Oppenheimer is a 129-year old, Minneapolis-based law firm. It’s a recognized leader in providing practical legal counsel to businesses of all sizes—from start-ups to Fortune 500 corporations. The firm’s core practices include corporate finance, mergers and acquisitions, securities, real estate finance, lending and business litigation, with specialty practices in complex healthcare litigation, employee benefits, intellectual property and labor and employment.

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.

Mondschein Associates, located in the bustling business hub of New York, NY, operates from a larger office, strategically positioning themselves as a prominent player in the insurance brokerage landscape. With a rich history of catering to a diverse clientele, they bring a wealth of experience to the table, particularly excelling in serving self-funded clients. Their expertise extends to supporting local and regional employers, making them a valuable asset for businesses of varying scales. This New York-based office of Mondschein Associates boasts an impressive portfolio of clients, including renowned names such as Gagosian Gallery in the retail trade industry, Krish Actuarial in professional, scientific, and technical services, and Red Arrow Studios International in the motion picture and video industries. These collaborations underscore their versatility across sectors, with a demonstrated track record in retail trade, business support services, and motion picture and video industries. As a key player in the local brokerage scene, Mondschein Associates has established itself as a go-to partner for midsize employers, showcasing a keen understanding of their unique needs. Their commitment to delivering tailored solutions and their expansive industry knowledge positions them as a reliable choice for employers seeking comprehensive and customized insurance brokerage services in the dynamic New York market.

valicenti advisory services inc. is a financial services company based out of United States.

Amalgamated Family of Companies is a reputable local insurance broker headquartered in White Plains, New York. Known for their expertise in serving large employers, they specialize in offering comprehensive insurance solutions that cater to the unique needs of their clients. One notable example of their work in White Plains is their collaboration with BD of Trustee-Amalgamated National Health Fund, an employer with an impressive member count of 16,000 in the insurance-related activities industry. Amalgamated Family of Companies worked closely with the HR and finance team of BD of Trustee-Amalgamated National Health Fund to design and implement a range of plans, including HMO, PPO, PBM, and drug plans. These tailored solutions ensure that the members receive optimal coverage that meets their specific requirements. Amalgamated Family of Companies operates across multiple states, including Illinois, Ohio, Michigan, Missouri, Texas, California, Wisconsin, Virginia, Minnesota, New York, Indiana, Pennsylvania, New Jersey, South Dakota, Georgia, Tennessee, Maryland, Washington, Iowa, North Carolina, Mississippi, Colorado, Arizona, Nevada, Florida, Oregon, West Virginia, Alabama, Utah, South Carolina, Kentucky, Montana, Idaho, District of Columbia, Massachusetts. This broad geographic coverage allows them to extend their services to a diverse range of clients nationwide. With a strong focus on the insurance-related activities and activities related to real estate industries, Amalgamated Family of Companies has developed extensive expertise in these sectors. This knowledge enables them to provide specialized and effective insurance solutions to businesses operating within these fields. In summary, Amalgamated Family of Companies is a trusted local insurance broker based in White Plains, New York, specializing in serving large employers. Their successful partnership with BD of Trustee-Amalgamated National Health Fund exemplifies their ability to create tailored plans to meet the unique needs of their clients. With a broad geographic reach and expertise in insurance-related activities and activities related to real estate, Amalgamated Family of Companies is well-equipped to provide comprehensive insurance solutions across a wide range of industries and locations.

After quietly taking care of employee benefits for some of the most respected companies in the region for 25 years, Life & Health Underwriters now also offers Property & Casualty Insurance, Surety Bonding, and Private Client Services. To reflect our new expanded role, we've changed our name to LHUI.

As demographic, economic, and political landscapes shift, it has become increasingly important to prepare for the unexpected. Our mission is to provide our clients with a personalized evaluation of their current insurance needs.

MetroDI is a true 'One Stop DI Shop'​ for insurance producers. We offer a variety of disability income & business protection solutions in order to meet the needs of today's marketplace, giving our producers the confidence in knowing they are always selling the most competitive product. Our team of brokerage & underwriting specialists provide unbiased opinions and ideas tailored to your clients needs. Our services include Contracting & Licensing Assistance, On-Staff Underwriting, Sales Support & Product training. We are affiliated with all Disability carriers. By offering a selection of carriers, we can provide you with the contract that best suits each individual clients needs. We offer continuous producer support. Our team of experienced brokerage and underwriting specialists guide insurance professionals from product design through underwriting and policy placement. We offer the support you need so you can do what you do best - sell more DI! We monitor the market for the latest trends in order to give our producers an edge in competitive sales situations. MetroDI is the premier brokerage agency for Disability Income and Business Protection products. We strive to ensure that every policy is delivered with the best rating based on clients medical, financial and occupational history. We aim to be an invaluable resource in order for our producers to experience the satisfaction of delivering excellence, exceeding expectations, and outperforming their competitors. Specialties: Individual Disability Income, Business Overhead Expense, Key Person Disability Insurance, Retirement Income Replacement, Business Loan Protection, Disability Buyout, Impaired Risk, Guaranteed and Simplified Issue Plans, Specialty Coverage for Athletes, Entertainers and High Profile People.

Goetzmann & Associates, located in Syracuse, NY, stands out as a premier insurance broker, specializing in tailoring comprehensive employee benefits solutions for local and regional employers. With a strong emphasis on medical and ancillary benefits, this office boasts a deep understanding of the unique needs of businesses in Syracuse and its surrounding areas. One of their notable achievements is their successful partnership with Weitsman Recycling, a prominent player in the waste management and remediation services industry. This collaboration has resulted in tailored benefit plans that cater to the well-being of over 260 participants within the organization. Goetzmann & Associates' proficiency extends beyond their collaboration with Weitsman Recycling, showcasing a broad spectrum of expertise across the waste management and remediation services sectors. What sets this office apart is its affiliation with a local brokerage firm, emphasizing a commitment to the community and a nuanced understanding of the local business landscape. The team at Goetzmann & Associates demonstrates a proactive approach, staying abreast of industry trends to provide innovative and effective benefit solutions. For employers seeking a reliable partner in navigating the intricacies of employee benefits, this Syracuse-based office is a trusted ally with a proven track record of delivering tailored and effective solutions for businesses of all sizes.

Insurance Brokerage, Founded in 1986. ACBI is a consultant to many of New York's leading corporations and institutions, providing experienced advice for the design and implementation of cost-effective employee benefits programs.