Jeff Cullen specializes in helping corporations and non-profits design, implement and monitor successful retirement plans.
Over the past 16 years, Jeff has built a national practice by helping organizations align HR strategy & total rewards with participant goals through innovative plan design and fiduciary best practices. As a member of the national SRP Investment Committee, he is a specialist in investment due diligence processes and innovative QDIA strategies. Beginning with his very first client, designing customized employee education services that seek to improve participant outcomes has been a hallmark offering.
Jeff received his MBA from DePaul University. He is an investment advisor representative and has passed the Series 7, Series 66 and Series 65 exams.

Zach Fiedler is the Chief Operating Officer at The Prism Health Group with extensive experience in health care operations focusing on technology, data, analytics, implementation and innovation. For more than 17 years, Zach has spent his career in the Pharmacy Benefit Industry across multiple consulting firms and a leading PBM organization. Zach oversees all operational facets of The Prism Health Group, driving organizational efficiency, strategic planning and cross-functional collaboration for client delivery, consulting operations, data analytics and systems engineering.

Prior to joining Prism, Zach served as Vice President of Client Success at Pharmaceutical Strategies Group (PSG). Zach also held pharmacy benefit consulting lead roles within The Burchfield Group and Mercer.

Zach earned his bachelor’s degree in both Mathematics and Economics from St. John’s University.

Chuck Gamsu is a principal and pharmacy benefits expert with the SkySail office at Milliman. As a seasoned pharmacy benefits advisor specializing in business development and customer relationship management, his focus is driving efficient solutions in pharmacy pricing, contract negotiations, clinical appropriateness, and pharmacy benefits performance.

Alan Gilbert is Senior Vice President for Business Strategy at 4C Digital Health, helping self-insured employers use data to improve care and costs. With more than 30 years in health care, he has held executive roles at Elevance (Anthem) and GE Ventures and served over a decade in government including in the White House as health policy advisor to President George W. Bush. Most recently, he led health policy at the Purchaser Business Group on Health, advocating for transparency and accountability in health care. An attorney with expertise in strategy and public affairs, Alan is passionate about innovation and driving impactful change in health care.

Jamie Greenleaf is the Co-Founder of Fiduciary In A Box (FIAB) and a recognized expert in fiduciary governance. With a career dedicated to helping employers design and implement retirement programs, she has consistently focused on driving better financial outcomes for employees.

In response to the Consolidated Appropriations Act (CAA) of 2021, Jamie co-founded Fiduciary In A Box to equip employers and their partners with the tools and framework needed to establish a strong fiduciary process for their health care plans, ensuring compliance and reducing risk for plan sponsors.

Dae Y. Lee, Pharm.D., Esq., CPBS, focuses on representing pharmacies in their dealings against Pharmacy Benefit Managers (PBMs). With extensive experience in the intricacies of PBM audits, investigations, network enrollment, network suspension, network terminations, reimbursement disputes and DEA, as well as other governmental investigations, Dae has established himself as a trusted adviser for a diverse array of plan-sponsored pharmacies and pharmacy providers.

For plan sponsors including self-funded employers, governmental agencies, state-funded universities, and Medicare Part D sponsors, Dae advises on how to properly manage prescription drug benefits, monitor PBMs’ performance, reduce drug spend, and he assists plan sponsors with fulfilling their fiduciary duties.

Dae is a Certified Pharmacy Benefits Specialist (CPBS), and has been recognized as a Super Lawyer in Super Lawyers – New Jersey in 2024 and 2025, and as a Rising Star in Super Lawyers – New York Metro and New Jersey from 2018 through 2023.

Nathan Mathews is a Vice President and Senior Pharmacy Benefits Consultant with Milliman. He has over 17 years’ experience assisting employers and health plans in all aspects of pharmacy benefits management including, vendor procurements and contracting, claims monitoring, auditing, and ongoing management/oversight of prescription drug managers (PBMs).

Nathan has a BS in Mechanical Engineering from Brigham Young University and an MBA in Finance/Marketing from University of Utah.

Outside of his 20 years of service in the Marine Corps Reserves, Pat has spent his entire civilian career in the insurance and employee benefits industry. From his start in the individual space, to working with Fortune 500 employers, Pat has helped employers large, small, and everywhere in between solve their employee benefits challenges.

Throughout his career, Pat noticed a trend: the insurance industry was built to enrich itself and confuse its clients. From that realization, it became Pat’s mission to simplify health care for employers and employees alike. Instead of focusing on health insurance, Pat’s focus is on health care and the lack of financial transparency behind the services that health Insurance provides.

As Chief Executive Officer of Innovu, Hugh O’Toole is changing adviser/consultant practice models from their siloed focus on health and welfare, retirement and property and casualty, to a model focused on holistic human capital risk management. He understands that the world of retirement services and benefits can be complicated.

In 2014, he founded Viability AG LLC, to address the relationship between financially well employees and the impact on the employer’s financial statement, through mitigating the future liability from health care, risk protection/management, productivity, and engagement of their employees. In 2015, Viability was purchased by MassMutual, and he once again joined the MassMutual team as a Senior Vice President.

His first mission was to bring non-profit employers and their employees institutional investment product, versus the legacy insurance products historically sold to them. As a partner of Professional Pensions, Inc. (PPI), they accomplished this mission, and the firm grew rapidly. Principal Financial Group purchased PPI in 1999.

Mary Powell is a Director at Trucker Huss, APC and has over twenty-five years of experience in all aspects of employee benefits. She is a Chambers rated lawyer and a Northern California Super Lawyer. In addition, she is a Fellow in the American College of Employee Benefits Counsel, the highest level of recognition for an ERISA attorney. Today, her main focus is the Consolidated Appropriations Act, 2021 (CAA), the Affordable Care Act (ACA), executive compensation and nonqualified deferred compensation. Mary is an expert in negotiating and reviewing pharmacy benefit manager (PBM) contracts. She has lectured frequently on various employee benefits topics, such as drug pricing under health plans and fiduciary duties for health and welfare plans.

For more than a decade Ryan has developed aligned and empowered partnerships throughout the health care and pharmacy industries, earning a reputation for guiding hard-nosed contract negotiations, as well as developing and deploying tailored pharmacy strategies.

With a primary focus in managed care, hospital system domestic pharmacy and 340B strategy, and self-funded plan sponsor pharmacy partnerships, Ryan has successfully collaborated to create effective, and highly custom methods of managing the pharmacy benefit.

Ryan quickly learned the PBM industry working in Operations and Account Management while with Express Scripts. He then parleyed his experiences into a role Pharmacy Consultant with The Burchfield Group, leading managed care and national employer procurement and contracting efforts.

Following his time as a consultant, Ryan worked as Strategic Pharmacy Operations Lead for D.C. based hospital provider health system start-up, Evolent Health. Prior to founding Prism Health Strategists, Ryan led business development initiatives for Navitus Health Solutions in his role as Regional Vice President.

Ryan earned his Bachelor’s Degree from Drake University in Des Moines, Iowa.

Julie S. Selesnick is Senior Counsel at Berger Montague and a member of the firm’s Employee Benefits & ERISA practice group, where she represents the interests of employees, retirees, plan sponsors, plan participants and beneficiaries in employee benefit and ERISA cases in the district court and on appeal. Selesnick’s practice is focused on health care, where she brings more than a decade of insurance coverage experience to good use focusing on the behaviors of insurance carrier TPAs that exercise fiduciary duties under ERISA-covered health plans and counseling employers and other plan sponsors on provisions in their administrative service agreements that might cause them to unwittingly violate ERISA or other employee benefit laws.

Prior to joining Berger Montague, Selesnick was of counsel at another prominent plaintiffs’ class action firm, where she practiced primarily in the ERISA group representing plaintiffs in class cases related to 401(k) excessive fee disputes, actuarial equivalence pension issues, church plan litigation, and cases against third-party administrators for breach of fiduciary duty in connection with their administration of ERISA-covered group health plans.