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 comprehensive range of services, including business insurance, employee benefits, financial planning, surety bonds, and personal insurance solutions such as home, auto, life, health, and disability insurance. Additionally, it offers risk management and human resources administration services. Operating as a subsidiary of Baldwin Krystyn Sherman Partners, LLC, Lanier Upshaw serves various sectors, focusing on healthcare, higher education, construction, property, and non-profit organizations throughout Florida, aiming to meet the diverse insurance needs of both individuals and businesses.

Lykes Insurance, Inc., based in Tampa, Florida, is a well-established insurance agency that has been serving clients since 1925. It provides a comprehensive range of personal and commercial insurance products and services, catering to both businesses and individuals across the United States and internationally. The agency specializes in various insurance offerings, including homeowners, agricultural, automobile, and life insurance, as well as workers' compensation claims management and loss prevention consulting. Additionally, Lykes Insurance offers group benefits such as medical, dental, and disability coverage, along with professional liability insurance for various sectors including architecture, finance, and healthcare. The company also provides surety bonds and risk management services, emphasizing a commitment to client partnerships aimed at reducing risk and enhancing profitability. With branch locations in Winter Park, Ft. Myers, and Coral Gables, Lykes Insurance continues to uphold its reputation as one of Florida's oldest and most reputable commercial insurance agencies.