Ancora Holdings Group LLC is a client focused investment management, family wealth advisory and insurance agency firm that operates with the highest level of integrity and honesty in all aspects of our business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability in everything we do.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

We are a creative team of experienced plan managers and trained consultants in the health and welfare benefits industry. Our resourcefulness and expertise allow us to solve problems - even when others have run out of ideas. We help our clients mitigate the impact of market cost trends and achieve Results Worth Writing About! Our passion is to improve employee health, and to out-manage the health, life and disability benefits marketplace. We fill the gap between broad-based national consulting firms and brokerage firms who lack our expertise and independence. We offer employers subject matter and process expertise, market knowledge and relationships, and the technology and tools necessary to out-manage trend. Whether serving our clients on a project basis or through a retainer relationship, we begin with analysis, add insight and strategic advice, and then proceed to vendor selection, implementation and management. Our approach caters to those who have an interest in understanding and actively managing their benefits plans while maintaining employee goodwill.

Deeply committed to the communities that we all share, Insurance Partners Agency is a full service, leading independent insurance agency that specializes in business and personal insurance, employee benefits, life insurance, and professional liability. The agency has earned its reputation for excellence by leveraging more than five decades of risk management experience to deliver keen insight, service, and solutions to clients’ distinct needs, including competitive, niche, and specialty products/services. Organizations of all sizes and sectors benefit from Insurance Partners’ business insurance expertise combined with a distinct approach and access to a broad range of premier insurance carriers. Licensed in most of the U.S.A. with international reach through select affiliates, Insurance Partners Agency was established in 1961, is based in and operates offices across Ohio along with an office in Orlando, Florida.

The Fedeli Group is a widely respected insurance brokerage and consulting service organization, providing quality insurance products and high-level risk management. The skilled associates at Fedeli offer clients innovative alternatives to service and counsel in a host of specialized coverage areas.

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.

Vantage Financial Group Inc., situated in Cleveland, OH, boasts a substantial office, distinguishing itself as a prominent player in the insurance brokerage landscape. With a keen focus on employer benefits, particularly in the medical and ancillary benefits realm, this larger office is renowned for its adept handling of local and regional clients. Demonstrating a profound understanding of diverse industries, Vantage Financial Group Inc. showcases its expertise in computer systems design and related services, depository credit intermediation, and offices of physicians. Their commitment to excellence is evident in their successful partnerships with key entities such as First Mutual Holding Co, a leader in depository credit intermediation with over 340 participants, Ohio Anesthesia Group in the offices of physicians industry with 70+ participants, and Onix Networking Corp in the computer systems design and related services sector, boasting 130+ participants. As an integral part of a local brokerage firm, this office stands out for its tailored solutions and demonstrated experience with midsize employers. The team's in-depth knowledge and proven track record make Vantage Financial Group Inc. an invaluable ally for employers seeking comprehensive and strategic insurance solutions in the dynamic landscape of employee benefits.

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.

Hummel Group is a full-line insurance and financial services agency with 8 offices in Ohio and Indiana. We have grown to be a recognized insurance and financial services leader. It is the mission of Hummel Group to help clients identify and manage risk through the use of insurance and financial strategies. Our Risk Advisors strive every day to exceed your expectations and help you transition from success to significance with each interaction and transaction. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, 4585 State Route 39, PO Box 250, Berlin, OH 44610. Phone: 330-893-2600. Investment Advisory services offered through Hummel Wealth Management, LLC and O.N. Investment Management Company. Hummel Wealth Management, LLC is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company. Licensed in: AK, AR, AZ, CA, CO, IA, IL, KS, KY, MD, ME, MI, MO, NJ, OH, OK, PA, SC, TN, UT, VA, WI, WV Insurance and annuity products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Product, product features and rider availability vary by state. Issuers not licensed to do business and products not distributed in AK, HI or NY. Registered products (including variable annuities) are sold only by prospectuses, which can be obtained through your registered representative. Before investing. investors should read and consider carefully the product and any underlying fund prospectuses, which contain more complete information about investment strategies, fees, charges, risk factors and other factors that may apply. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results. Insurance and annuity product guarantees are based on the claims-paying ability of the issuing insurance company.

Barret Benefits Group, based in Cleveland, OH, stands as a notable local brokerage firm with a distinct expertise in catering to local and regional employers. Their specialization lies in providing medical and ancillary benefits, a niche where they have demonstrated considerable proficiency. This expertise is particularly evident in their work with industries such as cutlery and handtool manufacturing, and miscellaneous durable goods merchant wholesalers. Notably, Barret Benefits Group has established a strong presence in the Cleveland area, partnering with significant local businesses. For instance, they have successfully managed benefits for over 110 participants at Refrigeration Sales Corporation, a prominent player in the miscellaneous durable goods merchant wholesalers industry. Furthermore, their collaboration with Wright Tool Company, a key name in the cutlery and handtool manufacturing sector, handling benefits for over 140 participants, showcases their capacity to handle sizable accounts. Their ability to navigate the complexities of diverse industries, coupled with their local know-how, makes Barret Benefits Group a potentially valuable partner for employers seeking tailored benefit solutions. Their deep understanding of the nuances within these specific sectors enables them to offer customized, effective benefits strategies that align with the unique needs of each employer. For an employer benefits buyer, evaluating Barret Benefits Group's Cleveland office could mean tapping into their local market insight and industry-specific expertise, promising a blend of personalized service and knowledgeable guidance in managing employee benefits.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.