The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.

Independant Insurance Agency specializing in commercial property and casualty insurance and risk management products and services; personal lines products such as home and auto insurance; sport specific insurance for sports facilities, amateur sports teams, leagues and tournaments. Client base throughout the United States.

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.

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.

Sterling Thompson Company is an 85 year-old insurance agency based in Louisville, KY. We proudly serve the needs of our clients in the areas of personal, business, employee benefits, and farm/equine insurance.

JA Benefits, LLC sets an evolutionary standard unlike any other. We believe in the concept of working smart, strategically, passionately, and compassionately to attain results for our clients. Our innovative solutions directly and effectively target your problems of today, risks of tomorrow, and complexities of your future. Each of our members on the JA team contributes to ensuring that their impact is powerful, meaningful, measurable and reliable. JA believes that each client’s journey has multiple destinations unique to them, and that success is determined by not only what we deliver, but by how we get there.

We are in the people business. We help our friends, neighbors, and their businesses determine what’s truly important to them and find ways to protect it. From insurance and employee benefits to financial services, members of the Shepherd team take great pride in offering solutions that reduce life’s uncertainties and provide invaluable peace of mind. It’s a big responsibility. We understand how important it is. And we truly love what we are able to do for our clients. We are also proud of the culture we have created at Shepherd. We work as a team in an environment where clients are more important than commissions, and relationships take precedence over titles. Our people are consistently recognized as the best in the business, and our clients’ success has translated to substantial success and growth for our company. It’s a great place to do business and it’s a great place to work.

A multi-year winner of Best Places to Work Insurance (2009-2024), Hylant is a full-service insurance brokerage with offices in Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, Ohio and Tennessee with more than 1,000 professionals on staff. Hylant offers complete risk management services, employee benefits consultation, wellness strategies, loss control, healthcare management and a wide array of insurance solutions for both businesses and individuals.

Zinser Benefit Service, Inc., located in Louisville, KY, is a prominent insurance broker office known for its extensive expertise in employer benefits. This larger office boasts a seasoned team with a strong focus on medical and ancillary benefits, making them a valuable resource for local and regional employers. With a track record of serving a diverse clientele, Zinser Benefit Service, Inc. has successfully partnered with businesses in various industries. Notable examples of their top customers include Commerce Lexington Finance Insurance & Real Estate, an agency with over 340 participants, Commerce Lexington Professional Services, serving more than 1,760 participants, and Gli Finance Insurance and Real Estate Sub-Association Ltd, with 530+ participants. This wide-ranging experience demonstrates their ability to tailor solutions to meet the unique needs of each client. As part of a local brokerage firm, this office benefits from a strong network and access to a wealth of resources. Their commitment to excellence shines through in their track record of serving large employers, offering tailored insurance solutions, and providing outstanding support to navigate the complex world of benefits. Employer benefits buyers evaluating Zinser Benefit Service, Inc. in Louisville, KY, can expect a dedicated team with a proven track record of delivering comprehensive benefits solutions tailored to their specific needs.

Looking to provide an exceptional event? A bolder brand? Superior member services? FSA offers it all. For more than 40 years, our team of experts has provided well-rounded services to strengthen and support organizations like yours. FSA is an association management company that provides a custom approach to each client we support — an approach that pairs your vision for success with our proven expertise.  Whether you’re seeking full management or a boost in one key area, we offer a strong operational and strategic foundation that builds “your success with our support.” So feel free to sit back and relax. We’re here to help.