The Latest

  • Martin is vice president and senior actuarial consultant for Lockton Benefit Group. Lockton employee benefit clients rely on her pharmacy analytics expertise and ability to always ask the right questions to make smart decisions about their pharmacy benefit programs. Reach her at (816) 751-2110 or smartin@lockton.com.

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  • Sarah Cray is the Manager of Succession Planning & Acquisitions for Raymond James Financial Services, Inc.  She is currently charged with helping over 1,300 business owners and 3,400 financial advisors develop plans for transferring ownership of their businesses, manages the mergers and acquisitions process and facilitates practice benchmark analyses. \nSarah joined Raymond James in 1999 and has spent her career within the regional management department. Sarah utilizes her over 14 years of experience when consulting with independent advisors, because there is no “one size fits all” approach to succession planning.\nShe graduated magna cum laude from the University of Minnesota with a degree in child psychology and is Series 7, 24 and 66 licensed. She is a Registered Corporate Coach™ (RCC).\nShe enjoys spending time with her husband Ron and their dog Roxie and cat Chester.

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  • Sarah Libbey is president of Fidelity® Charitable Gift Fund, a donor-advised fund and the third largest public charity in the United States. Established in 1991, the Charitable Gift Fund was the first national donor-advised fund program and remains the largest such program in the country, providing charitable solutions to both donors and advisors. The Charitable Gift Fund allows individual donors to establish a dedicated Giving Account® – and to thus create a long-range, systematic plan for giving to their favorite charitable organizations.Ms. Libbey began her career at Fidelity Investments in 1981, and has held a series of leadership positions in the company’s retail and institutional businesses. She was named president of the Charitable Gift Fund in 2008. Since that time, she has introduced numerous innovative product and service offerings to support the Charitable Gift Fund’s mission of furthering the American tradition of philanthropy by providing programs that make giving simple and effective.Ms. Libbey is a member of the board of directors for the UNH Foundation, established in 1989 to build private support for the University of New Hampshire. Among her many philanthropic interests, she has a long-standing commitment to furthering social justice and economic opportunities in the Ixcan region of Guatemala.Born in 1957, Ms. Libbey earned a bachelor of arts in Sociology and English at the University of New Hampshire in 1979.

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  • Sarah Boston began her financial services career as a Marketing Intern at Raymond James while finishing her Business degree from Indiana University. That experience sparked an interest for helping clients build financial security and led to many different positions including District Manager for a group retirement plan provider. Sarah’s passion for financial planning and desire to work with individual clients led to her rejoining Raymond James in 2013 as a Branch Manager and Financial Advisor. Currently residing in Indianapolis, Sarah and JJ, her husband of 13 years, are small business owners and supporters of the local food movement. She also enjoys gardening and watching her two sons play soccer.

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  • Sarah B. Krause is a labor & employment attorney with Bass, Berry & Sims PLC in Nashville, Tenn.

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  • Sanjay Arya is the Director of Morningstar Indexes and leads the Global Index Group. He is responsible for business strategy, product development, and distribution of the indexes. In this capacity, Arya oversees research that supports methodologies underlying the indexes and works with clients to build partnerships to enhance the usage and applications of Morningstar Indexes.He started the Global Index Group in 2001 and has led the development of a broad suite of equity, bond, commodity and asset allocation indexes. Arya has made numerous presentations on index-related topics at professional conferences, meetings of professional organizations, and professional education programs. His opinions have been quoted in the industry and in trade publications, and he currently sits on the review board of the Journal of Indexes.Prior to his current position, he was the director of equity data analysis and has been with Morningstar for 16 years.Arya holds a bachelor's degree in chemical engineering, and has a master’s of business administration in finance from Cleveland State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Investment Analysts Society of Chicago.

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  • Sandra Timmermann is the Director of the MetLife Mature Market Institute. In this role, she is responsible for MetLife’s information and policy resource center for issues concerning aging, retirement, long-term care, and the mature market. She is a nationally recognized gerontologist with over 25 years of experience in the field of aging. Prior to joining MetLife in April 1997, Timmermann held senior staff positions with several national aging organizations, including the American Society on Aging, AARP, and SeniorNet. Earlier in her career, she worked with corporate clients as an account supervisor in public relations and marketing agencies.\n\nTimmermann writes the Financial Gerontology column for the Journal of Financial Service Professionals. She is a frequent speaker at conferences and seminars, such as World at Work, Mid-Sized Pension Management, American Society on Aging, and the International Society of Certified Employee Benefit Specialists, and has been interviewed by major media, including the Wall Street Journal and the New York Times. She serves on the Boards of Directors of the American Society on Aging, the National Alliance for Caregiving, and the Southwestern Connecticut Area Agency on Aging. In addition, she is Chair of the Business Forum on Aging and is listed in Who’s Who in America. Timmermann received a BA degree from the University of Colorado and MA and Ed.D. degrees from Columbia University.

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  • Sandi Eskew brings with her 22 years of wellness\/health promotion experience.  Sandi provides strategic direction to prospective and existing clients regarding wellness program design as well as incentive and communication strategies.  She also serves as a subject matter expert and industry speaker in the area of wellness and health promotion.\nSandi started her health promotion career as a Wellness Director for a large oil and gas company before transitioning to providing wellness solutions to direct employers, health plans, TPAs and other partners.  In addition to lending her expertise as a part owner in a regional health promotion company, Sandi has worked for national disease management and wellness organizations leading and developing teams in the area of sales and business development, operations, product development and client management. 

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