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Samuel H. Fleet is President and CEO of AmWINS Group Benefits of Warwick, RI, a leading broker of comprehensive group insurance programs and administrative services. Fleet has proven his expertise with the rise of his company from a small, regional business to a strong, national company renowned for helping providers, brokers and employers thrive in today’s dynamic healthcare landscape.  Fleet is a member of the Council of Insurance Agents and Brokers (CIAB) and the Self-Insurance Institute of America (SIIA). He is also President of the Professional Insurance Marketing Association (PIMA). 

Samuel Baldwin, CFP\nSamuel is vice president of Spencer Financial, LLC located in historic Sudbury, Massachusetts. The Spencer Financial team of experienced professionals is dedicated to helping clients create a roadmap to a secure retirement. Sam is a certified financial planner™ professional and an investment advisor representative of Signator Investors, Inc. He is a eight-year member of the Million Dollar Round Table (MDRT) with four Court of the Table qualifications.

Viewing these services only as a threat may mean a firm is selling clients short.

Saly joined Merrill Lynch in 1980 after graduating from Cornell University, where she studied Psychology. Her practice is ranked #1 in the Philadelphia Complex, and was ranked the 2nd largest practice in Merrill Lynch for 2009. She invests more than $2 billion for high net worth individuals, corporations, and institutions.Since The Barron’s Winner’s Circle was initiated, Saly has been listed consistently in the top third of the Barron’s 100 Best Brokers. She is listed #1 in the 2008 Top 100 Women Financial Advisors and in a 2009 state by state ranking she is listed #1 for the Commonwealth of Pennsylvania.Saly was a leader in the early 80's, advocating a comprehensive financial planning approach to clients. She designed and implemented a custom affinity group 401(k) plan, and developed a segment of her practice specifically for retirement planning for businesses.She has served as an active advisor and instructor at the Merrill Lynch National Training Center in Princeton, NJ, and personally developed and presented elements of the Advanced Training Curriculum. She has also been a Faculty Member of Wharton's Securities Industry Institute. Saly was featured in national advertising campaigns in the mid 80's and 90's designed to emphasize the importance of working with a Financial Advisor to develop solid, long-range goals.A competitive athlete and equestrian, Saly has been competing nationally for 40 years. Her passion for the outdoors has her committed to land conservation in her community and surrounding areas. She and her husband, Allan, have 2 daughters; Janice, 18, and Lauren, 13.Saly also owns a thriving fitness center and retail wellness store, Kindle Hill LLC in GwyneddValley, PA. Recently she has developed a wellness protocol to help clients lower life insurance premiums.The Glassman Group operates within Merrill Lynch, the leading firm in wealth management, investment banking, and research. The Glassman Group's mission is to deliver the ultimate financial services experience to clients. The team cultivates deep, long-lasting relationships by providing exceptional service, comprehensive advice, and consistent investment returns. Additional value is provided by sensitivity to risk and a beneficial cost structure.The all-female team has more than 140 years collective experience in the financial services industry. Each member has a distinct role in the financial planning process, creating a cohesiveness that allows clients to feel confident that their goals can be achieved. The team is committed to continually evaluating and improving its capabilities. Their culture promotes education and innovation in the interest of delivering the greatest value to their clients. One example of this is the recent addition of a Concierge Service for High Net Worth clients. This service ranges from offering access to special events to helping clients' children with their resumes and college applications.

Sally Poblete is the founder and CEO of Wellthie, a software platform that helps people understand their health insurance options. She has been a leader and innovator in the health care industry for 18 years. Sally founded Wellthie in 2013 out of a deep passion for making health insurance more simple and approachable for consumers. Previously, she had a successful career leading product development at WellPoint, one of the nation’s largest health insurance companies.

Investors see a nearly 80% chance that rates will be unchanged at the next two meetings of the Federal Open Market Committee, according to prices of options on eurodollar futures contracts.

Sally L. Venverloh is President of NGE Philanthropic Advisors, a division of Chicago-based law firm Neal, Gerber & Eisenberg LLP. Sally is of counsel to Neal Gerber Eisenberg and a member of the firm’s Private Wealth Services and Associations & Not-for-Profit Organizations Practice Groups. Sally was admitted to the Illinois bar in 1996 and spent ten years as a practicing attorney in the areas of income tax and estate planning law, with a particular emphasis on the law of tax-exempt organizations. As President of NGE Philanthropic Advisors, Sally provides guidance to clients regarding all phases of the charitable giving process including an in-depth discussion of their philanthropic goals, advice about which charitable giving vehicle is best suited to their needs and objectives, formation of tax-exempt nonprofit corporations or trusts, grant-making, gift agreements, tax and nonprofit law compliance, inter-generational family philanthropy and dissolution or merger of tax-exempt organizations. Sally’s ultimate goal is to make philanthropy more effective, both for the donor and the charitable organization. Before joining NGE Philanthropic Advisors, Sally served as the director of gift planning of The Chicago Community Trust and acting assistant general counsel of The Art Institute of Chicago. Sally often speaks on issues relating to philanthropy, having made presentations to organizations including the Illinois Institute of Continuing Legal Education, Chicago Bar Association, Lake County Estate Planning Council, Chicago Foundation for Women, Brown Brothers Harriman’s Women’s Financial Forum and the Fidelity Charitable Gift Fund. Sally received her J.D., cum laude, from St. Louis University School of Law in 1995 and her LL.M. in Taxation from New York University School of Law in 1996.

Sallie Larsen is the chief human capital officer at LPL Financial, the nation’s largest independent broker-dealer and a member of FINRA\/SIPC.