SYNERGY26 logos white-mint
SYNERGY26
TradePMR
TradePMR_web

Insight. Connection. Collaboration. All in One Place.

SYNERGY26: Where the Wealth Management Conversation Comes to Life

June 2–4, 2026 | JW Marriott Washington, D.C. | Hosted by TradePMR

Agenda Overview

Tuesday, June 2

Welcome to SYNERGY (Noon): Registration desk is open.  

SYNERGY All Access Day (1PM): Check in and dive into hands-on Fusion training sessions.  

Mainstage Session (4PM): Our opening session explores the SYNERGY26's agenda with executive insights on the current state of the industry and the regulatory road ahead.  

Welcome Reception (6PM): Finish the evening with cocktails, conversation and unforgettable views.

Wednesday, June 3

SYNERGY Steppers Club (6AM): Start the day with a scenic morning walk/run on the National Mall with TradePMR Leaders.
 
Keynote Sessions (9AM): A series of high-energy presentations from Robinhood and TradePMR leadership on growth, next-generation technology, and evolving investor demographics.
 
Sponsor Breakout Sessions (3PM): Interactive sessions with industry sponsors exploring the tools and services driving firm efficiency.
 
Sponsor Showcase Reception (5PM): A vibrant networking event designed to turn industry connections into new growth opportunities.

Thursday, June 4

SYNERGY Steppers Club (6AM): Start the day with a scenic morning walk/run on the National Mall with TradePMR Leaders.
 
Keynote and Panel Sessions (9AM): A series of high-energy presentations on the human element of business, the power of storytelling, and more.
 
Sponsor Breakout Sessions (2PM): Interactive sessions with industry sponsors exploring crypto, AI, and market commentary.
 
Conference Concludes (5PM)
0
Months
0
Days
0
Hours
0
Minutes
_DSC2080-web
Built by TradePMR.
Reinvested with Robinhood.

SYNERGY26 brings together decades of custodial service with the scale, innovation, and technology of a global fintech leader. TradePMR and Robinhood are committed to empowering RIAs with modern platforms, intuitive tools, and high-touch service that puts RIAs first. This is your chance to hear directly from our executive leadership teams about how they are making this vision a reality.
Setting the Agenda with Dan Gallagher
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.
_DSC2298-web
Unlock Fusion's Full Potential
at SYNERGY26
All Access!

All Access is designed for advisors looking for advanced knowledge, to harness complex workflows, and discover new strategies directly from the TradePMR team. Select the topics most relevant to your interests and join sessions facilitated by TradePMR Subject Matter Experts and Relationship Managers.
Already registered for the conference? Secure your spot for All Access Day!
*SYNERGY26 registration is required to attend any All Access Day sessions.
What You Need to Know

SYNERGY26 is TradePMR’s flagship event for forward-thinking advisors, technology innovators, asset managers, and RIA service providers. Designed to be relationship-first and content-forward, the conference accelerates collaboration, showcases innovation, and works to equip advisors for the rapidly evolving landscape of wealth management.

JW Marriott Washington, DC*
1331 Pennsylvania Avenue NW
Washington, DC 20004
 
 
 
 

Thank You SYNERGY25 Sponsors

Thank You SYNERGY26 Sponsors

Advyzon
Summit
Advyzon
Learn More
AdvisorEngine
Summit
Advisor Engine
Learn More
FirstClearing
Summit
First Clearing
Learn More
iCapital
Monument
iCapital
Learn More
logo-card-cboe
Monument
CBOE
Learn More
logo-card-mili-purple
Monument
Mili
Learn More
logo-card-artha
Monument
Artha
Learn More
Panoramix
Capitol
Panoramix
Learn More
Bernardi Asset Management
Capitol
Bernardi Asset Management
Learn More
YCharts
Capitol
YCharts
Learn More
logo-card-absolute-capital
Capitol
Absolute Capital Management
Learn More
Oak Street Funding
Capitol
Oak Street Funding
Learn More
Myriad Advisor Solutions
Capitol
Myriad Advisor Solutions
Learn More
ALTPILOT
Capitol
altPilot
Learn More
logo-card-slider-assetmark
Capitol
AssetMark
Learn More
logo-card-alpha-summit
Capitol
Alpha Summit (SteelPeak)
Learn More
logo-card-gladstone-companies
Capitol
Gladstone Companies
Learn More
Wealthbox
Capitol
Wealthbox
Learn More
logo-card-vaneck
Capitol
Vaneck
Learn More

Ready to experience SYNERGY?

Sponsor SYNERGY26

SYNERGY26 isn’t just about gathering ideas. It’s about accelerating them. As a sponsor, you’ll be at the center of the conversations that spark breakthroughs, fuel innovation, and shape what’s next. Join us and help set the pace for the future.
TradePMR Advisors

Be part of what’s next at SYNERGY26. Join fellow advisors, hear updates directly from the TradePMR and Robinhood leadership, and get a first look at what’s on the horizon. All current TradePMR advisors and their staff are invited. Register now on Insight.
Interested in TradePMR?

If you’re not a current TradePMR Advisor but are ready to explore the TradePMR difference, request an invitation below to learn if you qualify to attend this exclusive event. Our team will connect with you shortly.

Next Year’s Conference Details are Coming Soon!

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.

By accessing this website, you agree to the TradePMR’s Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.

*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.