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.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Fickewirth Benefits Advisors delivers innovative programs and ideas that challenge the traditional model of managing employee benefits. Not only do we administer benefits, but we also manage and help cultivate the entirety of a company’s employee investment, tailored to its specific needs. With a thorough understanding of our client’s unique challenges and issues, Fickewirth fosters a team effort to develop dynamic plans that evolve and guide as the company continue to grow and achieve its desired results. It’s not always easy, but our goal is to make this real and believable for all of our clients and their employees, from the executive level on down. Fickewirth professionals are hard-charging individuals who are intellectually curious and draw strength and positive energy from each other. We have a remarkable enthusiasm and belief in the work that we do. This power is our driving force that sets us apart and elevates us and our clients to new places. We help build organizations worth committing to.

RSS Financial & Insurance Services, Inc, located in Oxnard, CA, stands as a seasoned insurance broker with a solid track record in serving the needs of local and regional employers. Their expertise extends notably to the automobile dealers industry, where they have demonstrated exceptional proficiency. With a focus on self-funded clients, they bring valuable experience to the table, providing tailored solutions for employer benefits. The Oxnard office of RSS Financial & Insurance Services, Inc, has successfully partnered with various clients, showcasing their commitment to understanding and meeting the unique needs of each. Noteworthy examples of their clientele include Champion Dodge, an automobile dealership in CA with over 70 participants, and Industrious Motors Dba Buena Park Nissan, another automobile dealership in CA boasting 140+ participants. As part of a local brokerage firm, RSS Financial & Insurance Services, Inc, Oxnard, positions itself as a reliable and community-focused partner for employers seeking comprehensive insurance solutions. Their ability to navigate the intricacies of the automobile dealers industry, coupled with a dedication to serving the interests of their clients, makes them a compelling choice for employers looking to optimize their benefits packages.

Barkley Risk Management & Insurance is one of the premier risk management consultants and insurance brokers in California. Founded in 1995, Barkley Insurance has evolved into the industry leader as measured by its client retention, quality and integrity of staff, community involvement, carrier relations, and relations in the marketplace. We build relationships that go beyond the transactional level to develop an ideal workplace for our clients and their employees. By designing intelligent coverage structures, employee benefits, safety training, cultural development and proprietary programs we create the ideal risk management strategies for businesses throughout California. We’ve been nominated as one of the Best Places to Work by the Pacific Coast Business Times multiple times and recently won 4th place out of 100 in 2018.

We maintain a highly trained professional staff where product knowledge is our forte. We will maintain the ability to place coverage with most major insurance companies doing business in the western states. We use those markets to arrange coverage for each of our customer's insurable exposures. We won't just promise great service, we will provide it.

Fickewirth Benefits Advisors delivers innovative programs and ideas that challenge the traditional model of managing employee benefits. Not only do we administer benefits, but we also manage and help cultivate the entirety of a company’s employee investment, tailored to its specific needs. With a thorough understanding of our client’s unique challenges and issues, Fickewirth fosters a team effort to develop dynamic plans that evolve and guide as the company continue to grow and achieve its desired results. It’s not always easy, but our goal is to make this real and believable for all of our clients and their employees, from the executive level on down. Fickewirth professionals are hard-charging individuals who are intellectually curious and draw strength and positive energy from each other. We have a remarkable enthusiasm and belief in the work that we do. This power is our driving force that sets us apart and elevates us and our clients to new places. We help build organizations worth committing to.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

ALKEME provides a wide variety of policies, digital services, and risk management tools to benefit a diverse customer base.

J Hernandez & Company, based in Oxnard, CA, stands out as a seasoned insurance broker with a focus on serving the diverse needs of employers in the local and regional landscape. With a notable presence in the waste management and remediation services industry, they bring valuable expertise to the table. Notably, they have successfully worked with EJHarrison & Sons, a key player in waste management, boasting a participant base of 90+. This office location has a commendable track record in handling self-funded clients, showcasing their ability to navigate the complexities of employer benefits with finesse. Their proficiency extends beyond large corporations, as evidenced by their demonstrated experience with small employers, emphasizing a commitment to catering to businesses of varying sizes. As a part of a local brokerage firm, J Hernandez & Company brings a personalized touch to their services, fostering a deep understanding of the unique challenges and opportunities within the community. Their nuanced understanding of the waste management and remediation services industries positions them as a go-to partner for businesses operating in these sectors. In the realm of employer benefits, this office location serves as a reliable choice for those seeking tailored solutions and a wealth of experience.

FM Financial is a boutique corporate benefits consulting firm in Old Town Pasadena, predominantly focused on Private Equity owned businesses. Since 1960, the Company has successfully worked side-by-side with client leadership to build strategies for managing health care and overall benefit costs. We work directly with HR departments and executive teams in companies across the country to help design, price, and administer benefit plans, retirement plans, and other HR-related products. We approach each client engagement uniquely and with a strong emphasis on service. Our goal is to empower our clients, assist with efforts for EBITDA improvement, and help strategically align benefit plans and costs with overall organizational goals. Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measurable results. ​Our goal is to aid in the creative design of benefit programs specific to each company's values and circumstances. Ultimately, we want our clients and their employees to value their benefits and see them as an integral part of their compensation package. In an industry heavy-laden with fine print, we diligently aim to reduce employer and employee liability and fees through comprehensive contractual analysis and provision negotiation. At FM we hold ourselves to a high standard of individualized analysis and consulting advice. It is our goal to create a service environment in which clients and their employees consider FM an integral and contributing part of their organization. © 2018 by FM Financial Services, Inc. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Kestra IS and FM Financial Services are not affiliated companies.