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

    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

    The Compliance Pathway Q1

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    March 5, 2026 at 01:00 pm CT | Virtual

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    Employee Benefits

    Alera Group Presents: Navigating Medicare

    The knowledgeable team at Alera Group is here to help you navigate your Medicare options to ensure you feel confident in your post-65 healthcare coverage.

    March 11, 2026 at 12:00 pm CT | Virtual

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    Employee Benefits

    The Funding Edge: Why Fully Insured Limits Control — and What Modern Funding Unlocks

    A funding decision framework leaders can use to evaluate options and align on next steps.

    March 17, 2026 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Property and Casualty

    AI-Powered Cyber Attacks, Why Yesterday’s Defenses Aren’t Enough.

    The widespread availability of AI technology, combined with the ease of manipulating video calls, makes phone and Zoom calls susceptible to exploitation by threat actors.

    February 2, 2026

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    Employee Benefits

    IRS Releases Guidance Related to Recent HSA Changes

    The IRS recently released Notice 2026-5, which provides guidance and answers to common questions related to the expanded availability of health savings accounts (“HSA”) under the Reconciliation Act (previously named the One Big Beautiful Bill Act) passed into law earlier this year.

    December 30, 2025

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    Property and Casualty

    Are you prepared for 2026? Property and Casualty Trends Uncovered

    The sixth annual Property and Casualty Market Outlook from Alera Group sets the stage for how organizations can recalibrate their risk strategies in 2026. Built on thousands of data points — including a nationwide survey of insurance company partners and wholesale intermediaries — this report delivers actionable insights for insurance buyers, risk managers and business leaders.

    December 17, 2025

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    Employee Benefits

    Legal Alert: Agencies Clarify How Certain Fertility Benefits May be Treated as Excepted Benefits

    This alert is of interest to all employers that offer fertility benefits or may be interested in offering fertility benefits in the future.

    November 4, 2025

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      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.