Allied Advisors Group, LLC.

About US

Allied Advisors Group is a premier health and welfare consulting firm. As a member of Benefit Advisors Network (BAN), we access the latest best-practice strategies, market clout leveraging, and share capital investments for leading industry tools, technology, and expertise.


If our combined 200+ years of experience has taught us anything, it’s that great strategy prepares you to navigate any road with ease. We believe in partnering with our clients and their vendors to make every journey a smooth one.


Together, our firm and BAN employ more than 1,000 benefit professionals who serve clients with over 2.5 million employees and manage approximately $16 billion in medical and drug spending.


We’ve built our practice with a primary focus on outstanding customer service and meeting the needs of each individual client. We’ve designed each of our services around what our customers actually want rather than what a firm wants to sell.

Proven Success

The Numbers Don’t Lie

Our consulting team includes knowledgeable professionals who have significant benefits credentials and decades of experience working in ongoing partnerships with our clients. Our firm challenges the traditional “broker” model in that we are owner-driven and promote a results-oriented environment.

+ Benefit Professionals Employed

Billion Dollars in Medical & Drug Spend Managed

+ Million Employees Served Nationwide

Core Team

Gregory Carlton

Founder & Chief Innovator

Greg is a visionary award-winning leader with over 35 years of experience serving insurance and benefit advisors across the nation.

Cari Carlton

Director of Finance

Cari specializes in banking, finance, and business development strategies. She excels in using her creative side to build winning strategies.

Josh Carlton

Web Development

Josh has a reputation for being a highly creative leader. Over the last 10 years he has cultivated a masters-level expertise in a variety of industries.

Adrianne Gleeson

Team Strengths Coach

Adrianne is a Gallup Certified Strengths Coach skilled in wellness program design and administration, recruitment, hiring, and team development.

Sandy Oskins

Chief Underwriting Consultant

Sandy is a leader in Large Group Underwriting with over 42 years of experience. She served as Regional Vice President of the KY Large Group Market for Anthem since 2004.


What We Do Best

Market Research

Brand Development

Sales Process

Team Strengths

Health Analytics

Underwriting Support

Financial Analysis

Client Experience

Get In Touch

Phone: +1 270 703 1640
Fax: +1 800 524 7047