Wades is a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself. What we do OUR MANTRA It’s about people, not products. It’s about prudence, not performance. It’s about people attaining and then maintaining the life they want. It’s about families being financially secure. OUR METHODOLOGY We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt. Our approach has 3 key stages 1. LIFE PLANNING 2. FINANCIAL PLANNING 3. INDEPENDENT FINANCIAL ADVICE

Doyle Alliance Group is an employee benefits brokerage & consulting firm that impacts the way employers deliver health benefits to their employees. As an Acrisure Agency Partner, we continuously bring a multitude of best-in-class resources to our clients. Services we offer include: Strategic Benefits Planning Financial Analysis Cost Containment Benefits Compliance Alternative Funding Pharmacy Management Group Medical Captives Let's discuss your company's health benefits needs. Bring us your questions. We're ready to talk about our ideas and design a program that works for you.

Mission: First and foremost, we at PBG are advocates for our clients, strategic partners with our carriers, and “idea leaders” for the industry. Drive: At PBG, our staff and their passion for excellence is what really set us apart. We are a dynamic group of talented and highly skilled professionals that are considered experts in their respective fields. Be it negotiation, compliance, account management, communication, employee advocacy or training programs, the energy and dedication that we bring to the table not only helps our clients satisfy the needs of their employees but also protects and improves their bottom-line. Our team leaders are an incredibly dynamic and innovative group that infuse the company with their drive, enthusiasm and energy. Value: PBG is committed to helping our clients make key healthcare benefit choices that deliver real value to their employees while at the same time controlling costs. Our expertise and abilities allow us to leverage our carrier relationships, and expand the value delivered to our clients, and their employees.

Third Party Administrator, specializing in self funded employee benefit services, including medical, dental, vision, STD, FSA and HRA programs. Expertise in employee health and welfare compliance services including the Affordable Care Act (ACA) provisions and requirements.

- Main support for all claims, benefits, and enrollment inquiries for 22 employer groups - Prepared and conducted open enrollment meetings by collaborating with various carriers to collect data for meetings along with communicating to the employer group any changes both on the state and federal level under ERISA, COBRA, HIPAA, and the ACA -Worked directly with carriers to resolve claim disputes and eligibility issues for clients and their participants

villaNOVA Insurance Partners is a full-service insurance brokerage and consulting firm who truly works for our clients. We bring years of experience, new ideas, service and most importantly we bring the flexibility that the larger firms cannot provide. Insurance is not a “one size fits all” industry and we know that. We consider ourselves an extension of you. Whether you are a business client or individual client, you will hear from us year- round—not just when you have issues.

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.

Geisinger is among the nation’s leading providers of value-based care, serving 1.2 million people in urban and rural communities across Pennsylvania. Founded in 1915 by philanthropist Abigail Geisinger, the nonprofit system generates $10 billion in annual revenues across 126 care sites — including 10 hospital campuses — and Geisinger Health Plan, with more than half a million members in commercial and government plans. Geisinger College of Health Sciences educates more than 5,000 medical professionals annually and conducts more than 1,400 clinical research studies. With 26,000 employees, including 1,700 employed physicians, Geisinger is among Pennsylvania’s largest employers with an estimated economic impact of $15 billion to the state’s economy. On March 31, 2024, Geisinger became the first member of Risant Health, a new nonprofit charitable organization created to expand and accelerate value-based care across the country. For more information, visit geisinger.org/careers or connect with us on Facebook, Instagram, LinkedIn and Twitter.

A leading independent insurance agency that offers a full spectrum of insurance solutions including employee benefit administration, property & casualty, aviation, marine, personal, and other areas of exposure. Founded in 1955, we are ranked among the top third party administrators of employee benefits, as well as one of the top diversified insurance / brokerage firms in the United States.

PCI Insurance is a highly experienced insurance broker, serving clients across an extensive geographic footprint that includes Georgia, South Carolina, North Carolina, Tennessee, Virginia, Ohio, Texas, Alabama, Kentucky, Florida, Mississippi, Indiana, Minnesota, Kansas, Vermont, Arkansas, Colorado, Connecticut, District of Columbia, and Pennsylvania. While the company has received some mixed reviews from customers, they remain a reliable partner in the insurance industry. One noteworthy example of their expertise comes from their work with eciConstruction, a 10-member employer in the specialty trade contractors industry. Collaborating closely with eciConstruction's HR and finance team, PCI Insurance developed a customized insurance package to address the unique needs of their members. This solution included a self-funding arrangement, a preferred provider organization (PPO) plan, as well as a pharmacy benefit management (PBM) and drug plan tailored specifically to their requirements. With a local office situated in Harrisburg, Pennsylvania, PCI Insurance is well-positioned to serve clients of various sizes, ranging from large corporations to midsize and small businesses. Their exceptional M Score, reflecting their extensive experience and expertise across different client sizes, industries, and products, solidifies their standing as a trusted insurance consultant. PCI Insurance specializes in serving industries such as specialty trade contractors, offices of physicians, and relief services. Moreover, they possess valuable experience working with self-funded employers and have established partnerships with reputable pharmacy benefit managers (PBMs) and other specialized pharmacy providers. While it's important to consider some lower customer reviews, PCI Insurance's wide range of experience, expertise, and strong client base, including companies like APR Supply Co, Carlisle Carrier Corp, H. H. Knoebel Sons Inc, Keystone Holdings, Pc, make them a valuable choice when evaluating insurance partners.

EHD Insurance is a highly reputable regional insurance consultant, headquartered in Lancaster, Pennsylvania. With an impressive presence across multiple states including Kentucky, South Dakota, Florida, Texas, Kansas, Nevada, Mississippi, Indiana, Pennsylvania, Iowa, Minnesota, Wisconsin, California, and Louisiana, they serve a diverse client base. EHD Insurance's commitment to excellence is exemplified through their work with York Graphic Services Co., a prominent employer in the printing and related support activities industry. Collaborating closely with the HR and finance team at York Graphic Services Co., EHD Insurance successfully implemented a comprehensive insurance program that included a self-funding arrangement, a PPO plan, PBM, and drug plan. These solutions were meticulously designed to cater to the unique needs of the company's 160-member workforce. With extensive experience in the Lancaster, PA market, EHD Insurance is one of the top brokerages in the region. Their remarkable track record and expertise across client sizes, industries, and products have earned them one of the highest M Scores possible. EHD Insurance boasts strong expertise in various industries, including 0, miscellaneous manufacturing, and professional and commercial equipment and supplies merchant wholesalers. Their profound understanding of these sectors allows them to develop tailored insurance solutions that effectively address the specific risks and challenges faced by their clients. Notable employer clients of this location include Allen Distribution Corporate Office, Amicus Therapeutics Inc., Community Action Partnership of Lancaster County, and D. F. Stauffer Biscuit Company Inc. Through their exceptional experience, extensive product knowledge, and commitment to meeting client needs, EHD Insurance has become a trusted partner for large, midsize, and small employers alike.

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.