About us Everence® is a Christian-based, member-owned financial services organization dedicated to helping individuals, organizations and congregations integrate their faith and values with their decisions about money. Through our national team of professionals, Everence offers banking, insurance, investments, asset management, financial planning, charitable and other financial services with community benefits and stewardship education. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Who we serve Everence is the stewardship agency of the Mennonite Church USA, an Anabaptist denomination, and has long-standing ties to other denominations with historic Anabaptist roots. Many of our members belong to denominations that have historic roots or relationships with the Anabaptist faith community. Everence products and services are open to everyone who is interested in practicing stewardship that aligns with our founding values. Disclosure Securities offered through Concourse Financial Group Securities, Inc., member FINRA/SIPC. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719. Do not post personal information on social media in order to keep your information away from scammers. This includes not sharing things like your address, income, Social Security Number, financial accounts and transactions.

Keystone started in 1983 when four independent insurance agencies teamed up to pool their experience and expertise. Determined and scrappy in the face of a difficult market, this small group believed that agencies could be stronger and more successful if they linked arms. Today, that passion and spirit that started Keystone continues. Growing to over 300 independent agency partners, Keystone provides its agents with a community of like-minded agencies, industry expertise, and access to specialized products for their clients. Keystone is ranked third on Insurance Journal's 2023 list of Top 20 Privately-Held Property/Casualty Agency Partnerships. For more information, go to www.keystoneinsgrp.com.

The Horton Group, a Marsh & McLennan Agency LLC company, is a full-service brokerage offering business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals nationwide.

The Matrix Group, is an innovative marketing research, insights and consulting firm dedicated to helping clients understand the dynamics of a changing world. We focus on measuring change, finding creative pathways to gathering information and translate into insights for businesses and organizations. We are a team of curious individuals seeking to provide our clients with the intelligence and strategic perspective to influence smart decision making. Our resolute commitment to excellence produces information that is accurate, usable, timely and relevant. We have ideal facilities for group and individual discussion sessions. Our meeting rooms are also available for rental for groups by the hour or by the day.

Insurance Management Group is an all-risk insurance agency with over 140 years of experience, specializing in Home, Auto, Business Insurance, Individual Life & Health, and Employee Benefits. We represent highly rated and financially sound insurance carriers, to ensure that our clients are getting the best coverage, tailored specifically to suit his or her needs. We provide our clients with the highest quality of service and care, working above and beyond the call of duty, to ensure that each business owner and individual has the most positive experience possible.

We’re Advisors, Not Just Brokers. We exist to pursue your best interests. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where your company really gains the edge. It’s empowering to know you have a team who’s constantly surveying – assessing what’s happened before, what’s happening now, and what’s coming next. The moment you need to make a change we’ll spring into action together. Gibson was founded nearly 100 years ago. And since day one, we’ve been driven by our relationships with our clients, employees, and community. Our first office in Plymouth, Indiana was opened in 1933, and as our reach grew, so did our Gibson team. Today, we serve both local and national clients from our six offices across the country. We started as a family business, grew to include employee stockholders, and in 2011, we became an ESOP – employee-owned. Today, we sit in the top 1% of US independent insurance brokers. Why does being independent matter? It means we have the freedom to make your best interests our own, act quickly on your behalf, and pursue the new paths that make us all better. We’re proud to have created a team in which our values and how we practice them every day consistently earn us best practices and best places to work honors.

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.

Gibson is a firm of advisors and consultants that help clients get to the proactive side of insurance. We specialize in working with companies looking to find their edge—where they are growing as an organization, differentiating themselves in the marketplace, and preparing for current and future risk. We aim to find the perfect combination of insurance and consulting.

Our mission is "Exceeding Expectations…. Beyond Insurance"​. The DeHayes Group pro-actively delivers the outstanding service and expertise that our clients have come to expect and appreciate for over 30 years. We do this by developing a deep relationship with our clients that guides us to providing you a tailored solution for your business and personal needs, whether it be property-casualty insurance, employee benefits, personal insurance or financial services.

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.