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.

We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

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.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

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.

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.

Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.

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.