Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it.

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 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.

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.

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

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.

We help employers design benefits programs that resonate with their employees. With over 100 combined years of benefits experience, we provide strategic guidance and expertise to business and HR leaders on relevant topics, ensuring alignment to business objectives. With us, you come first.

Member Benefits, Inc., a subsidiary of Business Planning Concepts, Inc. is a full-service insurance and financial services organization specializing in the design, marketing, and administration of professional affinity group and association member benefit programs. As a licensed Third Party Administrator, Member Benefits has national expertise in: Programs Development Association/Affinity Group plan installation Negotiation of substantial discounts, exclusive services, and underwriting concessions Billing and Collection Services Claims Administration Marketing & Programs Communication Policy Issuance Customer Service Member Database Management Member Benefits clearly understands its objective to support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members.

Privately owned. Austin based. Watkins Insurance Group is the advocate of choice for insurance and risk management solutions. We are an established independent agency founded in Austin in 1949. Our commitment to personal service helps make our family-owned agency stand apart from any other competing agencies which strive primarily on volume over quality customer care. Each client deserves individualized attention. With our team’s decades of experience and knowledge, we can offer risk management guidance without sacrificing excellent coverage options. If you require tailored insurance, risk management, employee benefit, and bond solutions, you will find that our personal attention, earned knowledge, and use of appropriate technologies will benefit you, your family, and your business.

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.