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

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.

With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities. We are committed to investing in the future of our communities by offering personal and commercial products, trust, insurance, and investment services. For the 13th consecutive year, BancFirst is rated as one of the "Nation's Strongest and Safest Banks"​ by Bank Director magazine. For the 8th consecutive year, BancFirst is included on the KBW Bank Honor Roll. BancFirst is a publicly held company and is listed on the NASDAQ National Market System under the symbol BANF. Member FDIC • Equal Housing Lender

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.

In the heart of Oklahoma City, OK, Time Leake stands as a seasoned insurance broker, specializing in tailoring benefits solutions for local and regional employers. With a focus on medical and ancillary benefits, Time Leake brings a wealth of expertise finely tuned to the diverse needs of businesses in the region. As an integral part of a local brokerage firm, Time Leake ensures a localized approach, merging global industry insights with a nuanced understanding of the challenges faced by businesses in Oklahoma City and the surrounding areas. Their commitment to the community is evident through successful partnerships with local and regional employers, ensuring that benefits packages are strategically aligned with the unique requirements of each client. Among their esteemed clientele are Ferguson Management Group in the automobile dealers industry with over 200 participants, Nbm Corporation Dba the Bank NA in the depository credit intermediation sector with 80+ participants, and International Bancshares Corporation in the management of companies and enterprises industry with an impressive 1170+ participants. These collaborations underscore Time Leake's ability to navigate the intricacies of various industries, showcasing their proficiency in delivering comprehensive benefits solutions tailored to the specific needs of businesses within depository credit intermediation, management of companies and enterprises, and automobile dealers sectors. In Oklahoma City, OK, Time Leake stands as a symbol of expertise, offering a suite of benefits solutions designed to enhance employee well-being and satisfaction. With a proven track record and a commitment to local businesses, Time Leake is positioned as a valuable partner for employers seeking a strategic and tailored approach to their benefits programs.

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.

INSURICA, established in 1959, is a family-owned business comprised of independent retail insurance agencies, program administrators, and risk pool managers that specialize in core industries and business disciplines and share their expertise with the entire group. This unique structure provides INSURICA customers with unparalleled access to the most unique coverage and risk management expertise available, all delivered through a local agent relationship. From construction to healthcare, energy to education any beyond, our industry-specific knowledge and extensive experience gives us valuable insight into your rare and often challenging needs.

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

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."​

Stockton & Associates, Inc. is a trusted employee benefits broker located in the heart of Oklahoma City, Oklahoma. With a commitment to excellence and a wealth of experience in serving self-funded employers, they pride themselves on providing tailored solutions that meet the unique needs of each client. Stockton & Associates, Inc. understands the complexities of the employee benefits landscape and strives to simplify the process for their clients. Their team of seasoned professionals offers expert guidance and personalized support every step of the way, ensuring that businesses can navigate the intricacies of employee benefits with confidence. One notable client in their portfolio is the THLOPTHLOCCO TRIBAL TOWN, highlighting their ability to work with diverse organizations and understand the specific requirements of different industries. Stockton & Associates, Inc. is dedicated to building long-lasting relationships with their clients, serving as trusted advisors and partners in navigating the world of employee benefits.