We help health care organizations succeed in the increasingly complex world of risk and insurance. Our unmatched focus on health care means we know the industry better than anyone else. It is our job to make sure: • Your insurance does what you expect, 100% of the time • You stay ahead of ever-changing laws and regulations • We’re always there when you need help We believe simplicity is the cure for crushing complexity. HealthSure: Prevent surprises in the boardroom Protect people and assets Prosper in these increasingly complex times

Boon has 40+ years of experience in providing employee benefits, insurance products, and administrative services to government contractors. We have evolved into a national enterprise leading the industry in affordable benefit solutions to meet the unique needs of hourly employees. We strive to provide solutions that keep compliance at the forefront, costs low, and increase the competitive edge of our clients. Boon is your link to building better benefits. **Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Boon Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures elittle@booninvestmentgroup.com finra.org | sipc.org

Cairn Advisiors, located in Austin, Texas, stands out as a prominent local brokerage firm, especially renowned for its adept handling of self-funded clients. This larger office has carved a niche for itself in the realm of employer benefits, catering primarily to local and regional employers. Their expertise is particularly notable in industries related to credit intermediation, as evidenced by their successful collaboration with clients like Thrive Mortgage, a Texas-based company with over 320 participants. Additionally, Cairn Advisiors has shown remarkable proficiency in servicing clients in the financial investment activities sector. A prime example is their work with Family Emergency Rooms, which operates in Texas and has a substantial employee base of more than 340 participants. This demonstrates Cairn Advisiors' capability to manage complex benefit needs for a diverse range of clients. What sets this office apart is its proven track record with midsize employers. Their approach is tailored to address the unique challenges and opportunities that midsize businesses face, particularly in managing employee benefits effectively. The team at Cairn Advisiors combines local market knowledge with a deep understanding of the specific industries they serve, ensuring that their clients receive customized, insightful advice and support. This blend of local expertise, industry-specific knowledge, and experience with self-funded clients makes Cairn Advisiors an ideal partner for employers seeking to navigate the intricacies of employee benefits in a way that aligns with their business objectives and workforce needs.

Located in the vibrant city of Austin, Texas, the LBF office stands out as a reliable insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, the team at LBF Austin brings invaluable expertise to the table, catering to the needs of local and regional employers. This office boasts a commendable track record, having successfully served prominent businesses in the automobile dealers industry. Notable clients include C & N Investments, a Texas-based automobile dealer with over 100 participants, and Caldwell Automotive Partners, another key player in the same industry with more than 130 participants. The LBF Austin team demonstrates exceptional proficiency within the automobile dealers sector, showcasing their ability to navigate the unique challenges and intricacies of this industry. As part of a local brokerage firm, the LBF Austin location combines the strength of a broader network with a deep understanding of the local business landscape. This dual advantage positions them as a strategic partner for employers seeking comprehensive and tailored benefit solutions. With a commitment to excellence and a client-centric approach, LBF Austin emerges as a trusted ally for businesses aiming to enhance their employee benefits programs in the dynamic marketplace of Austin, Texas.

Based out of the vibrant city of Austin, Texas, McKinley & DiMarco stands as a trusted local partner in navigating the complex landscape of employee benefits. With a nuanced understanding of the needs of both employers and employees, they specialize in crafting tailored solutions that prioritize value and effectiveness. Drawing upon their expertise in self-funded employer plans, McKinley & DiMarco brings a wealth of experience to the table, guiding businesses towards sustainable and cost-effective benefit strategies. Their commitment to personalized service ensures that each client receives individualized attention and solutions that align with their unique goals and circumstances. Among their esteemed clientele are industry leaders such as INTERACTIVE LIFE FORMS LLC and LIAISON RESOURCES, LP, a testament to McKinley & DiMarco's reputation for excellence and reliability. With a focus on fostering long-term partnerships built on trust and integrity, McKinley & DiMarco is the go-to choice for businesses seeking comprehensive and impactful employee benefit solutions in the heart of Texas.

We help employers design benefits programs that resonate with their employees. With over 100 combined years of benefits experience, we provide strategic guidance and expertise to business and HR leaders on relevant topics, ensuring alignment to business objectives. With us, you come first.

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.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

Napa Insurance Center, nestled in the vibrant heart of Austin, Texas, is a trusted ally for businesses seeking comprehensive employee benefits solutions. With a keen focus on serving the local community, they bring a wealth of expertise to the table. Their tailored approach ensures that each client, including esteemed organizations like the Automotive Benefit Association, receives personalized attention and top-notch guidance. At Napa Insurance Center, they understand the complexities of the modern workforce landscape. Their seasoned team navigates the intricacies of health insurance, retirement plans, and beyond with finesse, empowering businesses to attract and retain top talent while staying compliant with ever-evolving regulations. Driven by a commitment to excellence and integrity, Napa Insurance Center goes the extra mile to exceed expectations. They foster lasting relationships built on trust, reliability, and a shared dedication to achieving mutual success. In the dynamic realm of employee benefits, Napa Insurance Center stands as a beacon of stability and innovation, guiding businesses towards a brighter, more secure future.

Beneplace, located in Austin, Texas, stands out as a distinguished insurance broker, particularly adept at catering to the needs of both midsize and large employers. Their larger office size allows them to offer robust support, especially notable in their expertise with self-funded clients. This capability makes them an ideal partner for local and regional businesses seeking tailored insurance solutions. Their proficiency is not limited to one sector; Beneplace boasts extensive experience across diverse industries, including hospitals, computer systems design and related services, and management of companies and enterprises. This wide-ranging expertise ensures they can offer specialized advice and products suited to the unique needs of different sectors. The value of their services is evident in the caliber of their clientele. They have successfully partnered with notable companies such as Fmc Technologies in the miscellaneous manufacturing industry, serving over 550 participants, and Memorial Hermann Health System in the hospitals sector, supporting more than 3,800 participants. Their largest client, Texas Health Resources, also in the hospitals industry, benefits from their services for over 10,720 participants, underscoring Beneplace's capacity to handle large-scale insurance needs efficiently. As a part of a local brokerage firm, Beneplace brings a personalized touch to their services, combining local market understanding with a broad scope of industry knowledge. This blend makes them a compelling choice for employers in Austin and beyond, looking for a reliable, experienced insurance broker that can adeptly navigate the complexities of employee benefits and insurance needs.

Baffin Bay Marketing Group, located in Austin, Texas, stands out as a versatile and experienced insurance broker, especially adept at catering to the needs of small to midsize employers. As a significant branch within a local brokerage firm, they possess a larger office setup that enables them to efficiently handle a diverse range of client requirements. Their proficiency is particularly notable in working with self-funded clients, a testament to their ability to manage complex financial arrangements and risk assessments. Their client portfolio is impressive and varied, showcasing their capability to serve different industries with tailor-made solutions. Notable clients include Valley Telephone Cooperative, a key player in the telecommunications sector in Texas, with over 50 participants under their plan. Similarly, they have effectively managed the insurance needs of Anderson Regional Medical Center in the hospital industry in Mississippi, covering more than 40 participants. Another prime example is the Arkansas Foundation For Medical Care in Arkansas, an organization in the religious, grantmaking, civic, professional, and similar organizations industry, where they cater to over 90 participants. The firm's expertise isn't limited to these sectors. They also have a strong foothold in industries such as general freight trucking and activities related to real estate, demonstrating their versatility and depth of knowledge across various fields. This broad expertise allows them to offer comprehensive and customized insurance solutions that meet the unique needs of each client, whether in healthcare, telecommunications, trucking, real estate, or non-profit sectors. In essence, Baffin Bay Marketing Group emerges as a highly competent insurance broker in Austin, TX, equipped with the experience, resources, and industry knowledge necessary to serve a wide range of clients effectively, from small businesses to regional employers.