a commitment to their clients' success.

All lines of insurance, since 1874. We carry over 15 insurance companies for Property & Casualty and another 10 for Life & Health insurance. Call us before you renew your current coverage so we can give you an honest comparision quotation. There is a reason we have been around so long. Service.

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.

Magis Advisory Group firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning “the more" or “the greater." The connotation of the word is not “greater than,” but rather “greater for” others and reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. http://www.finra.org/ https://www.sipc.org/

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.