BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

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/

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Cathy J Cone, a trusted figure in Houston's employee benefits landscape, brings a personalized touch to every client interaction. With a keen understanding of the intricate world of benefits, Cathy navigates the complex terrain with finesse, ensuring her clients receive tailored solutions that meet their unique needs. Drawing from her extensive expertise, she serves a diverse clientele, including esteemed organizations such as the DELPHI SALARIED RETIREES ASSOCIATION BENEFIT TRUST and the VOLUNTARY BENEFIT TRUST FOR AIRLINE RETIREES. Cathy's approach is characterized by attention to detail and a commitment to excellence, fostering long-lasting relationships built on trust and reliability. Her dedication to empowering her clients with comprehensive benefits packages sets her apart as a beacon of integrity in the industry. Based in Houston, Cathy is not just a benefits broker; she's a partner in securing the financial well-being of her clients and their employees.

*Manager of all group and individual benefits including new and existing business. *Consulting with Employers on the ever changing ACA laws

Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Nestled in the heart of Houston, Texas, The Pad stands as a trusted ally in the realm of employee benefits brokerage. With a profound commitment to their clients' welfare, this local institution prides itself on delivering tailored solutions that cater to the unique needs of each organization they serve. At The Pad, expertise meets empathy. Their team of seasoned professionals possesses a deep understanding of the intricate landscape of employee benefits, offering invaluable guidance to navigate complex policies and regulations with ease. Whether it's crafting comprehensive healthcare packages or optimizing retirement plans, The Pad ensures that every aspect of employee benefits is meticulously tailored to foster both organizational success and employee well-being. Among their esteemed clientele is VINSON & ELKINS LLP, a testament to The Pad's unwavering dedication to excellence and client satisfaction. Beyond mere transactions, The Pad fosters enduring partnerships, striving to become an indispensable asset in their clients' journey towards prosperity. In a city pulsating with energy and opportunity, The Pad stands as a beacon of reliability, offering a sanctuary where businesses can entrust their employee benefits needs with confidence and peace of mind.

Securance is a 50 year old independent insurance agency that is focused on delivering client specific solutions in property & casualty, employee benefits, bonds and personal lines coverage. We work daily with over 65 industry leading commercial property & casualty insurance carriers and maintain a preferred relationship with all of the leading employee benefit carriers. Securance has over 50 years of combined carrier and agency experience enabling us to deliver innovative solutions to today’s complex insurance market. We have industry leading life insurance and financial planning programs to solve complex business insurance concerns as well as personal retirement planning. Securance is a recognized leader in Wellness, Payroll and HR Compliance programs that will enable you to recruit, hire and maintain the next generation workforce.

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.

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.

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.