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.

Dean & Draper provides commercial or personal insurance programs, as well as employee benefits.

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.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Clarus & Co. is an innovative consulting firm specializing in employee benefits, HR outsourcing, and training. We provide guidance with regard to employer sponsored group health plans, legislative and regulatory compliance, HRIS/HCM IT consulting, and employee training. We customize a solution to support each client's unique organizational needs.