Lindsey Solutions was founded in 2009 by Andrew Lindsey and Josiah Hunter. The company was a product of Lindsey Benefits Services, a benefits broker, and M&M Financial a tax/accounting/payroll firm. Today we still have a traditional brokerage, providing Employee Benefits, Property Casualty and Retirement services. We utilize the iSolved software as a Payroll provider to our clients. Both of these services are ancillary to our primary business, HR ASO/PEO. We are our Clients HR, acting remote similar to HR at a Fortune 500 company. We provide all aspects of administrative HR to include onboarding, compliance, employee relations as well as Strategic HR to help our clients be the employer of choice.

Higginbotham is a single source solution for insurance, financial and HR/employee benefits services. The employee-owned firm was established in 1948 and ranks by revenue today as the nation’s 21st largest independent insurance brokerage. Based in Fort Worth, Texas, Higginbotham serves businesses and individuals through locations across the nation. The firm specializes in tailoring programs to meet each client’s unique needs, and in standing by those programs with their Day Two Services®, which provide proactive customer support through the life of each policy. Higginbotham is a values-driven firm that strives to be family to employees, accountable to clients, teammates to carriers, and generous to communities.

Sak Associates Inc, nestled in the heart of Washington, DC, stands as a distinguished local employee benefits broker dedicated to crafting bespoke benefits solutions that cater to the unique needs of each client. With a rich history of serving a diverse clientele, including notable names such as American Real Estate Partners Management, LLC, and International Business Sales & Services Corp., Sak Associates Inc. prides itself on its personalized approach. The team at Sak Associates Inc. is composed of seasoned professionals who bring a wealth of knowledge and expertise, ensuring that every client receives comprehensive guidance and support in navigating the complexities of employee benefits. Their commitment to excellence and a client-centric philosophy has cemented Sak Associates Inc.'s reputation as a trusted partner in fostering workplace wellness and financial security. Through a collaborative process, they work tirelessly to deliver innovative solutions that align with the strategic goals of their clients, making them a pivotal ally in the enhancement of employee satisfaction and retention.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Long & Foster is THE trusted real estate partner that empowers and guides people towards the American dream of homeownership.

Located in the heart of Washington, DC, the Lyceum office stands out as a trusted insurance broker, catering to the diverse needs of local and regional employers. With a strong focus on medical and ancillary benefits, Lyceum boasts a wealth of expertise that sets them apart in the competitive insurance landscape. One of Lyceum's key strengths lies in its profound understanding of the individual and family services industries, making it an invaluable partner for businesses seeking comprehensive coverage. This expertise is exemplified through successful partnerships with notable clients such as Amvets National Service Foundation and Bioqual. Amvets, an individual and family services industry leader based in MD, entrusts Lyceum with the insurance needs of over 100 participants. Similarly, Bioqual, a prominent player in the professional, scientific, and technical services industry, relies on Lyceum to provide coverage for a workforce exceeding 300 participants. As a local brokerage firm, Lyceum brings a unique understanding of the nuances of the Washington, DC market. Their commitment to delivering tailored solutions and personalized service has solidified their reputation as a go-to insurance partner for employers seeking comprehensive and effective benefit packages. With a proven track record and a focus on client satisfaction, Lyceum's Washington, DC office stands as a reliable resource for employers navigating the complexities of employee benefits.

Hodge, Hart & Schleifer (HHS) is one of the oldest and largest insurance agencies in the Greater Washington metro area. * Insurance & Risk Services Since 1928 * Ownership – Private, Local & Active * National Footprint – Licensed where you operate HHS specializes in combining extensive industry knowledge with personal service to organizations and individuals.

HRI Associates is a boutique firm specializing in providing exceptional service to a small number of clients. Through our literal handholding as well as our state of the art technological products, we provide a level of service to our clients and their employees that most have never experienced. Established in 1953, we have served the businesses and families of Northern Virginia and metropolitan Washington DC for 58 years. We are proud to be an owner, partner and local office of Keystone Insurers Group, which was just recognized by Insurance Journal magazine as the 5th largest privately owned insurance agency in the nation. With almost $2 billion in premiums written and more than 200 offices we have the resources to handle the largest most diverse national and international accounts as well as our own local service staff within our office in Herndon, VA to provide personal and professional service. Our primary objectives are: • to be honest and fair in all our dealings, • to be interested in people and their problems; • to treat our client’s needs as if they were our own.

At The Capital Group (TCG), we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Wealth Management, Employee Benefits, Retirement Plan Consulting, and HR Technology. Our mission is to be a valued and trusted partner to institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year. In 2021, TCG partnered with 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 TCG and maintaining an unwavering client focus, our partnership enables TCG to deliver comprehensive insight beyond insurance. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.