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.

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

Headquartered in Columbus, Ohio, ClearPath Benefit Advisors LLC is a comprehensive consulting and brokerage firm specializing in group medical and other employee benefits. Using our thirty-five years of experience, advanced technology and consulting expertise, ClearPath Benefit Advisors LLC provides a variety of value-added professional services to our clients. These services reduce customer costs, increase efficiency, and improve employee satisfaction. ClearPath Benefit Advisors LLC is a Partner Firm of United Benefit Advisors – an alliance of the nation’s premier benefit advisory firms with revenues that place it in the top five benefit groups in the country. Through this alliance, ClearPath Benefit Advisors LLC has access to national contracts and state of the art tools to manage your employee benefit plans. We go beyond standard solutions and deliver the maximum value for your benefit dollar. We believe good decisions are based on good information. ClearPath Benefit Advisors LLC delivers the information you need to make good decisions.

We work hand-in-hand with businesses to precisely design benefits plans that match their needs and drive down costs. With over 50 years of combined experience and unmatched expertise in the ever-changing benefits industry, we make sure our clients have the information and the guidance to make the best choices for their situation, regardless of the carrier or provider. Personal attention for your entire business. Our staff works for you, not for insurance companies or investment funds. Our only job is making your peace of mind easier. Our most important policy is our individual commitment to cover every detail our entire team can think of, not just the ones you already worry about. • Medical • Vision • Dental • Life • Disability • Telemedicine • Accident/critical Illness • Voluntary Benefits • Health Savings Account • E-enrollment • MEDICARE • Compliance Customized solutions. We learn your priorities first. We’ll ask you what is important to you now and what do you hope for the future. Your business commitments may impact your personal choices, and your health concerns may require unique investment strategies. Your retirement goals may shape your current benefits negotiations, or your commercial investments may allow you more freedom in your personal long term care options. Year ‘round care - not just at enrollment. When the unexpected happens, who’s got your back? We are here for you throughout the year. Our team invests in extensive education to follow legislative and commercial issues that can have big impact on your employee benefits any time. We work hard so that you can rely on us to be the experts you need. • New hire education is available when you need it. No need to make your employees wait. • Legislative updates throughout the year for employees and owners. • Employee education is just a phone call or email away!

OPOC.us (One Point of Care™. Ultimate Service.) delivers custom benefits, real savings, and white-glove support, all with one, fully integrated partner. Our proprietary One-Point-of-CARE™ model integrates health benefits, HR, payroll, wellness, and retirement services into one seamless solution that reduces administrative burdens and delivers measurable ROI. Our clients typically save 11% on total healthcare spend in their first year, and many have kept per-employee medical costs flat for over a decade—even as most employers face annual increases of 10% or more. What sets OPOC apart? Our Personal CAREAdvocates™. Our licensed experts provide concierge-level support to every employee at no added cost. This exclusive model delivers a superior member experience not available through traditional brokers or TPAs, boosting employee satisfaction and retention, while driving healthcare cost savings. With flexible and customizable solutions—including Centric by OPOC (HR/payroll tech), Accellwell (corporate wellness), and retirement plan services—we help employers streamline operations, enhance benefits, and improve employee outcomes while maintaining financial discipline. Founded in 1993 and headquartered in Worthington, Ohio, OPOC serves organizations of all sizes, from small and medium-sized businesses and nonprofits to national enterprises. Whether you’re scaling or stabilizing, we help build stronger, healthier teams while keeping costs in check today and tomorrow.

Responsible for new business at Milestone Benefits, a full service insurance agency specializing in employer-sponsored group benefits for employees. Located in Central Ohio, we are ideally situated to serve groups throughout Ohio and other states. Our focus is small to medium sized companies with both fully funded and self funded programs.

BrokerNet's Columbus, Ohio office stands as a substantial and well-established branch within the local brokerage landscape, distinguished by its adept handling of a diverse array of client needs. This location exhibits a strong track record in collaborating with midsize and small employers, effectively tailoring their services to meet the unique demands of each business size. Their expertise particularly shines in dealing with self-funded clients, showcasing a deep understanding of the nuances involved in such arrangements. This proficiency is reflected in their impressive roster of top customers, which includes notable names across various industries. A M Communications 401K, a prominent player in the specialty trade contractors industry in Ohio, entrusts BrokerNet with the welfare of over 120 participants. Similarly, Aspen Therapy, from the offices of health practitioners industry, and Brewdog Brewing Company in the beverage manufacturing sector, rely on BrokerNet for their respective 170+ and 320+ participants, underscoring the broker's ability to manage substantial and diverse employee benefits programs. Further enhancing their profile, BrokerNet's Columbus office boasts a wide-ranging expertise across several sectors. This includes computer systems design and related services, greenhouse, nursery, and floriculture production, and miscellaneous durable goods merchant wholesalers industries, demonstrating their versatility and adaptability to different market needs. As a part of a local brokerage firm, this BrokerNet office emphasizes personalized service and local market understanding, setting it apart as a reliable partner for employer benefits buyers in the Columbus region. Their significant experience with both midsize and small employers positions them as a competent and versatile choice for businesses seeking comprehensive and tailored insurance solutions.

The Worksite Group is an employee benefits enrollment firm with locations in Columbus, OH; Chicago, IL; Pittsburgh, PA; and Holmdel, NJ. We partner with brokers, insurance carriers, and employers to implement strategy, technology, and service that deliver cost effective results at open enrollment. We understand that each client has specific needs, so we take a custom approach to each enrollment geared toward enhancing the employee enrollment experience, alleviating employer workload, and increasing broker profitability. Our enrollment style can best be described as an educational approach to benefits, designed to ensure that employees truly understand their options, empowering them to make appropriate decisions on the coverage that suits their needs best. All of our benefit counselors are paid entirely by salary, never commission. This allow our enrollment team to remain objective at all times and take a consultative approach with employees. In addition to communicating benefits, we can advise on technology, as well as, implement cost saving solutions that directly impact the bottom line of a business. BENEFITS COMMUNICATION Onsite Face-to-Face Meetings Call Center: Inbound & Outbound Shared-Screen Video Conferencing Online Scheduling for Employee Appointments Perpetual Enrollment / New Hire Onboarding Benefit Guides, Videos, Email & Text Campaigns BENEFITS ADMINISTRATION There are many variables to consider when deciding which system may or may not be the right fit. We take an agnostic approach to technology because our belief is that there is no one-size-fits-all system. Our team has enrollment experience with many platforms on the market and can help consult with clients and brokers to identify specific needs, as well as, cost. In most situations we are able to leverage our technology and carrier partnerships to subsidize some or all of the cost. Systems can be utilized for year-round benefits administration or a "one and done" at open enrollment only.

Haughn & Associates (H&A) is a full-service insurance agency with a team of professionals ready to provide top-quality service. With an expansive selection of Business Insurance and Employee Benefits products, we have the insurance solutions to any problems that our clients come to us with, at the best possible price points. Our team of experienced professionals is here to protect the unique business exposures for our commercial clients, whether they are sole proprietorships or large corporations with thousands of employees. We understand that insurance is not a one-size-fits-all situation, and we take the time to work with each client to thoroughly review their operations to create an insurance program that will respond to their specific insurance needs. Our team will assess your liability exposures as well as any contractual obligations and responsibilities, your risk-tolerance level, your current insurance coverage, and rising trends in your industry in order to devise a plan that will offer you the coverage you need and will mitigate and transfer your current risks. Along with our insurance solutions we also offer Employee Benefits programs to our business clients, whether they are large, small, fully-insured, or self-funded. With decades of experience working with businesses of all size and type, our Employee Benefits professionals can provide everything from fully-insured plans like Preferred Provider Organizations (PPOs) and Health Maintenance Organizations (HMOs), to alternative funding options like Health Savings Accounts (HSAs) and Flexible Spending Accounts/Arrangements, to non-traditional plan designs that include self-insured plans and captives. From our founding in Central Ohio in 1986, we have expanded to provide insurance not only to businesses in and around Columbus, Ohio but throughout the United States. No matter how much we grow, we are committed to providing personalized, innovative solutions to all of our clients.