Capstone Strategies, based in Midland, TX, stands out as a distinguished local brokerage firm specializing in providing insurance solutions for large employers. Their forte lies in catering to businesses within the oil and gas extraction industries, a testament to their deep-rooted understanding of regional market dynamics and specific industry needs. A key highlight of Capstone Strategies is their proven track record with significant local and regional players in these sectors. They have successfully managed comprehensive insurance plans for notable clients such as Buckeye, a prominent name in the oil and gas extraction industry, servicing over 180 participants. Another example of their expertise is evident in their dealings with Propetro Services, another major entity in the same industry, where they have adeptly handled insurance needs for a substantial workforce exceeding 2080 participants. Their prowess is not just limited to client volume but also encompasses a broad spectrum of insurance products, with a particular emphasis on medical and ancillary benefits. This specialization enables them to offer tailored solutions that align perfectly with the unique demands of large employers in the oil and gas sector. At the core of Capstone Strategies' approach is a deep-seated knowledge of the local business landscape, coupled with an agile and responsive service model. This combination ensures that they are not just insurance brokers but strategic partners who contribute significantly to their clients' operational stability and employee welfare. Their local presence in Midland, TX, further cements their role as a go-to expert in insurance solutions for businesses in the region, particularly those within the demanding and dynamic oil and gas extraction industries.

Insgroup is one of the nation’s leading independent strategic risk and insurance advisors. For over 40 years, we've established a reputation for relentless client advocacy, integrity, and exceptional service. As of November 2020, Insgroup has become a partner in the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with Insgroup and maintaining an unwavering client focus our partnership enables Insgroup to deliver comprehensive insight beyond insurance. Our clients benefit from a highly tailored plan design, high-tech enrollment, compliance services, and cutting-edge benefits administration technology. We pride ourselves on providing high-quality solutions at the lowest cost. Insgroup is one of the largest independent insurance brokers in Texas with offices in Houston, Dallas, Austin, and San Antonio. We are consistently ranked by Insurance Journal as one of the 100 largest independent property and casualty insurance agencies in the United States.

Kilpatrick Companies, LLC is a wholesale General Agency and benefits consulting firm located in Houston. We work with a network of independent brokers, agents, and consultants to write, service, support, and consult on employee benefits programs that include medical, dental, vision, life, and disability products.

Fringe Benefit Group, Inc. is a regional insurance consultant based in Austin, Texas, providing services to clients across multiple states, including Texas, Illinois, California, Florida, and more. Their extensive reach enables them to cater to large, midsize, and small employers in various industries. One noteworthy example of their expertise in this location is their collaboration with Employment Solutions Management Inc, an employment services industry leader with 3,190 members. Working closely with the HR and finance team of Employment Solutions Management Inc, Fringe Benefit Group, Inc. designed and implemented a comprehensive insurance package. This included a self-funding arrangement, as well as tailored HMO, PPO, PBM, and drug plans, specifically crafted to address the unique needs of their extensive member base. In addition to Employment Solutions Management Inc, Fringe Benefit Group, Inc. serves prominent employers such as Acosta, Alorica Irvine Corporate Office, Andy Frain Services, and Apollo Retail Specialists. Their office in Austin, Texas, positions them as one of the leading insurance brokerages in the local market, backed by their extensive experience and high M Score, which reflects their expertise across client sizes, industries, and insurance products. Fringe Benefit Group, Inc. has specialized knowledge in various industries, particularly employment services and eating places. With a focus on self-funded clients, they possess a wealth of experience in optimizing HMO and PPO plans to meet clients' specific needs. Moreover, their expertise extends to carving out drug and pharmacy plans, differentiating them from other brokers in the market. While they have garnered some lower reviews from customers, Fringe Benefit Group, Inc. remains committed to continuously improving their services and addressing any concerns. As you evaluate potential partners, it is worthwhile to explore the comprehensive insurance solutions and industry expertise offered by Fringe Benefit Group, Inc.

HUB International is a leading national insurance broker, offering comprehensive services to clients of all sizes and industries. With their office based in Dallas, Texas, they have established themselves as a trusted partner in the insurance industry. While there have been some lower reviews from customers, HUB International continuously strives to improve their services. One of HUB International's key strengths lies in their extensive experience working with self-funded clients, HMOs, and PPO plan design. They are highly skilled in tailoring insurance solutions to meet the unique needs of their clients. Additionally, HUB International stands out in the market for their proficiency in carving out drug and pharmacy plans, setting them apart from other brokers. The Dallas office of HUB International has successfully collaborated with various clients, including Summit Technical Solutions, LLC, a 120-member employer in the computer systems design and related services industry. They worked closely with the HR and finance team of Summit Technical Solutions to implement a self-funding arrangement, HMO plan, PPO plan, and customized drug plan, ensuring the best coverage for their members. With a wide range of experience and expertise across client sizes, industries, and products, HUB International has earned one of the highest M Scores possible. Their strong knowledge extends to home health care services, health care and social assistance, and offices of physicians industries. Operating in multiple states, including Texas, Colorado, New Mexico, Louisiana, California, Arizona, Illinois, Michigan, Tennessee, Maryland, Virginia, Alabama, Ohio, Minnesota, Florida, Missouri, Wyoming, New Jersey, and Arkansas, HUB International's Dallas office serves a diverse range of clients. Notable employers they work with include American Financial & Automotive Services, Inc., American Furniture Warehouse, Asu Preparatory Academy, and Basden Steel Corporation.

TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Clarus Benefits Group, now apart of the Hilb Group, is a local insurance broker located in Houston, Texas. The company specializes in employee benefits, HR outsourcing, and training services. They also provide health insurance for small to mid-size businesses located in the Houston-The Woodlands-Sugar Land Metro Area. Clarus Benefits Group has an M Score of 3 out of 5, which is average for all insurance brokers. Clarus Benefits Group is a leading health and benefits consulting company headquartered in Houston, Texas. The company has established capabilities across the United States by providing services to companies of all sizes throughout the country. Clarus Benefits Group is dedicated to improving return on investment for their clients through improved utilization of health care assistance programs and improved employee engagement through enhanced benefits relevance.