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.

We are a full service employee benefit advisory firm with a special focus on small and mid-size employers. This segment of the business community has been impacted greatly by the Affordable Care Act (ACA) but has fewer choices when it comes to highly qualified employee benefit guidance. Many times these businesses have been left to go it alone by their current brokers when it comes to very complicated decisions. Our role is to simplify the employee benefit buying and management experience for our clients. This is accomplished by taking a high touch and engaged consultative approach with extremely knowledgeable staff.

From many great individuals USI has become one unique industry leader. USI began in 1994 with a single office and 40 associates. Today, USI has over 10,000 associates across 200+ offices nationwide. USI has served over 500,000 clients meeting their property & casualty, employee benefit, personal risk and retirement needs nationwide. We have more than 150 years of consulting and brokerage experience through our acquired agencies, with local offices dating back in their communities as far as the late 1800s. USI combines industry leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting edge solutions so our clients can continue to invest and grow. The power of USI, and our ability to bring best-in-class solutions and services to our clients and our communities, is achieved through the collective knowledge and experience of our professionals coming together as ONE.

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

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.

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.

In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"​), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"​), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL"​) rule, but to meet Securities and Exchange Commission ("SEC"​) investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."​

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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

Create your own professional web presence—exactly the way you want. Our powerful technology allows everyone to get online with a personalized, professional web presence. Whether it’s your first time creating or you’re a long time expert, you’ll find the features and solutions you need to build a professional website with total creative freedom. Our global user base, open SDK, and unparalleled design capabilities create a unique ecosystem. Partners, developers, web designers, and other online professionals can effectively market their apps and services to millions through Wix.

Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

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.