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.

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/

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.

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.

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.

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.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

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

Darin Potts Insurance Brokerage, located in Houston, TX, stands out as a prominent office within a local brokerage firm, catering to both small and midsize employers with a focus on personalized solutions. This larger office has carved out a niche in handling self-funded clients, showcasing their adaptability and expertise in tailoring insurance solutions to specific business needs. The firm's proficiency is particularly notable in industries such as building material and supplies dealers, nursing and residential care facilities, and general freight trucking, where they have developed a deep understanding of the unique challenges and requirements. Their client portfolio boasts significant relationships with industry leaders, including Concord Healthcare Group in the nursing and residential care facilities sector, which has over 180 participants. Additionally, they have a strong presence in the general freight trucking industry, exemplified by their work with Custom Commodities, which encompasses 170 participants. Englobal Us, a key player in the architectural, engineering, and related services industry with 70 participants, further highlights the brokerage's versatility and capability in managing diverse insurance needs. Darin Potts Insurance Brokerage's success stems from its ability to support local and regional employers with tailored, industry-specific insurance solutions. Their office in Houston not only reflects their commitment to serving a wide range of industries but also their dedication to understanding and addressing the nuanced insurance needs of each client, whether they are a small business or a midsize enterprise. This approach ensures a level of service and expertise that is both comprehensive and deeply attuned to the individual needs of their clients.

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.

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.