OUR TEAM

We've put together division heads that are the best of the best, experts in their crafts.

100+ years of combined experience, and we're excited to have the opportunity to serve your business.

Executive Team

Our Executive Board is comprised of the most dynamic and experienced professionals within the Section 125 P.O.P (Premium Only) Preventative Health Plans, Workers Comp Insurance & Risk Mitigation, Commercial Insurance Underwriting, as well as Accounting & Tax Law. We're very fortunate to have put together a Team that carries the collective drive to see American business owners keep more of their money, and create a paradigm shift in the Preventative Health & Wellness of the American workforce. We look forward to serving you and your business as your "Growth Partners".

Mathew Yates - Chief Executive Officer | Board Member | Visionary

Mr. Yates is the visionary that sought to put together the most dynamic Team in the Employee Benefits, Preventative Health & Wellness, Life Insurance, & Financial space that collectively offered services that will have a multi-billion dollar impact on American Business Owners and their employees. With 20+ years of Financial, Insurance and Leadership experience, Mr. Yates has been a dynamic leader in seeking out the best of the best and putting them in a high functioning and productive Team environment. Mr. Yates has a skillset for taking a broad look at the impactful and immediate needs of business owners that he and his Teams can solve.

Mr. Yates was quickly able to recognize that Workers Comp, Group Healthcare Costs, and Taxation have been on a dramatic rise. Furthermore, employee retention & recruitment are more important than ever. Mr. Yates took the first steps to seeking out the best of the best in these spaces, asking questions, digging deeper, and looking for solutions that would fit the needs he saw.

Vision: Help business owners put over $35 Billion back in their pockets by 2030, and impact over 4 million employees.

Brad Kingsberg - Co-Founder | President

Mr. Kingsberg began his decorated career in the financial services industry in 1982. Beginning in the phone room for a large successful life agency, he learned his craft and the industry as an agent, field manager, agency manager to eventually National Sales Director within the highly respected AIM Capital Group.

He and his teams built an organization of hundreds of producers and key management personnel throughout the country, while earning numerous national performance awards from several major insurance companies for agency production, office expansion and overall sales.

Over the last 25 years, he has successfully led multiple teams and individuals, while acting as an industry consultant to both national marketing organizations and major insurance companies.

Mr. Kingsberg's years of overall experience and knowledge in developing and managing sales organizations, combined with his passion and unwavering commitment as a leader has been the bedrock of his success. He loves to work with his teams and help others realize their own dreams and success. Brad is an avid health and fitness enthusiast, enjoys being part of his church and loves to travel to new destinations.

Dan Galietto, CHRS - VP of Sales - Agency Distribution

Dan Galietto is the VP of Sales in charge of growing The Benefit Store's Insurance Agency distribution arm.

Over the last 26 years, Dan has held varying roles in leadership within the Employer Benefits space.

Having lead, advised, and trained thousands of agents over his career, Dan has become an integral figure within TBS.

He is a wealth of knowledge regarding employee benefits as a whole and is brilliant when it comes to disseminating critical details to Benefits Agents that are looking at aligning with us.

Here's a word from Dan:

I love to learn and enjoy teaching and applying what I've learned to the benefit of those I work with.

I'm the exception out there. The guy that actually reads the entire policies word for word, studies the material, including all the fine print, and keeps up with all the changes in and out of the industry.

If a change or potential opportunity arises, I makes sure that it is addressed and clearly articulated to everyone I know may be impacted. I love breaking complex things down and then rebuilding them to understand and appreciate how they work and if they don't, where they most likely broke down.

I think objectively, ask a lot of questions and listen very attentively. I am blessed to have a great memory and can recall most of what I learn, without much effort. That makes me a great resource to have on hand and I'm often called to have my brain picked and weigh in on tough situations or complex cases.

Together, Dan's passion of helping others, combined with his experience as a leader within the employee benefits space, risk mitigation and building wealth, make him the perfect person to lead the agency distribution team.

Gary Sanchez - Sr. Account Specialist

Boasting over 10 years of dedicated expertise. Gary´s unique vision and hands-on approach have consistently elevated affiliate´s experiences to new heights. Navigating the intersection of client needs and operational efficiency, shaping memorable client journeys every step of the way.

At the helm of our service delivery, Gary stands as a beacon of professionalism, dedication, and innovation. With a passion for building lasting relationships and a keen eye for operational excellence.

Advisory Board

Life/Health/P&C Insurance Division

Rich Smith - Growth & Leadership Advisory

Richard Smith, affectionately known as "Rich," is a paragon of altruism in the vast wellness landscape. His name resonates with bringing enriching change and constructing a healthy society, one individual at a time. With a sincere mission to uplift and sustain the wellness of tens of thousands, Rich has painted his journey with tireless efforts, boundless love for people, and a ceaseless pursuit of transformative health initiatives.

Before stepping into various Advisory roles—Rich charted a profound journey across the intricate realms of insurance. His leadership mettle was proven through numerous executive roles across multiple insurance companies, where his innovative approaches significantly elevated their operational and financial facets. But more than metrics and figures, Rich was, and is, celebrated for being a leader who placed people ahead of numbers.

Rich has always nurtured a deep-seated love for humanity. His drive stems not just from a desire to build prosperous companies, but to genuinely touch lives, enabling individuals to unfurl their potential and live their healthiest lives. He harbors an unyielding belief that when people are given the right support and resources, they not only elevate their own lives but also constructively contribute to the societal fabric.

Working alongside his wife and best friends, Rich has inculcated a work environment that is steeped in camaraderie, mutual respect, and collective goal-orientation. He cherishes the confluence of professional and personal worlds, where every project undertaken is not merely a business endeavor, but a heartfelt initiative aimed at propelling wellness into as many lives as possible.

With dreams that extend beyond corporate success, Rich is committed to creating a world where health and happiness are not privileges but inherent rights. His vision for all his future endeavors remains clear: to create sustainable pathways that ensure wellness is embraced, celebrated, and perpetuated across myriad societal spectra.

Rich Smith, through his ventures, affirms that the well-being of individuals transcends business objectives, solidifying his legacy as a benevolent force in the wellness and insurance industries. His life and work continue to inspire, ensuring that every stride taken in the wellness domain is a step towards a healthier, happier world for all.

Sabrina Delliquadri - Chief Operations Advisor

Sabrina Delliquadri with a background in healthcare and a passion for enhancing corporate wellness, Sabrina strives to contribute to the company's mission of promoting health, preventing disease, and mitigating risks.

As an Advisor, Sabrina is profoundly grateful for the opportunity to contribute her experience and insights. She deeply appreciates the chance to work alongside a talented team and contribute to the company's mission of improving corporate wellness.

Sabrina believes in the power of collaboration and the importance of staying ahead of industry trends. She is grateful to be part of a team that leverages technology and data to develop personalized wellness solutions for organizations, ultimately benefiting employees and the companies themselves through cost savings and increased productivity.

Throughout her career, Sabrina has been fortunate to work with a variety of organizations, enhancing The Benefit Store reach and forming valuable partnerships. She remains humble about these accomplishments and focuses on the collective effort of the team.

A strong believer in innovation, Sabrina appreciates the hard work of taking a unique concept and applying powerhouse technology platform to a team in research and development to enhance wellness offerings. She acknowledges that the future of corporate wellness can only be achieved in the collaboration of various fields. All sources of wellness work towards one greater good.

Outside of her role, Sabrina is thankful for the opportunity to participate in wellness-focused initiatives in the community. She is deeply committed to extending the positive impact of The Benefit Store to help others beyond corporate clients.

In the role, Sabrina hopes to continue contributing to The Benefit Store's mission by steering the company towards new horizons in a way that keeps it at the forefront of the wellness industry. She is committed to setting high standards of innovation and working towards creating healthier, happier workplaces. Sabrina is dedicated to encouraging organizations to prioritize their employees' well-being as their most valuable asset.

Split Dollar Executive Bonus Plans

+ Mergers & Acquisitions Division

Mark Scott - Co-Founder | Scott & Baldwin CPAs

Taking over from Father Rick Scott (1944-2015), brothers David and Mark Scott have provided enhancements to their firm principles and values. In your M&A journey you want to a Team with "GRIT". One that will display courage, resolve, resilience, and strength of character. Their unique and invaluable strategies set them apart from other firms, especially in the arena of Industry Market Analysis, and Value Enhancement Strategies.

Bryan Pritchard, MBA, CHSNC®, CLU®, CHFC® | Director, Advanced Markets - National Life Group

Bryan Pritchard is a Registered { Representative} of Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, Vermont 05604 (802) 229-3900 Equity Services, Inc. is a Registered Broker-Dealer Affiliate of National Life Insurance Company. National Life Group is a trade name of National Life Insurance Company, Montpelier VT, and its affiliates. TC70853(0318)p

Mike Duncan - Regional Vice President - National Life Group

National Life Group, founded in 1848, is a distinguished financial services company offering life insurance, annuities, and financial solutions to individuals, families, and businesses. Known for its stability and customer-centric approach, the company focuses on protecting and growing clients' assets through innovative and personalized strategies. With a strong financial rating and a legacy of over 175 years, National Life Group ensures reliable and enduring solutions, empowering policyholders to achieve financial security and peace of mind while making a positive impact on their communities. National Life Group holds a strong financial rating of A+ (Superior) from AM Best, reflecting its robust balance sheet, excellent operating performance, and effective risk management strategies.

Mike Duncan is the Regional Vice President at National Life Group, celebrating his 25th anniversary in this role in July. With a career that began at Merrill Lynch over four decades ago, Mike has become a seasoned professional in the financial services industry, known for his expertise in life insurance and annuities.

J.R. Pine - President/CEO - Alloy Employer Services

Alloy Employer Services is a comprehensive partner for managing workers' compensation and reducing overhead expenses. The company provides strategies for risk management, claims administration, and compliance to minimize workplace injuries, reduce claims, and ensure safety regulations are met. Through their Proactive Claims Management platform, Alloy offers immediate premium reductions and further year-over-year savings, streamlining claims processes and improving cash flow for clients. Their solutions aim to save time, lower costs, and drive better outcomes across the board.

For over 33 years, J.R. has served as a consultant to public and private business in the area’s employee benefits and workers compensation plans. Through a series of acquisitions, in December of 2016 Pine created Alloy Employer Services. Alloy’s core strength is cost containment for worker’s compensation plans, administrating with balance between employers and their employees.

J.R. works with key management and vendors, helps manage contracts and proprietary insurance programming and maintains accountability for quality control. He assists in the business development to ensure that product knowledge and compliance with underwriting are optimized.

Residing in New Albany, Ohio, J.R. and his wife Kathy of 30 years enjoy visiting their three Children in New York City, Dallas and Columbus. As avid sports fans, the family enjoys skiing, fishing, motorsports, and golf.

Josh Picou - CEO/Co-Founder - Malady Health

Malady’s Comprehensive Wellness Profile (CWP) is a cutting-edge diagnostic service designed to provide a holistic view of an individual’s health. By analyzing over 100 biomarkers across 30 different panels, the CWP identifies early signs of health risks and offers actionable insights for preventive care. This innovative approach emphasizes convenience and accessibility, enabling remote testing and personal health management from home. Collaborating closely with healthcare providers, Malady ensures that users receive tailored, proactive health strategies aimed at improving long-term well-being and enhancing quality of life.

Josh Picou, President and Co-Founder of Malady, masterfully combines his entrepreneurial prowess, including a five-figure company exit and significant early successes in real estate and marketing, with a deep-seated passion for healthcare innovation. His dedication to enhancing patient wellness and care is fueled by personal experiences with early family illness. At Malady, Josh leverages his diverse skill set to drive patient care innovations, showcasing his profound commitment to making a meaningful impact in the medical field, a pursuit deeply rooted in overcoming his family's health challenges.

Kris Franklin - CEO/Founder - Clinicore Labs

Clinicore Labs is a full-service, CLIA-compliant laboratory based in Louisiana, specializing in endocrinology, toxicology, and infectious disease testing. Known for its innovative approach, Clinicore offers advanced diagnostic services, including Small Volume Blood (SVB) analysis and molecular-based infectious disease testing using real-time PCR. The lab prioritizes accuracy, rapid turnaround times, and patient-friendly billing, ensuring high-quality care. Their state-of-the-art technology and comprehensive services support healthcare providers in delivering precise and efficient patient care.

Kris Franklin is the Founder of Clinicore Labs and an accomplished leader in the clinical laboratory industry. With a visionary focus and a goal-oriented, collaborative approach, Mr. Franklin excels in understanding the broader landscape of clinical diagnostics and laboratory operations. His robust scientific background in toxicology and pharmacogenomics, coupled with extensive clinical experience, empowers him to develop and validate diagnostic tests that consistently exceed regulatory standards. Specializing in complex pharmaceutical analysis using LC-MS/MS and advanced chemical analyzers, Mr. Franklin has a proven track record of preparing multiple laboratories for successful COLA, CLIA, and CAP on-site inspections. As a board-certified Clinical Chemist, he holds medical licenses across several states, demonstrating his commitment to the highest levels of clinical excellence and regulatory compliance.

Jamison Burris - CEO/Founder - TCW Digital

At The Consumers Web (TCW) , our mission is to cultivate relationships with our clients, establishing ourselves as their indispensable partner in all things digital marketing. We strive to be the gold standard in our field, ensuring our clients are recognized as the pinnacle of their industries. We offer unparalleled concierge-style services, managing every aspect of digital marketing with our “secret sauce” for success. We stay at the forefront of web trends, provide exceptional customer service, and help our clients command the authority they deserve. Our vision is exceptional servitude for our clients, offering a comprehensive suite of marketing services that meets all their needs. We are dedicated to guiding our clients towards achieving their highest goals, making the dream of entrepreneurial success a reality.

Jamison Burris, known as JB, is a dedicated family man and a seasoned entrepreneur with over 25 years of leadership experience in digital marketing and communications. Married for 30 years and a proud father of six, JB and his family reside in beautiful Charleston, SC. Since June 2016, he has served as the President and CEO of TCW Digital, a cutting-edge marketing and development agency that emphasizes a concierge-style approach to client relations. In addition to TCW Digital, JB is the President and CEO of Burris Enterprises Global, a corporate entity focused on fostering innovative brands through referral-based partnerships. His entrepreneurial journey includes previous leadership roles such as President and CEO of HoozOn, LLC, and Vertical, Inc., as well as Group Publisher for Bonnier Corporation. JB has consistently driven growth and innovation across various industries.

Joseph Chandler - CEO/Co-Founder - Rima

The health data ecosystem’s connective tissue. Rima knits together the world’s disaggregated health data into unified, easy to use, and generative software experiences powered by bleeding edge artificial intelligence. These tools go to work for patients, providers, payers, physicians, and employers, accelerating effectiveness across the industry.

Joseph is a serial technology entrepreneur, philanthropist, and thought leader on the future of data governance. He has built two businesses that have broken ($1 Billion) ten figures in annual revenue (latest being NVIDIA’s Data Science business), spoken alongside Bill Gates, Michael Bloomberg, and others, and is passionate about AI, alpine adventures, and upskilling the global south.

Tori Wint - CEO/Co-Founder - Business Executive Group

HR Executive Group specializes in comprehensive payroll and HR services. Our team consists of business professionals committed to enhancing efficiency in employee administration, insurance experts adept at cost control, CPAs with expertise in payroll credits, and HR specialists who align employment liabilities with business objectives and employee engagement.

Tori Wint, CEO of is a visionary leader dedicated to transforming business infrastructures through innovative and affordable solutions. With a deep understanding of tax credit solutions, payroll, human resources, and benefits administration, Tori has built a company that offers comprehensive services tailored to meet the needs of businesses of all sizes. Her approach not only optimizes efficiency but also significantly reduces costs, making it easier for companies to manage their workforce while maximizing available tax incentives.