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.

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

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.

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.

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.

Connecting I O T

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

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.

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.

Welcome to My K-C Benefits in Tulsa, Oklahoma, where our dedicated team brings a wealth of expertise in crafting tailored insurance solutions for local and regional employers. Specializing in medical and ancillary benefits, our office prides itself on fostering strong relationships with clients, exemplified by our successful collaboration with Enduro Pipeline Services. As a prominent player in the professional, scientific, and technical services industry, Enduro Pipeline Services, based in Oklahoma, trusts us to manage their benefits program, boasting over 150 participants. At My K-C Benefits, we are not just an insurance broker; we are a local brokerage firm committed to understanding the unique needs of businesses in our community. Our demonstrated experience with midsize employers sets us apart, allowing us to provide comprehensive solutions that align with the diverse requirements of businesses in Tulsa and the surrounding regions. We understand the complexities of the insurance landscape and pride ourselves on offering personalized service that goes beyond the transaction. Our team is dedicated to navigating the intricacies of employer benefits, ensuring that our clients receive the best value for their investment. With a track record of success and a focus on building lasting partnerships, My K-C Benefits in Tulsa is your trusted ally in navigating the world of insurance for your business.

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

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.