Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 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 $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Who We are: Regional, independent retirement plan, employee benefits, and insurance advisory firm. We utilize a client-centric approach to ensure we understand our client's needs and values in order to help them assess risk, implement programs, and control costs related to qualified retirement plans, benefits, and commercial insurance. Our Mission: Develop long-term client relationships by delivering business solutions, expertise, and unparalleled customer service. We aim to provide the best available outcome for you and your employees. What Makes Us Unique: We only work with employers. Our commitment to consult solely in the business space leads to benefits and insurance best practices, forward-thinking business solutions and the ability to be a true partner to the clients that we serve.

Our vision is to set the standard of excellence among insurance providers by being cutting-edge, financially resilient, and exceeding customer expectations. We will attract and retain the very best employees and agents to help us achieve this goal. We have over 100 accomplished team members providing personal, business, life, title, and health insurance and an array of additional employee benefits.

Summit Group of Virginia, an Alera Group Company, is not your typical “one size, fits all” financial advisory firm. We’ve built our business on the idea of thinking differently... on breaking the status-quo and believing there is always room for innovation and improvement. Through independent advice, diverse expertise, and our drive to help create better outcomes for our clients, we deliver modern solutions to help simplify some of life’s complex challenges. Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products such as individual financial consulting, wealth management, corporate 401(k) consulting, group insurance benefits, and executive benefit design, all under one roof. Our firm’s style and structure allow us to maintain close, trusting relationships with our clients while providing services and expertise on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All this with one goal in mind – helping create better outcomes for our clients. Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and Summit Group of Virginia, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

TPA Benefits, based in the vibrant Virginia Beach, VA, operates as a substantial and experienced insurance broker with a larger office, specializing in delivering comprehensive benefits solutions. This office location showcases a dedicated focus on working with self-funded clients, making them a valuable resource for employers seeking tailored insights into benefits planning and management for both local and regional needs. The broker's diverse portfolio includes successful collaborations with top clients such as Charles Barker Luxury Imports in the automobile dealers industry, a participant count exceeding 40, and other businesses in the motor vehicle and motor vehicle parts and supplies merchant wholesalers, as well as Hope House Foundation in the vocational rehabilitation services industry, each with participant numbers ranging from 50 to 60+. These partnerships underscore TPA Benefits' versatility and ability to navigate the intricacies of various industries, including offices of physicians, vocational rehabilitation services, and activities related to real estate. As a crucial component of a local brokerage firm, TPA Benefits in Virginia Beach is deeply committed to providing localized support and insights. Their demonstrated experience with midsize and small employers positions them as a reliable and knowledgeable partner, capable of providing effective benefits packages tailored to the unique needs of businesses in the Virginia Beach business landscape.

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.

Asset Protection Group, Inc. is an independent insurance agency specializing in providing coverage to dentists, oral surgeons, physicians and business professionals. We have access to more than 100 insurance companies, with resources dedicated to the healthcare and business communities. The hallmark of AP Group is our individual approach to all clients through a team of dedicated professionals. We want to help you succeed. Our services are built around your needs and our goal is to provide clients the highest quality service and coverages at the lowest possible cost. We work only with insurance companies that offer: Financial strength and stability Competitive premiums and coverage Excellent service to policy holders

Alera Group, Inc., based in Washington, D.C., stands out as a prominent player in the field of insurance brokerage, especially adept at serving local and regional employers with a focus on medical and ancillary benefits. This office is notable for its expertise in the retail trade industry, exemplified by its successful relationship with top customers like Bray and Scarff in Maryland, catering to over 200 participants. As part of a large national insurance brokerage firm, Alera Group in D.C. benefits from a unique collaborative model that combines local knowledge with national resources. This synergy enables them to offer optimized, tailored solutions that address complex challenges and contribute to business growth and protection. Their approach is distinguished by its adaptability to various business stages, ensuring that the right benefits are identified and secured at optimal costs. Additionally, they aid in streamlining benefits administration and managing complex benefits challenges, offering consistent support throughout the process. The local Alera Group team is deeply acquainted with business needs and provides a comprehensive range of solutions to foster growth and competitive positioning in the market. This blend of local insight and national expertise makes Alera Group's Washington, D.C. location a reliable choice for employers seeking robust and tailored insurance solutions.

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 10,000 industry-leading professionals across more than 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.