Capital Insurance Advisors is a local insurance broker based in South Park Township, Pennsylvania, specializing in serving clients in the individual and family services industries. With a dedicated office in Pennsylvania, they offer comprehensive insurance solutions tailored to the unique needs of their clients. One notable example of their expertise is their successful collaboration with Southwestern Pennsylvania Human Services, Inc., an employer in the individual and family services industry. Capital Insurance Advisors worked closely with the HR and finance teams of Southwestern Pennsylvania Human Services, Inc. to develop a customized self-funding arrangement, PBM, and drug plan that aligned perfectly with the specific requirements of their 420 members. This partnership showcased Capital Insurance Advisors' ability to understand and address the unique challenges faced by large employers and their commitment to delivering tailored insurance solutions. While Capital Insurance Advisors has received some lower reviews from certain customers, it presents an opportunity for potential partners to investigate and assess their service quality. Nonetheless, their strong expertise in the individual and family services industries, coupled with their local presence and dedication to meeting the needs of their clients, make them a viable option for businesses seeking comprehensive insurance solutions in Pennsylvania.

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.

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.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

M Suzanne Tracey & Associates, located in Pittsburgh, PA, operates as a prominent insurance broker, boasting a robust presence in the region. This larger office is a standout choice for employers seeking comprehensive benefits solutions. Their extensive expertise in the medical and ancillary benefits arena is particularly noteworthy, making them a trusted partner for local and regional employers alike. What sets M Suzanne Tracey & Associates apart is their versatility in serving a diverse range of industries. They excel in catering to businesses across various sectors, including specialty trade contractors, automobile dealers, and office administrative services. Notable clients, such as the Board of Trustees Opcmia Local 526 Welfare Fund, Bowser Automotive, and Carnegie Shared Services Group, bear testimony to their competence and commitment. This office location is part of a local brokerage firm, further strengthening their knowledge of the regional market. M Suzanne Tracey & Associates has a proven track record of working effectively with both midsize and small employers. Their comprehensive approach, personalized service, and deep industry insights make them a reliable choice for employers looking to enhance their employee benefits offerings. With their local expertise and commitment to tailored solutions, M Suzanne Tracey & Associates stands as a trusted partner for employers in Pittsburgh, PA, seeking to optimize their employee benefits programs.

Clear Intentions International was founded by CEO Dr. Barbara Schwarck, in Pittsburgh, PA, in 1999. We are a global executive coaching firm that specializes in helping professionals, executives and global leaders to be their very best – both in life and at work. We facilitate client breakthroughs that enable the sustainable change needed to meet and exceed their professional and personal goals. Our Services We utilize our unique approach to help individuals and organizations manifest their maximum potential through the following services: - Focused one-on-one executive coaching and intensives; - Action-based group leadership trainings; and - Impactful keynote speaking engagements. Our Philosophy Clear Intentions operates in accordance with the International Coach Federation’s (ICF) ethical philosophy and definition of coaching. We are committed to integrity and strong, results-oriented relationships with our clients. We consider it our responsibility to: - Discover, clarify and align with what the client wants to achieve - Encourage client self-discovery - Elicit client-generated solutions and strategies - Hold the client responsible and accountable

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.