Joel Coleman is a Managing Director and the Market Leader for the Wisconsin-Indiana Market. Joel is focused on attracting, retaining and developing talented Financial Advisors. This includes fostering a collaborative environment, driving business growth, and ensuring advisors have the resources and support needed to deliver exceptional service for clients.

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.