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.

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.

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.

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.

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

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.

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

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

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.

Alera Group is the consultant for choice employers. Our unique ability to deliver a superior program that enhances productivity and improves the lives of our clients’ employees. We understand the importance of having the right compensation plan to not only attract but maintain long term employees. BPS specializes in analytically advising clients on how to choose the most cost-effective benefit plans for each company’s unique employee group. We take pride in offering benefit packages that compliment not only company cost but concentrate on how the employees consume their benefits to make sure each plan accurately suits the employees’ needs too.

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.

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.