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!

Otterstedt Insurance Agency, located in New York, NY, boasts a prominent presence as a larger office, specializing in comprehensive insurance solutions for both local and regional employers. With a dedicated focus on medical and ancillary benefits, this agency stands out for its exceptional expertise in catering to the unique needs of businesses in the medical and diagnostic laboratories as well as basic chemical manufacturing industries. Demonstrating a track record of success, Otterstedt Insurance Agency has cultivated strong relationships with notable clients such as Collagen Matrix and Kobo Products. Collagen Matrix, a leader in the medical and diagnostic laboratories sector in NJ, with over 140 participants, and Kobo Products, a key player in basic chemical manufacturing, also with 140+ participants, are prime examples of the agency's prowess in delivering tailored insurance solutions to diverse industries. As a part of a local brokerage firm, this office location benefits from a collaborative and community-oriented approach, enhancing its ability to understand and address the specific needs of midsize employers. With a proven commitment to excellence and a keen understanding of the intricacies within the medical and chemical manufacturing sectors, Otterstedt Insurance Agency in New York, NY, stands as a reliable partner for employers seeking robust and tailored insurance coverage for their workforce.

ClearBridge Compensation Group is an independent consulting firm providing advice to boards and senior management on executive compensation and incentive plan design with a focus on alignment with shareholders, linkage with business strategy, and adherence to strong governance standards. Our partners and team of consultants work together to provide sound advice based on each company’s unique situation. Our work spans across industries for both publicly-traded and privately-held companies.

Advantage Healthcare Planning, based in New York, NY, stands out as a reputable insurance broker with a specific focus on serving local and regional employers. They are recognized for their expertise in medical and ancillary benefits, catering to the unique needs of midsize employers. Their proficiency is particularly notable in industries such as educational services, foundries, and motor vehicle and motor vehicle parts and supplies merchant wholesalers. A notable aspect of their service is the diverse range of industries they cover. For instance, they have successfully partnered with Auto Mall 46, a prominent player in the motor vehicle and parts supplies merchant wholesalers industry located in New Jersey. This collaboration involves managing benefits for over 440 participants, showcasing their capability to handle large-scale operations. Similarly, their expertise extends to the educational services industry, where they have effectively served The Community School in New Jersey, catering to 100+ participants. Their proficiency is further exemplified in their work with Mcwane, based in the foundries industry in Alabama, managing benefits for 160+ participants. As part of a local brokerage firm, Advantage Healthcare Planning brings a personalized and tailored approach to their services. This local grounding ensures a deeper understanding of the specific requirements and challenges faced by regional employers. Their demonstrated experience with midsize employers highlights their ability to provide customized solutions that align with the specific needs and objectives of each client. Their deep industry knowledge and local expertise make them a valuable partner for employers seeking comprehensive and tailored insurance solutions.

Empire Benefits Solutions provides the ultimate employee benefits consulting services for mid to large sized companies, serving as an essential partner in your success. Our in-depth analysis of your organization and its requirements enables us to custom design the perfect solution, taking particular care to carve out the exact pieces of the benefit plan that perfectly matches your employees’ needs. From managing employees and attracting and retaining talent to communicating with employees on benefits in a manner that maintains morale and displays appreciation, Empire Benefits Solutions’ comprehensive and extensive knowledge of benefits, HR and processing ensures employee satisfaction, establishes an allied environment, and builds a streamlined foundation of support for your success.

NJ Group Services is a trusted partner for comprehensive insurance solutions. We specialize in tailoring insurance packages to fit the needs of businesses, employees, and individuals alike. Whether you're a small startup, a large corporation, or a personal consumer, NJ Group Services is here to cater to all your insurance needs. We pride ourselves on delivering streamlined experiences, ensuring that you can focus on what matters most---your success. We offer customized employee benefit plans, personal insurance, commercial insurance, 401ks, compliance, and so much more. Make sure to contact our team or visit our website to learn more.

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.

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.

Helping our clients protect their assets for over 100 years. In business and in life, sometimes you just can't see it coming. That's why there's Rue Insurance. We've been helping our clients protect their assets and improve their profitability for over 100 years. Be Ready with Rue is a commitment to help our clients identify potential risks and create a strategy that both reduces these risks and results in greater profitability. By establishing departments that focus on our major risk areas - Business Insurance, Employee Benefits, and Personal Insurance - Rue is able to offer clients a Coordinated Asset Protection (CAP) Program. Our CAP Program will help your organization implement and administer your custom Risk Reduction Plan to Be Ready for that event you just don't see coming.