BOK Financial Corporation is a $47 billion regional financial services company headquartered in Tulsa, Oklahoma with $92 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status. © 2024 BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender.

The Clear Group was formed to change the way Employee Benefits, Retirement and Business Insurance is crafted, managed and delivered to our clients. Our firm was born out of several hard-working, dedicated and forward-thinking individuals who previously worked for large, publicly-traded firms. We want to get back to being more concerned about our client’s bottom line rather than our own. It’s the way this service-related business was meant to be. Our low overhead model allows us to be nimble, flexible and creative in order to deliver the right products and services at the right time. The insurance and investment world changes very rapidly. Employers need a consultant that can adapt with these changes and move quickly to deliver the advice, direction and solutions they deserve. We also formed the company to be part of the solution, not part of the problem. We knew that we wanted to be client-centered. We knew that we wanted to deliver first-class service without operating profits hanging over our heads. We knew there was a better way. We created The Clear way of doing business!

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

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.

The history of the Pomeroy Group begins in 1974, when Tom Pomeroy concurrently became an insurance broker in the Employee Benefits insurance field while continuing dual professions as a multi-talented artist. He has mostly concentrated on life and health insurance and set up the company to bring creative thinking and practical solutions to businesses across the country throughout his very unusual career. Hundreds of clients from many Companies all over the country have utilized Tom for advice on creating individualized self-funded benefit plans as well as fully-insured plans answering the specific needs of the client’s requirements. His abilities at setting up very competitive plans with the largest insurance carriers became legendary. Tom Pomeroy as President and CEO of the PomeroyGroup is an unparalleled broker who provides leadership to the entire enterprise. His knowledge, decade’s old relationships with our clients and insurance carriers, creative ideas and our excellent negotiations of renewals and one of the most experienced staffs in the country can handle virtually all of your insurance benefits needs. With over 40 years of creating and designing custom benefit plans to fit our clients’ budgetary needs, we understand the various challenges that benefits can create and cost your company. We develop strong partnerships with our clients based on trust and ability. We listen to your concerns, research your current benefit structure, and then execute creative solutions for every detail within your benefit program. Our goal is to provide solutions that will create a better benefit plan for your company, simplify your administration and lower the costs associated with every phase of your overall program of benefits, so you can concentrate on the growth and success of your company.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Welcome to Strunk Insurance Group - a full-service insurance agency providing a complete range of health insurance and employee benefit resources and services. Our goal is to make employee benefits and HR something you don’t dread. As a full-service employee benefits consulting firm, we believe in developing trusting, long-term partnerships with our clients. If you’re an organization with 25 to 500 employees and you’re tired of navigating the murky waters of employee benefits, compliance, and HR alone – we’re here to help.

Paragon is an independent private equity firm that stands for sustainable investments in mid-sized companies since its foundation in 2004. We currently manage a total of €2.4bn in equity capital. Our investors include institutional organizations, such as life insurance companies, pension funds and university foundations, as well as the Paragon team. We invest in established mid-sized companies with sustainable business models and significant development potential. Each of the companies that we acquire is managed independently by its management team and is independently financed. We support our companies as shareholder and sparring partner and assist their management teams with a view to sustainably improving their strategy and operations. We focus on companies with a strong business model and operational development potential. We promote entrepreneurial thinking and action and make more capital available for additional acquisitions and growth initiatives where needed. We further support the growth of our companies through expertise in a variety of areas, such as recruitment and other operational development opportunities. We believe that by building companies sustainably, value is created for all stakeholders – the companies themselves, their employees and customers as well as our investors.

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 10,500 industry-leading professionals across approximately 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.