Robert Torrie is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 36 years of industry experience. He previously worked at Lincoln Investment for 17 years and has served as president of Rooney Group, Inc. dba Teachers Tax Service, which offers securities, insurance, and tax preparation services. He is also the treasurer of the Rancho Mirage Property Owners Association board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm manages unitized, risk-based mutual fund portfolios using a top-down strategic asset allocation approach and offers education and support services to plan sponsors and participants.

Patrick Anabu is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PlanMember since 2018 and is affiliated with various related entities including Teachers Tax & Investment and POA Capital, Inc. Outside of finance, Anabu has operated as a self-employed DJ since 2007. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, offering fiduciary support under ERISA Section 3(38) and participant-level investment options through its Asset Allocation Portfolios. The firm’s investment approach centers on strategic asset allocation and management of unitized, risk-based mutual fund portfolios, supplemented by educational and support services for plan sponsors and participants.