Adviser profile

This year’s employee benefit finalists aim to transform wellness, technology, retirement, voluntary benefits in a changing business landscape.

To mark International Women’s Day, a look at female industry leaders who are transforming the benefits advising field.

Industry leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field.

Cristy Gupton, CEO of employee benefits brokerage firm Custom Benefits Solutions, helped her clients fashion health plans designed to reduce employees’ risk of opioid abuse.

This year’s class of top women advisers understands how these virtues can make a positive impact on the benefits industry.

Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.

EBA’s Technology Adviser of the Year reveals what he looks for in a possible merger, why new advisers need to ask questions and how learning about unintended consequences has been a powerful journey.

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

EBA’s Adviser of the Year shares his thoughts on the coming trends of 2019, if he would ever sell his brokerage, and whether he would want his sons to follow him in his footsteps.