Employers who register by April 8 will enjoy a complimentary stay at Hotel Cleveland during the event.
Speaker Lineup
Breakout Session Speakers
Michael Schroeder
Founder and President, Roundstone
Rob Hamilton
EVP of Sales, Roundstone
Jasmine Bibb
VP of Customer Success, Roundstone
Beth Snyder
COO, Roundstone
Chris Zirke
General Counsel, Roundstone
Pete Dalpiaz
Regional Practice Leader, Roundstone
Kenny Fritz
Regional Practice Leader, Roundstone
Sam Walters
Regional Practice Leader, Roundstone
Eddie Castro
Regional Practice Leader, Roundstone
Jack Schroeder
Regional Practice Leader, Roundstone
Ian Woidke
Regional Practice Leader, Roundstone
Tim Ott
Regional Practice Leader, Roundstone
Bruce Dunham
Underwriting Manager, Roundstone
Hannah Morris
Manager of Customer Success, Roundstone
Lisa Kerr
Sales and Onboarding Manager, Bywater
Julie Hoehn
Claims Manager, Bywater
Lauren Gliha
Stop Loss Claims Team Lead, Roundstone
Dan Santora
Lead Customer Outcomes Manager, Roundstone
Sophia Corrigan
Customer Outcomes Manager, Roundstone
Jen Trudel
Customer Outcomes Manager, Roundstone
Patrick Weber
Cost Containment Analyst, Roundstone
Daniel Demyan
Cost Containment Strategist, Roundstone
Frank Miotke
Principal/Employee Benefit Consultant, Vantage Financial Group
Kevin Weidinger
President/CEO, Great Lakes Fasteners, Inc.
Ashley Hughes
VP, Client Strategy & Alternative Risk Solutions, Swift Kennedy & Associates, Inc
Forrest Williamson
VP of Sales, Unified Group Services
Adrian Marcial
Account Executive, Employee Benefits, CBIZ Insurance Services, Inc.
Katie Harvey
Partner/Account Manager, Capital Group Benefits
Justin Jasniewski
CEO, Serve You Rx
Aaron Searls
VP Of Business Development, True Rx
Erika Ensign
Senior Benefits Consultant, Affinity Impact Partners
Stay Tuned – More Speakers to be Announced Soon
Join Us for MCF 2025 – Don’t Miss Out!
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