Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth. Our Vision: to excel in our role as one of the industry’s premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach. Our Strategy: Holistic Approach—Each Financial Services Representative is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions. Teams—We are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience. Culture—We are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses. _____ Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). 949 South Shady Grove Road, Suite 300, Memphis, TN 38120. 901.767.5951.

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.

Higginbotham is a single source solution for insurance, financial and HR/employee benefits services. The employee-owned firm was established in 1948 and ranks by revenue today as the nation’s 21st largest independent insurance brokerage. Based in Fort Worth, Texas, Higginbotham serves businesses and individuals through locations across the nation. The firm specializes in tailoring programs to meet each client’s unique needs, and in standing by those programs with their Day Two Services®, which provide proactive customer support through the life of each policy. Higginbotham is a values-driven firm that strives to be family to employees, accountable to clients, teammates to carriers, and generous to communities.

When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Since opening its doors in 1911, Collier Insurance has become one of the regions largest and most successful independent agencies. We are an independent consultant, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you. We offer a broad scope of services through multiple divisions, including: commercial, employee benefits, and personal insurance. Because of our size, scale and depth, we are able to market our clients companies to obtain the broadest coverage at the most competitive premium with the best carrier. We build partnerships based on performance, and have an uncompromising integrity and pride in everything we do.

Jennings Insurance Agency, Inc. is an independent insurance agency with two convenient locations in Rochester and Argos, Indiana. While we are located in Indiana, we serve residents and business owners throughout the United States. We represent multiple carriers which gives us the flexibility to offer you affordable pricing with exceptional coverage.

Holland Insurance, located in Memphis, TN, stands out as a premier insurance broker with a strong emphasis on providing expert guidance to local and regional employers in the realm of medical and ancillary benefits. Their extensive experience and specialized knowledge make them a valuable asset for businesses seeking comprehensive insurance solutions. One notable aspect of Holland Insurance's success lies in their diverse portfolio of clients, with a particular focus on the cement and concrete product manufacturing industry. Among their esteemed clientele is Prestress Services Industries, an industry leader based in Ohio, boasting over 340 participants. The firm's adept understanding of the unique challenges and intricacies within the cement and concrete product manufacturing sector sets them apart, showcasing their commitment to tailored and industry-specific insurance solutions. Holland Insurance's expertise is not only evident in their client roster but also in their affiliation with a local brokerage firm. This connection reinforces their commitment to the community and allows them to leverage collective knowledge for the benefit of their clients. With a track record of success and a dedication to serving the insurance needs of businesses, Holland Insurance in Memphis, TN, emerges as a trusted partner for employers navigating the complexities of employee benefits.

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.

Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership. © 2025 Stephens Inc. | Member NYSE, SIPC Disclosures: https://stephens.com/social-media http://www.stephens.com/

Clay & Land Insurance, Inc., located in Memphis, TN, stands out as a prominent and sizable office within the local insurance brokerage landscape. Specializing in employer benefits, this branch has carved a niche in catering to midsize employers, showcasing a deep understanding of the unique challenges and needs this segment faces. Their expertise is particularly notable in the medical and ancillary benefits arena, where they have consistently delivered tailored solutions. The team at this location has developed a strong proficiency in serving businesses within specific industries, such as real estate and automobile dealerships. This is evidenced by their successful partnerships with key local players like Boyle Investment Company, a stalwart in the real estate sector with over 80 participants, and Chuck Hutton Chevrolet Company Cafeteria, a significant name in the automobile dealers industry with more than 190 participants. These collaborations highlight Clay & Land's ability to manage and deliver comprehensive benefits packages that align with the specific dynamics and employee needs of these industries. As a local brokerage firm, Clay & Land Insurance in Memphis benefits from an intimate understanding of the regional market. This local insight, combined with their broader expertise, enables them to offer more personalized and effective benefit solutions. Their approach is characterized by a blend of local market knowledge and industry-specific acumen, making them a valuable partner for employers seeking to navigate the complexities of employee benefits. This office's portfolio and client relationships are a testament to its competence and commitment to delivering quality insurance solutions tailored to the nuanced requirements of midsize employers in the Memphis area.