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.

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

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.

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.

BKCW Insurance is a Texas-based firm that handles employee benefits, property and casualty, and risk management needs for thousands of clients across the United States. It’s what we have done since 1952! Our knowledgeable consultants go beyond the traditional agency model to provide industry-leading solutions with award-winning care, trailblazing technology, and a proven track record. BKCW has been recognized by the Independent Insurance Agents and Brokers of America (IIABA) as a Best Practices Agency for twenty-three consecutive years and as the Top Performing Agency in its size class for four different years.

Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size. At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. For more information on our social media policies, please visit frostbank.com/social.

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.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Dick Carr & Associates, situated in Austin, Texas, is a distinguished insurance brokerage firm specializing in serving local and regional employers. With approximately 14 years in operation, this organization primarily engages in the insurance agents and brokers sector. It's estimated to generate about $135,919 in annual revenues and employs around six people at this location. The firm has shown notable expertise in catering to midsize employers, particularly excelling in the specialized freight trucking industry. A testament to their capability is their significant work with Coastal Transport Co., a specialized freight trucking company in Texas, which includes over 170 participants in their plans. This description of Dick Carr & Associates highlights its strong local presence, industry-specific expertise, and successful track record with midsize employers, making it a viable choice for employers seeking medical and ancillary benefits in the Austin, TX area.

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.