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 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. Over the course of his career, he has helped individuals and institutions in virtually every aspect of the investment advisory business.
Today, TradePMR continues to fulfill Robb’s original goal of helping advisors find their true independence by seeking to provide the absolute highest and best technology and service in the industry.
Robb is a Florida native, he and his wife Monika, have 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. Many might consider him 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 has been named among the “15 most transformative people in the industry” by InvestmentNew45 and one of the investment advisory field’s “10 most influential figures” by RIABiz.5 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.
1 Forbes rankings are the opinion of SHOOK Research and are based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience, client retention, industry experience, compliance records and firm nominations, as well as quantitative criteria such as assets under management and revenue generated for the firm. Advisors are judged on individual contribution, but total team assets are shown; in some cases, significant, non-custodied assets are not included because of verification difficulties. Investment performance is not considered. Advisors do not pay to be in the ranking.
2 According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services, LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.
3 Presented by the International Association of Registered Financial Consultants (IARFC). Candidates must hold a professional designation and must have disseminated their comments on financial topics by having them widely published in articles, journals, books, etc. They must have provided outstanding personal service or leadership in the financial services industry. Nominees must have participated in some aspect of financial education to the public or to other members of the profession. Investor experience/returns were not considered.
4 InvestmentNews 15th Anniversary Issue. June 23, 2013
(June 7, 2013 article)
5 The RIABiz listing of the 10 most influential figures in the Registered Investment Advisor industry is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be influential in the RIA business. Investor experience/returns were not considered as part of this ranking.
“TradePMR, Inc and EF Legacy Securities, LLC both offer securities, however, the two broker/dealers are independent of each other. Ric Edelman is not associated with TradePMR, Inc. This advertisement is not a solicitation to buy or sell securities by either broker/dealer.”
Mark Zinder is a trend forecaster and seasoned keynote speaker.
He has traveled the globe delivering more than 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.
Mark believes that laughing is the key to learning and that 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®
Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc.
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.
William A. Coppel
Managing Director, Chief Client Growth Officer First Clearing
As a member of the First Clearing Leadership Team, Bill leads First Clearing’s organic growth and productivity initiative, as well as its platform-adoption initiatives. He also oversees First Clearing’s thought leadership efforts, brand positioning and market strategy, leading a team of seasoned communications and marketing professionals.
After starting his career as a financial advisor, Bill rose to senior-management positions in retail sales, marketing and product development, as well as on the clearing side of the business.
Throughout, he has been active in the industry, serving on the Financial Services Institute Broker-Dealer Conference Task Force, the SIFMA Membership Committee and the SIFMA Sales & Marketing Committee.
Formerly a nationally ranked age-group triathlete for over 10 years, Bill also has an extensive background in wellness, with experience in fitness, nutrition, human performance and mind-body connections. Recently, he has been exploring how wellness intersects with financial services: If the ultimate goal is to achieve well-being in all areas of life, then financial advisors are uniquely positioned to help clients do just that, he asserts. In fact, for advisors to remain relevant in the 21st century, they will need to deliver value beyond that of an algorithm — value not limited to investment management. Bill is now developing First Clearing’s vision for the future of advice, in which the role of the financial intermediary — the advisor — includes the delivery of services aimed at “Cultivating Client Well-Being.”
Bill serves on the board for the Missouri History Museum, and volunteers for The Mission Continues and KidSmart. He earned a bachelor’s degree in political science from Fairfield University, holds an MBA from Olin Business School at Washington University in St. Louis and is a graduate of the SIFMA Securities Industry Institute at The Wharton School of the University of Pennsylvania.
Joel P. Bruckenstein
CFP, is Publisher of the T3 Technology Hub (t3technologyhub.com) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. .He is the co-producer of the highly acclaimed T3/Inside Information Software Survey. He also produces the T3 Virtual Exhibit Hall.
Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. .His articles have appeared in Financial Advisor Magazine, Financial Planning Magazine, MorningstarAdvisor, and other industry publications.
Bruckenstein has for more that twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.joelbruckenstein.com.
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Joel Bruckenstein and Trade-PMR are not affiliated. Securities offered through Trade-PMR, Inc., member FINRA/SIPC
Richard Weylman and Trade-PMR are not affiliated. Securities offered through Trade-PMR, Inc., member FINRA/SIPC