Expert Employee Benefits Consultants

Jennifer Schaefer Founder & CEO, JS Benefits Group Jennifer Schaefer is a nationally recognized employee benefits strategist as President & CEO of JS Benefits Group. She advises mid-sized and large employers, ranging from 50 to over 1,000 employees, on controlling healthcare costs, designing competitive benefits programs, and navigating complex regulatory environments. With a background in accounting and finance, Jennifer brings a data-driven, strategic perspective to employee benefits planning. She is known for helping organizations move beyond annual renewals toward long-term cost containment, alternative funding models, and sustainable workforce strategies. Jennifer’s insight is frequently sought by business leaders and HR executives who want clarity in an increasingly volatile healthcare market. She has built her reputation on responsiveness, integrity, and the ability to simplify complex insurance structures while delivering measurable financial outcomes. She holds a Bachelor of Science in Accounting and Finance from Villanova University and an MBA in Finance from Saint Joseph’s University. Jennifer also maintains multiple professional designations through The American College of Financial Services and is a Senior Certified Professional through SHRM. Jennifer speaks on employer healthcare cost strategy, level-funded and self-funded plan design, compliance trends, and benefits-driven employee retention.

I am a 1st generation dual citizen Colombian who moved to the states in 2002. I am passionate about coaching, personal development, and driving change. I help organizations with 50+ employees in Arizona build a robust benefits strategy that tells THEIR story and helps maximize the ROI of caring about their people. With my previous experience as an HCM Consultant I have Extensive knowledge managing and helping organizations save $$, while improving functionality and offering cost savings in all areas of Human Resources including; Benefits, 401k, Workers Compensation, Employee Relations, Team Development, Workforce Management, Employee Retention, Training and Organization Development, Recruiting, and the Human capital side of mergers and acquisitions. This skill set has allowed me to ask the right questions and pinpoint my clients pain points like a true client advocate. As a part of the local SHRM-Greater Tucson and a Co-Director of the Community Outreach committee, I am responsible for assisting the committee chair and marketing committee chair in expanding the local Tucson HR community by building and maintaining relationships with other organizations and professionals. This includes working with other HR chapters, local networking groups, and industry associations to promote the chapter and its mission of enhancing the Southern Arizona HR community as a whole. In my free time I like to stay VERY active, spend time with my family, hang out with my 2 new kittens (cat dad), and expand my extensive Pun knowledge! "Why did the scarecrow get the HR job? Because.... it was Out-Standing in its field

Experienced Benefits Consultant working with CFO's and CHRO's on their people and risk strategies. The world of employee benefits, human resources and technology is continuously evolving—and fast.You want a partner who stands as one with you, delivering peace of mind that your approach to your business is future-proof. A partner who can anticipate the needs of your 4th employee, or your 4,000th.We combine the commitment of experienced, local consultants with the sophisticated technology and the modern experience that high-performing business leaders need to compete in the market.OneDigital is raising the bar on employee benefits performance, a bar that is informed by people like you, and by the people who power your business. As the nation's leading strategic advisory firm focused on driving business growth for employers of all sizes, our team of over 2,000 employees across the nation deliver growth and fuel an exceptional culture. With 101% year-over-year growth over the last 3 years, we've been recognized as a high-performing culture several times over.

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

As leaders in Human Resources, our affect on the culture is determined by the customer service experience we construct. So let us create, let us encourage a change in perspectives; time and time again, until our support teams, peers, and superiors are thrilled to work not only for us, but with us.With a solid background in Human Resources, my role is to lead with innovation and cost-centric solutions that elevate both employee culture and operational efficiency. This has included restructuring and cost-saving initiatives that benefit every stakeholder, making Total Safety not just a workplace, but a community where everyone is empowered to contribute to our shared success.

Business consultant working with C-Suite executives in the Mid-Market and Enterprise space, helping them understand profit leaks within their organization that impact turnover, employee engagement, productivity, and profitability.

Health Rosetta Associate Advisor | Talent Champions Council Founding Member | National Association of Health Underwriters | HIA | SHRM Louis Bernardi, has over 28 years of employee benefit experience; both as a wholesale and retail advisor. Lou is proud to be among the first 150 advisors accepted into Health Rosetta; an eco-system of forward-thinking advisors and solution partners that share his passion for helping people and businesses customize health plans that enhance benefits, improve outcomes and reduce costs. Lou is the innovator behind BritePath benefit strategies that flattens the curve on health insurance costs

At Newtek Insurance Agency, the commitment to enhancing the service experience for small businesses is paramount. With a strategic focus on integrating banking, insurance, and payroll solutions, our team empowers companies to thrive. The pursuit of excellence in client relationships and demystification of health insurance reflects a steadfast dedication to addressing the unique challenges faced by today's diverse workforce. My approach is rooted in creativity and resourcefulness, ensuring every client benefits from a comprehensive suite of services.In my "spare time" I currently lead the Southern Nevada Chapter of C-Sweet. We're fostering a dynamic network that supports and elevates women in leadership roles, catalyzing professional growth and success across Las Vegas.

You know how kids say “When I grow up, I want to be an astronaut!” Well I never knew what I wanted to be when I grew up and no one ever grows up saying “When I grow up I’m going to be an insurance agent!” Am I right? I started because of a motorcycle accident my husband and I were blessed to live through. Little did I know it would turn out to be the most amazing thing I could have ever done. I’ve been able to help families through tough situations related to their health and finances. Seen lives changed because of what I do… and I’m on a mission to impact even MORE families than ever before.I'm leaving a legacy of serving business owners, and their employees, through the insurance work I do every single day.

Seasoned Human Resources and Senior Benefits and Compensation Professional with a passion for escalating the trajectory of the business for sustainable success and leading people to realize their potential. A strong focus in benefits management and plan design.

Since joining HUB International in 2011, I’ve had the privilege of working with…

Most small and mid-sized businesses are overpaying for HR, benefits, payroll, and workers’ comp—without even realizing it. They stick with their current provider because they think switching is too complicated, or they assume there aren’t better options. But what if you could cut costs by 10-40%, get better benefits, and streamline HR—without adding more work to your plate? That’s where I come in. As a #PEO advisor, I help #SMBs find the perfect Professional Employer Organization (PEO) to reduce costs, eliminate compliance risks, and free up time—all in just 9 days. Instead of wasting months researching PEOs, sitting through endless sales calls, and trying to decode complex pricing structures, I do all the heavy lifting for you. * Lower Workers’ Comp Costs—Get access to A-rated coverage, even for high-risk industries like construction and roofing and for any company any size. * Reduce Payroll & HR Admin Work—Offload payroll processing, tax filings, and compliance headaches. * Access Fortune 500-Level Benefits—Offer better health insurance, 401(k) plans, and perks to attract & retain top employee talent. * Find the Right PEO, Risk-Free—Get a side-by-side comparison of the best PEOs for your business, with transparent pricing and favorable terms. Free Offer: I’ll Help You Pinpoint Your Best-Fit PEOs—100% Free I’ve helped countless businesses realize they had better options—saving them thousands per year while improving their back office operations. Now, I want to do the same for you. Want to see if you’re overpaying or missing out on better coverage? Let’s chat. Send me a message or book a time here: https://calendly.com/peo-marketplace/30-minute-meeting-clone Visit our website : https://peo-marketplace.com/

I’m a remote freelance Virtual Assistant based in the Philippines specializing in two niche areas: Legal Trust Accounting and SEO backlink outreach. I support international businesses across UK, US, Asia and Europe, helping them maintain accurate financial systems and improve their digital visibility. On the bookkeeping side, I handle IOLTA-compliant trust accounting, retainer recording, catch-up/clean-up work, and reconciliations across QuickBooks Online, MyCase, and Clio Manage. I’ve supported law firms in organizing multi-year financial records and ensuring clear, compliant trust fund handling. On the SEO side, I work as a Backlink Specialist, creating expert-source responses for HARO, Terkel (Featured), and Help a B2B Writer. My outreach strengthens E-E-A-T, authority, and organic search visibility for international brands. I can provide expert insights on: • Legal trust accounting & IOLTA compliance • Retainer recording and reconciliation • Multi-year bookkeeping cleanup • Law firm bookkeeping workflows • Ethical SEO, backlink outreach, and expert-source PR I bring a blend of accuracy, clarity, and remote flexibility, making me a reliable resource for global teams and media professionals.

Results-driven executive with extensive experience improving organisation’s market position and maximising business growth by creating and applying business strategies. Proven success in leading corporate initiatives, identifying new business opportunities, and developing strategic alliances to obtain desired outcomes. Instrumental in building, managing, and mentoring multi-disciplinary teams by implementing pro-active leadership approaches to deliver transformational change and improve customer experience. Areas of Expertise: * Sales & Marketing Management * Global Business Development * Relationship Establishment * B2B & B2C Marketing * Complex PMO Process * Digital/Business Transformation * Risk Assessment & Mitigation * Brand Marketing/Positioning * Team Building & Leadership * Corporate Communication

I'm a licensed life and health insurance agent in Michigan. In my role at Action Benefits, I deliver industry education and training to all of our 50+ employees, as well as the 1,200+ independent agents we support throughout Michigan, Indiana, and Ohio. I'm charged with digging through health insurance carrier and government policies and press releases to distill the most impactful bits, which our agents can then pass on to customers in the Medicare, ACA Marketplace, and employer group markets. I also use several channels to help spread the word: As part of a marketing team of three, I help to manage our web presence, social media channels, and email marketing. My biggest achievement? Launching our average search position from the high thirties to 9.3 within the span of a year.

I'm a Career Consultant who specializes in Negotiation and Pay Equity. I bring years of experience working for employers at a staff firm, applicant tracking company, and professional trade association to my work with candidates and employees. I spearheaded two pay equity laws; 1) salary history bans and inclusion of pay in job postings. Over the years I have contributed and been interviewed by NPR, BBC, CNN, Boston Globe, Yahoo Finance, Hollywood Reporter, and more. Additionally, my speaking engagements and workshops have included Harvard, UCLA, Virginia Tech, Women in Construction, Boston Consulting Group, Boston Chamber of Commerce, and more. I've earned an MBA from Bentley University and a BA in Economics from College of the Holy Cross.

I’m a FINMA-licensed financial advisor based in Switzerland, specializing in retirement and pension planning for individuals and companies. Through Invexa, I help clients build clear, sustainable long-term financial strategies that integrate both investment and insurance components. My approach combines personalized wealth planning with regulated insurance brokerage services to deliver practical, compliant, and goal-oriented solutions for every stage of life.

15 + years of experience in Payroll Business Operations, 4+ years helping EOR, PEO, & Staffing companies for Business Operations w/ purpose-built workforce management & invoicing automation platform.

I thrive through my leadership in crafting innovative strategies that have bolstered business growth while focusing on stakeholder relationships. Currently pursuing an MBA with prior experience in payroll processing, project management, and consulting. I am committed to integrating cutting-edge strategy techniques using data-driven insights.At Liberty Mutual, I excelled in ensuring accurate compensation for employees on leave, demonstrating keen analytical skills while going through a workforce transition. This enriching experience, combined with my educational pursuits at NYU, has honed my competencies in strategic operations, advanced problem solving, and digital transformation, setting a solid foundation for a future in business operations strategy.

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.