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.

Meridian Benefits Consulting Employee Benefits team relies on the technology tools, detailed plan design analysis, up to the minute market knowledge and practical experience to provide our clients with cost effective benefits management. You can be confident of our expertise in all aspects of fully insured and self-funded plans. Our clients range from entrepreneurial growth start-ups, manufacturing firms, software consultants to multi-location publicly held corporations and prominent cultural and educational institutions, both for profit and not for profit. Meridian Benefits Consulting combines market savvy, long term relationships and a technically superior staff of experienced benefits professionals to provide our clients with a broad range of resources.

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.

Palmer & Cay is a specialty commercial insurance and employee benefits brokerage and consulting firm. We specialize in industry niches with complex risks and extensive service needs, delivering high value services to clients on a worldwide basis. Our highly synchronized teams bring deep experience and strategic talents to each client’s needs. Our focus is on middle market to large corporate clients, delivering Property & Casualty and Employee Benefits consulting & brokerage services, including risk analysis, claims consulting, program design, marketing and administration, and risk control. When losses occur, we surround our clients with intense claim advocacy services. Building upon a culture that was started nearly 150 years ago, we understood then, and today still believe, that people are what make an organization successful. To deliver on our promise to consistently deliver “exceptional client service”, we know we have to attract the best, most passionate, and technical people in our business. Combining this fundamental approach with a culture where the client is at the center of everything we do allows us to create extraordinary results for our clients.

Bogle Agency Insurance is an Independent Insurance Agent, meaning that our agency represents an infinite number of insurance companies providing us with many alternative routes when trying to select the best possible coverage and pricing for our clients. We are dedicated to providing our customers with quick, professional and friendly service around the clock, 24 hours a day-7 days a week. We pride ourselves on being available to our clients to help them with any concerns they might have about their insurance. Through our client-servicing plan, risk management control and client service reports, you will be in touch with and protected by the best insurance program available for you. We maintain a complete copy of your insurance policy and schedules in our office so we can review and service your account within a minute's notice. Our computer enables us to provide prompt service and quotes for any type of insurance We are also members of the Independent Insurance Agents of America (IIAA) and the Professional Insurance Agents Association (PIA).

Westchester Benefit Group is an independent insurance and wealth management firm that strives to be a complete solution to small businesses and families financial needs. Our company is deeply rooted in providing benefits to businesses including health insurance and 401k plans. Over the past 30 years we have built out a team of financial advisors who work with individuals & families to offer holistic financial planning including investing, retirement planning, life insurance, disability insurance, long term care, tax planning, college planning, and much more. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Westchester Benefit Group, Inc. is not affiliated with Kestra IS or Kestra AS.

Based in Montreal, we are a privately owned manufacturer of wood and metal store fixtures.

Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

Wealth Advisory Group has been empowering people with sound financial strategies since 1933. We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs. Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2022-141079 Exp 07/24