At CBG, we are committed to helping each of our clients reach the best benefit solutions for their employees. It is our mission to develop innovative solutions to help achieve your goals. Once we determine the best solution for your company, we will introduce the new programs to your employees, explaining their benefits and answering their questions. Honored as one of The Journal Record‘s Tulsa’s Fast 40 for three consecutive years, Catalyst Benefits Group is a locally owned and operated insurance brokerage firm. We aim to assist you in understanding new Patient Protection and Affordable Care Act options.

Fraser Insure is a trusted insurance broker serving clients throughout California. With their office location in the heart of the state, they have established themselves as a reliable partner for businesses in need of comprehensive insurance solutions. One shining example of their expertise is their successful collaboration with Love Bottling Co., a prominent employer in the beverage manufacturing industry, boasting a workforce of 130 employees. Fraser Insure worked closely with Love Bottling Co.'s HR and finance team to develop tailored insurance packages that provided optimal coverage and cost-effectiveness. In addition to Love Bottling Co., Fraser Insure caters to a diverse portfolio of employer clients, including Eagle Redi-Mix Concrete LLC. Their specialization in cement and concrete product manufacturing sets them apart in the insurance brokerage industry, as they possess in-depth knowledge of the unique risks and challenges faced by this sector. Furthermore, Fraser Insure's proficiency extends to the beverage manufacturing industry, making them a top choice for businesses operating in this field. While Fraser Insure's headquarters are located in Tulsa, Oklahoma, their presence in California allows them to cater specifically to the insurance needs of midsize employers in the region. With a commitment to delivering exceptional service and custom-tailored insurance solutions, Fraser Insure has gained a reputation for their professionalism, expertise, and ability to navigate complex insurance landscapes. Businesses across California can rely on Fraser Insure to provide them with the peace of mind that comes from having comprehensive and suitable insurance coverage.

INSURICA, established in 1959, is a family-owned business comprised of independent retail insurance agencies, program administrators, and risk pool managers that specialize in core industries and business disciplines and share their expertise with the entire group. This unique structure provides INSURICA customers with unparalleled access to the most unique coverage and risk management expertise available, all delivered through a local agent relationship. From construction to healthcare, energy to education and beyond, our industry-specific knowledge and extensive experience gives us valuable insight into your rare and often challenging needs.

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com. Facebook: firstunited1 Twitter: @firstunitedbank Google+: +firstunitedbank1 YouTube: firstunitedbank1 Member FDIC NMLS # 400025

BOK Financial Corporation is a $47 billion regional financial services company headquartered in Tulsa, Oklahoma with $92 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status. © 2024 BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender.

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com. Facebook: firstunited1 Twitter: @firstunitedbank Google+: +firstunitedbank1 YouTube: firstunitedbank1 Member FDIC NMLS # 400025

Rich & Cartmill Insurance, based in Tulsa, OK, boasts a robust and expansive office, positioning itself as a key player in the insurance landscape. This larger office stands out for its versatile expertise, catering to both local and regional employers. With a proven track record, they excel in working with self-funded clients, showcasing their commitment to comprehensive coverage solutions. Demonstrating their prowess, Rich & Cartmill Insurance has successfully partnered with an array of clients, such as Mccurtain Memorial Medical Management and Rich & Cartmill, spanning hospitals and insurance-related activities industries. Noteworthy is their collaboration with Mccurtain Memorial Medical Management in the hospitals sector, where they provide tailored insurance solutions for over 120 participants. Additionally, their involvement with Rich & Cartmill, an entity in the agencies, brokerages, and insurance-related activities industry, encompasses over 150 participants. What sets this office apart is its adept handling of midsize and small employers, underscoring their versatility in meeting the distinct needs of varying business scales. As part of a local brokerage firm, Rich & Cartmill Insurance brings a localized touch to their services, establishing trust and rapport within the community. With a focus on the hospitals industry, their great expertise in this sector further positions them as a strategic choice for employers seeking comprehensive and tailored insurance solutions.

In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"​), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"​), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL"​) rule, but to meet Securities and Exchange Commission ("SEC"​) investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."​

Sullivan Insurance Agency, strategically located in Ardmore, OK, operates from a larger office, offering expert services to local and regional employers with a specific focus on medical and ancillary benefits. With a commitment to providing tailored solutions, Sullivan Insurance Agency has proven expertise in navigating the complexities of the insurance landscape. The agency boasts an impressive clientele, including notable organizations such as Comanche Nation Entertainment in the gambling industries, demonstrating their prowess in serving businesses with 670+ participants. Their success extends to partnerships with Kickapoo Tribe of Oklahoma in executive, legislative, and general government support, encompassing 470+ participants, and Lenape Entertainment in the gambling industries, with 180+ participants. Sullivan Insurance Agency has developed a deep understanding of the intricacies of the gambling industries. As part of a local brokerage firm, Sullivan Insurance Agency brings a localized approach to benefits planning, ensuring a nuanced understanding of the unique needs of businesses in the Ardmore region. With demonstrated experience in catering to both midsize and large employers, Sullivan Insurance Agency stands out as a reliable partner for businesses seeking comprehensive and tailored insurance solutions in Ardmore, OK.

With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities. We are committed to investing in the future of our communities by offering personal and commercial products, trust, insurance, and investment services. For the 13th consecutive year, BancFirst is rated as one of the "Nation's Strongest and Safest Banks"​ by Bank Director magazine. For the 8th consecutive year, BancFirst is included on the KBW Bank Honor Roll. BancFirst is a publicly held company and is listed on the NASDAQ National Market System under the symbol BANF. Member FDIC • Equal Housing Lender

INTERNATIONAL INSURANCE BROKERS, LTD. (IIB) is a national professional services firm headquartered in Tulsa, Oklahoma. IIB’s mission is to offer cutting edge risk finance solutions to large corporations and to proliferate that capability and level of service to smaller entities including an individual’s risk management requirements.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.