Arthur Barlow is the CEO and Co-Founder of Compass Insurance Advisors. Compass supports its 450+ agents in helping individuals, families, and businesses find the right solutions for HEALTH, MEDICARE, GROUP, and LIFE Insurance products. Arthur has been in the insurance space for over 13 years and is hoping to help lead the ACA industry to a more stable and transparent experience for the consumer and the agent.
Annette Bechtold
SVP Regulatory Affairs & Compliance
OneDigital
Robert Berg
President, Medicare Sales
MedCARE Health Advisors
A decorated U.S. military veteran, holding a degree in Aviation and a deep passion for service. As President of Medicare Sales at MedCARE Health Advisors, he leads a nationwide team focused on delivering exceptional healthcare solutions. With extensive experience in veteran healthcare, Robert is a recognized expert in helping veterans navigate the complexities of Medicare, TRICARE for Life, CHAMPVA, and VA benefits. His mission-driven approach and grassroots engagement have made him a trusted voice in the industry. Robert continues to champion better access, education, and advocacy for our nation’s heroes through innovative Medicare strategies.
Mark Bertolini
CEO
Oscar Health
Jonathan Bodwell
Owner
Bodwell Insurance Solutions
Founder and 20-year owner of Bodwell Insurance Solutions, I’ve
built a career rooted in integrity, service, and results. A proud
graduate of West Virginia University, I’m also a passionate sports fan
and devoted father to three grown children. I have personally served
thousands of clients and now find fulfillment in teaching and coaching
fellow insurance agents, helping them unlock their full potential and
succeed in a competitive industry. With decades of experience and a
commitment to excellence, I strive to lead by example—both in business
and in life—while staying true to the values that shaped my journey
from the start.
Doug Bradt
Regional VP, Broker Channel
HealthSprings
Amanda Brewton
Owner
Medicare Answers Now
Amanda Brewton is the founder of Medicare Answers Now, a national FMO supporting over 350 agents. With 18+ years in the Medicare industry, she focuses on strategic growth, compliance, and real-world education—without relying on recruitment tactics. Amanda serves on NABIP’s Medicare Advisory Group, contributed to the Medicare & You handbook, and leads national events including Ms. Medicare, Medicare & Margaritas, and is the Creative Director for the Agent Symposium at Medicarians. She has also been recognized as Educator of the Year and 2025 Momentum Maker, she is committed to raising industry standards and equipping agents to serve with integrity, clarity, and purpose.
Jessica Brooks Woods
CEO
NABIP
Jessica Brooks-Woods is CEO of the National Association of Benefits and Insurance Professionals (NABIP) and president of its Education Foundation, driving national efforts to expand access to high-quality, affordable healthcare. She founded RISE Health Equity to dismantle systemic barriers to health through research and advocacy. Previously, she served as president and CEO of the Pittsburgh Business Group on Health, where she advanced discussions on healthcare value, access, and equity. In 2024, she was named Most Influential Industry Personality of the Year by You Powered. Jessica holds degrees from Penn State and Carnegie Mellon University.
Victoria Cabrera
Owner
The Insurance Space
Victoria Cabrera, a 20-year health insurance industry veteran, is the owner of The Insurance Space and founder of the Tech Savvy Insurance Agents community. Known for blending technology with traditional service, Victoria leads the charge in helping agents embrace AI and digital marketing to grow their businesses while staying up to date with compliance and regulations to ensure they operate the right way. As a leader in tech adoption, she is passionate about equipping brokers with the tools and strategies needed to succeed in the next wave of insurance innovation.
Qiyun Cai
CEO & Co-Founder
Fintary
Maria Carrizosa
Director Of Growth, FL
The Baldwin Group
Liz Lopez Cepero
Chief Growth Officer
Baylor Scott & White Health Plan
Matthew Cornish
Managing Director
Solomon Partners
Matthew Cornish is a Managing Director in the Financial Institutions Group at Solomon Partners, a leading investment bank. He focuses on Insurance Services, Illiquid Financial Assets, and related sectors. Matt has over 15 years of experience in financial services, having successfully executed a wide variety of transactions across multiple industries and asset classes, including benefits, TPAs, P&C claims, Medicare, ACA, self-funded healthcare, life settlements, tax receivable agreements, capital raising, minority equity, secondaries, and private equity and hedge fund LP interests. Prior to joining Solomon, Matt was a Director in the Financial Services Group & Illiquid Financial Assets Group at Houlihan Lokey. Earlier, he worked at Ernst & Young in the Valuation & Business Modeling practice.
Cynthia Cox
Vice President
Kaiser Family Foundation
Cynthia Cox is a vice president and Director of the Program on the ACA, where she conducts economic and policy research on the Affordable Care Act and its effects on private insurers and enrollees. Her work focuses on enrollment, pricing and competition in the ACA’s exchange markets. Cox also directs the Peterson-KFF Health System Tracker, a partnership of the Peterson Center on Healthcare and KFF aimed at monitoring the performance of the U.S. health system over time and in relation to other large, high-income countries. Her work on this project focuses on trends in health care costs, access and affordability, as well as measures of health care quality and outcomes. Prior to joining KFF, she held research and advocacy positions at Columbia University Medical Center and the American Cancer Society. She also served on the board of directors of the Berkeley Free Clinic in California. Cox holds a bachelor’s degree from the University of California, Berkeley, and a Master of Public Health degree from Columbia University.
Bob Dehncke
Owner
Dehncke Insurance Services
Bob has worked in the insurance industry for almost 30 years. He is an author and is part of Marquis Who’s Who in America. He started out helping people prearrange and prepay for their funerals, working with and for both independent funeral homes and the insurance companies. Bob then moved into Medicare sales starting in 2003. He worked for several big insurance companies as either sales manager or director of sales. Bob got tired of corporate life and decided to go independent in 2009. Bob says the biggest reason for his success has been his willingness to become an industry expert at every stop. What is something Bob would like everyone in the industry to know? Learn how to ask for referral, and most importantly, “Be Referable!"
Manny Felix
Senior Manager, Medicaid Sales
Blue Cross Blue Shield Of Arizona
Manny is an award-winning Medicare sales leader with a passion for health equity and professional development. In his current role, Manny partners with brokers, agency principals, and FMO leaders to drive growth through smart, actionable sales strategies. His training sessions are more than informative, they’re empowering. Manny breaks down the complexities of Medicare Dual Special Needs Plans (DSNP) and Medicaid with clarity and relevance, equipping partners with the tools they need to thrive in today’s competitive market.
Helaine Fingold
Partner
Epstein Becker & Green, P.C.
Helaine I. Fingold is a Partner in the Health Care and Life Sciences practice in the Baltimore office of Epstein Becker Green. She has more than 34 years of broad health law and health regulatory experience, including 20 years in the federal legislative/executive branches. Ms. Fingold advises health care plans and issuers, providers, and other stakeholders on legal and policy issues regarding the Medicare Advantage and Part D programs, including, but not limited to: general program compliance and corrective action; marketing, agent/broker and other TPMO issues; star ratings/quality bonus payments; plan application process, standards and appeals; program/financial audits and other program oversight; and program enforcement/sanctions and appeals. She also advises on Medicare Parts A and B; Medicaid fee-for-service and waiver/managed care programs; Medicare and Medicaid innovation programs; PACE, Qualified Health Plan and commercial plan requirements under the ACA; and federal and state Surprise Billing rules. From 2004 to 2012, Ms. Fingold worked in a range of capacities at the Centers for Medicare & Medicaid Services (CMS), with responsibility for areas of the Medicare Advantage program, including plan application review and approval, network adequacy, plan application denials and appeals, contracting, plan surveillance and oversight, and Medicare Advantage and Part D marketing. Subsequently, Ms. Fingold served in both senior staff and leadership roles with the Center for Consumer Information and Insurance Oversight (CCIIO) in the Exchange Policy and Operations Group through which Ms. Fingold worked on the qualification of qualified health and stand-alone dental plans, plan oversight, essential health benefits, agent/broker issues, and market-wide cost sharing limitations.
Aaron Flores
Chief Deputy
HRA Council
Sandra Gebhardt
Online Marketing Strategist
Sandra Gebhardt Marketing
As a digital marketer with years of experience, Sandra has worked with thousands of small business owners, trained in high ticket consulting groups, spoken at multiple events including TEDX, been featured in two documentaries, runs a top rated Podcast (Binding Authority) all while being a wife and keeping the worlds cutest four year old entertained, happy and from falling off of tall things he climbs. Sandra is extremely passionate about helping people solve problems they are having in business. She has been described as being “a bit too much” or “a busy body” and voted “most eager to please” by her Highschool Senior Class. Sandra took these labels and turned into being famous for being a power connector and helping small business owners fix advertising and marketing issues. Known as the “Queen Of Organic Social Media Marketing.” Sandra is passionate about teaching agents to build their own personal brand. She also runs a group consulting course where she focuses on coaching and helping agents build smart marketing plans!
Michael Gende
Regional Sales Manager
GTL
Michael has been in Sales Management and Motivation all his life and the insurance industry for 18 years. He is known for his unrelenting positive attitude/outlook on life, as he has never seen a situation that did not have some ray of sunshine peeking through. ‘Everything you want is sitting on the other side of fear’ is his favorite quote!
Samantha George
Director Client Relationships, Medicare
The Baldwin Group
Samantha has over 22 years of experience in the Healthcare Industry, 14 specifically in Medicare, spanning from provider offices, Medicare agent, carrier leadership, to FMO leadership. She has served in markets from Florida to Washington and back again. In her current role, she heads up Learning & Development and Medicare Compliance for The Baldwin Group Health Insurance, a national FMO. She believes that agent education is the key to empowerment in agents being strong advocates for themselves and their clients.
Marc Glickman
CEO & Founder
BuddyIns
Marc Glickman, FSA, CLTC, is CEO and founder of BuddyIns, a leading long-term care insurance agency and technology company. Marc is insurance licensed in all 50 states and is also an actuary by profession. He previously served as the Chief Investment Officer and Chief Sales Officer for a major LTC insurance company. Marc graduated from Yale University with a degree in economics. He can be reached at marc@buddyins.com or by text at 818.264.5464.
Brian Goetsch
Senior Partner
Healthscape Advisors
Brian Goetsch is a Senior Partner at HealthScape Advisors, a Chartis Company, where he offers strategic, financial, and operational guidance to health plans, specialty health organizations, and private equity investors. As a co-leader of HealthScape’s Ancillary Center of Excellence, Brian focuses on the Dental and Vision sectors, including managed care, providers, labs, and emerging technologies. Brian has led initiatives on product expansion, market entry, network and cost management, partnership strategies, and inorganic growth. Before HealthScape, he was a senior executive at EyeMed Vision Care, driving the "One-Stop-Shop" strategy and other significant projects. Brian began his career at Huron Consulting Group and holds a Master's and Bachelor's in Accountancy from the University of Illinois.
Tom Goila
Partner, Head Of Originations, & Co-Head Of Healthcare
Comvest Credit Partners
Tom joined Comvest Partners in 2017. He is a Partner of the Firm and Head of Originations and Co-Head of Healthcare for Comvest Credit Partners. He serves as a member of Comvest’s Executive Committee and the investment committees for Comvest Credit Partners and Comvest Credit Opportunities, Comvest’s opportunistic credit strategy. In addition, Tom is responsible for originating, structuring and managing investments in healthcare as well as in other industries of focus for both strategies. Prior to joining Comvest, Tom was a Senior Restructuring and Finance Consultant for a healthcare-focused specialty finance firm. He also worked at Goldman Sachs, first as a Vice President and then as a Director in the Specialty Lending Group within the Special Situations Group, where he focused on mid-market and healthcare investing. Tom also has held healthcare finance roles at BNP Paribas and First Union. Tom received a B.A. in Accounting from Furman University.
Carroll Golden
Executive Director Of Centers Of Excellence
NAIFA
Harley Gordon
President
Insurance Education Advisors
Melissa Gutierrez
VP Of Growth And Retention
Optum
Darwin Hale
CEO & Founder
Advocate Health Advisors
Dr. Darwin Hale is the Founder and CEO of Advocate Health Advisors, one of the nation’s leading FMOs in the Medicare Advantage market. With over 30 years of leadership experience across healthcare, technology, and corporate strategy, Dr. Hale has helped shape the Broker distribution model for modern Medicare. Prior to founding Advocate in 2005, he held senior roles at AT&T and IBM, leading national healthcare initiatives. He’s also a decorated U.S. Army Colonel (Ret.) and earned his Doctorate in Business Administration with a focus on Broker quality. Dr. Hale speaks nationally on Medicare and is the bestselling author of Need to Know, a guide to navigating the U.S. healthcare system.
Melissa Hall
CEO
The Hall Insurance Group
Melissa D. Hall is a prominent thought leader in the Medicare sector and the voice of female agents. She began her insurance career in college and has since guided thousands through her successful YouTube channel and innovative courses, including the Medicare Masters Academy, which trains agents in Medicare sales within 10 days. Passionate about building community engagement and media presence, Melissa empowers agents to connect with the senior community. She is also the owner of Hall Insurance Group, where her motto is “Everyone Matters.”
Michael Hilf
CEO & Co-Founder
Healthcare Funding Partners
Michael Hilf is CEO of Healthcare Funding Partners, LLC (HFP), an insurance-focused investment firm that has deployed over $1 billion in funding across the insurance markets. With 20+ years in healthcare, insurance, and finance, Michael brings expertise in M&A, private equity, and capital strategy, helping companies navigate growth, partnerships, and transactions. His leadership has fueled the expansion of HFP and its partners through thoughtful investments and long-term relationships. A passionate advocate for market innovation, leadership development, and mentorship, Michael combines strategic insight with a commitment to impactful business growth and community engagement.
Kent Jacquay
Founder
Index Resource Center
I was licensed for life & annuity in 1995. I sold my first Fixed Indexed Annuity in 1997. I also started my wholesaling career in 1997. I have held multiple positions at 7 different marketing organizations and owned my own for almost 10 years. In 2004 I was part of a committee that introduced the first income rider attached to a Fixed Indexed Annuity. I have been tracking the performance history of Fixed Indexed Annuities for over 20 years. In 2019 I founded the Index Resource Center which focuses on the historical performance of indices and crediting methods as it pertains to Fixed Indexed Annuity allocations. In 2024 I invented the mathematical formula called "Retro Pricing" that has changed the way the entire industry looks at historical index back-testing.
Sachin Jain, MD
President & CEO
SCAN Group & SCAN Health Plan
Sachin H. Jain, MD, MBA, is CEO of SCAN Group and SCAN Health Plan, serving over 300,000 members across five states. Previously, he was President and CEO of CareMore and Aspire Health, serving 200,000 patients in 32 states. He has held leadership roles at Merck & Co., CMS, and CMMI. Dr. Jain graduated from Harvard College, Harvard Medical School, and Harvard Business School. He is an Adjunct Professor at Stanford University School of Medicine and serves on the boards of AHIP, Omada Health, Advantage Healthcare Services, and The Paul & Daisy Soros Fellowships for New Americans.
Lauren Jenkins
CEO
Native Oklahoma Insurance
Lauren Jenkins is the President and CEO of Native Oklahoma Insurance, specializing in Marketplace plans since their inception. She actively contributes to agent and broker panels for CMS and has served as an expert panelist supporting underserved and underinsured communities. Lauren volunteers her time on advisory boards for platforms and carriers, working to improve industry standards and streamline enrollment processes for both agents and consumers. An advocate for meaningful change, she engages with legislators in Washington, D.C. and proudly serves as a Presidential Board Member for Health Agents for America (HAFA).
James Jiang
CEO & Co-Founder
Spark Advisors
James Jiang is the CEO and cofounder of Spark, where he leads overall strategy and growth in support of Spark’s mission: to help every Medicare beneficiary take control of his health. James spends his time building deep partnerships with leading independent agencies, providing powerful technology and world-class service to reimagine the agent and client experience. Before Spark, James built value-based in-home care programs for high-need Medicare beneficiaries at Roster Health and worked as an institutional investor in high-growth companies.
George Kalogeropoulos
CEO
HealthSherpa
George Kalogeropoulos co-founded HealthSherpa in 2013 with the aim to help every American feel the comfort and security of having health coverage. Since then, HealthSherpa has become the largest and fastest growing marketplace for individual health plan coverage in the United States, with over 65,000 agents using HealthSherpa. Prior to HealthSherpa, Kalogeropoulos founded OpsCost and RentMetrics and worked in trading and portfolio construction at Bridgewater Associates. He is a graduate of Yale University and a native of Athens, Greece.
Steve Kaplan
Chief Legal, Privacy, Compliance Officer
Health Plan One
Steve has more than 20 years of experience guiding entrepreneurial businesses of all sizes in a variety of risk management disciplines including Legal, Regulatory Compliance, and Privacy. After completing his Juris Doctorate at Emory University School of Law in Atlanta, GA, he focused his career facilitating sensible growth within Healthcare, Technology, and Financial companies. In 2008, Steve joined Connextions, a technology and business services partner to the healthcare industry, where he developed and scaled their risk management methodology before guiding the Connextions through its sale to Optum. In addition to his roles in legal and risk management, Steve has held executive operational positions in several growth organizations. Steve serves as HPOne's General Counsel and Privacy Officer.
Carrie Koenig
VP, Patient Experience & Communication
MedStar Health Home Care
Andrea Krisztal
VP Of Sales, Individual & Family Plans, West Region
UnitedHealthcare
Andrea Krisztal is a healthcare executive with over 20 years of experience in the healthcare industry and advanced degrees in Healthcare Policy and Public Health. As Vice President of Individual & Family at UnitedHealthcare, she leads with a strong focus on customers, excellence, and innovative strategies that help people live healthier lives. Andrea values servant leadership, mentorship, and fostering a culture of feedback and purpose. She lives in the foothills of Colorado with her husband, three children, and a house full of Great Danes. An avid skier and dedicated foster parent, Andrea brings heart to everything she does.
Dan LaBert
SVP, Strategic Accounts
Coventry
Lisa LaMagna
Strategy Lead
Generations Now
Lisa LaMagna is the Strategy Lead and CEO of Generations Now, a Sales, Enrollment and Marketing Consulting firm specializing in PACE. She works closely with inside sales and field enrollment teams to evangelize PACE to consumers and referral partners. Generations Now runs Age in Place Health, a website that educates consumers about PACE and earns an inside view on consumer attitudes about PACE compared to other healthcare plans.
Greg Lamanna
SVP & Head Of Medicare Market Performance
Centene
Greg LaManna is a senior healthcare executive with nearly 20 years of experience leading strategy, operations, and innovation across Medicare, Medicaid, and Duals programs. He currently serves as Senior Vice President & Head of Medicare Market Performance at Centene, where he drives enterprise-wide strategies to improve organizational performance and care delivery and outcomes for Medicare populations. Previously, Greg was President & CEO of Anthem Blue Cross Blue Shield Ohio Medicaid, managing a $3.1 billion dollar health plan that consistently exceeded financial, operational, and quality goals while building best-in-class regulatory and community partnerships. Greg holds a B.S. in Political Science and Philosophy from Florida State University and a Master of Public Health in Healthcare Organizations and Management from the University of South Florida. He lives in Sylvania, OH with his wife, Shauna and his boys, Gavin and Garrett.
Dr. Allen Lee
CEO
Senior Life Pharmacy
Dr. Lee initially received his Bachelor of Science and a master’s degree in
architecture with associated studies in Business and Finance at Georgia Tech. He graduated from Mercer Medical School and completed an Emergency Medicine Residency through the University of Florida at Shands in Jacksonville. He founded and is CEO of Southland and Executive Director of Senior Life Pharmacy. Southland is a physician-owned and -operated healthcare group offering operational management and provider staffing across a wide spectrum of services, including Emergency Medicine, Hospitalist Medicine, Outpatient/Ambulatory Care,
and Behavioral Health. Southland currently has more than 700 providers across 75+ programs in the Southeast. It is now the 25 th largest Hospital staffing company in the United States. As an Emergency Department physician, he has seen the negative effects firsthand of patients that are not able to comply with the medication regimen leading to poor health outcomes, including worsening medical conditions, an increase in comorbidities, and death. Dr. Lee founded Senior Life Pharmacy to improve medication compliance. Members of Senior Life Pharmacy receive their medications pre-sorted according to Dr. directions into daily packets, shipped to their doors free of additional cost. Poor adherence is associated with reduced quality of life, disease progression, mortality and increased healthcare cost. The new pharmacy model at Senior Life both make things simpler for patients while also improving compliance directly impacting their health.
Alexis Levy
Senior Partner
Healthscape Advisors
Alexis has helped clients across the healthcare industry on a variety of strategic, operational, and financial issues. She specializes in payer-provider relationships, particularly Medicare Advantage. Her experience includes strategic planning, M&A, operational due diligence, and value-based transformation. As co-lead for HealthScape’s Medicare Center of Excellence, she has led successful engagements focused on helping Medicare Advantage Organizations grow, develop external partnerships, improve Star Ratings, identify performance improvement opportunities, develop risk adjustment strategies, and improve compliance. Alexis holds an MBA from Washington University in St. Louis and a bachelor’s degree in occupational therapy from Boston University.
Dawn Maroney
CEO & President
Alignment Health Plan & Alignment Health
With over 36 years of experience in health care, Dawn Maroney is a nationally respected leader and innovator, known for positioning health care organizations for success in the competitive and evolving Medicare, Medicaid, and underserved markets. As President of Alignment Health, Dawn oversees day-to-day operations with a strong focus on clinical performance, service excellence, sales execution, and provider engagement across all markets. Her operational leadership drives cross-functional alignment between clinical outcomes, Stars performance, digital member experience, and financial sustainability. Dawn also serves as Chief Executive Officer of Alignment Health Plan, where she drives growth and expansion through strategic leadership in sales, product development, market expansion, acquisitions, and partnership management. Dawn’s strategic mindset, operational discipline, and member-first approach continue to power Alignment Health’s mission: to lead with purpose and deliver better care for all seniors.
Mike Mathweg
CEO
We Know Medicare
Mike Mathweg is a seasoned entrepreneur and CEO of We Know Medicare, a tech-focused FMO built by an agent for agents. After being fired from a corporate job, he discovered his entrepreneurial drive, building and exiting insurance businesses for multiple millions before age 30. Through We Know Medicare, Mike helps agents transform a hobby into a scalable, sellable business while also guiding them through mergers and acquisitions to maximize value. His direct, no-nonsense approach emphasizes discipline, balance, and the relentless pursuit of freedom.
Kevin Mayeux
CEO
NAIFA
Blake McCoy
Executive Director, Health
The Baldwin Group
The Baldwin Group Health welcomed Blake McCoy to their team in August 2020 following their acquisition of his companies. As of 2023, Blake is the Executive Director, Health. With over 23 years of experience in the Medicare/Health industry, Blake has managed every aspect of the business including building an FMO/NMA and a captive channel business. He believes that an appreciated and knowledgeable team can achieve great things together while having fun. Outside of work, Blake enjoys traveling with his family and exploring new cultures.. The Baldwin Group Health is headquartered in Tampa, FL, with a sales hub in Charlotte and 20+ offices nationwide. The Baldwin Group is an award-winning, entrepreneur-led, and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion, and dreams.
Brendan McLoughlin
President
E123
Brendan McLoughlin, President and Chief Marketing Officer, has over 30 years of professional experience, with deep experience in executive leadership, product innovation, and data-driven marketing and sales strategies. Prior to joining Enrollment123, he served as interim CEO for Beauty Quest Group and CEO of Learner’s Digest International (LDI) after the company’s acquisition by Wolters Kluwer. In this role, Brendan led the digital transformation of the company into a technology-enabled provider of mobile medical education. Prior to LDI Brendan was the GM of Consumer Products at Discus Dental, a medical device company owned by Phillips, and was previously VP Marketing at Teleflora and a Group Product Director at Johnson & Johnson. Brendan has a B.S. from Virginia Tech in Decision Science and an MBA from The Wharton Business School.
Sam Melamed
CEO
NCD
Sam Melamed is the CEO of NCD, a leading provider of stand-alone supplemental health benefits. Known for his infectious positivity and relentless drive, Sam empowers the NCD team to grow both personally and professionally. A recognized thought leader in the Medicare and ACA distribution space, Sam is an unapologetic insurance nerd with deep expertise in Medicare, ACA, and group benefits. His passion for insurance innovation is evident in his leadership and industry influence. Beyond NCD, Sam is the founder of Insurance Forums, the world’s largest insurance community, and an active investor in insurtech and healthtech.
James Mills
CEO & Founder
Ironvest Financial Partners
James Mills is a seasoned sales executive, impact-driven entrepreneur, and AI evangelist who’s worked with Fortune 500s, top broker-dealers, and high-growth startups. With a background spanning financial services, nonprofit leadership, and grassroots organizing, James blends real-world hustle with cutting-edge technology. He’s the founder of multiple ventures, including a growing BGA focused on AI-powered sales enablement. When he’s not building businesses, he’s training agents, advising nonprofits, and speaking on how AI can make our work more human, not less.
Patrick Murphy
CEO & President
LeadScorz
Pat Murphy is the Co-Founder & CEO of LeadScorz Inc, his latest venture in a 40-year entrepreneurial career creating and marketing innovative business applications across several verticals, including financial services, healthcare, education and gaming. Pat is also the Co-Founder and Executive Director of the Lead Quality Alliance (https://leadqualityalliance.org), a non-profit Business League serving member companies in the lead generation and Consumer marketing sectors. The LQA has gained recognition as a proponent of Consumer protections and empowerment - promoting transparency, integrity and regulatory compliance in the marketing practices of its member organizations.
James Napoli
Managing Partner
Diceros Law
Alexandra Nguyen
Senior Leader Of FMO Distribution
Florida Blue
With over 15 years of proven success as a sales leader in the health insurance industry, Alexandra Nguyen (Alex) is a visionary professional known for driving revenue growth and building high-performance sales teams. Alex has a track record of exceeding targets and establishing strong relationships with clients and partners in the healthcare sector. Alex is a strategic thinker with a deep understanding of market trends and consumer behavior, allowing her to develop innovative sales strategies that deliver results. She is passionate about leading and inspiring her team to achieve their full potential and is dedicated to providing top-notch service to clients. Alex is a trusted leader in the industry, committed to excellence and driving success in the ever-evolving world of health insurance sales.
Vipan Nikore, MD
CEO
Homecare Hub
Ronnell Nolan
CEO
Health Agents For America (HAFA)
B. Ronnell Nolan, HIA, is a dynamic leader and advocate in the health insurance industry. As President/CEO of Health Agents for America, Inc. (HAFA) since 2012, she has spearheaded initiatives to empower health insurance agents nationwide. Additionally, Ronnell leads HAFA PAC Louisiana and HAFA PAC Federal, amplifying agents' voices in policymaking. With roles on prestigious boards like the CMS Trade Group and the Louisiana Department of Insurance Agent Advisory Board, Ronnell is at the forefront of shaping industry regulations. Recognized for her impact, she has received numerous accolades, including the "Most Influential Women in Employee Benefits" award. Ronnell's passion for effecting change drives her advocacy efforts on Capitol Hill and in State Government.
Rohit Nuwal
Partner
TELUS Global Ventures
Rohit Nuwal is a Partner at TELUS Global Ventures (TGV), Canada's largest (100+ investments till date) and the most active CVC. As a part of a global fund with AUM of ~1Bn, he is leading investments in Healthtech, as well as supporting coverage of other innovative foundational technologies. An exp VC, he helps portfolio companies with their strategy agendas and growth initiatives. Prior to joining TGV, Rohit was leading the investments for Bertelsmann. Previously, he spent close to half a decade as a management consultant with BCG & Accenture. India raised, Rohit is an avid yoga practitioner and is also a certified yoga trainer.
Justin O'Keefe
CEO & Founder
Memorial Asset Protection Plan
Justin, Founder and CEO of MappNetwork, LLC has been a Licensed Insurance professional for over 40 years. He has been marketing medicare supplement products, financial service products & funeral insurance products through a network of funeral homes across the country. He is a fifth generation licensed funeral director and has a long history of helping families giving them the peace of mind they need and deserve.
Chris Orestis
President
Retirement Genius
Chris Orestis, CSA President of Retirement Genius, is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, in 2017 he founded the LifeCare Xchange, and in 2020 he founded Retirement Genius. Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging-- with a third book Retire Like a Genius to be published. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. He has appeared in numerous publications and news outlets over the last two decades including The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, and AARP, and has been a guest expert on over 100 radio programs and TV appearances.
Duncan Orrell-Jones
CEO & Co-Founder
Camino Mobility
Michael Pane
Owner
The Pane Agency
Michael Pane is the Founder of The Pane Agency and a Licensed ReFIREment Specialist, dedicated to helping individuals and families navigate Medicare, health insurance, life insurance, and retirement planning with clarity and confidence. With over 15 years of experience in sales, service, and leadership, Michael blends deep subject-matter expertise with a human-first approach that makes complex decisions simple. Through education, community engagement, and forward-thinking strategies, he empowers clients to align their health and wealth for long-term security. Michael’s passion is equipping people to make confident choices for life’s next chapter—without the stress or confusion.
Robin Paoli
Executive Director
HRA Council
Mike Papuc
Health National Sales Director
The Brokerage
Melanie Parks
VP Of National Field Sales
Longbridge Financial
Arundhati Parmar
VP & Editor-in-Chief
MedCity News
Arundhati Parmar is vice president and editor-in-chief of MedCity News. In this role, she is in charge of editorial content appearing on MedCityNews.com and conference programming for INVEST and INVEST Digital Health as well. She is also the host of the MedCity Pivot Podcast and co-host of the YouTube show — Debunked, which adds a bit of personality and pizzazz to the analysis of healthcare news. Arundhati enjoys moderating conference panels as well reporting and writing on a variety of healthcare topics. She welcomes any tips from MedCity News readers. Reach out to her on Signal.
Graylon Perkins
VP Of Lead Performance
Qualfon
Graylon Perkins is Vice President of Lead Performance for Qualfonr, where he leads innovation in lead generation for the senior market. With a background in operations, sales, and marketing, Graylon specializes in building scalable, compliant acquisition strategies across mail, email, and digital channels. He has helped modernize legacy lead systems while launching next-gen platforms like Kramer Konnect and Medicare Harbor. At the intersection of data, technology, and performance, Graylon focuses on helping agents and carriers grow efficiently. He brings a pragmatic, ROI-driven approach to solving complex distribution challenges in the insurance space.
Carmen Perry
VP Of Provider Engagement
Paradigm Senior Services
Carmen Perry has over 20 years of experience in the senior care industry and more than a decade dedicated to supporting our nation’s veterans. She serves as Chair of the Board of Directors for the National Aging in Place Council, is a member of the VA Advisory Council for the Home Care Association of America and sits on the editorial board of the CSA Journal. Carmen is a recognized leader in long-term care and home care, with a passion for advancing resources and solutions for older adults and their families.
Marissa Plescia
Reporter
MedCity News
Marissa Plescia is a reporter for MedCity News covering payers, employers and health tech. She is also the host of the MedCity FemFwd podcast. She previously worked at Becker’s Hospital Review as a finance reporter. Before that, she was a data journalism intern at Kansas City PBS for the Dow Jones News Fund. She received her Master of Science and Bachelor of Science in journalism at the University of Illinois Urbana-Champaign.
Susan Plumer
Chief Growth Officer
ConnectureDRX
Susan Plumer is the Chief Growth Officer for ConnectureDRX. Susan has been instrumental in giving multicarrier organizations and health plans more visibility in the Medicare industry, by creating new distribution networks between FMOs, agencies, health plans and seniors and developing innovative sales strategies for agencies to grow their business. Susan is highly experienced in Medicare quoting and enrollment technology sales with more than 15 years of Healthcare IT experience. Susan is passionate about health, fitness and wellness and her teenage daughter! https://www.linkedin.com/in/susan-plumer-80b5b95/
Sundar Ramayya
CEO & Founder
EvolveNXT
Sundar Ramayya is the Founder and CEO of EvolveNXT, the leading sales channel management software for insurance carriers and brokers. He launched EvolveNXT in 2011 after six health plans approached him to build a best-in-class commissions management platform. Since then, the company has expanded to serve all lines of insurance. A serial software entrepreneur, Sundar has bootstrapped and sold six software companies across industries like CAD and supply chain management. He holds a B.Tech. from IIT Bombay and dual Master’s degrees from the University of Hawaii. Sundar enjoys global travel with his wife and daughters and daily life in Southern California.
Sulekha Ramayya
Chief Operating Officer
EvolveNXT
Sulekha Ramayya currently serves as Chief Operating Officer of EvolveNXT, the leading sales channel management software for insurance carriers and brokers. Prior to EvolveNXT, Sulekha was Chief of Staff and Head of Strategic Finance at ServiceTitan, where she led the company's IPO process. Sulekha began her career as an investment banking analyst at Goldman Sachs and as a private equity investor at KKR. She recently graduated from the Stanford Graduate School of Business as an Arjay Miller Scholar. She is a proud Trojan, having graduated from the University of Southern California as the University Valedictorian with a B.S. in Biomedical Engineering. In her free time, Sulekha is a fan of international adventure travel, loves skiing on groomers, enjoys cooking and trying plant-based cuisine, and is working to hone her pickleball skills.
Richard Rash
Owner
Health Options USA
Kimberly Rodriguez
CEO
Medicare Mentors Club
Jonas Roeser
CEO & Co-Founder
Agent Review
Kian Saneii
CEO
Independa, Inc.
Randy Schellenberg
President
Comfor Tek Seating
Mark Seghers
CEO & Co-Founder
Inspire Health Tech
Mark Seghers is a seasoned InsurTech leader with a unique blend of carrier leadership and entrepreneurial success. As CEO of Inspire Health Tech and Co-Founder of the Insurance Marketing Coalition and Lead Quality Alliance, he drives innovation in lead generation. Inspire’s claims-based AI matches Medicare and ACA consumers to the right plan before the lead is even sold—boosting conversions and speed to sale. A well-known industry speaker and consultant, Mark is a passionate advocate for consumer-first marketing as the foundation of quality lead generation.
Nicole Sherwood
National Medicare And Health Insurance Director
United Benefits
Avery Smith
President
Kelsey National Corporation
Devin Stanley
Director Of Growth
The Baldwin Group
Devin is Baldwin’s Director of Growth (National). He has been in the health insurance industry for seventeen years, specializing in Medicare Advantage and Sales.Devin's career began in South Florida as a Sales Administrator, for one of the top Health Insurance Companies and he rapidly transitioned into a successful Medicare Sales Agent. His career also entails success as a top Broker Manager, Sales Director. His entrepreneurial spirit led him to become a broker and principal of a small family agency, which saw rapid growth and success before being sold. Devin has experienced success in the Medicare space on every level.
Kyle Steele
CEO & Founder
FutureCare Solutions Group
Tom Stevens
Founder
TomBot
Tom Stevens is CEO and Co-founder of Tombot, Inc. After Tom’s mother Nancy was diagnosed with Alzheimer’s dementia, Tom had to re-home her dog for safety reasons. Tombot was launched to make robotic pets for the billons of people who cannot have live pets. Tombot’s founding team built a prior startup into a large high-tech company and successfully exited. Tom has spent 30+ years in C-level positions, and is a frequent speaker and thought leader on pets, health, and AI. Tom has a Master’s in Management from Stanford Graduate School of Business, and a Bachelors in Political Science from UCLA.
Jared Strock
Principal & Consulting Actuary
Telos Actuarial
Jared Strock is an owner of Telos Actuarial and Medicare Market Insights. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He helps insurance companies create new insurance products for the Medicare market, and helps Medicare distributors calculate their customer retention, LTV, and book of business values. He also posts Medicare focused content on LinkedIn daily, and has a weekly newsletter focused on the Medicare industry. Jared enjoys being outside, playing music, and being a husband and dad to 3 kids!
Yael Swerdlow
CEO & Founder
Maestro Games SPC
Yael Swerdlow is the CEO/Founder of Maestro Games, SPC. Yael is a board member of the International Citizen Diplomacy of Los Angeles, the humanitarian organization, Shelters for Israel, and served on the Advisory Boards of MILO Cognitive, Solution Point+ & was a consultant at USC's Game Pipe Labs. Formerly, she was co-chair of the national leadership council of Games for Change. Yael was a freelance photojournalist based in Los Angeles for over twenty years, where she was a part of the Los Angeles Pulitzer Prize winning teams for the Los Angeles Riots in 1992 and the Northridge Earthquake of 1994.
Celine Tien
CEO & Founder
Flowly
Celine Tien is founder and chief executive officer of Flowly. In her role, Celine leads a team focused on delivering an accessible alternative for chronic pain and anxiety management. Celine got her start in VR as the director and writer of the award-winning film, Pippa’s Pan 盼, one of the world’s first immersive virtual reality hybrid live-action films. Prior to Flowly, Celine grew up as a film/TV actor and model, and later worked in feature development at Oriental DreamWorks in Shanghai and DreamWorks Animation in Los Angeles. Celine is also the founder of the nonprofit education-based organization: Zoom for Kids!
Todd Tippets
President
Standard Life & Casualty, A ManhattanLife Company
Todd joined Standard Life and Casualty Insurance Company (a ManhattanLife company) in 2021. He began his career in the insurance industry in 1995 at Cigna. During his career, he has held a variety of leadership roles with increasing responsibility at Cigna, UnitedHealthcare, and Sterling Life Insurance Company (Windsor Health Group). Additionally, he has international experience in Latin America and is fluent in Spanish. He earned his BS in Microbiology from Brigham Young University and his MBA with a focus in Health Services Management from The Fuqua School of Business at Duke University. Todd is married and has 5 children.
Dustin VanDuine
Director Of Strategic Relations
Rick Young Insurance
Dustin VanDuine began his career in 2006 with New York Life, excelling in life and annuities before transitioning to management in the Michigan market. In 2013, he moved to healthcare, joining HAP, where he transformed Medicare sales through agent relationships and FMO partnerships, growing annual sales from 2,000 to over 10,000 policies. In 2023, Dustin became head of Michigan FMO Rick Young Insurance Services, expanding it from 200 to over 1,000 agents. Renowned for innovative strategies, Dustin's leadership continues to shape success in the Medicare industry.
Caitlin Walsdorf
Partner
Healthscape Advisors
Caitlin Walsdorf is a Partner at HealthScape Advisors, where she co-leads the Ancillary Practice and is a member of the Medicare Advantage Practice. She brings both consulting and industry experience on the topics of health-ancillary partnerships, strategic growth, diversification, sales excellence, product strategy, network and cost of care analytics, and operational improvement. Caitlin is responsible for several ancillary-specific business intelligence products including the Medicare Advantage Dental Tool and the Medicare Advantage Vision Tool. She is a regular co-author of HealthScape’s thought leadership in the ancillary domain. Prior to joining HealthScape, Caitlin led government programs business development at EyeMed. She began her career at HealthScape after earning her bachelor's degree from the University of Notre Dame.
Cory Warner
Global Head Of Customer Growth & Operations
Uber Health
Jeremy Weiser
CEO
Nuvo Health
Jeremy Weiser is the Chief Executive Officer of Nuvo Health, which owns and operates the brands PlanFit, The Medicare Store, and The Medicare Hub. As a leader in the insurance industry for the past 10 years, he has developed a deep understanding of the industry and works tirelessly to educate others about their options and benefits. Under Jeremy’s leadership, Nuvo Health has helped over 60,000 clients, expanded into states such as New Mexico and Texas, and placed policies in all 50 states. The agency is recognized as the number one rated in Nevada, with over 3,500 five-star Google reviews.
Chad Wells
Chief Marketing Officer
Physicians Mutual
Chad J. Wells, Chief Marketing Officer, leads the design and distribution of Physicians Mutual’s health, life and retirement portfolios. Mr. Wells enjoys sharing his unique perspective in helping people navigate Medicare and insurance in retirement, rooted from extensive leadership in health, life and benefits industries at such companies as UnitedHealthcare (UHC), Blue Cross Blue Shield and Combined, a Chubb company. Mr. Wells brings a deep understanding of insurance and agency distribution to his role, and was instrumental in launching UHC’s Medicare Store™ strategy and its community-based retail and agency support initiatives. He brings a passion to helping people and partnering with those who serve the same. Connect with Chad at linkedin.com/in/chad-j-wells.
John W. Wheeler, Jr.
Executive Senior Partner
Totus Wealth Management
As Agency Executive Senior Partner of Totus Wealth Management, LLC., John is a registered principal and financial advisor with Cetera Advisors LLC. With an extensive background in the financial services industry dating back to 1969, John supports the firm through seminars, advanced joint sales work, recruiting and the development of our financial planning endeavor. He is a Certified Financial PlannerTM Practitioner, and has earned the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, Life Underwriter Training Council Fellow, Certified Plan Fiduciary Advisor, LACP® and, CLTC® designations. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, Insurance News Net, and The Journal of Financial Planning. He served on the faculty of the College for Financial Planning and has taught various Certification programs including the CRPC® and the CFP®. He is one of only a few people in the United States currently teaching the entire CFP® certification program, which he has been teaching since 1985. He was chosen as one of five individuals by the College to serve on the Adjunct Faculty Advisory Board. He has also taught for DePaul University for the Office of Continuing and Professional Education and has been a frequent lecturer for The Insurance Sales Institute at Purdue University. He served two terms as President of NAIFA Chicagoland, has served on the board since 1990, and currently serves as National Committeeman for NAIFA Chicagoland. He is also a past President of NAIFA Illinois and the current Secretary of NAIFA national.
John Winner
CEO
Kizen
John is the CEO & Co-Founder of Kizen, the leading AI-enhanced platform for Insurance Agents, Agencies, and FMOs. A six-time founder and former Enterprise Management & Marketing Consultant, he specializes in complex data, AI, and automation. Over his career, John has designed and deployed more than $200 million in enterprise data, automation, and AI transformation projects across highly regulated industries—including Insurance, Banking, and Healthcare—serving organizations with workforces of over 400,000 people.
Kevin Wu
CEO
Leaping AI
Kevin Wu is the CEO of Leaping AI. Leaping AI provides AI voice agents for medicare and ACA call centers, helping them to automate inbound pre-qualification and enrollment calls. They already work with several large health insurance call centers and are based in San Francisco.
Jordan Yospe
Senior Director, Marketing Channels & Operations
Integrity
Jordan Yospe has been with Integrity for 5 years, the nation’s leader in Medicare product distribution, leading all marketing channels and operations including lead generation and performance marketing. Jordan has nearly 20 years of experience in transformative marketing expertise, including leading Innovation for ThomasARTS, an Integrity Company, for 5 years. This expertise include compliant implementation of transformative lead generation efforts, including lead scoring, predictive modeling, and more to assist Integrity agents.
Max Zamkow
Managing Partner
Third Act Ventures
Max Zamkow is the Managing Partner of Third Act Ventures, an Agetech-specific venture firm where he invests in founders working to change the way we age. He also serves as the Editor-in-chief of Agetech News, which reports on fundings, exits, and opportunities in Agetech. With his focus on later life, Max is able to support and empower visionary entrepreneurs to accelerate the pace of innovation in aging. Max is also involved with Aging2.0, supporting their global network Agetech ecosystem.
