Lyons Companies is Delaware's largest independent insurance brokerage. Founded in 1984 by David F. Lyons, Sr., the firm is owned and led by Catharine N. Lyons, President and CEO, making Lyons Companies the largest female-owned insurance broker in the region. In 2004, Lyons Companies was invited to become an Assurex Global Partner. Assurex is an exclusive partnership of the top independent brokers worldwide. Assurex partners are selected for their ability to provide innovative, customer-driven insurance, risk management and employee benefits services.

Insurance is the business of protecting futures. Whether it’s for individuals or families, a small business or corporation, you want experienced professionals to help you prepare for life’s uncertainties. Hardenbergh Insurance Group offers personal and business insurance, as well as group and individual benefits. Our policies include automobile, homeowners, liability, workers’ compensation, medical and more. A PROUD TRADITION The Hardenbergh Insurance Group has been a family owned and operated company for three generations. In over 60 years of business in the Delaware Valley we have focused on insuring futures of both business and families. The tradition and culture created in 1954 still continues today. OUR MOST IMPORTANT ASSET At Hardenbergh we use our 60 years of experience in the insurance industry and leading-edge technology to provide a strategic plan to best meet the needs of our clients. Our staff expertise extends to all varieties of insurance coverages and allows us to keep pace in this continually evolving industry. Our unique culture has enabled us to quickly adapt our services to satisfy our customers. A SUPERIOR LEVEL OF SERVICE Our agency provides the best solutions for your insurance and risk management planning. We utilize the industry’s top providers, and our dedicated staff creates cost effective, tailored service plans to protect your families and your financial and business goals. We are proactive for you, year round, which is the best strategy for your success.

Wades is a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself. What we do OUR MANTRA It’s about people, not products. It’s about prudence, not performance. It’s about people attaining and then maintaining the life they want. It’s about families being financially secure. OUR METHODOLOGY We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt. Our approach has 3 key stages 1. LIFE PLANNING 2. FINANCIAL PLANNING 3. INDEPENDENT FINANCIAL ADVICE

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.

BeneServ has been serving businesses in the Greater Philadelphia area for over 30 years. We have become one of the largest, most respected benefit consulting firms due to our award-winning customer service. Our in-house client support team is available Monday through Friday from 9 a.m. – 8 p.m. to provide immediate assistance. Clients can also reach us 24/7 online, through email or by text. We have helped our clients obtain millions of dollars in premium savings with our strategic renewal negotiation and claims reduction approach. Seven out of ten companies that review our benefit consulting and HR services make the switch to BeneServ from their current broker. We are proud that we have built long lasting relationships with our clients year after year.

The Wilshire Group is a healthcare consulting firm with years of experience and success in implementing Healthcare Information Technology and helping organizations transform their business and financial operations. With a focus on Revenue Cycle Management, our mission is to help healthcare organizations use information technology to simplify complex workflows/processes and improve operational productivity. In accordance with Epic Implementation being one of our core consulting service offerings, Wilshire provides expertise to help install the system as efficiently as possible.

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.

- Main support for all claims, benefits, and enrollment inquiries for 22 employer groups - Prepared and conducted open enrollment meetings by collaborating with various carriers to collect data for meetings along with communicating to the employer group any changes both on the state and federal level under ERISA, COBRA, HIPAA, and the ACA -Worked directly with carriers to resolve claim disputes and eligibility issues for clients and their participants

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.

BSI Corporate Benefits (BSI) was founded in 2003 by Founder and Chief Executive Officer, Anthony (Tony) DaRe. Prior to founding BSI, Tony served clients on the insurance carrier side for Geisinger Health Plan and the University of Michigan M-Care. During that time, Tony realized his true passion was to be an advocate for clients rather than insurance carriers. He started BSI with the mission to be an advocate for clients on both a HUMAN and a FINANCIAL level. Today, BSI is a fiercely independent national employee benefits consulting firm with client groups ranging in size from 50 - 15,000 employees. BSI’s ability to successfully identify, implement, and execute immediate and long-term cost-control strategies to effectively manage our clients’ healthcare costs has resulted in BSI being named “Best Benefits Consulting Firm” since 2017. Our executive team has over 110 years of combined insurance industry experience and currently manages over $550 million in healthcare spend throughout the country. It is because of our book of business, reputation, and personal relationships with top executives at the carrier level that we are able to consistently deliver results to our clients that cannot be matched. For more information about BSI Corporate Benefits, please visit www.BSIcorporate.com or call toll-free 1-866-BSI-BENEFITS.

Advanced Benefit Concepts of Cherry Hill, LLC. is a highly reputable insurance broker serving clients of various sizes, including large, midsize, and small employers. Renowned for their exceptional customer service and expertise, this local insurance consultant, based in Cherry Hill, New Jersey, has garnered excellent reviews from satisfied clients. With a focus on self-funded employers, they possess extensive experience in crafting tailored insurance solutions for different organizations. A standout feature of Advanced Benefit Concepts of Cherry Hill, LLC. is their proficiency in working closely with clients and Preferred Provider Organizations (PPOs) to meet the unique needs of members. They also have significant expertise in collaborating with Pharmacy Benefit Managers (PBMs) and other specific pharmacy providers. This comprehensive approach ensures that clients receive the most suitable and cost-effective insurance coverage. One notable success story of this office involves their partnership with Apt Electronics Inc., a 100-member employer operating in the electrical equipment and component manufacturing industry. Collaborating with Apt Electronics' HR and finance team, Advanced Benefit Concepts of Cherry Hill, LLC. designed a range of customized plans, including an HMO plan, PPO plan, PBM, and drug plan, specifically tailored to the needs of Apt Electronics' members. Thanks to their extensive experience and expertise across client sizes, industries, and products, Advanced Benefit Concepts of Cherry Hill, LLC. boasts one of the highest M Scores possible. Their strong knowledge extends to various sectors, including offices of physicians, legal services, computer systems design, and related services industries. Servicing clients in New Jersey, Pennsylvania, California, and Colorado, this location of Advanced Benefit Concepts of Cherry Hill, LLC. has established partnerships with notable employers such as Center For Family Services Inc, Community Realty Management, Hale Trailer Brake & Wheel Inc Sales and Service, and Harris Freeman & Co. This widespread presence demonstrates their ability to cater to diverse client needs in different regions effectively.