A Firm of Partners, The Soul of an Entrepreneur.


Forget everything you know about traditional insurance agency acquirers. Our partnership model facilitates the perpetuation of the entrepreneurial culture and independence that is the hallmark of your success. Check out our history of partner firms below!

Medicare Insurance Advisors, Inc.
Medicare Insurance Advisors

Medicare Insurance Advisors is a field marketing organization with headquarters in Knoxville, Tennessee, providing Medicare and dental insurance products through numerous carrier partners in several regions across the United States. Specializing in the Medicare insurance segment, Medicare Insurance Advisors is committed to educating and acting as a resource on the availability and optionality of Medicare solutions to the senior health market. Our certified Medicare insurance advisors are experts in the industry and passionate about helping clients build customized insurance plans that best fit their health history and future plans, rather than general offerings.

Fletcher Financial Group, Inc.
Fletcher Financial Group

Fletcher Financial Group, Inc. is committed to providing quality insurance services to clients looking for insurance in the Spokane Valley, Pierce County and South King County regions of Washington. Fletcher Financial specializes in several types of health insurance, including Medicare, individual and family plans, plans for small business and life insurance.

Trinity Benefit Advisors

Trinity Benefit Advisors is committed to representing the client’s best interest, investing in the industry’s best people, helping clients plan for the future and establishing partnerships for long-term success. Trinity is a full service Employee Benefits Consulting and Brokerage firm, ready to work with you to meet the unique challenges that your organization faces. We bring a strong history of developing successful employee benefits strategies and a variety of other customized consulting services to meet your organization’s needs, long term goals and objectives. By working closely with your carriers and vendors, we help you maximize cost savings and establish a framework for sound business decisions.

Russ Blakely & Associates
Russ Blakely & Associates

Russ Blakely & Associates is an advisory firm able to approach each employer objectively and customize the approach we recommend regardless of product, carrier or tool. RBA uses a strategic-focused, collaborative approach with each employer to determine your needs and the best fit of products, tools and services. ​In 2017, Russ Blakely & Associates and Trinity Benefit Advisors partnered, forming the largest independent benefits advisory firm in eastern Tennessee. Our combined company pairs leading businesses with best practices, technology and people to deliver even greater value to our clients.

Rosenthal Brothers, Inc.

Rosenthal Brothers has been redefining the best practices and standards of the insurance industry. Centrally headquartered in the Midwest, we pride ourselves on relationships we’ve developed that have since expanded to many areas across the country. Our time-proven corporate structure emphasizes a synergistic team approach that enables us to actualize our clients’ insurance and financial goals. We are dedicated to exceeding your expectations for today and to help you realize your vision for tomorrow.

Pendulum Logo

Pendulum is a risk consulting firm that specializes in the senior living market, providing innovative assessment and risk reduction protocols, combined with software and loss control tools. Pendulum’s network of highly skilled risk control consultants is available to provide liability risk assessments, on-site consultations, and development of quality and specialty programs within multiple healthcare settings. Pendulum’s risk management products include software applications, Web-based tools, and training materials.

Southern Protective Group
Southern Protective Group Logo

SPG is an Atlanta-based specialty insurance firm, providing specialized risk management solutions to clients across the United States. In addition to its focus on medical malpractice insurance, the firm offers business insurance and executive insurance products to its client base. SPG’s advisors are also skilled in alternative risk transfer captives and self-insured programs. The firm’s primary clientele comprise physicians & physician practices, healthcare facilities and physician organizations & associations. SPG is also experienced in alternative risk transfer captives and self-insured programs.

Insurance Risk Partners

Insurance Risk Partners, LLC is a fast growing agency offering P&C insurance and other consulting services to customers within its core niches, primarily the private equity, energy, infrastructure and power and renewable energy generation sectors. Headquartered in Oklahoma City, Oklahoma, IRP strives to make the client’s job easier when it comes to managing and transferring risk. IRP focuses on the client while providing the consultative insurance solutions, claims advocacy and technical support the client deserves. Since inception in 2016, IRP lives by the mantra “People Deserve Insurance Done Right.”

AgencyRM Logo

AgencyRM is a Field Marketing Organization (FMO) currently specializing in senior health products. The firm provides their agents with access to nearly all of the national and many of the regional insurance companies offering Medicare products. AgencyRM offers a range of technology, sales and marketing support to enable their agents to provide individual clients information and access to senior health products.

Vibrant USA

VibrantUSA is an independent insurance firm representing more than 30 regional and national insurance companies with more than 50 plan variations. VibrantUSA maintains up-to-date information on the Medicare insurance plans accepted by each family care practice VibrantUSA supports and helps patients find the solution that is right for their specific needs.

Highland Risk Services

Founded in 2007, Highland Risk Services LLC provides insurance information and programs to those who serve the healthcare industry, the professional liability needs of real estate firms, and the ever-growing need for cyber insurance across a wide range of industries. The team of Highland Risk experts knows what agents expect and have built that knowledge into every part of the process.

Lanier Upshaw

Lanier Upshaw, Inc. was founded in 1941, and the agency has now grown to approximately 60 colleagues with offices in Lakeland and Tampa. Running a thriving business does not come without challenges. From the constantly changing business landscape to driving innovation and recruiting talent, business risks are always lurking. Exploring and understanding the impact of these client challenges is the first step to finding the upside in business risk, and Lanier Upshaw embraces these challenges head on, helping guide clients to determine the upside of risk.

Foundation Insurance of Florida
Foundation Insurance of Florida Logo

Foundation Insurance of Florida is a Boca Raton, FL based insurance firm that specializes in multiple lines of personal and commercial coverages. The group prides themselves on leveraging new technologies to provide innovative ways of doing business. Utilizing their core values as a blueprint for success, Foundation Insurance of Florida provides customers with an unprecedented level of service and transparency.

Fiduciary Partners Retirement Group

Fiduciary Partners Retirement Group is a boutique retirement plan consulting firm comprised of industry professionals who provide proactive, unbiased and independent consulting services. Their principal consultants build upon their diverse backgrounds (legal/regulatory, administrative, cost management, investment advisory) to share a common understanding of retirement plans. Fiduciary Partners offers proactive, unbiased and independent advice on retirement plan advisory issues, including industry best practices and emerging trends.

Millennial Specialty Insurance

Millennial Specialty Insurance was launched to serve and provide niche markets with streamlined solutions for the efficient distribution of insurance products to the end user. We collectively have over 50 years experience and expertise in the design, distribution, and underwriting of products for the insurance market. Our model is to deliver the best products, service and technology solution available in the market. We have offices in Saint Augustine, FL and Keller, TX.

Lykes Insurance
Lykes Insurance Logo

Lykes Insurance was founded in 1925 by Lykes Bros. Inc., a 100-year-old privately held Florida-based company. As a premier commercial insurance firm with offices in Tampa, Orlando, Fort Myers, and Miami, Lykes Insurance focuses on building long-lasting partnerships with companies and individuals, providing protection for businesses, managing risk and designing innovative benefit solutions. For more information, please visit www.lykesinsurance.com.

Montoya & Associates

Montoya & Associates* has been delivering personalized financial strategies, employee benefits, and risk management services for over 30 years. Montoya has a fully licensed and experienced staff, to help clients keep improving and moving forward with their business and personal needs. The goal is always to provide clients with thoughtful, personal, and results-oriented service. Aside from experience, part of what sets us apart is our corporate culture – we find the best people to grow with us, as a team.

Midsouth Benefits
Midsouth Benefits logo

Founded in 1990, Midsouth Benefits is a local full-service brokerage and consulting firm with a focus on Employee Benefits. Additional services include Executive Benefits, Estate and Business Planning. Midsouth Benefits is known for taking the time to learn a client’s unique workplace culture, goals and objectives. This deep understanding of clients’ needs has led to repeated success in developing competitive, efficient, effective and sustainable employee benefits programs for clients of all sizes and industries.

Cadence Insurance

Headquartered in Houston, Cadence Insurance has expertise in commercial insurance, employee benefits and private risk management. With more than 2,000 clients and 40 colleagues, Cadence crafts tailored solutions for successful individuals and businesses.

Chris Black Insurance
Chris Black Insurace

Chris Black Insurance was founded in 2008 with the mission to provide customized insurance packages for their clients across the state of Florida. Recently, Chris Black Insurance was recognized as one of the 56 fastest growing USF Bull-led businesses in the world. Chris Black Insurance proudly maintains many valuable relationships throughout the community and has done so as a trusted insurance advisor for more than a decade. Chris Black Insurance strives to deliver a client experience unlike any other. Now more than ever, Chris Black Insurance is locked in to what the future holds for the ever-changing insurance industry and more importantly how that will impact their clients and their community.

AB Risk

AB Risk specializes in the healthcare industry. With over two decades of industrial relationships and expertise, the team have connections for insurance needs.

KB Risk

KB Risk Solutions, the Atlanta-based AB Risk subsidiary, focuses on serving the managed care industry. The group's primary product lines are stop loss covers for provider groups, HMOs, health plans, ACO reinsurance, and the associated managed care E&O and management liability exposures for these organizations.

Bradenton Insurance
Bradenton Insurance Logo

Bradenton Insurance has been a leading local independent insurance agency on the west coast of Florida since 1954. With a focus on providing customized insurance packages for their commercial and personal line clients, Bradenton Insurance proudly maintains many valuable relationships throughout the community and has done so as a trusted insurance advisor for more than six decades. Since the beginning, Bradenton Insurance has been a family-oriented agency, which now spans three generations of ownership and leadership. Now more than ever, Bradenton Insurance is locked in to what the future holds for the industry and more importantly how that will impact their clients and the community they’ve proudly protected for 63 years and counting.

Affordable Home Insurance
Affordable Home Insurance Logo

Affordable Home Insurance, Inc. was founded in 2006 by Dennis Gagnon, Jr. after he decided to leave Florida Farm Bureau. He realized that offering consumers more choices what the clear angle to help clients save money. Since 2006 AHI has saved customers thousands of dollars by providing more and more insurance options. Rapid growth has enabled AHI to compile a staff of over 16 insurance professionals with locations in Miramar Beach and Panama City, FL.

D & M Insurance
D&M Insurance Logo

D&M Insurance Solutions was created to function as both an insurance consulting firm and commercial insurance agency. The managing members of D&M have over 40 years of combined insurance industry experience in claims, underwriting, and sales. Before D&M, Dave and Mike were both employed as risk management professionals at Municipal Mortgage & Equity (MuniMae), and gained extensive financial industry experience in tax credit equity and financial insurance servicing. D&M has evolved into a full service commercial insurance brokerage and consulting firm. Their clients include numerous financial institutions, banks, investors, solar owner/operators, owners of multi-family housing , and EPC Providers.

Ryan Insurance & Financial Services
Ryan Insurance and Financial Logo

Ryan Insurance & Financial Services, Inc. was started in October, 1998 by the principal, Sean D. Ryan . The firm has focused on serving the insurance and financial service needs of their customers in the greater Volusia County and surrounding markets. Sean D Ryan has been a member of the Deland Breakfast Rotary for 19 years and has served on boards for St. Barnabas Episcopal School, Rotary and the Dutton House Restoration project. Sean has two sons, Matthew Ryan, a freshman studying Industrial Engineering at University of Florida and a younger son, Ethan Ryan who is a freshman at Father Lopez Catholic High School.

Florida Medicare Options
Florida Medicare Options Logo

Florida Marketing Organization was founded in 2004 as an Insurance agency working with many of the healthcare providers across the state of Florida. FMO’s focus is dedicated to working with healthcare groups and community organizations to offer positive and affordable healthcare solutions to Medicare beneficiaries. Through our partnerships with local businesses, Florida Marketing Organization has established itself as one of the leading companies in the Medicare Managed Care business.

The Villages Insurance Partners
The Villages Insurance Partners

The Villages Insurance Partners is a trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community(& beyond) since 1985.