About Us

    Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

    Meet Our Team

    Mahtoska Weathers

    Lead Account Manager, Retirement Plan Services
    Mahtoska Weathers Headshot

    As the Lead Retirement Account Manager, Mahtoska’s primary responsibility for the client is communicating with current and potential clients, scheduling meetings, client data management, and systems management. Internally, he trains new account managers and manages processes across the Northwest region. Mahtoska possesses a B.S. in Mathematics, with a focus on data analysis and statistics.

    Mahtoska has earned the Qualified Plan Fiduciary Consultant (QPFC) designation through the National Association of Plan Advisors (NAPA), a reputable organization known for its industry-recognized credentials. This designation reflects his in-depth understanding of the roles of fiduciaries and co-fiduciaries in relation to qualified employer-sponsored retirement plans, further enhancing his ability to provide expert guidance to clients.

    After his five-year military service as a Marine Corps member ended, Mahtoska worked at a brewery and then in a customer-service role where he gained wine knowledge to provide informed recommendations. This sparked a lasting passion, and his long-term goals include becoming a certified sommelier while building a thriving career in the financial services industry.

    Mahtoska lives with his girlfriend and two dogs in Spanaway, Washington. He enjoys traveling, cooking, relaxing, and playing games.

    Mallorie Wheeler

    Partner, HR Services
    Mallorie Wheeler

    Mallorie provides tailored support to meet the unique needs of our clients, emphasizing training and development so individuals can tap into what makes them tick—and so organizations can develop a more engaged workforce. She believes investing time into your people brings the greatest return.

    Mallorie has earned the Professional in Human Resources (PHR®) and SHRM Certified Professional( SHRM-CP®) designations; she also is a Gallup-Certified Strengths Coach and a graduate of Central Washington University with a bachelor’s degree in business administration (specializing in HR). Before joining Alera Group, she worked as HR director for an emergency and specialty animal hospital.

    A Tacoma native who loves being outdoors and finding new places to explore with her family, Mallorie is passionate about photography, traveling, reading—and coffee. She is actively involved in her children’s schools and supports initiatives for the well-being of special-needs children in the community.

    Melissa Woodward, PHR

    Partner, HR Services
    Melissa Woodward

    Melissa collaborates across the HR team to support our clients in all facets of HR. With over 20 years of experience in the field, she has particular expertise in training and development, recruiting, performance management, and benefits. Melissa enjoys helping business leaders implement programs and processes to improve employee performance and satisfaction.

    She earned a bachelor’s degree in Kinesiology from the University of North Texas and is also certified as a Professional in Human Resources (PHR) by the Human Resource Standards Institute.

    Melissa lives in Haslet, Texas, with her husband, Lance, and her youngest son, Jagger.  Her oldest, Maverick, is a freshman at Texas Tech University. She and her son, Jagger, belong to the Young Men’s Service League of Haslet and volunteer for various nonprofits in the Fort Worth Area. She’s also the president of the local high school boys’ basketball booster club. In addition to watching her boys play sports, Melissa loves to cook, exercise, and craft.   

    Luke Worley

    Client Support Specialist
    Luke Worley

    As a Client Support Specialist, Luke helps Alera Group clients with hiring, terminations, 401(k) administration, recruiting, payroll, and other vital operations. He plays an active role in our work for tribal organizations in Alaska, also assisting with training and our onboarding template in Basecamp.

    A graduate of Pacific Lutheran University with a bachelor’s degree in business/HR management and a minor in communications, Luke previously was a supervisor for his family’s business; he also worked at a data center.

    Luke is a Washington native who lives in Tacoma. He enjoys fishing, golfing, and being with family.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals

    A clear, data-driven view of the 2026 employee benefits landscape grounded in benchmarking results.

    June 16, 2026 at 01:00 pm CT | Virtual

    Register Here
    webinar

    Employee Benefits

    GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy

    A GLP-1 decision framework plus scenarios.

    July 21, 2026 at 01:00 pm CT | Virtual

    Register Here
    webinar

    Employee Benefits

    Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices

    Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.

    August 18, 2026 at 01:00 pm CT | Virtual

    Register Here
    webinar

    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    What the 2026 Benchmarking Data Reveals — and Why It Matters Now

    On Tuesday, June 16, 2026, at 2:00 PM ET, Alera Group will host Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals, a live webinar designed for HR, finance and executive leaders involved in benefits planning, budgeting and long-term strategy.

    June 11, 2026

    Find out more

    Employee Benefits

    Legal Alert: IRS Releases 2027 HSA Contribution Limits and Other Limits

    In Rev. Proc. 2026-24, the IRS released the inflation adjusted amounts for 2027 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.

    June 3, 2026

    Find out more

    Employee Benefits

    Legal Alert: PBM Transparency Coming Soon

    Two recent movements on the federal level have paved the way for greater pharmacy benefit manager (“PBM”) transparency for group health plans.

    May 22, 2026

    Find out more

    Property and Casualty

    Why is umbrella liability getting so expensive?

    While most commercial insurance pricing has softened in 2026, umbrella liability has not. In fact, it’s moving in the opposite direction.

    May 4, 2026

    Find out more

      Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.