Advisor profile

This rural-Missouri adviser won deep discounts from local-area providers for the benefit of her self-funded and group captive clients.

Benefits adviser John Clay has some tough questions for employers. They’re usually glad he asked.

Adviser Scott Haile has turned away clients who refuse to also be partners. He now has fewer than before—but he’s also making more money.

After noticing shared pain points across the brokerage community, Alecia Nash was inspired to design and develop a better office workflow solution.

Rising Star Josh Sailar is primarily an investment adviser. But he’s not shy about bringing healthcare into the discussion with his small employer clients.

Next generation benefit firms owe it to employers and to themselves to invest in solutions beyond those that align with their financial interests.

2018 EBA Rising Star in Advising Taylor Lindsey works to deliver lower costs for a complex industry.

While still an up-and-coming industry, Rising Star in Advising Matt Gilroy is diving head first into the field and is already seeing a profit.

2018 EBA Rising Star in Advising Taylor Lindsey works to deliver lower costs for a complex industry.

While still an up-and-coming industry, Rising Star in Advising Matt Gilroy is diving head first into the field and is already seeing a profit.