Wades is a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself. What we do OUR MANTRA It’s about people, not products. It’s about prudence, not performance. It’s about people attaining and then maintaining the life they want. It’s about families being financially secure. OUR METHODOLOGY We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt. Our approach has 3 key stages 1. LIFE PLANNING 2. FINANCIAL PLANNING 3. INDEPENDENT FINANCIAL ADVICE

JS Benefits Group is all things Employee Benefits! We are a thriving Employee Benefit and HR consultancy, employing a stellar team of professionals and also working with more than 30 of the nation’s top carriers. We work with employers in the Mid-Atlantic region of the US, having anywhere from 30 to 30,000 employees. We offer the following Group Benefits and HR Consulting services: Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company’s overall philosophy. -Superior customer service which is reflected in a high degree of customer retention of our 900+ clients. -Strategic partnerships that strive to fully understand our clients’ needs and be a valuable extension of their HR and Benefits departments. -Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment. -Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience. We’d love to meet with your company today to show you what we can do for you!

- Main support for all claims, benefits, and enrollment inquiries for 22 employer groups - Prepared and conducted open enrollment meetings by collaborating with various carriers to collect data for meetings along with communicating to the employer group any changes both on the state and federal level under ERISA, COBRA, HIPAA, and the ACA -Worked directly with carriers to resolve claim disputes and eligibility issues for clients and their participants

Patriot Benefits Group is located in Hatfield, Pennsylvania. The company was founded in 2003 by Carsten Pedersen and Flemming Pedersen, two former insurance and public accounting executives who observed employers being greatly underserved in our local market place. We have grown into a very successful employee benefits broker and consulting firm because we listen to and partner with our clients. As your partner we can reduce your cost, help manage your benefits and improve your employees' health so that you can focus on growing your business and increasing your bottom line. Our extensive and unique industry background allows us to plan, create, implement and manage a cutting edge medical, dental, disability and life insurance benefits program at the lowest possible cost to you. We only work with premier insurance carriers and protect you from potential disasters by designing the right benefit package for you and your employees. We want to help you attract and retain quality employees while promoting the well being of your workforce which ultimately leads to decreased absenteeism, increased productivity and fever claims, resulting in lower insurance premiums. We deliver prompt and exceptional service to you and your employees with reliable and leading edge industry expertise. We care deeply about our family of customers and aim to make each and every interaction with you a positive experience for you. You and your employees will be treated with the utmost respect and courtesy by our professional, friendly and community oriented associates. In short, we love helping and serving our clients and invite you to join us.

Special Risk Insurance Services, Inc. is a Mid-Atlantic based insurance brokerage firm specializing in the placement and management of corporate sponsored employee benefits. Since 1985, we have developed client relationships that are driven by the desire to earn their trust and confidence, while exceeding their expectations. Our commitment is to provide clients expertise, integrity, savings and value-added administrative support for their corporate accident, life, disability and consumer driven voluntary benefits. Our success in maintaining an 18-year average client tenure while managing $140M in benefit costs is a direct result of providing competitive contract terms, conditions and service delivery. Many of our clients worked directly with their insurers until we proposed what we could do for them and, as a result of our involvement, our clients have saved $27M in premium in the last three years.

RetireeFirst, based in the vibrant city of Philadelphia, operates a sizable office dedicated to providing comprehensive insurance solutions. With a focus on employer benefits, this larger office boasts extensive expertise in catering to the needs of local and regional businesses. Notably, their proficiency spans across various industries, including building equipment contractors, insurance and employee benefit funds, and grocery and convenience retailers. One hallmark of RetireeFirst's success is their diverse clientele, exemplified by esteemed organizations such as Iron Workers Local Union 401 Supplemental Welfare Fund in PA, Board of Trustees of Ppf Local 803 H&W Fund in FL, and Board Trustees Asbestos Wrks L24 Medical Fund in MD. These partnerships underscore the broker's adaptability and effectiveness across different sectors. As a key player in the local brokerage scene, RetireeFirst stands out for its demonstrated experience with employers of all sizes. From midsize enterprises to large corporations and small businesses, this broker tailors its services to meet the unique needs of each client. With a track record of success and a commitment to excellence, RetireeFirst's Philadelphia office is a reliable partner for employers seeking top-tier medical and ancillary benefits solutions.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Our passion is protecting what matters most to you. L&W Insurance is committed to meeting your insurance needs, while exceeding your expectations for service. We’re ready to partner with you. #PartnersInProtection L&W Insurance was founded as an independent agency in 1932 by Sal Lobacaro & C. Edgar Wood, as a means for providing insurance to the businesses and residents throughout the state of Delaware. In 1971, Davis Wood took over ownership and laid the foundation for personal service to be at the cornerstone of our success story. In 2005, William Strickland became agency President, solidifying the vision of an agency built on client relationships and immersed in community partnerships. Decades of dedication to our mission have resulted in growth and expansion in both our services and reach. L&W Insurance now operates as one of Delaware’s largest independent agencies, stretching our service area beyond Delaware, into the neighboring states of Maryland, Pennsylvania, New Jersey as well as throughout much of the mid-Atlantic. We contract with regional, national and specialty lines insurance carriers to garner a broad base of options to meet the risk management needs of our clients. Our passion is protecting what matters most to you. L&W’s holistic approach to insurance means we aim to provide coverage for every insurance need that may arise for our clients, whether its commercial, personal, or health benefits.

The Elite Group is a single source solution, partnering with companies to provide Employee Benefits Consulting, Benefits Administration, Payroll, Property & Casualty and Worksite Benefits.

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.

Precision Benefits Group's Philadelphia office stands as a prominent hub within the larger organization, leveraging its extensive experience to cater to a diverse array of clients. Specializing in serving self-funded clients, the team excels in providing support to local and regional employers. This dynamic office is an integral part of a respected local brokerage firm, symbolizing its commitment to the community. With a demonstrated track record in the midsize employer segment, Precision Benefits Group in Philadelphia showcases its prowess in tailoring insurance solutions to meet the unique needs of businesses within the region. The team's expertise extends across various industries, notably in architectural, engineering, and related services, wholesale trade agents and brokers, and freight transportation arrangement. Noteworthy is their collaboration with industry leaders such as Jillamy, a key player in the freight transportation arrangement sector, boasting over 430 participants. Additionally, R & P Technologies, an influential entity in architectural and engineering services, relies on Precision Benefits Group for its insurance needs with 170+ participants. The office has also demonstrated its capabilities with Cdm Electronics, a significant player in wholesale trade agents and brokers based in NJ, serving 160+ participants. This diverse portfolio underscores Precision Benefits Group's ability to navigate and excel within different industry landscapes.

Fairmount Benefits is a new breed of benefits consulting partner that is helping leading companies find new ways to win. To secure the best coverage, at the best possible price, you need someone firmly in your corner -- someone that understands your company and culture. Our entire service model is built on pulling for you -- being your true champion, an advocate, not a transactional broker.