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Breckpoint

Breckpoint is dedicated to helping brokers and employers build alternative risk solutions outside of the traditional insurance providers. For employers seeking an alternative to fully-insured group benefit plans or self-insured groups for workers compensation, Breckpoint empowers groups to take advantage of the transparency, control, and underwriting profits generated by high performing self-funded plans. - Self funded benefit administration plans - Self-insured group administration for workers compensation - Captive Management - Risk Management services We believe in Leading Together. This is the essence of Breckpoint. We are here with you through every step of this benefit journey. Your Breckpoint team provides the stellar service you deserve and we look forward to helping you manage your alternative risk programs.

Block + Tackle

BLOCK+TACKLE is a consulting firm dedicated to helping clients create consumer experiences their customers deserve. Through Ecosystem Architecture, Marketing Science, Consumer Strategy and Experience Operations, Block + Tackle uses predictive problem solving to provide clients with the tools and resources they need before they even know they need it. With a team of digital marketing solution experts, Block + Tackle specializes in building functional technical flows to bring brilliant creative to life and produce results youll call home to momma about.

| GrayMatter |

GrayMatter is an industrial technology company based near Pittsburgh, Pennsylvania, with regional offices in the U.S., Canada, and India. The company specializes in digital transformation and industrial automation solutions, serving major organizations in manufacturing, energy, food and beverage, pharmaceuticals, and utilities worldwide. GrayMatter offers a variety of services aimed at improving operational efficiency and digital capabilities. Their key offerings include advanced industrial analytics, which helps companies utilize data for better decision-making, and a brilliant operations strategy that supports digital transformation initiatives. They also focus on risk mitigation during the digital transformation process. GrayMatters family of brands includes E-Merge, HTSE, Automation & Control Concepts, and Phantom Technical Services, each providing specialized automation solutions across different industries. The company has grown through strategic mergers and acquisitions, enhancing its capabilities and expanding its client base. Notable clients include major companies like Nestlé Purina PetCare and Anheuser-Busch, showcasing GrayMatters strong presence in the industrial sector.

CI Financial

CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.

BayCoast Bank

BayCoast Bank has 25 locations: Berkley, Dartmouth, Fairhaven, Fall River, Foxborough, New Bedford, North Dighton, Somerset, Swansea, Seekonk, Westport in Massachusetts and Bristol, Cranston, Little Compton, Providence, Tiverton, Portsmouth in Rhode Island. Each branch has at least one ATM, and ITMs (Interactive Teller Machines) are located at select branches. In addition to offering a vast array of deposit and loan products, BayCoast offers insurance and brokerage services to consumers and businesses alike. Affiliates include BayCoast Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans, Plimoth Investment Advisors providing investment advisory and trust services, and Partners Insurance Group, LLC, a network of independent agencies representing more than 100 insurance companies that provide automobile, home, life and business insurance coverage. BayCoast Mortgage Company, a wholly owned subsidiary of BayCoast Bank, is a full-service lender offering instant pre-approvals, timely closings, and in-house underwriting. Much like BayCoast Bank, BayCoast Mortgage Company is focused on providing clients with products and services tailored to meet their needs at the best rate possible. Priority Funding, LLC, a financial services company in Northborough, MA, is also a wholly owned subsidiary of BayCoast Bank. Priority Funding specializes in mobile and manufactured home financing. Products and services made available through BayCoast Financial Services, Partners Insurance Group and Plimoth Investment Advisors are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. Investment products are subject to risk, including the possible loss of the principal amount invested. For more information about BayCoast Bank or any of our affiliates, call 508-678-7641