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.

CAI is the only Independent Insurance Agency in the region that can be your SOLE SOURCE for Insurance Products and Services. The company was founded in 1955 by Carl Schlotman, Sr. His ambition to create a first-class service organization led the company to evolve from a life insurance and financial planning specialty operation that employed three, into a diversified financial services operation with more than 50 employees. CAI is among the largest Independent Property & Casualty Agencies AND the largest Group Health Brokerages. In conjunction with AEBS, a wholly owned subsidiary dedicated to employee benefit plan administration, agency revenues are divided almost evenly between the Property and Casualty Insurance services and Employee Benefit services provided. CAI employs professionals experienced in all major types of insurance which include: Auto & Home, Group & Individual Health, Life and Risk Management & Business Insurance. With AEBS, CAI can be your single stop for all insurance products and consulting services. Services we offer are: - Commercial Property & Casualty Insurance - Fully Insured Group Health Plans - Self Funded Group Health Plans - Personal Insurance - Auto, Homeowner's, Jewelry, etc. - Life Insurance & Financial Planning Services - Employee Benefits - Plan Creation & Implementation - Pension Plan Administration - Payroll Deduction Programs CAI takes pride in the experience and professionalism demonstrated by its personnel. Put us to work for you and your company today. One number to call. One agent to oversee your entire portfolio. One team of professionals to bring experience and innovation to your insurance program.

The Strategic Advantage provides you with the solutions to help reach your goals. The Strategic Benefits team of experts understands the impact a company’s benefit package has on employees, owners, and the bottom line. We know sophisticated problems require sophisticated solutions, not cookie cutter answers. This is why we utilize a team approach, calling on the expertise of our consultants, who bring years of specialized experience to build relationships and guide you every step of the way. Our commitment is to help you make prudent business decisions regarding your employee benefit plans. We achieve this by combining innovative products with our outstanding expertise and service to best meet your needs.

Benefit Builders MV, operating out of Dayton, OH, stands out as a reputable insurance broker, especially renowned for their proficiency in serving local and regional employers. This brokerage firm is highly regarded for its expertise in medical and ancillary benefits, catering adeptly to midsize employers. Their portfolio boasts significant experience across diverse industries, including machine shops, turned product and screw, nut, and bolt manufacturing, automotive parts, accessories, and tire retailers, as well as accounting, tax preparation, bookkeeping, and payroll services. Their client roster is impressive, featuring prominent names like Abc Pediatric Therapy Network in the offices of health practitioners industry, with over 100 participants. They also serve Brady Ware and Schoenfeld, a key player in the accounting, tax preparation, bookkeeping, and payroll services sector, catering to more than 240 participants. Another notable client is First Tool Corporation from the machine shops; turned product; and screw, nut, and bolt manufacturing industry, with a client base exceeding 120 participants. Benefit Builders MV's approach is tailored and client-centric, focusing on the unique needs and challenges of each industry they serve. Their ability to handle a wide range of insurance needs for various sectors demonstrates their adaptability and depth of knowledge. This local brokerage firm has carved out a niche for itself by not only understanding the nuances of the industries it serves but also by building robust, long-lasting relationships with its clients. Their commitment to providing tailored solutions to midsize employers in Dayton, OH, and beyond, positions them as a reliable and knowledgeable partner in the insurance brokerage domain.

Cornerstone Financial Group, Inc. was established in 1976 to provide clients with the professional products and services that are required in today’s changing environment of investments, insurance, and tax strategy. We specialize in group health insurance, individual life & investment management for businesses and high net worth individuals. As a family-owned firm, we understand that your financial plan affects everyone connected to you: family, business, and charities. Our holistic approach looks at your financial landscape from all angles. Whether you are one year into retirement or ten years away, we consider all of your specific needs and objectives. For full disclosures, please visit our website at www.cornerstonefg.com. Third-party comments may not be representative of all customer experiences.

Hauser is a full‐service risk management, employee benefits and insurance solutions partner. We provide value‐added support, resources and expertise to clients and prospects with a specialized focus on the needs of private equity firms, their portfolio companies and target acquisitions. Our consultative approach consists of core competencies in insurance and employee benefits due diligence, transactional support, risk management and insurance brokerage. Hauser appreciates the importance of protecting your investments, while maximizing the value of insurance coverage at every level. We have significant experience working with all transaction structures including: - Control buyout - Recapitalizations - Minority investments - Growth equity - Mezzanine debt, and - Special situations such as corporate carve‐out assets and distressed/bankrupt entities In an effort to create value on behalf of a private equity firm and their portfolio companies, Hauser has assembled dedicated, highly experienced teams of insurance and employee benefits professionals that understand the unique complexities and specific demands that can arise during a merger or acquisition transaction. We serve as subject matter experts providing consulting resources throughout every stage of the investment, from due diligence through exit.

Founded in 1963, Stepping Stones is a nonprofit, impact agency serving more than 1,000 children, teens and adults with disabilities annually. The organization has four Greater Cincinnati program locations, including sites in Batavia, Indian Hill, Norwood and Monfort Heights. Stepping Stones is an accredited charity of the Better Business Bureau and a recipient of the BBB's Torch Award for marketplace ethics in serving clients and the community.

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.

HLU Consultants, Inc. provides insights into employer health plans that lead to strategic discoveries and solutions. Whether the issue is compliance, high hospital and Rx claims, provider access, chronic disease management, benefit design or plan management, HLU delivers positive, sustainable and transparent change. HLU Consultants, Inc. uses proven strategies vetted by healthrosetta.org, a leading health plan advisor organization established by leading experts in health care delivery, technology, compliance and insurance. We invite you to join our online employer community where you can learn more about our proven strategies used across the country. Contact Mark Gall, for more information or to join our online employer community. Direct Dial | 513-559-7502 Email | [email protected] LinkedIn | https://www.linkedin.com/in/mark-gall-67721610/

Your family, your business and your possessions are all important to you, but you may not know how to best protect them. We have the experience to navigate the unique risks you face, serving as your insurance professional. We are independent agents in Baldwinsville, New York, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. Horan Companies represents a carefully selected group of financially strong, reputable insurance companies. Therefore, we are able to offer you the best coverage at the most competitive price.

Benefits Network Insurance Agency, Inc. is a highly respected local insurance broker with its office based in Cincinnati, Ohio. With a specialization in serving large and midsize employers, they have established a reputation for providing excellent customer service and expertise in the insurance industry. One notable example of their successful work is their partnership with Staffmark, a leading employer in the employment services industry with over 100,920 members. Collaborating closely with Staffmark's HR and finance team, Benefits Network Insurance Agency, Inc. designed and implemented a self-funding arrangement, along with a customized pharmacy benefits management (PBM) and drug plan tailored to meet the unique needs of their members. The Cincinnati office of Benefits Network Insurance Agency, Inc. serves a diverse range of clients, including prominent employers such as Mercer Landmark Inc, Tavern Restaurant Group, and Dohn Community High School. Their expertise extends across multiple industries, including industrial machinery manufacturing, automobile dealerships, and nondepository credit intermediation. Covering clients in Ohio, Illinois, and Indiana, Benefits Network Insurance Agency, Inc. is committed to delivering comprehensive insurance solutions and meeting the specific requirements of each client. Their wide range of experience and expertise across different client sizes and industries contributes to their strong M Score, a testament to their proficiency in navigating the complex insurance landscape. Reviews from their clients highlight their exceptional customer service and expertise, further solidifying their reputation as a reliable insurance partner. Benefits Network Insurance Agency, Inc. continuously stays updated on industry developments and regulations, ensuring their clients receive the highest level of service and tailored insurance coverage.