Baldwin Krystyn Sherman Partners

Burnham Gibson Wealth Advisors, Inc. is an independent registered investment adviser based in Irvine, California offering comprehensive wealth management and corporate retirement consulting solutions to help clients with their financial goals and the needs of their workforce. With diverse experience and advanced technology, Burnham Gibson takes a client-first approach in helping corporate and individual clients accumulate wealth, manage risk and plan for the future.

Burnham Benefits Insurance Services, Inc., based in Irvine, California, is a strategic consulting and brokerage firm specializing in employee benefits. With eight offices, the company delivers tailored solutions that prioritize client needs, leveraging advanced technology and resources to adapt to the evolving business landscape. Burnham offers a comprehensive range of services, including plan design, risk solutions, wealth management, employee communications and enrollment, benefits administration, compliance, and wellness support. The firm is recognized nationally for its workplace culture, consistently earning accolades as one of the Best Places to Work in Insurance and in various regional business publications. Additionally, its subsidiary, Burnham Risk and Insurance Solutions, LLC, provides property and casualty consulting services, further enhancing its offerings to clients.

Lanier Upshaw, Inc. is an insurance brokerage and risk management firm based in Lakeland, Florida, founded in 1941. The company specializes in providing a wide range of insurance services, including business insurance, employee benefits, and personal insurance solutions such as home, auto, life, health, and disability coverage. Additionally, Lanier Upshaw offers financial planning, surety bonds, risk management, and human resources administration services, catering to both individuals and businesses across various sectors, including healthcare, higher education, construction, and non-profit organizations. As of January 1, 2020, it operates as a subsidiary of Baldwin Krystyn Sherman Partners, LLC.

Lykes Insurance, Inc. is an insurance agency based in Tampa, Florida, with additional locations in Winter Park, Ft. Myers, and Coral Gables. Established in 1925, the agency provides a wide range of personal and business insurance products and services, catering to clients both domestically and internationally. The company specializes in commercial insurance, homeowners insurance, agricultural insurance, and workers' compensation claims management, offering services such as claims management, loss control, and risk consulting. Additionally, Lykes Insurance offers group benefits, including medical, dental, and life insurance, as well as personal risk consulting and asset protection planning. The agency also provides various types of surety bonds, including public official and court bonds, and professional liability insurance for various sectors such as architecture, finance, and healthcare. Lykes Insurance aims to build strong partnerships with clients, focusing on risk reduction and profitability enhancement. As a subsidiary of Baldwin Krystyn Sherman Partners, LLC, Lykes Insurance is recognized as one of Florida's oldest commercial insurance agencies.