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.

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.

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.

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com. Facebook: firstunited1 Twitter: @firstunitedbank Google+: +firstunitedbank1 YouTube: firstunitedbank1 Member FDIC NMLS # 400025

INTERNATIONAL INSURANCE BROKERS, LTD. (IIB) is a national professional services firm headquartered in Tulsa, Oklahoma. IIB’s mission is to offer cutting edge risk finance solutions to large corporations and to proliferate that capability and level of service to smaller entities including an individual’s risk management requirements.

FNIC is a regional market leader for Insurance & Financial Benefits. Our clients and company partners recognize our innovation and the lengths we go to understand their operations and risk initiatives. The results of that are the long-lasting relationships we’ve built over time. Our team of over 300 employees, supporting multiple insurance and risk management areas, truly operates as an extension of your business. We see and comprehend the details and offer Commercial Insurance, Farm and Crop Insurance, Employee Benefits, Surety Bonds, and Personal Insurance to fit your unique needs. Unlike some of our competitors, we’re actually headquartered where we operate. Based in Omaha, our reach extends across Nebraska, Colorado, Iowa, South Dakota, and Illinois. For over 100 years, we have been a local, privately-owned business with office locations and professionals where you need them to be. FNIC is more than an insurance agency; we’re a true insurance partner capable of delivering relevant insurance and risk management advice.

Cross Pointe Insurance Advisors, LLC, located in Ardmore, OK, stands out as a notable insurance broker, particularly adept at catering to the diverse needs of both small and midsize employers. This larger office, part of a respected local brokerage firm, specializes in providing comprehensive insurance solutions with a focus on medical and ancillary benefits. Their expertise is not limited to a single sector; they exhibit significant proficiency across various industries such as depository credit intermediation, activities related to real estate, and glass and glass product manufacturing. What sets Cross Pointe apart is their deep understanding of local and regional employer requirements, evident in their successful collaboration with top-tier clients. They boast an impressive portfolio, including First Bank & Trust Co in the depository credit intermediation industry, which has over 130 participants. Their expertise also extends to the First National Bank and Trust Company in the same industry, catering to more than 120 participants. Another notable client is the Noble Research Institute, a key player in the scientific research and development services industry, with a substantial employee base of over 190 participants. This office's proficiency lies in tailoring insurance packages that align with the unique dynamics of each industry they serve. Their ability to navigate the complexities of various sectors while providing personalized and effective insurance solutions marks them as a leading choice for businesses seeking reliable and comprehensive insurance advisory services.

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.

Sullivan Insurance Agency, strategically located in Ardmore, OK, operates from a larger office, offering expert services to local and regional employers with a specific focus on medical and ancillary benefits. With a commitment to providing tailored solutions, Sullivan Insurance Agency has proven expertise in navigating the complexities of the insurance landscape. The agency boasts an impressive clientele, including notable organizations such as Comanche Nation Entertainment in the gambling industries, demonstrating their prowess in serving businesses with 670+ participants. Their success extends to partnerships with Kickapoo Tribe of Oklahoma in executive, legislative, and general government support, encompassing 470+ participants, and Lenape Entertainment in the gambling industries, with 180+ participants. Sullivan Insurance Agency has developed a deep understanding of the intricacies of the gambling industries. As part of a local brokerage firm, Sullivan Insurance Agency brings a localized approach to benefits planning, ensuring a nuanced understanding of the unique needs of businesses in the Ardmore region. With demonstrated experience in catering to both midsize and large employers, Sullivan Insurance Agency stands out as a reliable partner for businesses seeking comprehensive and tailored insurance solutions in Ardmore, OK.

With Premier—a Relation Company—you’ve got a local partner right around the corner with buying power all over the country. That’s because we’re backed by a national network with deep, specialized expertise and long-standing relationships with a vast network of carriers. It means you get more choices, better rates, and more ways to find the perfect fit for the protection you need. Whether for personal or business, let us change the way you think about insurance. 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. Kestra IS or Kestra AS are not affiliated with Premier Wealth Management. This site 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. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.

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.

Comprehensive consulting and brokerage firm specializing in group medical and other employee benefits. Using advanced technology and consulting expertise, Benefit Plan Strategies provides a variety of value-added professional services to our clients.