Podcasts

Savvy brokers are building scalable, strategic momentum with coordinated, high-performing blocks that feature the right employers.

The company's first-time homebuyers are 26.5 years old, significantly younger than the median age of 40.

Loni Winkler is the leader of the tax practice in the Great Lakes region at UHY and has over 20 years of experience in public accounting. She provides tax and business consulting services to privately held businesses and has extensive experience in individual, corporate and flow-through entity federal and multi-state taxations. She assists business owners, CFOs and controllers in developing and implementing innovative business strategies to minimize risk, maximize profits, preserve wealth, and reduce taxes.

Irina Olifer is a senior assurance professional with multiple audit and compliance credentials. 

Jim Capparelli, CPA, is a wealth and tax strategist for JCJ Wealth and Tax Advisory LLC, DBA of Arrowroot Family Office, LLC. He helps families, professionals and business owners integrate strategy, reduce complexity and align their wealth with long-term purpose.

Benefit leaders share the strategies that worked and where they plan to invest in 2026.

Sachin Kulkarni is executive vice president, head of commercial & specialty insurance and MGA, Americas at Xceedance, a global leader of technology-driven business solutions for the insurance industry. He has more than 20 years of experience in technology and operations across insurance, distribution/supply chain, and other service industries. Prior to Xceedance, Sachin has held roles as global head of IT architecture at Westcon and head of IT strategy for the U.S. and Canada at Marsh.

Brad Vopni is head of institutional at Gemini, a cryptocurrency platform. Prior to joining Gemini, he was head of digital assets at global electronic trading firm Hudson River Trading. Previously, he led Capital Markets at NextShares. He has also held senior leadership roles at NASDAQ, ultimately overseeing its U.S. Equities business.

MiSalud launches a free telehealth program offering bilingual guidance on children's health, aiming to close care gaps for Latino families through employers.

Diane Kennedy, CPA, is head of tax education for Lettuce Financial, strategic tax consultant, founder of USTaxAid.com and best-selling author.