SYNERGY26

SYNERGY26: All Access Day

1:00pm

This is advisors' fast track into SYNERGY26 and TradePMR. The pre-conference day delivers a structured, hands-on introduction to the products, services, and teams powering the platform. Through eight interactive, 45-minute sessions running in rotation, attendees will get oriented, ask questions, and build confidence before the main program begins. Come curious. Leave connected. Start SYNERGY fully plugged in. Register for All Access Day

Welcome to SYNERGY

4:00pm

Robb Baldwin

Robb Baldwin Founder & General Manager TradePMR

Rob Dilbone

Rob Dilbone Chief Revenue Officer TradePMR

Scott Victoria

Scott Victoria Chief Operating Officer TradePMR

Setting the Agenda with Dan Gallagher

4:15pm

Dan Gallagher, Chief Legal, Compliance & Corporate Affairs Officer at Robinhood, sets the agenda with an insider’s view of regulation, innovation, and market structure. As a former SEC Commissioner and newly appointed FINRA Board Governor, he defines the priorities shaping the future of wealth management and the leadership required to meet it.

Dan Gallagher

Dan Gallagher Chief Legal, Compliance and Corporate Affairs Officer Robinhood Markets, Inc

Welcome Reception Sponsored by iCapital

6:00pm

Kick off SYNERGY26 with cocktails, conversation, and unforgettable views. Join fellow attendees atop the iconic Hay-Adams Hotel for an evening of meaningful connections set against breathtaking views of the White House. It’s the perfect setting to reconnect, meet new faces, and start the week on a high note.

SYNERGY Run/Walk Club

6:00am

Lace up and hit the National Mall! Participants will break into two energized groups—runners and walkers—for a fun, scenic loop joined by TradePMR leaders.

Breakfast

8:00am

Purpose. Scale. Lead: The Path Forward

9:00am

TradePMR Founder and General Manager Robb Baldwin will share the firm's mission and what’s driving TradePMR forward: where we are innovating and how we continue to support independent advisors in this pivotal moment. Robb will cover how the combination of TradePMR and Robinhood is working to power new economics, technology and access to products for advisors.

Robb Baldwin

Robb Baldwin Founder & General Manager TradePMR

Defining the Future of TradePMR and Robinhood

9:15am

What will wealth management look like in the next decade and how is Robinhood working to realize it?

Join Robb Baldwin and Steve Quirk for an energizing conversation on Robinhood’s long-term vision for financial advice. From reimagining the advisor and client experience to unlocking new growth opportunities, they’ll explore how innovation, access, and technology will shape the future over the next 5–10 years.

Steve Quirk

Steve Quirk Chief Brokerage Officer Robinhood Markets, Inc

Robb Baldwin

Robb Baldwin Founder & General Manager TradePMR

Where We are Focused: Building the Future of Advice

10:00am

Discover how TradePMR and Robinhood are accelerating product development for advisors through a relentless focus on growth, innovation, and execution. This session will explore the future of next-generation custody, the continued evolution of the Fusion platform, and the product innovations designed to power advisor success. Get a clear look at where we’re investing, what we’re building, and how it all comes together.

Panelists:

Atul Kakkar, Senior Director of Product Management, Robinhood Markets, Inc
Jason Simmons, Product Operations Manager, TradePMR
Brandon Storch, Senior Manager of Product Operations, TradePMR
Kate Mapstone, Strategic Advisor, Brokerage, Robinhood Markets, Inc

Abhishek Fatehpuria

Abhishek Fatehpuria VP, Product Management Robinhood Markets, Inc

Scott Victoria

Scott Victoria Chief Operating Officer TradePMR

Meet the Robinhood Customer: Redefining the Next Generation of Investors

11:00am

Who is the Robinhood customer—really? Move beyond the headlines and stereotypes to understand the motivations, behaviors, and expectations of one of the fastest-growing investor segments in the market. This session explores how these clients think about money, advice, technology, and trust—and what RIAs could do to serve them.

Bill Coppel

Bill Coppel Director of Client Growth TradePMR

Pat Dunn

Pat Dunn Customer Experience and Head of Concierge Services Robinhood Financial LLC

Lunch & Networking

12:00pm

The New Portfolio Playbook: Public, Private… and Pressure on Advisors

1:00pm

Clients are hearing more about private markets, alternatives, and companies staying private, and they’re bringing those questions to their advisors. At the same time, public markets are evolving in ways that challenge traditional approaches. In this session, Steph Guild, Robinhood CIO and Sarah Pinto, Head of Robinhood Ventures, focus on the advisor’s reality: how to respond to rising client expectations, evaluate new opportunities, and build portfolios that stand up to scrutiny.

Steph Guild

Steph Guild Chief Investment Officer Robinhood Markets, Inc

Sarah Pinto

Sarah Pinto Head of Robinhood Ventures Robinhood Markets, Inc

Inside the SEC: A Conversation with Commissioner Uyeda

2:00pm

In this fireside chat, SEC Commissioner Mark Uyeda joins TradePMR’s Robb Baldwin for a candid discussion on the evolving regulatory landscape and key issues impacting RIAs. From SEC priorities to emerging policy trends, this conversation will offer timely insights to help advisors navigate the road ahead.

Mark Uyeda

Mark Uyeda SEC Commissioner

Sponsor Sessions

3:00pm

Advyzon | Longworth

Time is Money: Maximizing Client Value with Partnered Investment Services

Carolyn Szaflik Senior Client Portfolio Manager

CBOE | Justice

Unboxing SPX Box Spreads: How to Borrow and Lend through Options Markets

Rick Rosenthal Director, North American Derivative Sales

First Clearing | Treasury

Advisor Gateway: Powering the Advisor Experience of the Future

Liz Bartley Business Initiatives Leader

Millburn | Dirksen

The Unraveling of the Post-GFC Era: What it Means for Clients
CE CFP Credit

Barry Goodman Co-CEO and Executive Director of Trading

Sponsor Sessions

4:00pm

Mili | Longworth

Beyond Meeting Notes: How Many Advisors Are Growing Client Capacity by Using AI Agents

Chirag Gandhi Co-Founder & CEO

iCapital | Justice

Navigating Market Dynamics with Alternatives + iCapital

Scott McSweeney VP, Platform Partnerships

Artha | Treasury

Portfolio Construction in an Uncertain World
CE Credit

Justin Lowry President And Chief Investment Officer

Kevin Battista Co-Founder & Chief Product Officer

SYNERGY Sponsor Reception

5:00pm

Where connections turn into opportunities. The Sponsor Reception brings together advisors, sponsors, and industry leaders for an evening of networking, collaboration, and conversation. Discover new partners, share ideas, and celebrate the innovation driving our industry forward—all in a vibrant, engaging atmosphere. Drinks and heavy hors d'oeuvres served.

SYNERGY Run/Walk Club

6:00am

Lace up and hit the National Mall! Participants will break into two energized groups—runners and walkers—for a fun, scenic loop joined by TradePMR leaders.

Breakfast

8:00am

Are you winning or are you just busy?

9:00am

In an AI world, you’re constantly questioning what's real. Advisors need the same level of scrutiny when evaluating their own firm. There are three critical areas in your business that could be hiding some inconvenient truths. AdvisorEngine CEO Rich Cancro will show you how to look past the hype surrounding them to gain true insight into the future health of your firm.

Rich Cancro

Rich Cancro CEO & Founder AdvisorEngine

Refreshment Break

10:00am

From Insight to Execution: Harnessing AI While Managing Compliance Risk

10:20am

Artificial intelligence is transforming how RIAs operate, from portfolio and CRM workflows to compliance, documents, meetings, and marketing. This session brings together technology innovators and compliance experts to discuss real-world AI use cases, responsible deployment, vendor due diligence, written policies and procedures, and Regulation S-P data privacy obligations. Attendees will leave with practical guidance for evaluating and implementing AI tools across their firms.

Timothy Welsh

Timothy Welsh President, CEO and Founder Nexus Strategy, LLC

Korrine Kohm

Korrine Kohm Head of Wealth Management altPiot Group

John Mackowiak Chief Revenue Officer Advyzon

Chirag Ghandi

Chirag Ghandi Co-Founder & CEO Mili

Outlook on the U.S. Economy & Markets

11:00am

Paul Christopher, CFA

Paul Christopher, CFA Head of Wealth Investment Strategy Wells Fargo Investment Institute

Lunch

12:00pm

Digital Credit with Michael Saylor

1:00pm

Michael Saylor

Michael Saylor Executive Chairman Strategy

The Crypto Crossroads: Navigating Roadblocks, Regulation, and Custody in Digital Assets

2:00pm

As the crypto regulatory landscape continues to take shape, enforcement activity is providing the clearest signals for how advisors should approach digital assets. For RIAs—many of whom are increasingly encountering crypto through client portfolios, generational wealth, or inheritance—the challenge isn’t just understanding the rules, but knowing how to act. This panel breaks down what recent enforcement actions mean for RIAs today, with practical guidance on risk, supervision, and client conversations.

Coy Garrison Deputy General Counsel, Crypto Robinhood Markets, Inc

Erica Crosland Associate General Counsel, Regulatory Enforcement and Investigations Robinhood Markets, Inc

Ric Edelman

Ric Edelman Founder Digital Assets Council of Financial Professionals

Fireside Discussion with Assistant Secretary of Treasury Pettit

3:00pm

Lucas Moskowitz

Lucas Moskowitz Senior Vice President, General Counsel and Corporate Secretary Robinhood Markets, Inc

Luke Pettit

Luke Pettit Assistant Secretary for Financial Institutions U.S. Department of the Treasury

I Am Not a Robot

4:00pm

In this funny, no‑jargon keynote, award‑winning journalist and former WSJ tech reporter, Joanna Stern shares what she learned by handing over a year of her life to AI - letting intelligent machines drive her family, manage her health, help raise her kids, and even handle her chores. Drawing on exclusive reporting with tech leaders and her own “human lab rat” experiments, she cuts through the hype to show where AI genuinely makes life and work better, where it falls hilariously (and worryingly) short, and what every non‑engineer needs to know now to use these tools wisely at home and on the job.

Joanna Stern

Joanna Stern Emmy Award-Winning Technology Journalist, Video Producer and Host

Conference Concludes

5:00pm

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Few people understand the intersection of innovation and regulation better than Dan Gallagher, Robinhood’s Chief Legal, Compliance & Corporate Affairs Officer. As someone who previously served as a Commissioner of the U.S. Securities and Exchange Commission from 2011 to 2015, and held several other positions on the SEC staff prior to being appointed Commissioner, Dan offers a rare insider’s perspective. In this opening session, he will share his perspective on the current regulatory landscape and priorities that will shape the future of wealth management.

Beacon

First Clearing

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Summit

Advyzon

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Summit

Advisor Engine

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Monument

iCapital

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Monument

CBOE

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Monument

Mili

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Monument

Artha

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Monument

Millburn

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Capitol

Panoramix

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Capitol

Bernardi Asset Management

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Capitol

YCharts

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Capitol

Absolute Capital Management

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Capitol

Oak Street Funding

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Capitol

Myriad Advisor Solutions

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Capitol

altPilot

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Capitol

AssetMark

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Capitol

Alpha Summit (SteelPeak)

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Capitol

Gladstone Companies

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Capitol

Wealthbox

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Capitol

Vaneck

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Capitol

shellblack

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Capitol

Black Diamond

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Capitol

Inspira Financial

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Capitol

Orion

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Capitol

PitCrew

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Capitol

AdvisorShares

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Sources and Disclosures

No sponsor listed is affiliated with Trade-PMR, Inc.

Copyright 2026, TradePMR, Inc.

Securities offered through TradePMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

TradePMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.msrb.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
Market volatility, volume, and system availability may impact account access and trade execution.

TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

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*IMPORTANT NOTICE REGARDING HOTEL RESERVATIONS: Please be vigilant if approached by any company or service that implies or claims to be a housing provider for SYNERGY26. We do not work with or endorse any housing companies or travel agencies. All hotel reservations are made directly with JW Marriott Washington DC. We are aware that other housing companies or travel agencies may contact you or your company to book your guest rooms through them. Neither TradePMR, SYNERGY26 nor JW Marriott have any affiliation with these organizations and cannot vouch for their services in any way. Entering into financial agreements with non-endorsed companies can potentially cost you thousands of dollars with no guarantee of an actual hotel reservation. Reservations through these agencies or companies are made at your own risk and responsibility. Please make your reservations early and make them directly with the hotel. Rooms are available until sold out or the specified cut-off date.