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/

John L Wortham & Son Lp is a renowned regional insurance broker with an office located in Dallas, Texas. With a wide range of experience and expertise, they provide exceptional services to clients across various industries and client sizes. This particular office caters to clients in Connecticut and Michigan, with notable employer clients including Shell Oil Company, Joy Holdings, Ltd., Dx Service Company Inc, and Enven Energy Ventures LLC. One notable achievement of this office is their collaboration with Shell Oil Company, a prominent employer in the petroleum and coal products manufacturing industry. John L Wortham & Son Lp worked closely with Shell Oil Company's HR and finance team to develop a comprehensive insurance solution tailored to their 12,910 employees' unique needs. This included setting up a self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan. The expertise of John L Wortham & Son Lp extends to various industries such as petroleum and coal products manufacturing, oil and gas extraction, and management of companies and enterprises. They have a good M Score, indicating their extensive experience and proficiency in serving clients of different sizes and industries. Furthermore, the office has demonstrated a strong track record of working with self-funded employers and collaborating with PPOs to ensure that member needs are met effectively. They also possess significant experience working with pharmacy benefit managers (PBMs) and other specific pharmacy providers, highlighting their comprehensive understanding of pharmaceutical needs in the insurance industry. With their commitment to excellence and tailored solutions, John L Wortham & Son Lp's Dallas office is a trusted partner for employers seeking reliable insurance brokerage services in Connecticut and Michigan.

Helping Credit Unions add P/C Insurance products to their member offering.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Who do you trust with medical, dental, disability, life and retirement programs for your employees? Since 1979, Guzzetta Benefit Services (GBS) has helped small and middle-market companies provide full-service benefit plans that help employees plan for the future. As your trusted partner in insurance and benefits, we help you manage and expand employee benefit programs as your company grows. At GBS, customer satisfaction is our top goal. That’s why hundreds of companies have trusted us with their benefits planning needs for more than 40 years.

Located in the vibrant business hub of Houston, Texas, Healthquote Pro distinguishes itself as a premier insurance broker specializing in employer benefits. With a seasoned team of experts, this office excels in providing comprehensive solutions for medical and ancillary benefits tailored to the unique needs of local and regional employers. One notable feather in their cap is their proficient handling of midsize employers, showcasing a track record of adeptly navigating the intricate landscape of benefits administration for companies of varying sizes. This adeptness is exemplified in their successful partnership with Archer Systems, a prominent player in the legal services industry based in Texas, boasting over 330 participants. Healthquote Pro's influence extends beyond mere transactional interactions; they are an integral part of a local brokerage firm, emphasizing their commitment to the community and fostering strong, enduring relationships. Their wealth of experience within the legal services sector is particularly noteworthy, as evidenced by their tailored solutions for Archer Systems and their broader expertise across legal services industries. In the dynamic realm of employer benefits, Healthquote Pro's Houston office emerges as a reliable ally, combining local insight, regional prowess, and a dedicated focus on medical and ancillary benefits to empower businesses and enhance the well-being of their employees.

Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results. The company drives the strategy and execution behind insurance and employee benefits programs for businesses that want to be smart about risk. Crystal was recently acquired by Alliant Insurance Services, one of the nation’s largest specialty insurance brokerage firms. To learn more about Alliant, please visit: www.alliant.com.

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.

While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships. Founded in 1983, The Mid-Continent Companies provides services in strategic employee benefits management, financial planning and wealth management. Experience in retirement consulting helps all types of organizations. Succession planning and business continuity planning are especially relevant to privately-held companies. Partnership with clients, relationship-based service and conscientious stewardship are Mid-Continent values. Headquartered in Midtown Houston, The Mid-Continent Companies serves major markets throughout the United States. Painting by 17th century Dutch artist Johannes Vingboons. Kaarten in aquarel. Kaartcollectie Buitenland Leupe, Het Genootschap voor het Nationaal Archief, Den Haag, Nederland.