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 Headshot

    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 Headshot

    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 Headshot

    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

    Wealth Services

    State of the Markets

    Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

    July 23, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    Employee Benefits

    Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package

    In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.

    August 21, 2025 at 01:00 pm CT | Virtual

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    Webinar Graphic

    Employee Benefits

    Q3 2025 Quarterly Compliance Webinar

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

    September 9, 2025 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    Legal Alert: Enforcement of the HIPAA Reproductive Health Care Privacy Rule Vacated Nationwide

    On June 18, 2025, a federal district court in Texas vacated a significant portion of the HIPAA Privacy Rule to Support Reproductive Health Care Privacy (“Final Rule”), which was implemented on April 24, 2024, on a nationwide basis. The Final Rule, which was implemented in response to the U.S. Supreme Court’s decision in Dobbs v. Jackson Women’s Health Organization (effectively overturning Roe v. Wade), was intended to protect the ability of individuals to receive reproductive health care when the care is provided lawfully under the circumstances without risk of an individual’s identity or health information being disclosed for purposes of state criminal, civil or administrative investigations (or for imposing liability related to lawfully providing or obtaining reproductive healthcare).

    July 21, 2025

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    Employee Benefits

    Legal Alert: Employee Benefits Provisions in the One Big Beautiful Bill Act

    On July 3, 2025, Congress passed a reconciliation bill (the “Reconciliation Act”) previously named the One Big Beautiful Bill Act, but subsequently redesignated “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”

    July 8, 2025

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    Wealth Services

    Monthly Market and Economic Update - June 2025

    Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

    July 7, 2025

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    Wealth Services

    Weekly Market Update

    Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.

    July 7, 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.