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Corporate Synergies Group, LLC. (“Corporate Synergies”) authorizes you to view, copy, and print documents published by Corporate Synergies on the World Wide Web for non-commercial use within your organization only. In consideration of this authorization, you agree that any copy of these documents shall retain all copyright and proprietary notices contained herein. Each document published by Corporate Synergies may contain other copyright information and proprietary notification relating to that individual document. Nothing contained herein shall be construed as conferring by estoppel, implication or otherwise any license or right under any trademark of Corporate Synergies or any third party. Nothing contained herein shall be construed as conferring any license or right under any Corporate Synergies copyright. The content herein shall not be copied or posted in any network computer or broadcast in any media. Any copy you make must include this copyright notice. Corporate Synergies makes no representations about the suitability of the content of this site for any purpose. This information is provided “as is” without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability, title, non-infringement and fitness for a particular purpose, or non-infringement. Corporate Synergies will not be liable to anyone with respect to any damages, loss or claim whatsoever, no matter how occasioned, in connection with access to or use of the contents of this site. in no event shall corporate synergies be liable for any special, indirect, exemplary or consequential damages or any damages whatsoever, including but not limited to loss of use, data or profits, without regard to the form of any action including but not limited to contract or negligence or other tortious actions, arising out of or in connection with the use, copying or display of the content. Corporate Synergies has taken care to ensure that the information which follows is complete, accurate and up-to-date. However, Corporate Synergies assumes no responsibility for errors or omissions which may occur. All the information provided is subject to change from time to time at the sole discretion of Corporate Synergies. All publications may include technical inaccuracies or typographical errors. We reserve the right to make periodic changes, additions, and deletions to these publications, and the products and programs described in these publications without notice. All questions, comments, suggestions or the like regarding the content of any Corporate Synergies document shall be deemed to be non-confidential and Corporate Synergies shall have no obligation of any kind with respect to such information, and shall be free to reproduce, use, disclose, and distribute the information to others without limitation. Furthermore, Corporate Synergies shall be free to use any ideas, concepts, techniques, or know-how contained in such information for any purpose, including but not limited to development and marketing products and services which incorporate said information.

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BenefitsVIP® ID Card Request

Matt McCuen

National Executive at Imagine360

Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space.  

As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families. 

Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.  

Greg Santulli

CEO of Rx Valet

Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results. 

Mitch Lamoriello

VP Wealth Advisor at Advus Partners

Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.

As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.

andy rhea

Andy Rhea

President of Align Risk Solutions

Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships. 

Andrew Zito

President/CEO – Advus Fincancial Partners

Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.

Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.

Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.