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.

Birchall & Hampton, located in the heart of Oklahoma City, OK, stands out as a distinguished local brokerage firm, especially proficient in catering to the unique needs of midsize employers. Their specialization in medical and ancillary benefits is a testament to their deep understanding of the local and regional business landscape. This particular expertise is crucial in today’s dynamic healthcare environment, providing tailored solutions that meet the specific needs of each employer. The firm's prowess is not just limited to the realm of health benefits. They exhibit extensive knowledge across various insurance carriers industries, which allows them to offer comprehensive insurance solutions that are both innovative and effective. This versatility is a significant advantage for businesses seeking a one-stop solution for their insurance needs. One of the notable highlights of Birchall & Hampton's client portfolio includes their collaboration with Delta Dental Plan of Oklahoma, a prominent player in the insurance carriers industry. The successful management of over 140 participants in this project showcases their capability to handle complex and large-scale insurance requirements with ease and expertise. As a local brokerage firm, Birchall & Hampton brings a personalized touch to their service. They understand the nuances of the Oklahoma City market, enabling them to provide more relevant and customized insurance solutions. This local insight, combined with their broad industry expertise, makes them an ideal partner for businesses looking to navigate the complexities of employer benefits with confidence and clarity. In summary, Birchall & Hampton’s blend of local knowledge, industry-wide expertise, and proven track record with midsize employers makes them a top choice for businesses in Oklahoma City seeking comprehensive and customized insurance solutions.

BOK Financial Corporation is a $47 billion regional financial services company headquartered in Tulsa, Oklahoma with $92 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status. © 2024 BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender.

Located in Tulsa, Oklahoma, the JIM RULEY office is a prominent insurance broker with a solid track record of providing comprehensive services to a diverse clientele. As part of a local brokerage firm, this larger office stands out for its expertise in catering to the unique needs of midsize and small employers. One key strength of this office is its extensive experience in working with self-funded clients, showcasing a deep understanding of the intricacies involved. Their proficiency extends across multiple industries, including architectural, engineering, and related services, architectural and structural metals manufacturing, as well as hospitals. The demonstrated success with notable clients like Cymstar, Hughes-Anderson Heat Exchangers, and Indian Health Care Resource Center of Tulsa underscores their ability to navigate the complexities of employer benefits for organizations ranging in size from 100 to over 220 participants. Employers seeking a reliable insurance broker will appreciate the nuanced approach of the JIM RULEY office in Tulsa. With a commitment to local and regional employers, this office brings a wealth of knowledge and hands-on experience to the table, making them a valuable partner in navigating the dynamic landscape of employer benefits.

Rich & Cartmill Insurance, based in Tulsa, OK, boasts a robust and expansive office, positioning itself as a key player in the insurance landscape. This larger office stands out for its versatile expertise, catering to both local and regional employers. With a proven track record, they excel in working with self-funded clients, showcasing their commitment to comprehensive coverage solutions. Demonstrating their prowess, Rich & Cartmill Insurance has successfully partnered with an array of clients, such as Mccurtain Memorial Medical Management and Rich & Cartmill, spanning hospitals and insurance-related activities industries. Noteworthy is their collaboration with Mccurtain Memorial Medical Management in the hospitals sector, where they provide tailored insurance solutions for over 120 participants. Additionally, their involvement with Rich & Cartmill, an entity in the agencies, brokerages, and insurance-related activities industry, encompasses over 150 participants. What sets this office apart is its adept handling of midsize and small employers, underscoring their versatility in meeting the distinct needs of varying business scales. As part of a local brokerage firm, Rich & Cartmill Insurance brings a localized touch to their services, establishing trust and rapport within the community. With a focus on the hospitals industry, their great expertise in this sector further positions them as a strategic choice for employers seeking comprehensive and tailored insurance solutions.

Fraser Insure is a trusted insurance broker serving clients throughout California. With their office location in the heart of the state, they have established themselves as a reliable partner for businesses in need of comprehensive insurance solutions. One shining example of their expertise is their successful collaboration with Love Bottling Co., a prominent employer in the beverage manufacturing industry, boasting a workforce of 130 employees. Fraser Insure worked closely with Love Bottling Co.'s HR and finance team to develop tailored insurance packages that provided optimal coverage and cost-effectiveness. In addition to Love Bottling Co., Fraser Insure caters to a diverse portfolio of employer clients, including Eagle Redi-Mix Concrete LLC. Their specialization in cement and concrete product manufacturing sets them apart in the insurance brokerage industry, as they possess in-depth knowledge of the unique risks and challenges faced by this sector. Furthermore, Fraser Insure's proficiency extends to the beverage manufacturing industry, making them a top choice for businesses operating in this field. While Fraser Insure's headquarters are located in Tulsa, Oklahoma, their presence in California allows them to cater specifically to the insurance needs of midsize employers in the region. With a commitment to delivering exceptional service and custom-tailored insurance solutions, Fraser Insure has gained a reputation for their professionalism, expertise, and ability to navigate complex insurance landscapes. Businesses across California can rely on Fraser Insure to provide them with the peace of mind that comes from having comprehensive and suitable insurance coverage.

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.

At CBG, we are committed to helping each of our clients reach the best benefit solutions for their employees. It is our mission to develop innovative solutions to help achieve your goals. Once we determine the best solution for your company, we will introduce the new programs to your employees, explaining their benefits and answering their questions. Honored as one of The Journal Record‘s Tulsa’s Fast 40 for three consecutive years, Catalyst Benefits Group is a locally owned and operated insurance brokerage firm. We aim to assist you in understanding new Patient Protection and Affordable Care Act options.

We are Ello Benefits and we’re here to help you save money and create happier employees with creative benefits strategies that work. We are Healthcare Insiders who have spent years developing our technical expertise and we’ve realized the healthcare market is a total mess. We’re here to help fix it by offering customized benefits solutions that you didn’t even know were possible. You can think of us as your friends with benefits expertise! No health insurance robots here–we’re real people who really care about helping your business. We’re good listeners and hard workers. And we’ll provide customized solutions that save you money and help your employees feel heard and cared for. Say Ello to better benefits. Ryan Robbins, Co-Founder [email protected] 405-308-2181 Paul Harvatin, Co-Founder [email protected] 405-401-8092

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Established in 2017 (ICAI FRN: 032326N). Firm is multifaceted medium sized CA firm offering a broad spectrum of services to its diverse clientele in the field of Audit and Assurance, Tax Advisory Services (Direct and Indirect Tax), Virtual Accounting and Bookkeeping Services, Corporate Advisory and Risk and Transaction Advisory. The growth, is mainly attributable to our unwavering attention on the quality of service we offer and the emphasis we put on constant up gradation of our capabilities. We also owe our success to our being able to build over a period of time a well-knit team of highly competent professionals dedicated to offering the best of services to all our clients.

Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions. Because you deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.