Beacon Financial Services serves as business & personal financial advisors that provide personalized service and advice on investments, insurance, and other planning strategies. We serve high net worth individuals, business owners, corporate clients, and professional-athlete clients through a disciplined approach to provide customized client services in the areas of asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning strategies, and business succession planning. Securities and Retirement Plan Consulting Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

About Us For employers who want happier, more productive employees and want to go beyond standard programs, Populytics provides a comprehensive well-being strategy that's custom fit. We set ourselves apart by offering a complete portfolio that touches every aspect of well-being and is backed by a diverse team of professionals across multiple disciplines. Why Populytics Our total well-being solutions are supported by years of experience and are administered by certified, professional counselors, coaches, and educators. We are aligned with one of the largest health networks in the region, offering countless options and expert support. Health Care Industry Expertise: We’re connected to Lehigh Valley Health Network (LVHN), with 13 hospital campuses throughout a 10-county service region of Pennsylvania. Customized Services: Populytics’ suite of services can be designed for your unique needs, no matter how complex. Reliable History: Our company is built on a strong foundation of health care and insurance industry expertise, corporate wellness, behavioral health, data analytics, and years of industry successes. Quality Premise: Just like our goals in health care, our approach to services is quality-driven. We go to great lengths to ensure accuracy, efficiency, and highest quality in all we do. Mission: At Populytics, our mission is to increase the quality and value of the patient experience through advanced health care analytics insights and comprehensive population health management by transforming claims and clinical data into actionable strategies and solutions. Populytics integrates health plan management, advanced analytics, and clinical care delivery—facilitating the movement to value-based care. Claims and clinical data are collected and aggregated via advanced analytics tools to provide actionable information. This comprehensive solution closes the gap between payers and providers, resulting in higher quality care at a better value.

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

SCS Financial, located in the bustling heart of New York, NY, stands out as a trusted insurance broker catering to the diverse needs of local and regional employers. Specializing in comprehensive medical and ancillary benefits, this office is a beacon of expertise in the competitive landscape. Their seasoned professionals bring a wealth of knowledge, particularly excelling in servicing the computer systems design and related services industry. Noteworthy is their successful partnership with Valuemomentum, a key player in computer systems design and related services based in NJ. Handling a participant pool of over 640, SCS Financial has demonstrated a remarkable ability to navigate the intricacies of this industry. Their commitment to understanding and meeting the unique challenges faced by businesses in this sector is a testament to their tailored approach. As part of a local brokerage firm, SCS Financial combines the personalized touch of a community-oriented entity with the resources and capabilities of a broader network. This synergy empowers them to deliver effective solutions that resonate with the dynamic needs of their clients. With a proven track record and a focus on client satisfaction, SCS Financial's New York, NY location is an invaluable partner for employers seeking excellence in insurance and benefits services.

Lyons Global, located in the heart of New York, NY, is a distinguished insurance broker with a strong focus on employer benefits. Their extensive experience and commitment to serving the needs of local and regional employers make them a valuable asset for businesses seeking comprehensive insurance solutions. With a keen understanding of the medical and ancillary benefits landscape, Lyons Global has demonstrated expertise in designing customized insurance plans that cater to the unique requirements of their clients. Their impressive track record includes serving prominent organizations such as Riverside Health Care Center, a leader in the nursing and residential care facilities industry in New York. With over 4,510 participants under their coverage, Lyons Global has proven its ability to handle large and complex accounts effectively. What sets Lyons Global apart is their deep-rooted knowledge of the nursing and residential care facilities sector. They excel in navigating the intricacies of this industry, ensuring that clients receive tailored insurance solutions that address specific risks and challenges. As a part of a local brokerage firm, Lyons Global combines the benefits of personalized service with the resources and connections of a larger network. This unique blend enables them to provide clients with a comprehensive suite of insurance options, expert guidance, and unparalleled customer support. For employer benefits buyers seeking a dependable partner in the insurance realm, Lyons Global's New York office stands out as a trusted choice with a proven track record in meeting the needs of diverse businesses.