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.

For over 70 years, Phelan Insurance Agency, Inc. has been providing personalized Insurance and Risk Management solutions for businesses and individuals. We proudly serve our clients from Ohio and across the Midwest. At Phelan Insurance, we are proud to represent the highest quality insurance providers to protect our clients'​ needs. Our specialties include commercial and personal insurance policies, risk management, employee benefits, and consultations. Our top priority is providing superior service to our clients that cannot be matched by any other insurance agency. Contact one of our trusted risk advisers today so they can offer protection to put your mind at ease!

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/

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.

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.

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

Lars Haapala, a seasoned employee benefits broker rooted in Cincinnati, OH, is renowned for his personalized approach to crafting comprehensive benefits packages. With a keen understanding of the unique needs of businesses, Lars specializes in tailoring solutions that align with his clients' goals and values. Drawing from his wealth of experience, Lars has become the go-to advisor for organizations like BEST ONE TIRE AND SERVICE EMPLOYEES ASSOCIATION, LLC and BEST-ONE TIRE & SERVICE ASSOCIATION, LLC EMPLOYEE. His commitment to building lasting relationships ensures that each client receives attentive, individualized service every step of the way. Lars's expertise extends beyond simply offering benefits packages; he serves as a trusted consultant, providing valuable insights and guidance to help businesses navigate the complex landscape of employee benefits. His dedication to excellence and unwavering focus on client satisfaction make him a valuable asset to any organization seeking to enhance their employee benefits offerings.

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.

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

McGohan Brabender is an independent, forward-thinking leader in the health benefits arena. We started 48 years ago as a traditional broker and have reinvented ourselves to meet today's challenges with innovative solutions. Our proven strategy gives businesses control over escalating claims costs, and reverses the epidemic spread of chronic disease in the workplace. We proudly maintain our independence, even as we expand our national presence. That empowers each one of us to quickly respond to changes in the marketplace and make decisions that best serve our clients. Navigating the health-care landscape can be complicated. We simplify it.

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.