Boris Rapoport

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.

ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering. Utilizing a product-centric and customer-first approach, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. These powerful, easy-to-use solutions enable firms to increase their billable time, get paid faster, automate invoicing and payments, integrate systems, go paperless, and more. ProfitSolv’s practice management capabilities allow professionals to run their business more effectively through easily accessible insights and streamlined processes. The portfolio of products boasts on-premise software, as well as cloud-based and mobile features that are available across devices and supported by award-winning customer service based in the United States.

Ensora Health partners with mental, behavioral, and rehabilitative therapy practices to remove administrative complexity and strengthen long-term success. We support over 200,000 providers and 28,000 practices, helping teams spend less time on systems and more time with clients. We simplify the realities of therapy work with solutions that reduce friction, minimize workarounds, and bring clarity to growing teams; all so practitioners can get back to the moments that matter. Our core EHR products: TheraNest Built for mental health therapists. TheraNest helps you finish notes faster, move through your day with fewer interruptions, and stay present with clients. You’ll end your day on time with energy to spare. Fusion Built for physical, occupational, and speech therapists. Fast documentation, flexible scheduling across disciplines, and tools that keep teams moving in step at your clinic, home health, school, or wherever care happens. Add‑ons that can help drive practice success: - AI Session Assistant - Custom documentation - Intelligent scheduling - Billing & revenue cycle management (RCM) - HIPAA-compliant telehealth - Credit card processing - eRx ...and more

Datalot is now Centerfield Insurance Services. We acquire new customers for leading auto, home, life, health, Medicare, and commercial insurance companies at scale.

Ed is an independent, global insurance and reinsurance broker with offices in the world’s key regional and global insurance centres. We match risks brought to us by expert retail brokers and those seeking reinsurance coverage with underwriters in these major markets. We are a Lloyd’s broker and employ some of the best and most experienced people in the business. We have expertise in all major lines of business including: - Accident & health - Aerospace - Cargo - Construction - Cyber - Energy - Financial & political risk - Marine - Professional & executive risk - Property & casualty - Reinsurance Our greatest strength is our people, whose knowledge in specialist areas of risk and relationships in international insurance and reinsurance markets are unparalleled. We are thoroughly independent and committed to being so. Ed doesn’t operate like other brokers. We are broking redefined for a changing world. In 2021, we became part of the Ardonagh Group. Within the Ardonagh Group, Ed are part of Ardonagh Specialty, the largest independent specialty broker in the London market.

Antares Underwriting is an insurance company based out of 10 Lime St, London, England, United Kingdom.

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.

U.S. Retirement & Benefits Partners (USRBP) is one of the largest national independent financial services firms specializing in employee benefits and employer-sponsored retirement plans in the public school, governmental, private, and non-profit markets. With a focus on innovative technology solutions, USRBP thrives because of its successful partnerships with some of the nations best benefits, retirement, and compliance firms. Our skilled Advisors, Benefits Brokers, and Consultants offer outstanding solutions and services to more than 3 million clients across the country through a combination of technology and personal service. Learn more about growing your benefits business and becoming a USRBP Partner, https://growwithusrbp.com.

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA,” certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally.

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.

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice. TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees. What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever. Our services include: • Financial planning • Retirement planning • Tax planning • Estate planning • Investment management The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.