Who do you trust with medical, dental, disability, life and retirement programs for your employees? Since 1979, Guzzetta Benefit Services (GBS) has helped small and middle-market companies provide full-service benefit plans that help employees plan for the future. As your trusted partner in insurance and benefits, we help you manage and expand employee benefit programs as your company grows. At GBS, customer satisfaction is our top goal. That’s why hundreds of companies have trusted us with their benefits planning needs for more than 40 years.

While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships. Founded in 1983, The Mid-Continent Companies provides services in strategic employee benefits management, financial planning and wealth management. Experience in retirement consulting helps all types of organizations. Succession planning and business continuity planning are especially relevant to privately-held companies. Partnership with clients, relationship-based service and conscientious stewardship are Mid-Continent values. Headquartered in Midtown Houston, The Mid-Continent Companies serves major markets throughout the United States. Painting by 17th century Dutch artist Johannes Vingboons. Kaarten in aquarel. Kaartcollectie Buitenland Leupe, Het Genootschap voor het Nationaal Archief, Den Haag, Nederland.

Dean & Draper provides commercial or personal insurance programs, as well as employee benefits.

John L Wortham & Son Lp is a renowned regional insurance broker with an office located in Dallas, Texas. With a wide range of experience and expertise, they provide exceptional services to clients across various industries and client sizes. This particular office caters to clients in Connecticut and Michigan, with notable employer clients including Shell Oil Company, Joy Holdings, Ltd., Dx Service Company Inc, and Enven Energy Ventures LLC. One notable achievement of this office is their collaboration with Shell Oil Company, a prominent employer in the petroleum and coal products manufacturing industry. John L Wortham & Son Lp worked closely with Shell Oil Company's HR and finance team to develop a comprehensive insurance solution tailored to their 12,910 employees' unique needs. This included setting up a self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan. The expertise of John L Wortham & Son Lp extends to various industries such as petroleum and coal products manufacturing, oil and gas extraction, and management of companies and enterprises. They have a good M Score, indicating their extensive experience and proficiency in serving clients of different sizes and industries. Furthermore, the office has demonstrated a strong track record of working with self-funded employers and collaborating with PPOs to ensure that member needs are met effectively. They also possess significant experience working with pharmacy benefit managers (PBMs) and other specific pharmacy providers, highlighting their comprehensive understanding of pharmaceutical needs in the insurance industry. With their commitment to excellence and tailored solutions, John L Wortham & Son Lp's Dallas office is a trusted partner for employers seeking reliable insurance brokerage services in Connecticut and Michigan.

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.

Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership. © 2025 Stephens Inc. | Member NYSE, SIPC Disclosures: https://stephens.com/social-media http://www.stephens.com/

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results. The company drives the strategy and execution behind insurance and employee benefits programs for businesses that want to be smart about risk. Crystal was recently acquired by Alliant Insurance Services, one of the nation’s largest specialty insurance brokerage firms. To learn more about Alliant, please visit: www.alliant.com.

Clarus & Co. is an innovative consulting firm specializing in employee benefits, HR outsourcing, and training. We provide guidance with regard to employer sponsored group health plans, legislative and regulatory compliance, HRIS/HCM IT consulting, and employee training. We customize a solution to support each client's unique organizational needs.

When we meet with small and middle market companies they tell us that they frustrated with rising health insurance premiums, their employees are dissatisfied because of higher and higher deductibles, co-pays and out of pocket expenses but the insurance industry doesn’t offer them any new choices. Even more interesting is that very few of these companies have a plan for changing this situation and wait for their advisor to deliver their renewal and hope that things improve. Advantage Benefit Solutions works with companies like this and develops a 3 year plan designed to break them from this “Plan Trap”. It is possible to have high employee satisfaction through employee engagement and education. There are two sides to every coin, price on one side and value on the other. Our process is designed to utilize tools and maximize their value through employee engagement and education. Our process is the third side of the coin, the edge, or value creator.

Capital Financial Group Inc, located in Houston, Texas, stands out as a local brokerage firm with specialized expertise in serving local and regional employers, particularly in the medical and ancillary benefits arena. Their proficiency is notably pronounced in catering to industries such as machinery, equipment, and supplies merchant wholesalers, a sector where they have demonstrated considerable success. One of their prominent clients, Donovan Marine, exemplifies Capital Financial Group Inc's ability to manage complex benefit needs. Operating in the machinery, equipment, and supplies merchant wholesalers industry, Donovan Marine, based in Louisiana, has entrusted Capital Financial Group Inc with the benefits administration for over 480 participants. This partnership highlights the broker's capacity to handle large-scale accounts while maintaining a focus on industry-specific requirements. The firm's in-depth understanding of the unique challenges and opportunities within the machinery, equipment, and supplies merchant wholesalers industry has allowed them to offer tailored solutions that resonate with the specific needs of businesses in this sector. This specialization not only enhances their service delivery but also positions them as a go-to expert for employers seeking comprehensive benefits solutions in this niche. Capital Financial Group Inc's blend of local market insights, industry-specific expertise, and a track record of managing significant accounts like Donovan Marine's, makes them a compelling choice for employers in Houston and the surrounding regions looking for dedicated and knowledgeable benefits partners.