- Aflac
- AIG
- Aspen
- Blue Cross Blue Shield
- Boston Mutual Life Insurance Company
- CareFirst Blue Cross Blue Shield
- Chubb
- CNA
- Fidelity Security Life Ins. Co.
- Guardian
- Hartford
- Liberty Mutual
- Lincoln Financial Group
- Next
- Philadelphia
- Principal
- Protective
- Prudential
- Safeco
- Travelers
- United Healthcare
- Unum
- Utica National Insurance Group
- Voya
- Zurich
- Andrew Gerner, CFP, President
- Timothy Girard, Exec. V.P.