Headquartered in Boca Raton, Florida, JVB Financial Group, LLC operates as an investment firm specializing in the wholesale distribution of fixed income securities. Our dedicated professionals focus on distribution to the Broker Dealer, Institutional, and Registered Investment Advisor markets, with the objective of providing superior inventory, education, and marketing support. With additional offices located in Maryland, Colorado, New York City, and Charlotte, JVB distributes in a variety of asset classes, including Certificates of Deposit, Collateralized Mortgage Obligations, Asset Backed Securities, Commercial Mortgage Backed Securities, Corporate Bonds, Foreign/Sovereign Debt, Government Agency Debt, Municipal Bonds, Mortgage Pass-Throughs, and Structured Products. Our Advisor Solutions Team can provide RIAs with daily lists of Current Offerings, along with additional tools such as access to articles, conference calls, and live webinar presentations. JVB is excited to be exhibiting at TradePMR’s 2010 Synergy RIA Conference, and we encourage you to stop by our booth to meet Adam Kerstetter and to learn more about the services our Advisor Solutions Team can provide! More information about our products and services can be found online at www.jvbfinancial.com.

Sterne Agee is the clearing firm for TradePMR and a proud sponsor of Synergy2010.

Lindner Capital Advisors, Inc. (LCA) is a federally registered investment advisor that was formed in 1997 to provide asset management services through an exclusive group of financial professionals and select broker/dealers. LCA applies a unique and academically sound strategy to portfolio construction utilizing the “Nobel-prize winning principles of Modern Portfolio Theory”. The firm designs portfolios consistent with the investor’s risk tolerance, investment purpose and time horizons. LCA invests client’s assets with select asset class institutional managers that are not available to the general public.

Putnam Investments is a global money management firm with over 70 years of investment experience. At the end of September 2009, Putnam had nearly $114 billion in assets under management, which includes institutional assets of $52 billion and mutual fund assets of $61 billion. We offer investors a world of equity, fixed-income, multi-asset, and absolute return strategies. Our seasoned portfolio managers seek superior results over time, backed by original, fundamental research on a global scale. We believe in service excellence, in the value of experienced financial advice, and in putting clients first in everything we do.

TradePMR Bank is a full-service financial portal with banking services provided by The Bancorp Bank. The Bancorp Bank is a full-service, FDIC-insured institution that offers a wide range of personal and business financial services nationwide. By providing banking services, TradePMR has created a market differentiator giving investment advisors new tools to add to their arsenal: banking services that work in tandem with investments and financial advice. TradePMR Bank is a complete financial management package. It allows the advisor to remain in the forefront – and not in competition with those big banks – to keep your clients coming to you.

AAM, an investment solutions partner, offers a vast array of financial tools, leading technologies and industry expertise to broker/dealers and advisors. AAM provides TradePMR advisors with direct access to the fixed income markets, Unit Investment Trusts (UITs) and structured products. Additionally, AAM offers extensive financial services including portfolio construction, analytics and Separately Managed Accounts (SMAs). Since 1979, AAM has been servicing the individual needs of financial professionals, providing greater performance and accountability in today’s complex financial market.

Jefferson National, a leading innovator of retirement products for fee-based and fee-only advisors, is now the Preferred Annuity Partner for Trade PMR. We’ve made it our mission to help your clients save more by launching Monument Advisor, the first VA with a flat-insurance fee and 200+ tax-deferred funds, designed expressly to fit the way RIAs work. Jefferson National serves more than 50,000 customers nationwide. To learn more, please call 866-WHY-FLAT (1-866-949-3528) or visit www.jeffnat.com.

National Compliance Services (NCS) is a leader in the compliance and regulatory services industry. With its hallmark focus on providing reliable, convenient and reasonably priced products and services that are geared to the investment adviser and financial planning communities.

Morningstar® Advisor Focused Solutions provide a way for institutions to use Morningstar technology and data to meet a specific need in their organizations—from proposal development and point-of-sale compliance to retirement income planning and portfolio analysis. Focused Solutions are available as stand-alone packages, integrated with a firm’s existing platforms, or delivered through Morningstar® Advisor Workstation Enterprise Edition to create a customized investment platform.

Redtail Technology, Inc. is a leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail offers a full web-based CRM, Imaging (Paperless office), and Email (Archive & Retention) products to bring next-generation technology to the Financial Advisor to help them better manage their client base.

The College for Financial Planning is the leading institution focused on meeting the education needs of financial services professionals. Founded in 1972, the College created the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has trained over 100,000 professionals. Flexible instructor-led/Web-delivered classes, self-study, and classroom formats are available to meet the needs of today’s busy professionals. Graduates of the College are consistently ranked as the best financial advisers in the nation. Designations awarded include AAMS®, AWMA(SM), CRPC®, CRPS®, CMFC®, RP(SM), and Master of Science degree.

The Currency Strategies Fund, ticker – FOREX, seeks to provide investors with diversified exposure to global currencies while maintaining low levels of volatility and limited correlation to other major asset classes. The Currency Strategies Fund, managed by Anthony Welch and Ian Naismith of Sarasota Capital Strategies, is the only mutual fund available in the United States that will consider the US dollar IN COMBINATION with other currencies from G-10, emerging market, and commodity producing countries. The fund can also invest up to 10% in gold. Provide your clients with exposure to the world’s largest and most liquid asset class with The Currency Strategies Fund.

The Archer Balanced Fund (ARCHX) is a total return fund focusing on asset allocation and well as fundamental corporate valuation. The Archer Balanced Fund (ARCHX) aims at maintaining this model by investing in stocks, bonds, certificates of deposit at different levels depending on market conditions while keeping the risk below that of the S&P 500 and Lehman Aggregate Bond Index. The Archer Balanced Fund is a core fund to use for all client styles of investing.

Atlas One Financial Group, LLC provides Institutional, Registered Investment Advisors (RIA’s), and High-Net-Worth individuals with a comprehensive global sales and trading presence across the fixed income universe, with particular expertise in High-grade corporate, Mortgage Backed Securities, Asset-Backed Securities, and Emerging Markets. Having offices located in New York, London, Miami, and West Palm Beach, Atlas One provides the institutional and RIA marketplace with a diverse range of independent investment and trading opportunities from a truly global platform. Our global sales and trading platform allows us to provide unique and exceptional service, execution, and products for our clients including a full array of fixed income product in the US and Europe, from plain vanilla rates, high-yield bonds, asset-backed securities and structured products.

VCM Compliance Consultants is a boutique RIA Securities Compliance firm, specializing in State Registered Advisors. As a former regulator at the Federal and State level, VCM provides clients the insider knowledge on how to navigate the complex regulatory environment they operate under. Expertise, competence and one on one personalized attention is what VCM strives to achieve. Additionally, it is VCM's top priority for Advisors to become efficient in its implementation of their respective Compliance program. Feel free to contact us at (714) 225-5297 or via email at sergio@vcmcompliance.com for a Free Consultation, and to analyze your Firm's Compliance needs.