Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

On June 1st, 2010, Cody Ritchie assumed the role of President of the newly formed Crest Insurance Group with a vision to develop the firm to be the top agency based in Arizona. Crest Insurance has grown to include offices in Tucson, Phoenix, Scottsdale, Sierra Vista, Flagstaff and San Diego, California. We have experienced producers writing policies for clients throughout the United States. We pride ourselves on being the best at what we do. We provide access to many national carriers and markets yet remain a true local agency with face to face service and deep ties to our community. It has always been our philosophy to give back and support charitable causes and programs whenever possible. We believe serving our community means being a trusted business partner and also sharing our success with those who strive to make our community better. “If we do well, we will do good.”

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services and Avantax Planning Partners.

As an independent brokerage for 91 years, this has always remained true...“Caring for Your Unique Potential Is Our Soul Purpose.” That statement is the core of how we do business. We ask the tough questions, avoid the easy path, believe fully in caring for the unique challenges of our clients, and leverage our greatest assets — the hearts and minds of our people — to advocate on behalf of our clients. That’s our approach to risk management and benefits consulting, and it’s worked for us since our inception in 1932. As an independent brokerage, we serve clients in every industry and of almost every size, with the ultimate goal of providing exceptional service and caring for our clients’ unique potential. For more information, visit www.holmesmurphy.com. You can also follow us on X (@holmesmurphyins), or Facebook, or Instagram.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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.

Flood and Peterson is an insurance broker known for integrity, responsiveness, collaboration and an unmatched customer experience. The combination of our knowledge and industry expertise ensures clients receive the best coverage at the best value. We aspire to be long-term business partners involved in our clients'​ day-to-day operations, guiding them as they reduce risk, improve efficiency and grow their business. From our employees to our clients to our carriers, our relationships define us. We are employee owned and understand an investment in our people is an investment in your future. We are also committed to the communities where our employees and clients live and work as seen through volunteer leadership and significant financial investment. Operating since 1939, our commitment to our clients, employees and the community make us Colorado's leading insurance broker and one of the largest privately held in the nation. Please visit us at: www.floodpeterson.com

PFS Insurance Group, LLC is an independent insurance agency serving the needs of middle market risks across the Rocky Mountain states region. We offer risk management based solutions for property and casualty risks including agribusinesses, as well as group health benefit plan design for employers within a multistate region. Our agency also provides insured solutions for home, automobile and life insurance needs.

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.

Founded by physicians in 1981, Copic is a leading medical liability insurance provider. We’re known for our innovative programs, strong defense, and the way we support healthcare professionals beyond coverage. We’re here to improve medicine in the communities we serve—by bringing healthcare professionals the resources, knowledge, and tools they need. We strive to be there proactively, as trusted advisors and a source of insight, and offer a wealth of educational resources and programs to help our customers avoid litigation and reduce risk. Today, as a trusted partner for physicians, medical professionals, group practices, healthcare facilities, and hospitals, we continue to set the standard for how to support the humans of healthcare—while making medicine safer and better for all. Our culture and employee benefits: We’re united by a strong sense of purpose and integrity, a commitment to exceptional service, and a shared vision for excellence. We value every voice and embrace each member of our team for their unique background, skills, and identity. We’re proud to provide an outstanding benefits package including health, dental and vision insurance, including FSAs and HSAs; retirement savings like 401(k) and pension; paid time off and volunteer time off; life and accidental death/dismemberment insurance; family and medical leave insurance (FAMLI) and long-term disability; employee assistance program, monthly stipends and an annual wellness reimbursement, and tuition reimbursement.

Integrated Benefits Company in Fort Collins, CO, stands out as a trusted insurance broker with a strong focus on providing comprehensive employee benefits solutions to local and regional employers. Their extensive expertise in medical and ancillary benefits makes them a valuable partner for businesses seeking tailored insurance solutions. This Fort Collins-based branch of Integrated Benefits Company has successfully served a diverse range of clients, including Fort Collins Radiologic Associates PC and Tender Care Pediatric Services and Medical Supply. Notably, they have demonstrated proficiency in industries such as home health care services and offices of physicians. With a track record of managing benefits for businesses like Fort Collins Radiologic Associates PC, boasting 120+ participants, and Tender Care Pediatric Services and Medical Supply, with 130+ participants, they showcase their ability to handle varying scales of employee coverage. As a part of a local brokerage firm, Integrated Benefits Company brings a unique understanding of the specific needs and challenges faced by businesses in the Fort Collins area. Their demonstrated experience with midsize employers further underscores their ability to provide tailored solutions that align with the distinct requirements of businesses in this market. For employer benefits buyers seeking a reliable and locally informed insurance broker, Integrated Benefits Company in Fort Collins, CO, stands out as a strategic choice with proven expertise in crafting effective benefits packages.