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/

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.

LRD Insurance Solutions LLC in Houston, TX, stands out as a trusted partner for employer benefits, specializing in comprehensive solutions for both medical and ancillary benefits. With a strong focus on local and regional employers, their expertise extends across various industries, particularly excelling in serving companies within the plastics product manufacturing sector. This office location of LRD Insurance Solutions has established a noteworthy reputation, demonstrated by their successful partnership with Medical Extrusion Technologies, a leading player in plastics product manufacturing based in CA. Managing benefits for over 210 participants, LRD showcases its ability to tailor solutions to the unique needs of businesses in this dynamic industry. As a key player in the local brokerage scene, LRD Insurance Solutions brings a wealth of knowledge and experience to the table. Their commitment to understanding the specific challenges and opportunities facing employers in the Houston area ensures that clients receive tailored, effective insurance solutions. With a client-centric approach, LRD Insurance Solutions has become a go-to resource for businesses seeking not just insurance coverage, but strategic benefits planning that aligns with their goals.

When we meet with small and middle market companies they tell us that they frustrated with rising health insurance premiums, their employees are dissatisfied because of higher and higher deductibles, co-pays and out of pocket expenses but the insurance industry doesn’t offer them any new choices. Even more interesting is that very few of these companies have a plan for changing this situation and wait for their advisor to deliver their renewal and hope that things improve. Advantage Benefit Solutions works with companies like this and develops a 3 year plan designed to break them from this “Plan Trap”. It is possible to have high employee satisfaction through employee engagement and education. There are two sides to every coin, price on one side and value on the other. Our process is designed to utilize tools and maximize their value through employee engagement and education. Our process is the third side of the coin, the edge, or value creator.

At Hotchkiss Insurance, we know by safeguarding one's most valuable assets, people and businesses are better able to grow and prosper. We work with you to understand your unique business and deliver tailored insurance solutions and risk management to protect you from life’s uncertainties. With an advisory approach and an ability to reduce complexity, we demonstrate an abiding care for all of those who entrust themselves to us. Whether you know you need business insurance, risk management, employee benefits consulting, personal insurance, surety, or you just want to start the conversation, we've got you covered. Hotchkiss is Texas-based, with main offices in Dallas, Fort Worth, Houston, Lubbock, and San Antonio. For more than 40 years, we've protected businesses of all sizes and industries. (Including construction, education, restaurants, landscapers, nursery growers, manufacturing, religious institutions, commercial construction, technology, home builders, energy, more) Endorsed by: Texas Nursery and Landscape Association, Texas Irrigation Association Member of: Builder Agent Network, exclusively endorsed by Texas Association of Builders Founders of: Texas Green Industry Safety Group, Texas Home Builders Safety Group Follow us! www.facebook.com/HotchkissInsurance/ twitter.com/hiallc 800.899.3750

Alliant Insurance Services is one of the largest and fastest-growing insurance brokerage and consulting firms in the United States, proudly ranking as the 5th largest brokerage firm and the largest privately held. We are 52% employee-owned with over 13,000 employees across hundreds of offices nationwide. we are fueled by entrepreneurialism and driven by results, operating on the belief that expectations are meant to be exceeded. Instead of sponsoring stadiums or Super Bowl blimps, we choose to invest in innovative, forward-thinking resources to serve a diverse range of industries, including Fortune 1000, 500, and 100 companies, as well as our valued midmarket clients. Our approach is centered on hiring the best people and providing them with the resources and freedom to design and deliver cutting-edge solutions that empower our clients to achieve remarkable success. For 100 years, teamwork and collaboration have been at the heart of our philosophy. We rise together to meet challenges, innovate together to deliver exceptional results and thrive together in the diverse communities we proudly serve. At Alliant, we focus on meaningful investments that drive results for our clients and make a difference in their businesses, their communities, and the world.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Since 2008, our dedicated agents have helped thousands of people choose the best insurance plans for their needs, at a price they can afford. We provide our customers and their families with peace of mind knowing they are insured with the very best, whether they are interested in the most basic plan or a premium insurance policy. As the largest, privately held insurance distribution company in the United States, we have the resources to provide you with top-of-the-line insurance choices from the leading major carriers, often with exclusive discounts. Most importantly, we have the experts to guide you step-by-step in selecting the best plan for you and your family. We know that one size does not fit all. Our English and Spanish-speaking team members have decades of experience in the insurance market. They know how best to cover your individual situation and needs. At Freeway Insurance, our professionals constantly research, grow, and diversify our insurance offerings so that we can keep up with the ever-evolving insurance market. We are pleased to offer a range of plans, from the most basic to premium, in auto, truck, commercial vehicle, fire, flood, homeowners, renters, small commercial, motorcycle, motor home, ATV, watercraft, boat, roadside, identity theft, AD&D, and life insurance products. As one of the fastest-growing nationwide insurance distribution companies, we can offer you insurance policies that will cover you regardless of where you live in the United States. We would be delighted to have you visit us at one of our many offices across the country. If you don’t live near one of our offices, you will get the same exceptional customer service by speaking with one of our insurance agents by calling 888-443-4662.

Memorial Financial Services Corp. is an independent, family owned firm. Established in 2000, we are a full service Employee Benefits and Estate Planning brokerage with a heavy focus on customized long term, cutting edge strategies aimed at keeping our clients at the forefront of an ever evolving industry, in the most cost effective manner possible. Areas of expertise include comprehensive employee benefits packages, including traditional and non-traditional health insurance options, ancillary coverages such as dental, vision, life and disability income insurance. Also, available are worksite coverages such as accident, cancer, critical illness and hospital indemnity policies. We work with a large range of exclusively "A rated"​ carriers to ensure that you're getting the high quality coverage that you deserve, at a price point that is affordable to your company. Our Estate Planning services are focused on using some fairly common as well as other non-traditional vehicles to address a wide range of needs, including survivorship, wealth accumulation, protecting businesses using buy/sell agreements, and minimizing tax liability during retirement years.