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.

Memorial Financial Services Corp. is an independent, family owned firm. Established in 2000, we are a full service Employee Benefits and Estate Planning brokerage with a heavy focus on customized long term, cutting edge strategies aimed at keeping our clients at the forefront of an ever evolving industry, in the most cost effective manner possible. Areas of expertise include comprehensive employee benefits packages, including traditional and non-traditional health insurance options, ancillary coverages such as dental, vision, life and disability income insurance. Also, available are worksite coverages such as accident, cancer, critical illness and hospital indemnity policies. We work with a large range of exclusively "A rated"​ carriers to ensure that you're getting the high quality coverage that you deserve, at a price point that is affordable to your company. Our Estate Planning services are focused on using some fairly common as well as other non-traditional vehicles to address a wide range of needs, including survivorship, wealth accumulation, protecting businesses using buy/sell agreements, and minimizing tax liability during retirement years.

Tailored Worksite Services brings over 20 years of worksite benefit expertise to assist brokers and their clients in the design, selection and implementation of these enhanced benefit plans. By combining the best of plan design and selection with a bespoke employee communication and education process, we deliver high value and high return experiences for our broker partners and their clients. The employee engagement actions are designed to increase understanding and allows employees to truly personalize their benefit plan which leads to increased satisfaction. Contact us to find out how we can help and get a free case analysis.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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.

LRD Insurance Solutions LLC in Houston, TX, stands out as a trusted partner for employer benefits, specializing in comprehensive solutions for both medical and ancillary benefits. With a strong focus on local and regional employers, their expertise extends across various industries, particularly excelling in serving companies within the plastics product manufacturing sector. This office location of LRD Insurance Solutions has established a noteworthy reputation, demonstrated by their successful partnership with Medical Extrusion Technologies, a leading player in plastics product manufacturing based in CA. Managing benefits for over 210 participants, LRD showcases its ability to tailor solutions to the unique needs of businesses in this dynamic industry. As a key player in the local brokerage scene, LRD Insurance Solutions brings a wealth of knowledge and experience to the table. Their commitment to understanding the specific challenges and opportunities facing employers in the Houston area ensures that clients receive tailored, effective insurance solutions. With a client-centric approach, LRD Insurance Solutions has become a go-to resource for businesses seeking not just insurance coverage, but strategic benefits planning that aligns with their goals.

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.

Established in 2006, Empyrean is a leading technology SaaS company empowering organizations with innovative technology and a service-first approach that accelerates employers’ benefits and employee retention strategies. Empyrean's platform and services enhances the wellbeing and workplace engagement of over 6.5 million people, fostering stronger connections between employees and employers. By enriching employee experiences, Empyrean not only strengthens employer brands but also cultivates vibrant workplace cultures for organizational success.