Deeply committed to the communities that we all share, Insurance Partners Agency is a full service, leading independent insurance agency that specializes in business and personal insurance, employee benefits, life insurance, and professional liability. The agency has earned its reputation for excellence by leveraging more than five decades of risk management experience to deliver keen insight, service, and solutions to clients’ distinct needs, including competitive, niche, and specialty products/services. Organizations of all sizes and sectors benefit from Insurance Partners’ business insurance expertise combined with a distinct approach and access to a broad range of premier insurance carriers. Licensed in most of the U.S.A. with international reach through select affiliates, Insurance Partners Agency was established in 1961, is based in and operates offices across Ohio along with an office in Orlando, Florida.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Founded in 1893, Oswald is one of the nation's largest independent, employee-owned insurance brokerage firms. As a proud Partner of Assurex Global, the world's largest association of privately held insurance brokers, our risk management professionals service and support the needs of our clients throughout the U.S. and worldwide. Learn more at www.OswaldCompanies.com.

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.

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/

MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.   *Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.

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.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

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.

Vanbridge is a diversified insurance and capital solutions firm that provides services and solutions at the intersection of the insurance, private equity and hedge fund industries. What makes us different is the strength and flexibility of our business model and our ability to provide a full range of insurance and alternative capital solutions without the limitations of a siloed approach. We’re comprised of two distinct yet complementary divisions: 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 & 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 and 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 & 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀. Each has a specialized focus and expertise but with services and market positions that are highly synergistic and extend across our collective client base. Having this combined brokerage under one roof gives Vanbridge the distinct advantage of offering our clients a broad and diverse platform of insurance solutions and programs and creates a best-of-the-best client experience. Specializing in solving risk-related issues utilizing insurance and alternative capital, Vanbridge bridges the gap between the insurance and capital markets, allowing our clients to manage their risk, enhance their investment strategies, and strengthen their long-term financial performance. No insurance broker or investment bank currently offers an integrated approach to risk as a combined business enterprise—𝘄𝗲 𝗱𝗼.

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