At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

As one of the premier Health Insurance Agencies in Texas, we have the experience and knowledge to make employee benefits easy. We offer a full suite of products and services including group health insurance, dental insurance, vision insurance, life insurance, disability insurance, executive benefits, consulting services and more! Through our innovation and complete suite of benefits consulting services, we offer plans that are unique and custom-built for your needs. Ranging from plan design and compliance to employee engagement and the latest benefit delivery technology, our experienced benefit professionals engineer high-quality, competitive solutions specific to your challenges. The "after the sale" service experience is huge to us and so the service level we provide is backed by our "5-Point Star Service Guarantee"​: 1. Principal Contact- Have confidence in the fact that the agent you've trusted from the beginning is the same one that plays a fundamental role in your day to day plan administration. 2. Exceptional Service Support- Our team of experienced professionals will take the lead on all insurance issues and service needs of your company and your employees. We provide the personal service touch that is missing from many of the larger agencies. You're more than just an account number to us. 3. Accessibility- We are available when you need us. All you have to do is call and in most situations, receive a same day resolution to any questions or issues you may have. 4. Client-Centered Values- We can proudly say that you come first. We always choose the benefit of our client over the benefit of the insurance carrier. 5. Technology- Through our technology platforms, we provide you with the ability to have a full benefits administration system available at no charge. We also provide you with an HR platform where you can research anything relating to HR, including speaking to a licensed HR professional that can assist you with any HR related questions.

Ryan Benefits is a employee benefits consulting firm, established in 2004, specializing in health and welfare plans for the mid-size employer market. Ryan Benefits assists employers with risk management of self-funded plans and insured products covering medical, dental, vision, disability, life, and voluntary worksite products. Our boutique model competes against regional and national consulting/ brokerage firms and we have expanded our resources to support our growth.

OUR VISION Our vision is a nation in which all people have access to affordable, quality healthcare. We will fulfill this vision-one company, one family and one neighborhood at a time. OUR MISSION Our mission is to enable every American the opportunity to gain access to affordable healthcare. We will serve the highest quality of customer service delivered with a sense of warmth, friendliness, individual pride, and tenacious company spirit. Lindsey Healthcare is made up of caring and passionate individuals from a wide variety of backgrounds and experiences. We foster a collaborative environment allowing our employees to shape the workplace. Our employee's dedication has allowed our company to be one of the fastest growing insurance companies in the nation. We are an Equal Opportunity Employment employer. http://www.lindseyhealth.com

BSBD Group is one of the fastest-growing independent insurance agencies in the DFW area. Our immense growth is a direct result of our dedication to serve and provide innovative, cutting-edge risk management solutions to businesses of all sizes. Boyd, Shackelford, Barnett & Dixon concentrated our experienced advisors and strong leadership in 2006, continuing to succeed by doing the hard work for our clients. Our Vision The insurance industry has looked the same for many years. Our goal is to change that with our energetic and collaborative team. We are known as the firm that is taking Insurance to the next generation; our decades of experience and prompt delivery have given our advisors a creditable reputation in serving our partners in our marketplace. We ARE doing things differently. We have dedicated safety staff, liaison for our marketers, dedicated account managers, industry-specific experts, dedicated HR and Benefits staff, Innovation. We focus on the quality of our services. Each of our advisors has a unique niche and skillset, which creates diversity within our portfolio of different industries, allowing us to maintain a broad menu of providers that meet unique and specific needs, Experts. We are committed to keeping our clients' needs at the forefront of our culture. A trusted advisor who invests the time and attention it takes to tailor a program built around your needs and continue to provide that year after year, Partnership. We invite you to move your business forward with BSBD Group: Contact one of our dedicated advisors to move your business forward. #fowardBSBD #forwardwithBSBD #thenewinsurance

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

For more than 100 years, Better Business Bureau has helped people find businesses, brands and charities they can trust. Our Vision: An ethical marketplace where buyers and sellers trust each other. Our Mission: BBB’s mission is to be the leader in advancing marketplace trust. We do this by: -Setting standards for marketplace trust -Encouraging and supporting best practices by engaging with and educating consumers and businesses -Celebrating marketplace role models -Calling out and addressing substandard marketplace behavior -Creating a community of trustworthy businesses and charities

Achieving monetary goals is not the same as achieving quality-of-life goals. In fact, the two often work at cross-purposes, as financial matters consume the time and energy you’d otherwise allocate to personal interests. Cravens Brothers is in the business of working towards making wealth work for the person who creates it – instead of the other way around – by providing customized financial management, fee-based investment services, strategic planning and advice. “We don’t see things as they are, we see them as we are.” –Anais Nin We believe that understanding each client is the most important role we perform. Armed with a thorough understanding of how you see things, we can then build strategies and long-term solutions that provide a comfortable fit. This involves meeting with family members to gain a full understanding of family dynamics and concerns in order to set goals and priorities based on your vision. For example, concerns and goals can be focused on: Confidence that cash flow can be maintained for lifetimes Balancing the need for income and growth between generations (older generations have the capital – and estate tax liability – while younger generations lack capital to drive growth and accumulation goals) Establishing processes that incent younger generations rather than engendering a sense of entitlement Vision – each family member has a different view as to the highest and best use of available resources Family unity – how can we best utilize our human capital, intellectual capital and financial capital to unify generations Advisory Services offered through Cravens Brothers Private Wealth Management, LLC, a Texas Registered Investment Advisor. Registered Representative of and Investment Banking services offered through WaveCrest Securities LLC a registered broker/dealer, Member FINRA/SIPC. Cravens Brothers Private Wealth Management, LLC and WaveCrest Securities LLC are unaffiliated entities.