Baffin Bay Marketing Group, located in Austin, Texas, stands out as a versatile and experienced insurance broker, especially adept at catering to the needs of small to midsize employers. As a significant branch within a local brokerage firm, they possess a larger office setup that enables them to efficiently handle a diverse range of client requirements. Their proficiency is particularly notable in working with self-funded clients, a testament to their ability to manage complex financial arrangements and risk assessments. Their client portfolio is impressive and varied, showcasing their capability to serve different industries with tailor-made solutions. Notable clients include Valley Telephone Cooperative, a key player in the telecommunications sector in Texas, with over 50 participants under their plan. Similarly, they have effectively managed the insurance needs of Anderson Regional Medical Center in the hospital industry in Mississippi, covering more than 40 participants. Another prime example is the Arkansas Foundation For Medical Care in Arkansas, an organization in the religious, grantmaking, civic, professional, and similar organizations industry, where they cater to over 90 participants. The firm's expertise isn't limited to these sectors. They also have a strong foothold in industries such as general freight trucking and activities related to real estate, demonstrating their versatility and depth of knowledge across various fields. This broad expertise allows them to offer comprehensive and customized insurance solutions that meet the unique needs of each client, whether in healthcare, telecommunications, trucking, real estate, or non-profit sectors. In essence, Baffin Bay Marketing Group emerges as a highly competent insurance broker in Austin, TX, equipped with the experience, resources, and industry knowledge necessary to serve a wide range of clients effectively, from small businesses to regional employers.

Smarter Benefits Solutions, headquartered in Austin, TX, positions itself as a premier insurance broker specializing in employer benefits. This office location excels in servicing a diverse clientele, with a strong focus on supporting both local and regional employers. Their extensive experience with self-funded clients underscores their ability to navigate the complexities of employer benefits, offering tailored solutions to meet the unique needs of businesses in the Austin area. A standout feature of Smarter Benefits Solutions is its demonstrated proficiency in handling large employers. This expertise is exemplified through successful partnerships, with notable clients like Staff One in the professional, scientific, and technical services industry. Staff One, boasting 870+ participants, serves as a testament to Smarter Benefits Solutions' capability to manage the intricacies of benefits programs for sizable organizations. As a vital component of a local brokerage firm, Smarter Benefits Solutions combines its industry knowledge with a commitment to the community. This collaborative approach positions them as a reliable partner for employers seeking comprehensive benefits solutions in Austin, TX, and reinforces their dedication to delivering tailored and effective insurance services to businesses of all sizes.

Napa Insurance Center, nestled in the vibrant heart of Austin, Texas, is a trusted ally for businesses seeking comprehensive employee benefits solutions. With a keen focus on serving the local community, they bring a wealth of expertise to the table. Their tailored approach ensures that each client, including esteemed organizations like the Automotive Benefit Association, receives personalized attention and top-notch guidance. At Napa Insurance Center, they understand the complexities of the modern workforce landscape. Their seasoned team navigates the intricacies of health insurance, retirement plans, and beyond with finesse, empowering businesses to attract and retain top talent while staying compliant with ever-evolving regulations. Driven by a commitment to excellence and integrity, Napa Insurance Center goes the extra mile to exceed expectations. They foster lasting relationships built on trust, reliability, and a shared dedication to achieving mutual success. In the dynamic realm of employee benefits, Napa Insurance Center stands as a beacon of stability and innovation, guiding businesses towards a brighter, more secure future.

Boon has 40+ years of experience in providing employee benefits, insurance products, and administrative services to government contractors. We have evolved into a national enterprise leading the industry in affordable benefit solutions to meet the unique needs of hourly employees. We strive to provide solutions that keep compliance at the forefront, costs low, and increase the competitive edge of our clients. Boon is your link to building better benefits. **Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Boon Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures [email protected] finra.org | sipc.org

We help employers design benefits programs that resonate with their employees. With over 100 combined years of benefits experience, we provide strategic guidance and expertise to business and HR leaders on relevant topics, ensuring alignment to business objectives. With us, you come first.

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.

At Shepard & Walton Employee Benefits, our agency provides customized group benefits plans and solutions for businesses of all sizes and in a multitude of industries. Our unique customer experience is driven by a high-touch, local service model coupled with the influence and buying power of a national organization. We are one of 140 premier independent benefit advisory firms within United Benefit Advisors, which collectively provide benefit plans for more than 36,000 employers, covering more than two million employees and their families.

EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Its registered shares (EFGN) are listed on the SIX Swiss Exchange. As a leading Swiss private bank, EFG International has a presence in major financial centres and growth markets, operating in around 40 locations worldwide, with a network spanning Europe, Asia Pacific, the Americas and the Middle East. As one of the best-capitalised Swiss private banks, EFG International is a financial partner that offers the security and solidity needed to provide clients with effective support. An entrepreneurial spirit has shaped the bank since its inception, enabling it to develop hands-on solutions and to build long-lasting client relationships. In other words: Entrepreneurial thinking. Private banking.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.