Speaker Lineup

Main Stage Speakers

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Find A Way™ – Unlocking Innovation in a Changing Healthcare Landscape

Josh Linkner

New York Times bestselling author, serial entrepreneur, venture capital investor, professional jazz guitarist, and a globally-recognized innovation expert

Learn More About Josh

Winning Together: The Power of
Partnership in Cutting Healthcare Costs

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Dan Rozov

HR Manager, Thomas Automotive

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Dan Majernik

Partner & VP Employee Benefits Consultant, USI Insurance Services

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Robb Moceri

VP, Care Navigation, Rightway

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Aaron Searls

VP Of Business Development, True Rx

Session Speakers

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Michael Schroeder

Founder and President, Roundstone

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Rob Hamilton

EVP of Sales, Roundstone

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Jasmine Bibb

VP of Customer Success, Roundstone

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Beth Snyder

COO, Roundstone

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Chris Zirke

General Counsel, Roundstone

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Pete Dalpiaz

Regional Practice Leader, Roundstone

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Kenny Fritz

Regional Practice Leader, Roundstone

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Sam Walters

Regional Practice Leader, Roundstone

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Eddie Castro

Regional Practice Leader, Roundstone

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Jack Schroeder

Regional Practice Leader, Roundstone

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Ian Woidke

Regional Practice Leader, Roundstone

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Tim Ott

Regional Practice Leader, Roundstone

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Bruce Dunham

Underwriting Manager, Roundstone

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Hannah Morris

Manager of Customer Success, Roundstone

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Lisa Kerr

Sales Development Leader, Bywater

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Julie Hoehn

Claims Manager, Bywater

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Lauren Gliha

Partner Solutions Manager, Roundstone

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Dan Santora

Lead Customer Outcomes Manager, Roundstone

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Sophia Corrigan

Customer Outcomes Manager, Roundstone

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Jen Trudel

Customer Outcomes Manager, Roundstone

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Patrick Weber

Cost Containment Analyst, Roundstone

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Daniel Demyan

Cost Containment Strategist, Roundstone

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Frank Miotke

Principal/Employee Benefit Consultant, Vantage Financial Group

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Kevin Weidinger

President/CEO, Great Lakes Fasteners, Inc.

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Ashley Hughes

VP, Client Strategy & Alternative Risk Solutions, Swift Kennedy & Associates, Inc

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Forrest Williamson

VP of Sales, Unified Group Services

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Adrian Marcial

Account Executive, Employee Benefits, CBIZ Insurance Services, Inc.

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Katie Harvey

Partner/Account Manager, Capital Group Benefits

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Justin Jasniewski

CEO, Serve You Rx

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Erika Ensign

Senior Benefits Consultant, Affinity Impact Partners

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Melanie Maulding

VP of Employee Benefits Consulting, CBIZ Insurance Services, Inc.

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Sean Stapulionis

President, Trust Manufacturing

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Beth Holmes

Head of Hint Connect, Hint Health

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Jay Booth

President, Capital Group Benefits

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Lisa Anderson

Chief Human Resources Officer, Sev1tech

Stay Tuned – More Speakers to be Announced Soon

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Roundstone is the original employer health insurance innovator for the middle market. We help small and midsize organizations to offer competitive health benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in aligning with the employers’ best interests and remain committed to our mission – quality, affordable healthcare and a better life for all. 

Roundstone Insurance © 2025

Josh-Linkner-Headshot-Graphic

Josh Linkner — a New York Times bestselling author — is a rare blend of business, art, and science.

On the business front, he’s been the founder and CEO of five tech companies, which created over 10,000 jobs and sold for a combined value of over $200 million. He’s the co-founder and Managing Partner of Muditā (moo-DEE-tah) Venture Partners – an early-stage venture capital firm investing in groundbreaking technologies. Over the last 30 years, he’s helped over 100 startups launch and scale, creating over $1 billion in investor returns. He’s twice been named the EY Entrepreneur of The Year and is the recipient of the United States Presidential Champion of Change Award.

While proud of his business success, his roots are in the dangerous world of jazz music. He’s been playing guitar in smoky jazz clubs for 40 years, studied at the prestigious Berklee College of Music, and has performed over 1000 concerts around the world.

His experiences in both business and music led him to become one of the world’s foremost experts on innovation. Josh is the co-founder and Chairman of Platypus Labs, a global research, training, and consulting firm. Today, he’s on a mission to help leaders Find A Way™ through creative problem-solving, inventive thinking, and ingenuity.