President | Chief Executive Officer
Robb is the founder, President and CEO of TradePMR. The firm provides technology, support and services to Registered Investment Advisors through its own innovative management platform.
TradePMR was born out of Robb’s personal experience with a difficult transition in his own RIA firm during the merger of two major custodians. Since 1998 TradePMR has focused on combining exceptional service with a truly innovative, industry leading technology platform. The objective is to improve workflow, increase margins and bring new levels of efficiency to the firm’s advisor clients, allowing them to focus more on their customers and less on back office infrastructure.
Robb has over thirty years of experience across the brokerage and RIA industries where he is a recognized leader and innovator. Over the course of his career, he has helped individuals and institutions in virtually every aspect of the investment advisory business, including using his extensive knowledge of financial markets to teach technical analysis and financial planning strategies to level-one certified financial analyst candidates at the University of Florida
Today, TradePMR continues to fulfill Robb’s original goal of helping advisors find their true independence by providing the absolute highest and best technology and service in the industry.
Robb is a Florida native and has five children. He holds Series 4, 6, 7, 24, 26, 53, 55 and 63 licenses.
For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as one of the nation’s top financial advisors, having been ranked #11 on the 2017 list of the nation’s Top Wealth Advisors by Forbes.1 He was previously ranked the nation’s #1 Independent Financial Advisor three times by Barron’s.2 Ric is the 2017 recipient of the IARFC’s Loren Dunton Memorial Award3 for Lifetime Achievement for his “substantial contribution to the financial services profession and the financial interests of the public.” He is an inductee of Research magazine’s Financial Advisor Hall of Fame,4 and has been named among the “15 most transformative people in the industry” by InvestmentNews5 and one of the investment advisory field’s “10 most influential figures” by RIABiz.6 Ric is also a #1 New York Times bestselling author who has written nine books on personal finance. His most recent, The Truth About Your Future, was published in March 2017. For more information about Ric Edelman, visit https://www.edelmanfinancial.com/about-us/about-ric.
Ric Edelman, Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
Mark Zinder is a leading financial expert, trend forecaster, and seasoned keynote speaker. He has traveled the globe delivering more thatn 2,000 presentations to hundreds of thousands of people around the world. He is also a regular guest on Fox Business and CNBC, sharing his expertise and positive outlook while tackling tough questions on the economy.
Mark’s extensive background spans 33 years and includes being the National Spokesman for Franklin Templeton. During that time, he worked side-by-side with Sir John Templeton, Dr. Mark Mobius, and Mr. Michael Price to hone his ability to spot trends before they become obvious.
Laughing is the key to learning and connecting with your clients is the key to success. Mark’s high-energy presentation focuses on these elements and motivates you to think differently to achieve success in today’s constantly changing world.
Dr. Carolyn McClanahan, MD, CFP®
Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she returned to the Sunny South of Jacksonville, Florida to teach on faculty at the University of Florida, Shands, Jacksonville. She also worked in various emergency departments in the Jacksonville area.
Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.
In addition to her financial life planning practice, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding insurability, health care costs, and health care reform. She writes for Forbes, CNBC, and Financial Planning Magazine covering issues intersecting money and medicine.
Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She has previously served on the National Board of NAPFA and is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, and NPR.