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

- 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

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.

Patriot Benefits Group is located in Hatfield, Pennsylvania. The company was founded in 2003 by Carsten Pedersen and Flemming Pedersen, two former insurance and public accounting executives who observed employers being greatly underserved in our local market place. We have grown into a very successful employee benefits broker and consulting firm because we listen to and partner with our clients. As your partner we can reduce your cost, help manage your benefits and improve your employees' health so that you can focus on growing your business and increasing your bottom line. Our extensive and unique industry background allows us to plan, create, implement and manage a cutting edge medical, dental, disability and life insurance benefits program at the lowest possible cost to you. We only work with premier insurance carriers and protect you from potential disasters by designing the right benefit package for you and your employees. We want to help you attract and retain quality employees while promoting the well being of your workforce which ultimately leads to decreased absenteeism, increased productivity and fever claims, resulting in lower insurance premiums. We deliver prompt and exceptional service to you and your employees with reliable and leading edge industry expertise. We care deeply about our family of customers and aim to make each and every interaction with you a positive experience for you. You and your employees will be treated with the utmost respect and courtesy by our professional, friendly and community oriented associates. In short, we love helping and serving our clients and invite you to join us.

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.

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.

As a proud neighborhood agency, our goal is to bring superior protection and peace-of-mind to the businesses, nonprofits and people in our community by providing meaningful commercial and personal insurance products, benefits packages and risk management guidance. Simply put, the TGA team is here to help you protect what’s most important—both in life and business. Visit our website to learn more about how we can help support you in critical moments, protect you while you do what you love and be a true partner to your family or organization.

The Elite Group is a single source solution, partnering with companies to provide Employee Benefits Consulting, Benefits Administration, Payroll, Property & Casualty and Worksite Benefits.

Precision Benefits Group's Philadelphia office stands as a prominent hub within the larger organization, leveraging its extensive experience to cater to a diverse array of clients. Specializing in serving self-funded clients, the team excels in providing support to local and regional employers. This dynamic office is an integral part of a respected local brokerage firm, symbolizing its commitment to the community. With a demonstrated track record in the midsize employer segment, Precision Benefits Group in Philadelphia showcases its prowess in tailoring insurance solutions to meet the unique needs of businesses within the region. The team's expertise extends across various industries, notably in architectural, engineering, and related services, wholesale trade agents and brokers, and freight transportation arrangement. Noteworthy is their collaboration with industry leaders such as Jillamy, a key player in the freight transportation arrangement sector, boasting over 430 participants. Additionally, R & P Technologies, an influential entity in architectural and engineering services, relies on Precision Benefits Group for its insurance needs with 170+ participants. The office has also demonstrated its capabilities with Cdm Electronics, a significant player in wholesale trade agents and brokers based in NJ, serving 160+ participants. This diverse portfolio underscores Precision Benefits Group's ability to navigate and excel within different industry landscapes.

Fairmount Benefits is a new breed of benefits consulting partner that is helping leading companies find new ways to win. To secure the best coverage, at the best possible price, you need someone firmly in your corner -- someone that understands your company and culture. Our entire service model is built on pulling for you -- being your true champion, an advocate, not a transactional broker.

Conner Strong & Buckelew is one of America's largest and most admired insurance brokerage, employee benefits and risk management consulting firms. We are an industry leader in providing businesses with comprehensive solutions to prevent losses, manage claims, support employee populations and drive growth — and we are committed to delivering unmatched results and service to our clients. An autonomously operated member of insurance brokerage holding company, BroadStreet Partners, Conner Strong & Buckelew is a private firm with roots tracing back to 1959. Collectively with BroadStreet we are among the top 15 brokerages in the United States. We serve clients throughout the U.S. and abroad across a wide range of businesses, including high-risk industries. Our specialty practices include Aviation, Construction, Construction Wrap-ups, Education, Healthcare & Social Services, Hospitality & Gaming, Life Sciences, Manufacturing, Professional & Financial Services, Public Entity, Real Estate, Technology and more. Conner Strong & Buckelew’s commitment to delivering world-class customer service has led to a Net Promoter Score (NPS) of 92 — more than triple the insurance industry average. NPS is a global standard for measuring customer satisfaction and loyalty. We are also widely recognized as a passionate community contributor, volunteering thousands of hours and donating to hundreds of organizations every year. We strive to improve youth education, fund disease research, support arts and culture and lend a hand to those in need.