Benefit Advisors Network helps shareholders of privately held employee benefit brokerage firms improve their performance and profitability through proven growth strategies, proprietary resources, enhanced operating efficiencies, and learning and sharing knowledge.

Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

The Health Plan, rooted in Wheeling, WV, stands as a trusted partner for employer benefits, specializing in crafting tailored solutions for both local and regional businesses. As an integral part of a local brokerage firm, this office brings a localized approach to their services, ensuring a nuanced understanding of the unique needs of businesses in the Wheeling community. Their expertise in medical and ancillary benefits is exemplified by successful collaborations with top clients such as Mervis Industries in the fabricated metal product manufacturing industry. Managing benefits for over 450 participants in this sector underscores The Health Plan's ability to navigate the intricacies of manufacturing, offering customized programs that align with the industry's specific demands. The office's broad expertise extends across various industries, showcasing their commitment to delivering specialized solutions. For an employer benefits buyer seeking a partner with local insight, industry-specific knowledge, and a demonstrated ability to create effective benefit programs, The Health Plan in Wheeling stands ready to provide strategic guidance and tailored solutions to meet the diverse needs of businesses in the region.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

• NAHU Certified Voluntary Worksite Professional. • Responded to and assisted clients with benefit program questions and carrier issues. • Consulted with clients and developed a comprehensive ancillary and voluntary benefit package and marketing plan for clients from 2- 600 lives. • Reviewed proposals and performed benefit plan comparisons to ensure the best coverage and pricing for the client. • Ensured internal repository of client’s benefit program was current and accurate.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

The Stover Insurance Agency has served individuals and businesses with their insurance needs since 1930. Whether you are insuring your family, your home, your automobile or your business, you want to feel confident that you have an organization behind you that will take care of your needs. The Stover Insurance Agency is there for you.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. We have agents licensed to sell insurance in the following jurisdictions: FL, NY, NJ, CA, AR, AZ, CT, GA, IA, IL, KS, MD, MO, NC, NE, OH, OK, MA, MI, PA, SD, TN, TX, VA, WA, WV. We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL