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… Our Core Services Wellbeing program strategy development and guidance Service provider sourcing and management Program financial and incentive recommendations Worksite planning guides and toolkits Survey tools gauging worksite needs, interests & program effectiveness Ongoing wellbeing campaigns and educational webinars View the Team’s Latest Publication, featured on the International Foundation of Employee Benefits Plans website: Build a Successful Worksite Wellbeing Program with Health Behavior Theories Dive Into Wellbeing The Well’s mission is to cultivate a culture of holistic wellbeing and positive behavioral change, providing resources for all dimensions of wellness and addressing Social Determinants of Health (SDoH). Through inclusive programs …

… sure your investment is protected. Whether it’s storm repairs, workers’ compensation for crew members, or even piracy, our goal is to create your ideal program design. Learn more More Than Just The Yacht From maintaining tenders, insuring jet skis, or covering your helipad, we match your requirements to specialty marine policies. We remove the worry of paying too much or too little for life’s unexpected surprises. Commercial Marine If your business is related to the marine industry, our strategies can optimize your commercial insurance costs and coverage. We offer access to property and casualty policies, employee benefits, management

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… have joined forces. Operating as one EPIC company, you can now find information about our shared capabilities and the additional resources available for our clients on epicbrokers.com.   Learn More About Our Combined Resources Industry Specialties Product Suite Programs Insights About EPIC A unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm, EPIC was founded in San Francisco, California in 2007 and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits …

INSIGHTS NAVIGATING THE 2025 CONSTRUCTION ECONOMY Four Key Takeaways and the EPIC Advantage READ NOW WEBINAR SERIES BENEFITS CURVE: INSIGHTS TO ACTION Build a Smarter Pharmacy Strategy for 2026 LEARN MORE RISK MANAGEMENT Decoding and disarming risks most likely to affect your business by leveraging our expertise, analysis and insights EMPLOYEE BENEFITS Offers employee benefits consulting, brokerage and advisory services with a specific emphasis on accounts with >100 employees PERSONAL INSURANCE Personal risk management consulting and insurance portfolio development and management for high net-worth individuals Find Out What Makes EPIC Different EPIC is a unique and innovative insurance brokerage …

… Chief Acquisition Officer Kevin Grady Chief Diversity Officer Frank Mammaro Chief Financial Officer Janine Walter, SPHR, SHRM-SCP Chief Human Resource Officer Vlad Yekelchik Chief Information Officer Daniel J. Crawford Chief Legal Officer Jacqueline Beaudet, Esq. Executive Vice President General Counsel Vikash Kaul Chief Technology Officer Craig Hasday President National Employee Benefits Practice Tim Brenneman President National Personal Insurance Marc Kunney President National Risk Management Scott Davis President National Specialty Group Kevin Daley President National Private Client KJ Wagner President West Super Region Bill Ferree President Northern California Karen Beldy Torborg President Northeast Region EPIC Companies As our growth continues …