Aaron is the Chief Information Officer. He received a BS degree with a concentration in Business Management from Golden Gate University. He joined United Planners in 2007, coming with 15 years of broad-based financial services industry experience including compliance and IT.

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.