Darrell A. Sullivan, II

Chief Information Officer

Darrell joined Flores & Associates in 1992 as the Chief Technology Officer. Darrell is our "Oz behind the curtain" and is responsible for identifying and developing the technology necessary to meet the requirements of our clients and their employees. From conception, design, programming, testing to execution, Darrell has been instrumental in developing and implementing the technology necessary to make our services easier and more convenient. Darrell possesses a Bachelor of Arts degree and an Associates of Applied Science degree from Central Piedmont Community College in Charlotte, one of the premier technology oriented continuing education institutions in the nation. Darrell maintains membership in the Data Processing Management Association and took first prize in the 1992 DPMA Region 18 programming contest. In addition, Darrell is involved in various user groups and other functions that relate to computers and technology.

• Email darrell@flores247.com
• Telephone 800-532-3327 xt. 2499
• Facsimile 704-335-0818

Nancy Stevens

Human Resources Director

Nancy Stevens joined Flores & Associates in 2022 as Human Resources Director.

Nancy is responsible for providing strategic guidance and leadership for all aspects of the human resources function and establishing a vision and direction for the full complement of core human capital programs, policies, and services. With over 25 years of professional human resources experience in different industries, and a BBA with a concentration in Human Resources Management, Nancy has a comprehensive background in HR management, recruitment, retention, compensation, policy interpretation, training, and communication.

• Email Nancy.Stevens@flores247.com>
• Telephone 704-335-8211
• Facsimile 704-335-0818

Jeff Whittaker

Chief Strategy Officer

Jeff has been employed with Flores since January 2007, beginning as an account manager and working his way up to Chief Strategy Officer. Jeff is the "Go-To" person within Flores, actively teaching the technical aspects of our business to acquired companies and putting strategic plans into action. He demonstrates a high level of understanding of Flores technology, business systems, and value in the marketplace. Jeff holds a BS in Biomedical Engineering from UNC Chapel Hill and MBA from the University of Pittsburgh, and lives in Charlotte with his wife and children.

• Email jeff@flores247.com
• Telephone 800-532-3327
• Facsimile 704-335-0818
• Connect

Tim Sand

Chief Operating Officer

Tim Sand joined Flores & Associates in 2024 as Chief Operating Officer. As a seasoned industry leader, Tim brings 30+ years of benefits outsourcing and operational experience to the Flores team. Tim is passionate about ensuring that our clients, participants, and broker partners receive excellent service throughout their journey. Tim is responsible for all activities that support clients including implementations, ongoing client management, contact center, data exchanges, and administrative services.

Tim’s drive to excel carries over to outside the office as well. He has competed in more than 50 endurance races over the years, up to the full Ironman distance! Tim cherishes his time with his wife Susan and their two children. An alumnus of Ohio State, Tim received his Bachelor of Science in Industrial Engineering.

• Email tim.sand@flores247.com
• Telephone 800-532-3327 xt. 2495
• Facsimile 704-335-0818
• Connect

Jeremy Chwang

Chief Technology Officer

Jeremy joins Flores bringing extensive technology leadership experience building products and supplying services to the healthcare sector, including consumer driven health, benefits administration, virtual health, medical quality management, and FWA payer programs.

Having led teams from growth stage, privately owned companies through Fortune 100 organizations, Jeremy brings experience managing growth while maturing organizations ability to scale through process and technology. Jeremy has a proven record of success driving business transformations, optimizing service delivery and building high performing teams that enable aggressive company growth.

Most recently, Jeremy was the CIO of Cecelia Health, the market leader healthcare provider for integrated virtual care specializing in helping people living with chronic disease. In his role at Cecelia Health, Jeremy was responsible for creating their integrated care platform that supports thousands of patients every day.

• Email jeremy.chwang@flores247.com
• Telephone 704-335-8211
• Facsimile 704-335-0818
• Connect

Christine Murphy

Chief Financial Officer

Christine joins Flores with more than 25 years of financial leadership experience in the software and consulting industries with both private and public companies. Most recently, Christine was CFO of ResourceWise, a data, business intelligence, and insight provider that resolves value chain issues. She brings extensive knowledge in financial planning, process improvement and integration of finance and human resources operations. Throughout her career, Christine has been engaged in domestic as well as international mergers & acquisitions. Her career has been focused on the SaaS and professional services market segments, leveraging proprietary software platforms to grow recurring. She is a graduate of Villanova University. Christine and her husband live in Charlotte, NC.

• Email christine.murphy@flores247.com
• Telephone 704-335-8211
• Facsimile 704-335-0818

Jody Oliver

Chief Executive Officer

Jody joins Flores with over 20 years of executive leadership experience at Ariba and SAP, and most recently as President and CEO of Infinisource Benefits Services. Prior to entering the corporate world, Jody was an officer in the United States Navy, retiring at the rank of Commander. He is a seasoned executive experienced in building and improving both operational and commercial organizations in SaaS-based technology companies. He is a graduate of Villanova University and holds a Masters Degree from the Naval Postgraduate School in Monterey, CA. He and his wife Tanya reside in Hilton Head Island, SC and have four children and two dogs.

• Email jody.oliver@flores247.com
• Telephone 704-335-8211
• Facsimile 704-335-0818

Dan Taylor

Senior Vice President, Sales

Dan Taylor joined Flores & Associates in 2022 and currently leads its sales team of Business Development Directors (BDDs) serving as Senior Vice President of Sales.

He is well versed in employee benefit administration and compliance issues. In the twenty-five years that Dan has worked in employee benefit administration he has conducted hundreds of compliance training sessions on complex health insurance and human resource issues for both Human Resource and insurance professionals. He is a subject matter expert on COBRA, Account-based plans such as FSAs, HRAs, HSAs and Life-Balance accounts, HIPAA Privacy and Security and the Affordable Care Act. He has also written articles for several publications.

With many years of sales experience and extensive product knowledge, Dan also assists in presenting and selling all the Flores & Associates solutions including COBRA, FSA, HRA, HSA, Life Balance Accounts, Retiree Billing and POP and ERISA Wrap Documents.

A graduate of Western Michigan University, Dan lives in Coldwater, Mi chigan, with his wife Sheila and their two children.

• Email dan.taylor@flores247.com
• Telephone 704-335-8211
• Facsimile 704-335-0818

Daniel Bryant

Daniel Bryant, President of National Sales, Retirement and Private Wealth, is the co-founder of Sheridan Road Financial. His primary responsibilities include developing and setting the vision for Sheridan Road Financial and managing the regional offices in Chicago, Cincinnati, Denver, Indianapolis, Milwaukee and Nashville. He also contributes to the firm's marketing initiatives to attract new clients, advisors and team members.

A dynamic individual, Daniel is a financial industry thought leader who can help his advisors build their practices to help increase the positive impact on their clients, community and family. Daniel earned his MBA from Northwestern University's Kellogg Graduate School of Management and his undergraduate degree from Dartmouth College. He began his career working in corporate finance for Sam Zell's The Equity Group. He then transitioned into a successful investment banking career for leading firms, such as Donaldson, Lufkin & Jenrette and Robertson Stephens.

An entrepreneur and philanthropist, Daniel understands the value of giving back to his community. He is an active member and supporter of a variety of volunteer, philanthropic and arts-related organizations that he regards both personally and professionally.

Christina N. Byron (Christi)

Christi Byron is a Senior Advisor and Operating Partner with The Vistria Group and is currently serving on the board of Flores & Asssociates. Christi served as President of the Southeast Region for NFP Corporation, an insurance broker and consultant ranked as one of the largest U.S.-based privately owned brokerage firms. After retiring at the end of 2021 from NFP, Christi co-founded Catalyst Business Consultants, Inc. where she continues to work with NFP and other financial services companies in a consulting capacity. She is also currently serving on the Investment Committee for NFP Ventures, a private equity firm that provides strategic venture capital for exceptional digital health, insurtech, and fintech entrepreneurs.

As a founding partner of Corporate Benefit Advisors (CBA), Christi spent over 25 years in insurance consulting and brokerage. When CBA was acquired by NFP, Christi became Regional Managing Director and committed to the growth of the southeast operations for NFP. She led the region to significant organic growth, and expanded the corporate benefits, retirement, wealth management and property & casualty practices through integrated sales and acquisitions. Christi was promoted to President of the Southeast Region for NFP in 2016.

Christi is a graduate of Furman University. She currently serves on the Board of Trustees at Furman. She previously served Furman as a member of Advisory Council, the Paladin Club, Parents Council, Richard Furman Society Executive Committee and was involved with the steering committee that created the Charlotte Furman Business Series. Christi has also served on the Board of Trustees at Charlotte Country Day School in Charlotte, NC. She was a sponsor member of the North Carolina Business Group on Health and serves on various industry advisory boards. She is and active fundraiser and has worked with many non-profit organizations around the southeast including Thompson Child & Family Focus and Loaves and Fishes.

Michael Castleforte

Prior to joining Vistria, Mr. Castleforte was the General Counsel and Head of Business Development at United Shore Financial Services (“USFS”). At USFS, Mr. Castleforte was part of the senior team that transformed the company from a regional, independent lender to one of the nation’s leading independent mortgage lenders with an emphasis on sustained growth through systematic risk management. Prior to joining USFS, Mr. Castleforte began his career as a corporate attorney at Winston & Strawn LLP, where he represented public and private companies in a variety of mergers, acquisitions and divestitures.

Mr. Castleforte currently serves on the Board of Directors of The Mather Group, Flores, USRBP, and Treliant. He is a Member of the Board of Directors of The Duke Financial Economics Steering Committee.

Davis Fulkerson

Mr. Fulkerson joined the Century in 1996. Mr. Fulkerson has more than 25 years of financial services and investment experience. He serves or has served on the Board of Conner Strong & Buckelew, DirectPath/Flores, Torrent Technologies, Inc., Ash Holdings, LLC and Concert Group Holdings, Inc. Prior to joining Century, Mr. Fulkerson held positions in the interest rate derivative products area at BankBoston, in the High Yield group at 1838 Investment Advisors, and in Corporate Finance at Bank of America. Mr. Fulkerson earned a BA degree from Williams College and earned a Masters degree in Management from the Kellogg Graduate School of Management at Northwestern University.

Chris Lalonde

Mr. Lalonde joined Century in 2002. Mr. Lalonde has more than 20 years of experience in various financial operating roles and private equity investing. Prior to joining Century, Mr. Lalonde was an Analyst with Lucent Venture Partners and is a graduate of Lucent Technologies’ Financial Leadership Development Program where he focused on mergers and acquisitions and held various other corporate finance positions both domestically and internationally. He serves or has served on the Board of Directors of Lender Performance Group, LLC; Santa Rosa Holdings, LLC; DirectPath/Flores, and PatientMatters Holdings, LLC; Thompson Insurance Enterprises, LLC and Digital Risk, LLC. Mr. Lalonde earned a BA in Economics from Boston College and a Masters in Accounting, Entrepreneurial Finance and Strategic Cost Management from Babson College.

Pam Popp

Pam Popp is a Senior Advisor and Operating Partner to The Vistria Group. Pam most recently served as Chief Inclusion Officer, Lockton Companies (2019 - 2021) and President, Lockton Retirement Services (2014 - 2021). Popp has more than 30 years of experience in the retirement plan and investment management industry. Prior to Lockton, she served as an institutional retirement advisor and producer with CAPTRUST (2012 - 2014). She served more than 15 years at J.P. Morgan Chase as J.P. Morgan Retirement Plan Services CEO and as a Managing Director (1996 – 2010). Her tenure also included two years as Head of Retirement Strategic Initiatives (2011 - 2012) for the global asset and wealth management business. Prior to J.P. Morgan Chase, Popp served as a Consultant at Hewitt Associates (1986 - 1994).

She is also active in Kansas City civic and community affairs serving on the boards of the Overland Park Chamber of Commerce and Johnson County Community College Foundation, and a Youth Leader for the Seven Days, Make a Ripple Change the World Foundation, and has previously been a member of the Nelson-Atkins Business Council Steering Committee.

Popp holds an undergraduate degree from the Indiana University in finance and an MBA from the Kellogg School of Management at Northwestern University.

Boris Rapoport

Prior to joining Vistria, Mr. Rapoport was a Managing Director and member of the Investment Committee at Lightyear Capital, a financial services focused private equity firm based in New York. Mr. Rapoport spent ten years at Lightyear Capital, where he invested in a range of financial services companies, including insurance, consumer finance, financial technology, and the intersection of healthcare and financial services. Prior to Lightyear Capital, he spent eight years at FTV Capital, a growth equity firm focused on investing in financial technology, software, and tech-enabled business services. He began his career as an investment banker with WR Hambrecht + Co in San Francisco.

Mr. Rapoport has served as a Director of ProfitSolv, HealthPlanOne, Lendmark Financial Services, Therapy Brands, Datalot, Ed Broking, and Apex Fund Services.

Mr. Rapoport graduated from the Huntsman Program at the University of Pennsylvania, where he received a B.S. in Economics from the Wharton School and a B.A. in International Studies from the College of Arts and Sciences.

Mr. Rapoport currently serves on the Board of Directors of The Mather Group, Flores, and USRBP.

Will Sneden

Will is a long-time executive in the employee benefits industry. He retired from Aon at the end of 2021 and currently serves as an independent advisor and board director for several organizations, including Flores. He is also an operating partner with The Vistria Group. Will spent 33 years at Aon and Hewitt Associates (bought by Aon in 2010), consulting mostly with Fortune 500 companies on their Health and Benefits programs. The last nine years were in business leadership, culminating with 6 years as the U.S. Health Solutions Practice Leader and 2 years as a member of Aon’s Global Operating Committee. Will has a BS in Mathematical Sciences from the University of North Carolina, and is a Fellow of the Society of Actuaries. He currently lives with his wife in Seabrook Island, SC.

Johnny C. Taylor, Jr., SHRM-SCP

Johnny C. Taylor, Jr. is President and Chief Executive Officer of the SHRM (pronounced “SHERM”). Mr. Taylor’s career spans more than 20 years as a lawyer and an executive with not-for-profit and for-profit organizations, including IAC, Paramount Pictures, Blockbuster Entertainment Group and the Thurgood Marshall College Fund, among others. He has served as chairman of the President's Advisory Board on Historically Black Colleges and Universities and on the White House American Workforce Policy Advisory Board. He is a Vice-Chair of the Board of Trustees at his alma mater, the University of Miami; Independent Director of the Flores & Associates corporate board and member of the corporate boards of Guild Education, and XPO Logistics (NYSE: XPO). Mr. Taylor is a weekly contributor to USA Today, a Fellow of the National Academy of Human Resources and a SHRM Certified Professional.

Gary J. Trainor

Executive Chairman

Gary joins Flores with over 30 years of experience in the human capital management industry including as Division President of ADP, founder and CEO of Infinisource, and founder and CEO of Viventium Software. His passion is to empower people to build great software that brings employers the applications that they need to provide solutions for their employees, delivered by service teams that are also empowered to deliver a remarkable service experience for our clients. Gary has an undergraduate degree in Business Administration from Rutgers University and an MBA from Fairleigh Dickinson University. Gary and his wife Jayme and little dog Lily live in Charlotte as do his daughter, son, daughter-in-law, and two amazing grandchildren.

CYRUS D. WALKER

Cyrus D. Walker is a Principal at Discovery Land Company, a U.S.-based real estate developer and operator of private residential club communities and resorts with a world-renowned portfolio of domestic and international properties. He generates client leads for property sales, manages client relationships, and works to develop the company's strategic mission and long-term vision. Mr. Walker is an Operating Partner at The Vistria Group, a Chicago-based private equity investment firm. He serves as an advisor to the firm and plays a pivotal role in due diligence, acquisition, and management of portfolio companies.

Mr. Walker serves on the Board of Directors of the following companies:

• Flores & Associates, a privately held human resources company part of The Vistria Group specializing in health savings account administration services
• The Mather Group, a privately held investment advisory firm part of The Vistria Group
• Kendra Scott, a privately held lifestyle brand company
• APi Group Corporation, a public business services provider of safety, specialty, and industrial services
• Houlihan Lokey, Inc., a public investment banking firm
• Arbor Rapha Capital Bioholdings Corp 1, a public blank check company Previously, Mr. Walker was the Founder and Chief Executive Officer of The Dibble Group, an insurance brokerage and consulting firm. Prior to that, he was Co-Chief Executive Officer at Nemco Group, LLC, an insurance brokerage and consulting firm, which was acquired by a subsidiary of NFP Corp. Mr. Walker received a B.A. from Colorado College in June 1989.