Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Cairn Advisiors, located in Austin, Texas, stands out as a prominent local brokerage firm, especially renowned for its adept handling of self-funded clients. This larger office has carved a niche for itself in the realm of employer benefits, catering primarily to local and regional employers. Their expertise is particularly notable in industries related to credit intermediation, as evidenced by their successful collaboration with clients like Thrive Mortgage, a Texas-based company with over 320 participants. Additionally, Cairn Advisiors has shown remarkable proficiency in servicing clients in the financial investment activities sector. A prime example is their work with Family Emergency Rooms, which operates in Texas and has a substantial employee base of more than 340 participants. This demonstrates Cairn Advisiors' capability to manage complex benefit needs for a diverse range of clients. What sets this office apart is its proven track record with midsize employers. Their approach is tailored to address the unique challenges and opportunities that midsize businesses face, particularly in managing employee benefits effectively. The team at Cairn Advisiors combines local market knowledge with a deep understanding of the specific industries they serve, ensuring that their clients receive customized, insightful advice and support. This blend of local expertise, industry-specific knowledge, and experience with self-funded clients makes Cairn Advisiors an ideal partner for employers seeking to navigate the intricacies of employee benefits in a way that aligns with their business objectives and workforce needs.

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.

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.

Canalichio Insurance Group, LLC, situated in the vibrant city of San Antonio, TX, stands out as a local brokerage firm with a commendable record in catering to small employers, particularly in the region. Their expertise shines in the realm of employer benefits, with a strong focus on medical and ancillary benefits. This reflects their deep understanding of the unique needs and challenges faced by local and regional businesses. A testament to their proficiency is their diverse portfolio of top customers. This includes Cox Manufacturing Company, a prominent player in the machine shops, turned product, and screw, nut, and bolt manufacturing industry, boasting over 90 participants. Additionally, they cater to Gdc Technics Ltd, a specialist in the specialized design services industry with more than 110 participants. Another notable client is South Texas Radiology Group PA, operating in the offices of physicians sector with over 90 participants. These collaborations highlight Canalichio Insurance Group's versatility and adaptability across various industries including specialized design services, machine shops, and medical offices. What sets Canalichio Insurance Group apart is their localized approach, offering tailored solutions that resonate with the specific needs of small businesses in the region. Their understanding of the local landscape, combined with their broad expertise, makes them an ideal partner for employers seeking comprehensive and customized insurance solutions. Their dedication to serving the local community with precision and care underscores their commitment to excellence and client satisfaction.

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.

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

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.