Carolinas Insurance & Investment Group has served the insurance and investment needs of individuals and businesses of the Carolinas and beyond since 1990. Offices located in Rock Hill & Simpsonville, SC. Watts Huckabee leads a team of highly skilled and dedicated insurance and investment professionals that work with individuals, families and businesses to help them make the best decisions for their circumstances. This allows you and your company to focus on what you do best, while allowing our insurance and investment team to do the research for you to provide options that make sense, are affordable, and provide you the results and returns you deserve. We handle the details and become your advocate. If insurance is your need, Carolinas Insurance & Investment Group will discuss with you your corporate and individual needs and shop the market to provide you with competitive options, plans, rates and creative packages to suit your current demands. We will then review your plans annually, and provide recommendations based on changing circumstances in your business, home and the economy. Our services extend to seniors as well sharing advice on what Medicare supplement fits their individual needs, analyze which Part D prescription plan holds co-pay cost at a minimum, estate planning that maximize assets passed to their heirs, and long-term care planning. If you are a business owner and need to explore Business Continuation Planning on how best to transition your business to another family member, a current partner, an employee or others after you retire or pass away; Carolinas Insurance & Investment Group will walk you through the best practice processes and then introduce you to a business attorney to draft a plan that meets your long range continuation goals.

MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal. We have learned that each client has a distinct purpose that defines who they are, what they do, and ultimately the impact they will make in relation to their family, business, and community. We provide objective advice to our clients in the areas of Business Exit Planning, Wealth Management, Executive and Corporate Retirement Benefits and Private Client Insurance Solutions crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates. Investment advisory services are offered through MBL Wealth, LLC, a Registered Investment Advisor. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Insurance products are offered through MBL Advisors Inc.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Healthgram is a privately-held, diversified healthcare company that supports midsize and large businesses. We partner with forward-thinking companies and consultants to deliver a comprehensive healthcare experience that also minimizes cost. Take control of your healthcare strategy with a self-funded solution that’s driven by data, guided by experts, and customized for your business.

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.

Integra Employer Health is a trusted local insurance broker situated in Charlotte, North Carolina. With a remarkable presence in this area, they have demonstrated their expertise by partnering with McGill Associates, P.A., a prominent employer in the architectural, engineering, and related services industry. Collaborating closely with the HR and finance team, Integra Employer Health successfully established a tailored self-funding arrangement and a PPO plan to cater to the unique needs of McGill Associates, P.A.'s 100 members. Renowned for their proficiency in assisting self-funded employers, Integra Employer Health has garnered extensive experience in this field. They diligently serve a diverse range of clients, including large and midsize employers such as Culp Inc, Ingles Markets, LeithCars.com, and McGill Associates, P.A. Their services extend beyond North Carolina, reaching clients across California and Texas. Integra Employer Health excels in delivering comprehensive solutions, earning them a remarkable M Score. Their wealth of experience and deep understanding of various industries positions them as a leading authority in sectors such as automobile dealers, grocery, and convenience retailers. Located in Charlotte, North Carolina, Integra Employer Health's dedicated team is committed to providing exceptional insurance brokerage services. They continue to leverage their knowledge, industry connections, and client-focused approach to meet the distinct needs of employers across a wide range of sizes and sectors.

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.

ECM Solutions is a trusted local insurance consultant based in Charlotte, North Carolina, with a proven track record of serving clients across various industries. Their extensive expertise and experience make them a top choice for employers of all sizes, ranging from large corporations to midsize and small businesses. The Charlotte office of ECM Solutions showcases their successful collaboration with Party Reflections Inc, a notable employer in the special food services industry. Working closely with Party Reflections' HR and finance team, ECM Solutions designed a customized self-funding arrangement and PPO plan to cater to the unique needs of their 60 members. This personalized approach ensured comprehensive coverage that aligned with Party Reflections' requirements effectively. With a diverse client base, ECM Solutions has established a strong reputation in the insurance industry. They have one of the highest M Scores possible, reflecting their broad range of experience and expertise across client sizes, industries, and products. Their exceptional service and commitment to meeting client needs have earned them high praise from satisfied customers. ECM Solutions has deep expertise in various sectors, including foundation, structure, and building exterior contractors, specialty trade contractors, and cement and concrete product manufacturing. Their knowledge of these industries allows them to offer tailored insurance solutions that address the unique risks and challenges faced by businesses in these sectors. In addition to Party Reflections Inc, ECM Solutions serves a wide range of employer clients, including Combs Concrete Construction Co., Ortec Inc, Roechling Automotive Duncan, and American Roller Bearing Company. For businesses seeking comprehensive insurance solutions, ECM Solutions is a trusted partner. Their local presence, industry expertise, and commitment to exceptional service make them a reliable choice for employers in Charlotte, North Carolina, and beyond.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Flores is a premier administrator of employer-sponsored reimbursement plans including Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs) and Commuter Benefit Accounts (CBAs) as well as Life Balanced Lifestyle Spending Accounts and Student Loan Repayment Assistance. In addition to these account-based benefit options, Flores also handles COBRA and other direct bill services, including FMLA and disability leave administration, to meet the compliance needs of employers. In 2022, Flores launched a full suite of compliance solutions including Premium Only Plan (POP) administration, Wrap SPDs, Form 5500 preparation, and an HR Compliance Center. Based in Charlotte, NC, Flores has emerged as a leader in the CDHP market through a service model founded upon innovative technology, dedicated professionals, and an uncompromising commitment to remarkable service experiences, evidenced by a 97% client retention rate.

Wilson Bank & Trust is an independent, community-based bank that offers customized financial solutions to customers. With the financial strength necessary to provide a full suite of personal and business banking services and the hometown spirit needed to deliver friendly personal attention, we are perfectly suited to be your financial partner. Our combination of big bank resources and community bank service has helped us become one of the top banks in the South in terms of stability, products, technology, growth, and earnings. For business and not-for-profit customers, we offer: • Knowledgeable business bankers who take time to understand your business and have the financial expertise to provide clear answers and practical recommendations. • Customized banking solutions that can meet your specific business. • Powerful, yet easy-to-use online and mobile banking systems with cash management tools to optimize your cash flow and the freedom to manage your day-to-day finances on your own schedule. • Local banking proficiency that provides fast answers based on an in-depth understanding of the marketplace. We invite you to learn more about how we can help you manage and grow your business. Member FDIC. Equal Housing Lender.