NFP

Lyons Insurance Agency, Inc. is known for its accessibility and adaptability to market shifts, making it a preferred choice for businesses seeking customized insurance solutions.

The HR Suite is a HR company that provides cost effective HR solutions with best practice advice and support.

Salus Group is a benefit and administration company. They need for a total solution is necessary for all companies, regardless of size, industry, or economy. That can differentiate their service and set us apart for the benefits consultant.

Capstone Strategies is a P&C and benefit broker firm. It offers strategic coverage by leveraging relationships with top carriers and underwriters, enabling companies to receive customized insurance plans.

IHI Group is an advisory firm that helps individuals, small and medium-sized organizations, and corporations with their financial planning, financial services, health, and general insurance needs.

Miller Insurance Group provides auto insurance, RV insurance, flood insurance, umbrella insurance, and business insurance.

Orca Financial is a financial firm that offers pensions, life assurance, investment management, and retirement planning services.

HELPGB provides a specialist Human Resources, Employment Law, and Health & Safety service on a monthly retainer to assist and protect businesses both in the private and public sectors.

Get Medical Plans Limited is an independent private medical insurance intermediary.

Benefits & Company is a full-service employee benefits provider that offers medical, dental, vision, long-term and short-term disability, group life, and flex spending solutions to employers of all sizes, from startups to mature businesses.

Flynn Benefits Group provides customised information and advice. They provide group benefits consulting, compliance resources, employer education, voluntary worksite benefits, benefits administration, disability insurance, life insurance, investments, allocation assistance, plan design and services.

Divergent Wealth Advisors is an independent registered investment advisor that specializes in holistic wealth management and retirement planning. The firm provides a range of financial planning services tailored for both individuals and businesses, emphasizing a comprehensive and collaborative approach. Their offerings include financial planning, business planning, investment planning, debt strategy, and estate planning, aimed at helping clients achieve their financial goals.

Presidio Insurance Solutions offers business liability insurance services. They provides their services to doctors, physicians, and healthcare professionals. Business liability insurance services include business owner's policy, employment practices, workers’ compensation, directors and officers, errors and omissions, and cyber liability. Business owner's policy services include general liability, business income, and commercial property insurance. Commercial property insurance services include buildings, equipment, inventory, furniture, and fixtures.

David A. Marcus and Associates is a financial planning firm that focuses on providing tailored solutions for individuals and business owners. The company offers a diverse array of services, including estate planning, retirement planning, and wealth transfer strategies. Additionally, it provides disability income insurance and individualized insurance audits, ensuring that clients have comprehensive coverage that meets their specific needs. By addressing both personal and corporate financial requirements, David A. Marcus and Associates aims to assist clients in navigating changing economic conditions effectively.

Juno Search Partners is a boutique talent acquisition and staffing firm dedicated to advancing diversity, equity, and inclusion within organizations and communities. The company specializes in both executive and contingent search, as well as contractor placement and custom talent solutions. With expertise in placing candidates across various sectors, including accounting, administrative, finance, legal, marketing, and technology, Juno Search Partners enables employers to effectively grow and sustain their workforce nationwide.

CoverTree is an insurance technology company that specializes in providing digital insurance solutions for residents of manufactured homes. Headquartered in Detroit, Michigan, the company aims to enhance access to manufactured home insurance through digital distribution, automated underwriting, and data-driven pricing. CoverTree's insurance products are currently available in several states, including Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, and Tennessee. By focusing on specialty personal lines of insurance, CoverTree seeks to offer clients improved and tailored insurance options for their unique housing needs.

Axio is a leading provider of SaaS-based cyber management software, primarily focused on helping organizations understand and manage their cybersecurity risks. Its flagship platform, Axio360, facilitates collaboration among security leaders, business executives, and board members by providing a unified view of critical corporate risks in financial terms. Since its inception in 2016, Axio has partnered with numerous prominent companies across sectors such as critical infrastructure, energy, manufacturing, and financial services. The software enables organizations to optimize their cyber resilience, quantify exposure, analyze insurance options, and evaluate cybersecurity programs, ultimately supporting informed decision-making regarding cybersecurity priorities and investments.

Newport Private Wealth is started Newport Private Wealth, in 2001, because they saw both a need and an opportunity. They had been senior wealth management professionals at various financial institutions, serving high net worth clients and managing their own families’ investments. They grew increasingly frustrated with what they perceived to be inherent conflicts of interest within the traditional industry models, institutional bureaucracy and a mass production approach to investments and client service. In their view, there was simply no provider that was doing an optimal job of meeting all the needs a high net worth family has for independent and unbiased advice; access to top investment managers; true diversification; access to high quality private investments; and ideas and solutions that are based on a ‘wide angle’ view of wealth.

Simon Shirley Advisors is a provider of financial advisory services.

Founded in 2021, Cylinder delivers personalized, clinician-backed care to those suffering from digestive issues through its virtual health platform and has helped nearly 100K members to date. Cylinder's platform offers dynamically updated content and care plans designed to improve engagement and outcomes. Members enjoy access to a dedicated care team nationwide, including health coaches, registered dietitians, and GI doctors. Cylinder’s vision is to create a world where people receive convenient, personalized, and affordable access to the quality digestive health care they need to improve their overall health. Trusted by businesses including Texas A&M University, US Foods, and more, Cylinder showcases up to 5:1 ROI and an average of 13% employee engagement. Learn more at cylinderhealth.com.

AFS Advisors is an investment advisory service for individuals, corporations, and business entities.

Ascend is a modern, all-in-one payments solution purpose-built for insurance. We automate insurance payments end-to-end — from online customer payments including premium financing to the distribution of commissions and carrier payables. We help insurance distributors sell more by simplifying operations, reducing payment friction and delivering the modern checkout experience customers expect.

Honeycomb is the only place where you can buy a condo/apartment building master policy online in less than 3 minutes at a fraction of the cost! Instant, free, no-hassle quotes, online everything, and up to 40% savings. With all that we're bringing simplicity and transparency to the real estate insurance space for condo associations (HOAs), building owners, property managers, and developers everywhere. This is what we do. This is all we do.

IFTI is a third-party administrator (TPA), with an internal RIA, offering a consolidated solution for designing, implementing, and administering retirement plans for the privately owned business.

Foster Park Brokers is an insurance brokerage firm located in Western Canada that provides a range of services designed to assist clients in managing risk and protecting their assets. The company specializes in commercial and individual property and casualty insurance, as well as life and group benefits. In addition to underwriting services, Foster Park Brokers offers risk management solutions, private client services, and bonding and surety programs. Their comprehensive approach enables clients to minimize risks and enhance their business growth.

Connor helps organisations with their People development, organisational change and outplacement & career transition.

FindMyBenefits is an employee benefits broker located in Cleveland, Ohio, specializing in providing comprehensive employee benefit services to small and middle-market employer groups. The company offers a range of insurance options, including medical, life, disability, dental, and vision insurance. By enabling employers and their employees to evaluate and select suitable benefit offerings, FindMyBenefits ensures access to essential plan data, required healthcare reform documents, and information from various insurance carriers. This approach supports informed decision-making regarding employee benefits.

TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.

Harness Wealth is a wealth management platform tailored for entrepreneurs, investors, and individuals involved in business development. It aims to provide accessible and valuable financial advice through a combination of innovative technology and expert advisory services. The platform employs proprietary technology to create personalized financial profiles, including balance sheets and opportunity assessments. This unified data approach enables clients to effectively monitor their financial activities and identify opportunities for growth. By integrating financial advisors, estate lawyers, and tax professionals, Harness Wealth offers comprehensive support to help clients achieve their financial goals and build lasting legacies.

Honeycomb is the only place where you can buy a condo/apartment building master policy online in less than 3 minutes at a fraction of the cost! Instant, free, no-hassle quotes, online everything, and up to 40% savings. With all that we're bringing simplicity and transparency to the real estate insurance space for condo associations (HOAs), building owners, property managers, and developers everywhere. This is what we do. This is all we do.

First Person, an employee benefits brokerage firm based in Indianapolis, specializes in group benefits with additional capabilities in compensation, compliance, HR services, analytics, well-being and health strategy consulting.

VaxAtlas operates a vaccination and testing management platform that facilitates on-demand access to vaccination services and testing. The platform allows individuals to easily schedule and manage their vaccinations while providing a secure, portable record of their vaccination history. It offers features such as decision support, reminders, and electronic verification, making it useful for consumers, employers, schools, and entertainment venues. Users can find trusted pharmacies, receive alerts, and consolidate family vaccination records into a single, accessible location, enhancing the overall management of vaccination and testing for both individuals and organizations.

TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.

Wingspan is a cloud-based financial management platform tailored for freelancers, helping them efficiently manage their income, benefits, and taxes. The platform simplifies the invoicing process, enhancing the ease of receiving payments. It automates bookkeeping and expense tracking, allowing users to focus on their work rather than financial details. Additionally, Wingspan identifies potential tax deductions, further supporting freelancers in optimizing their financial outcomes.

ColburnColburn is a privately owned, Independent Insurance & Risk Services Firm with locations in Bloomfield Hills, Michigan; Detroit, Michigan, and Cincinnati, Ohio. The firm is widely recognized in both the business and insurance communities as a proven provider of an exceptionally broad range of insurance and risk management consultancy services. ColburnColburn offer an environment strong on solution-focused teamwork, with direct access to forward-thinking leaders. The relationships we seek are long-term and are achieved by a company-wide commitment to empowering clients to make the most cost-effective decisions.

Pension Advisors is an independent investment advisory firm based in Cleveland, Ohio, specializing in the retirement industry. The firm offers a comprehensive range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. By focusing on the intricacies of retirement plans, Pension Advisors assists clients in understanding the various providers, funds, fees, and technologies available. The firm supports clients throughout the retirement process by helping them select the most suitable plan products, providing investment advice, and negotiating fees and contracts. Additionally, Pension Advisors is committed to delivering ongoing, proactive support to ensure clients’ needs are systematically addressed.

Ogilvy Insurance Inc. is a multidisciplinary insurance brokerage based in Westmount, Canada, with additional offices in Toronto and Oakville. Founded in 1924, the company specializes in providing a comprehensive range of insurance services, including commercial and personal lines property and casualty insurance, group benefits and pensions, as well as life insurance and investment solutions. As of late 2020, Ogilvy Insurance operates as a subsidiary of NFP Corp., focusing on delivering tailored insurance information and advice to help clients make informed decisions.

Insurance Specialty Group, LLC is a managing general agency based in Atlanta, Georgia, that specializes in providing a range of insurance brokerage services across the United States. Founded in 1998, the company offers various insurance products, including general liability, products liability, professional lines, management liability, property, transportation, contractor programs, workers compensation, and specialized coverage for sexual molestation liability. Additionally, Insurance Specialty Group focuses on underwriting insurance for builders and contractors, offering coverage for construction risks to protect both residential and commercial projects. This enables builders to operate with greater confidence and safety while mitigating potential risks associated with construction activities. As of October 2020, Insurance Specialty Group operates as a subsidiary of NFP Corp.

Managed Care Consultants is a consultancy firm that specializes in developing customized employee benefit solutions for a diverse range of employers, from small businesses to large corporations. The company employs a team of consultants, account managers, and administrators who focus on understanding client needs through thorough research and analysis of existing benefit programs. By tailoring their services, Managed Care Consultants aims to streamline human resource processes, strategic planning, and cost management, ultimately helping clients enhance their employee benefits while saving time and reducing costs.

Hutch Hubby & Associates is an employee benefits firm provides employers across industries with benefits expertise and solutions.

McKinley & DiMarco Insurance Services Inc., incorporated in 2010 and located in Austin, Texas, specializes in insurance brokerage services with a focus on property and casualty insurance as well as group benefits. The company offers a diverse range of options tailored to both personal and business insurance needs. By comparing plans from various carriers, McKinley & DiMarco helps clients identify the best coverage to ensure adequate protection and value. Since July 2020, it has operated as a subsidiary of NFP Corp.

Ernest R Shaw Limited is a financial advisory and insurance brokerage firm based in London, United Kingdom. Founded in 1964, the company provides a range of financial advisory services to both individuals and businesses, including personal financial planning, tax planning, and advice on restructuring financial arrangements. In addition to these services, Ernest R Shaw specializes in employee benefit packages, which encompass pensions, risk benefits, sick pay, private health care, and voluntary schemes. The firm also offers pre-retirement counseling to assist clients in preparing for their future. As an independent broker, it caters to both the commercial and private sectors, providing property and casualty insurance, commercial combined business insurance, computer insurance, and cyber liability insurance. As of September 1, 2020, Ernest R Shaw operates as a subsidiary of NFP Corp.

NFP Ireland, formerly known as HMP Insurance & Pension Advisors Limited, is a provider of employee benefits consulting services based in Ireland. The company specializes in offering advice on employee benefits, pensions, and group risk to both corporate and individual clients. As a subsidiary of NFP Corp, NFP Ireland focuses on delivering tailored solutions that cater to the needs of its diverse clientele, ensuring they receive comprehensive support in managing their employee benefits and retirement planning.

EFG&M Management, LLC is an employee benefits brokerage firm based in Austin, Texas. As a subsidiary of NFP Corp since July 1, 2020, EFG&M serves employers in central Texas by offering long-term benefits solutions. The firm focuses on helping businesses achieve their goals while enhancing the well-being of their employees, all within budgetary constraints.

Rose & Kiernan, Inc. is a general insurance agency headquartered in East Greenbush, New York, with additional offices across New York, Connecticut, and Rhode Island. Founded in 1869, the company offers a comprehensive range of insurance products, including property casualty, surety, and specialized insurance solutions, as well as personal insurance such as automobile, property, and flood coverage. In addition to insurance, Rose & Kiernan provides employee benefits solutions, risk management services, and administration services tailored to the needs of businesses, individuals, and public and private organizations. The firm's offerings aim to help clients effectively anticipate, understand, and manage risk within their operations.

Santa Maria & Company is a risk management consultancy and commercial insurance broker.

Axio is a leading provider of SaaS-based cyber management software, primarily focused on helping organizations understand and manage their cybersecurity risks. Its flagship platform, Axio360, facilitates collaboration among security leaders, business executives, and board members by providing a unified view of critical corporate risks in financial terms. Since its inception in 2016, Axio has partnered with numerous prominent companies across sectors such as critical infrastructure, energy, manufacturing, and financial services. The software enables organizations to optimize their cyber resilience, quantify exposure, analyze insurance options, and evaluate cybersecurity programs, ultimately supporting informed decision-making regarding cybersecurity priorities and investments.

Team Scotti is a national insurance broker offering unique insurance solutions and employee benefit programs to Major League Baseball (MLB) and Minor League Baseball (MiLB) and their affiliates.

Wellth is a digital health company based in New York that aims to enhance treatment adherence among individuals with chronic conditions. By leveraging behavioral economics, Wellth addresses the barriers that hinder patients from forming healthy habits and effectively managing their diseases. The company operates a mobile application that provides targeted incentive plans, reminders, and information to motivate users to engage in preventive health behaviors. Its platform not only empowers consumers to improve their adherence to medication and care plans but also helps reduce preventable hospitalizations and healthcare costs. Wellth's approach includes proven outcomes demonstrated through randomized controlled trials, making it a valuable solution for insurers and healthcare providers seeking to improve population health. Through its user-friendly application, Wellth supports members in establishing sustainable healthy habits while generating cost savings for payors.

Fiduciary Investment Advisors, LLC (FIA) is an independent investment consulting firm that specializes in providing tailored investment advisory services to fiduciary clients. Founded in 2006 and headquartered in Windsor, Connecticut, with additional offices in Boston and Kennebunk, FIA serves a diverse range of clients, including retirement plan sponsors, non-profit organizations, educational institutions, healthcare organizations, law firms, and private clients. The firm focuses on assisting clients with defined contribution and benefit plans, endowments, foundations, and other institutional investment pools, ensuring they meet their investment objectives while adhering to fiduciary responsibilities. In April 2020, FIA was acquired by DiMeo Schneider & Associates, expanding its capabilities and resources in the investment consulting sector.

WealthTech is a digital finance company that specializes in financial planning and wealth management through innovative technology. With extensive experience in the financial services industry, WealthTech has developed a platform that provides personalized, client-focused financial services at scale. Its flagship offering, the fGPS financial goal positioning system, allows for hyper-customizable financial planning, enabling both advisor-assisted and fully automated guidance. This technology facilitates comprehensive management of financial decisions, including goal formulation, budgeting, expense management, and investment strategies. By reshaping the personal finance landscape, WealthTech empowers its partners to enhance their capabilities and broaden their reach, offering individuals and households diverse options for achieving their financial objectives.

Koty-Leavitt Insurance Agency operates as a P&C broker. Koty-Leavitt specializes in offering tailored insurance solutions to medical device distributors.

Relay Platform Inc. is a developer of an online Software-as-a-Service solution designed to streamline the reinsurance and large insurance placement process for ceding teams, underwriters, and brokers. Founded in 2019 and headquartered in Toronto, Canada, Relay's platform offers a single-entry, multi-carrier comparative-rating solution that facilitates the handling of all property and casualty lines. It supports both instant API and email quoting, regardless of complexity, thereby enabling brokers to efficiently secure and compare quotes. By organizing placement information and communications in one centralized location, Relay enhances brokers' ability to create competitive proposals, ultimately increasing their close and renewal rates.

Convr Inc. operates a data science platform specifically designed for commercial insurance underwriters, facilitating a more efficient and effective underwriting process. Founded in 2015 and based in Schaumburg, Illinois, Convr enables insurers to digitally transform their operations through its comprehensive suite of tools. The platform includes features such as a data ingestion engine that organizes information from various sources, a universal data catalog for identifying relevant data, and robust data management and security systems. Convr's solutions support all core commercial lines of business and are accessible via an intuitive user interface or API connectors. Key functionalities include digitizing submission paperwork, providing insights on risks from extensive data sources, and utilizing AI to streamline underwriting inquiries. These capabilities allow commercial insurers to enhance operational efficiency, improve risk assessment, and deliver superior customer experiences, ultimately positioning them as leaders in the market. Convr serves a diverse range of clients, including many top carriers in the industry.

The DeChristopher Group, based in Vienna, Virginia, operates as a strategic employee benefits broker and consulting firm, primarily serving small and mid-market employers. The firm specializes in providing comprehensive benefits packages, including employee benefits strategy, design and implementation, risk management, and cost control. Additionally, DeChristopher Group offers employee benefits administration technology solutions and regulatory compliance advisory services. Their consulting expertise extends to a wide range of human resource services, which can be tailored for one-time projects or ongoing support. Since November 2019, the DeChristopher Group has been a subsidiary of NFP Corp.

Transit Insurance Services, Inc., founded in 1982 and based in Ontario, California, is a property and casualty insurance broker specializing in providing coverage to trucking fleets throughout the Western United States. As a subsidiary of NFP Corp since August 2019, the company offers a comprehensive range of insurance products, including auto liability, physical damage, motor truck cargo, workers compensation, occupational accident, general liability, and property insurance. This diverse portfolio positions Transit Insurance Services as a key player in the insurance market, catering specifically to the needs of the transportation industry.

Hound Labs, Inc. is a company based in Oakland, California, that specializes in developing advanced breath testing technologies to address public health and safety concerns. Founded in 2014, the company’s flagship product, the HOUND® CANNABIS BREATHALYZER, offers a novel approach to cannabis detection by measuring active tetrahydrocannabinol (THC) levels in breath, providing the shortest detection window in the industry. This technology enables employers to objectively test for recent cannabis use, supporting workplace policies that prohibit use during work hours without penalizing employees for consumption outside of work. Hound Labs aims to balance workplace safety and employee privacy in an evolving landscape of cannabis legalization. The company has received funding from various investors, including Benchmark and Tuatara Capital, to advance its innovative solutions.

Independent Bankers Insurance Services provides management liability coverage to community banks. Independent Bankers Insurance Services is widely recognized as industry experts.

McLean Hallmark Insurance Group Ltd. is an insurance brokerage and advisory firm based in Toronto, Canada, specializing in a wide array of insurance solutions. Founded in 1975 and formerly known as Moore-McLean Insurance Group Ltd., the company provides services in business, personal, group home and auto insurance, as well as surety bonding, marine cargo, and professional liability insurance. It also focuses on unique property and casualty solutions tailored to sectors such as trucking, car dealerships, and moving and storage. In addition to traditional insurance offerings, McLean Hallmark provides alternative risk financing, contract analysis, disaster planning, loss control, and risk management services. The firm assists clients with cash flow solutions for financing insurance contract expenses and offers comprehensive claims management services. As of July 2019, McLean Hallmark operates as a subsidiary of NFP Corp.

GCG Risk Management specializes in workers’ compensation management services for employers. Our expertise in Workers’ Compensation Insurance, Claims, Law, and Workplace Health & Safety combine to offer the client a unique resource for dealing with the myriad of issues which encompass this workers’ compensation coverage.

Excel Bonds & Insurance Services is a commercial insurance and surety bond broker. Excel Bonds & Insurance Services boasts a diverse, international client portfolio, including middle-market and large-scale firms across the U.S. and Canada in the waste management, construction, real estate and manufacturing industries, among others.

ShawHankins is a Georgia-based group benefits brokerage that offers consultative services in employee benefits, medical coverage, and wellness programs. The firm caters to a diverse clientele, including both private and public sector organizations such as city and county governments and school systems. By focusing on tailored solutions, ShawHankins aims to meet the specific needs of its clients in managing their employee benefit programs effectively.

Indio Technologies, Inc. operates a cloud-based software platform designed to streamline the insurance application and renewal process for brokers and their clients. Founded in 2015 and based in San Francisco, California, the company's platform features over 5,000 digitally enhanced insurance forms, a comprehensive e-signature solution, and secure document sharing capabilities. This allows brokers to efficiently manage applications by uploading existing data and transforming it into interactive online workbooks. The platform alerts brokers when clients engage with the application process, thereby improving communication and efficiency. Indio Technologies serves a diverse range of brokers, facilitating the servicing of more than 300,000 business clients. The company aims to enhance workflows, reduce operational redundancies, and ultimately help brokers win more business while saving time and resources. Indio Technologies became a subsidiary of Applied Systems, Inc. in early 2020.

BD Capital Partners is an insurance broker that offers property and casualty solutions to clients across the Midwest.

altumAI futureWork is a smartphone application that transforms how businesses manage safety and stop injuries via the use of data and AI. The linked risk platform is an open platform that collects and analyzes data to identify and forecast worker risk and maintain worker safety and health. They help businesses lower the cost and frequency of injuries, assure compliance, and increase productivity by leveraging numerous data sources and a sophisticated platform that uses Sam, the safety bot, to give the appropriate information to the right worker at the right time. We employ data, machine learning, and AI to decrease and avoid worker risk and improve occupational health and safety.

401kplans.com is a digital platform focused on enhancing the efficiency and transparency of retirement plan distributions for small businesses. By leveraging technology, the company aims to streamline the due diligence process for financial advisors and third-party administrators (TPAs). Its platform provides a consistent and accurate display of plan pricing, services, and investments, along with real-time data on retirement plan activity. This approach addresses the evolving regulatory landscape and the industry's need for modernization, positioning 401kplans.com as a crucial resource for financial professionals navigating the complexities of retirement planning. The company seeks to facilitate collaboration among various stakeholders, including providers and investment managers, to improve the overall landscape of retirement benefits.

Benefit Administration Group (BAG) is a consulting firm that specializes in employee benefits and individual insurance services. Based in Louisiana, the company offers brokerage services to employers and works closely with both individual and employer clients. BAG's expertise lies in analyzing, designing, communicating, and delivering customized employee benefit packages, as well as providing comprehensive HR support services. The firm integrates technology to enhance these offerings and also provides consulting to help clients optimize their existing benefit plans. With a team of experienced professionals, BAG focuses on delivering innovative solutions tailored to meet the unique needs of its clients.

Quip NYC, Inc., known as quip, is an oral healthcare company based in Brooklyn, New York, that designs, manufactures, and sells a range of oral care products. Founded in 2014, quip offers electric toothbrushes, toothpaste, and refillable floss options, along with accessories like toothbrush heads and travel covers. The company is notable for its direct-to-consumer subscription service, which provides customers with fresh supplies every three months. In addition to its product offerings, quip aims to enhance the oral care experience by delivering advice and services, and is developing technology to connect users with dental professionals. The company primarily sells its products through its online platform, making oral health more accessible and enjoyable for consumers.

Nubundle Inc. is a Chicago-based company that specializes in family planning and fertility services. The company offers a comprehensive platform that connects individuals with a network of experienced fertility experts and provides access to affordable fertility services, including lower-priced medications and financing options. By serving as an employee benefit, Nubundle enables employers to enhance their support for employees' family planning needs, offering live guidance and preferred pricing at clinics and pharmacies. Through its services, Nubundle aims to deliver clarity, confidence, and affordability in fertility care, thereby redefining the relationship between employers and families.

Cambridge is a full-service benefits brokerage and wealth strategies firm that provides customized solutions to a range of corporate and individual clients.

Tomorrow Ideas develops an application that helps in protecting family’s financial future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy. Tomorrow Ideas' application can be downloaded from iOS and Android. David Hanley, Erik Berg, Joshua Heckathorn, and Wayne Rambo founded it in 2015, with its headquarters in Seattle in Washington.

Axio is a leading provider of SaaS-based cyber management software, primarily focused on helping organizations understand and manage their cybersecurity risks. Its flagship platform, Axio360, facilitates collaboration among security leaders, business executives, and board members by providing a unified view of critical corporate risks in financial terms. Since its inception in 2016, Axio has partnered with numerous prominent companies across sectors such as critical infrastructure, energy, manufacturing, and financial services. The software enables organizations to optimize their cyber resilience, quantify exposure, analyze insurance options, and evaluate cybersecurity programs, ultimately supporting informed decision-making regarding cybersecurity priorities and investments.

Wellth is a digital health company based in New York that aims to enhance treatment adherence among individuals with chronic conditions. By leveraging behavioral economics, Wellth addresses the barriers that hinder patients from forming healthy habits and effectively managing their diseases. The company operates a mobile application that provides targeted incentive plans, reminders, and information to motivate users to engage in preventive health behaviors. Its platform not only empowers consumers to improve their adherence to medication and care plans but also helps reduce preventable hospitalizations and healthcare costs. Wellth's approach includes proven outcomes demonstrated through randomized controlled trials, making it a valuable solution for insurers and healthcare providers seeking to improve population health. Through its user-friendly application, Wellth supports members in establishing sustainable healthy habits while generating cost savings for payors.

Aquesta Insurance Services, Inc. is an insurance provider based in Cornelius, North Carolina, specializing in a range of personal insurance products. Founded in 1982, the company offers automobile, boat, homeowner, renter, and flood insurance, among other services. Originally known as Oswald, Trippe and Company of the Carolinas, Inc., it rebranded to its current name in November 2009. The firm is dedicated to delivering tailored insurance solutions to meet the diverse needs of its clients, ensuring effective protection for their investments. In June 2018, Aquesta Insurance Services was acquired by NFP Corp.

Benefits Network is a provider of healthcare reform, compliance, employee benefits, and business insurance solutions.

McCullough Insurance Agency Inc., founded in 1919 and based in Flagstaff, Arizona, operates as a comprehensive insurance agency offering a wide range of personal and business insurance products. Personal insurance options include auto, homeowners, boat, classic automobile, manufactured/mobile homes, motorcycles, recreational vehicles, and umbrella policies. For businesses, the agency provides general liability, business auto, property, inland marine, and workers' compensation insurance. McCullough Insurance Agency is committed to delivering expert insurance advice and competitive coverage tailored to the needs of its clients, ensuring efficient claims assistance to facilitate quick recovery from losses. As of May 2017, the agency is a subsidiary of NFP Corp.

Hole-in-One U.S.A., founded in 1991 and based in Reno, Nevada, specializes in providing hole-in-one insurance for golf tournaments across the United States. The company offers a range of services that include sponsor signs, tee signs, and coverage for contests and shootouts, catering to various events such as corporate outings, charity functions, and golf course tournaments. Operating as a subsidiary of NFP Corp, Hole-in-One U.S.A. also functions as a risk purchasing group, providing prize indemnity products designed to enhance the promotional aspects of golf events.

AAG is a full-service P&C insurance broker and offers expertise in personal and commercial P&C insurance. It offers insurance protection from many of the top-rated insurance companies.

The Thomas Insurance Agency of Benton, Inc. is an insurance agency based in Benton, Arkansas, that has been serving the local community since its founding in 1960. The agency offers a range of insurance services tailored to meet the needs of individuals, families, and businesses. Its offerings include commercial insurance, home insurance, auto insurance, group health insurance, and life insurance. As of February 1, 2017, the agency operates as a subsidiary of NFP Corp, enhancing its capacity to provide comprehensive insurance solutions.

McLaughlin & Smoak Benefits is an independently owned and operated benefits agency. McLaughlin & Smoak Benefits team specializes in the customization and successful implementation of large employer benefits strategies.

Valued Pharmacy Services is a pharmacy benefit management consulting firm that specializes in addressing rising healthcare and pharmacy costs for a diverse range of clients, including employers, health plans, and self-funded groups. By leveraging a coalition approach, the company provides customized prescription services through contracts with major national pharmacy benefit managers. This strategy allows clients to access benefit options typically reserved for larger organizations, ensuring tailored consultative services in managing their pharmacy benefit programs. Valued Pharmacy Services aims to deliver innovative solutions that optimize healthcare expenditures while enhancing the overall efficiency of pharmacy benefits.

City Securities is the oldest and largest independent, full-service investment firm based in Indiana—and one of the oldest in the Midwest. Lots of people know us as Indiana’s municipal bond experts because we’ve helped finance more projects for Indiana schools and communities than any other firm in history. We have, quite literally, helped build the state of Indiana.

Serra & DelVecchio, LLC, established in 2008 and headquartered in Middletown, Connecticut, is an insurance agency that provides a range of property and casualty (P&C) products and services. The company specializes in comprehensive insurance solutions tailored for midsized businesses and individuals, including auto, home, business, health, and life insurance. Additionally, it offers human resource services to support its clients. Serra & DelVecchio operates multiple offices across Connecticut, including locations in Shelton, Glastonbury, and South Windsor. As of 2016, the firm functions as a subsidiary of NFP Corp, with Justin DelVecchio serving as Managing Director at NFP Property & Casualty.

SST prides itself on the vast experience of our consulting team. Our strategy is to attract team members who possess extensive experience in the defined contribution/deferred compensation marketplace. There are few individuals in the industry who possess this broad combination of experience and specialized skill sets. OUR PHILOSOPHY • UNDERSTANDING – SST begins new client relationships with a complete understanding of your history, your decision making methods and your goals. • EDUCATION – We provide timely and comprehensive education to the decision makers and plan participants. • SERVICE – We hold Vendors accountable for promises and commitments through contracted performance standards that contain monetary penalties. • PROCESS – We are not predisposed to a specific outcome. Rather, we allow the best interests of our clients to provide direction. • BEST PRACTICES – We offer guidance and solutions based on best practices and current market conditions and identifiable future regulatory and market changes. • FIDUCIARY RESPONSIBILITIES – We identify the employer’s fiduciary responsibilities and provide the direction to best meet them. • PARTICIPANT BENEFIT – We believe that the key to all Plan decisions is ultimately what is in the best interest of the participants. TRANSPARENCY To ensure complete objectivity, SST severed all contractual relationships with the provider community many years ago. Additionally, SST employees do not accept any revenue, gifts, trip awards or entertainment invitations from any providers. This transparency allows us to fully explore the market on behalf of our clients with any provider we believe can offer the most appropriate solution and to make recommendations with complete impartiality. We take a client centered approach to consulting, acting in the best interest of our clients to deliver measurable outcomes.

First West is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management. The firm is based in Orem, UT, with a second office in Salt Lake City.