CLICK ON THE MAP TO VIEW ADVISERS IN YOUR STATE
Select a state or scroll down to your state.
Corporate Headquarters
IAR Profile Image
Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
mark@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Linda Sorensen
Co-Founder / Office Management
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
linda@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Craig Merz
General Manager/Head of Trading
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
craig@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Michael Tarr
Director of 401(k) Maneuver/MEP
1515 Buenos Aires Blvd.
The Villages, FL 32159
615.519.2136
mtarr@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Stephanie Maufroy
Chief Compliance Officer
1515 Buenos Aires Blvd
The Villages, FL 32159
352.750.1637
stephanie@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Carissa Bruce
Chief Administrative Officer / Executive Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
carissa@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Jess Quirello
Senior Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
jess@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Jessica Willis
Business Systems Analyst
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
jessica@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Laura Hallett
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
laura@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Ayris Abad
Trading / Adviser Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
ayris@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Heather Stratton
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
heather@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Joanna St. Clair
Trading & Service Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
joanna@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.751.4590
kelley@royalfundmanagement.com
SERVICE AREA
Florida, Virginia, Texas
IAR Profile Image
Lynn Alexander
Compliance Consultant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
lynn@royalfundmanagement.com
SERVICE AREA
IAR Profile Image
Rebel - In Loving Memory (2008-2016)
Office Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
mail@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Maverick
Mascot of Maneuver Nation
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
support@401kmaneuver.com
SERVICE AREA
Corporate Headquarters
^ Top of Page
ARIZONA
IAR Profile Image
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
hunter@fractalprofile.com
SERVICE AREA
Arizona, Illinois, New Mexico, Texas
^ Top of Page
ARKANSAS
IAR Profile Image
John Howell
Investment Adviser Representative
Virtual Office
501.291.8918
jhowell@howellwc.com
SERVICE AREA
Texas, Arkansas, Mississippi
IAR Profile Image
Gary Pinkerton
Investment Adviser Representative
310 N 3rd Street
De Queen, AR 71832
870-286-2000
gpinkerton@royalfundmanagement.com
SERVICE AREA
Arkansas
IAR Profile Image
David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
david@adagefinancial.com
SERVICE AREA
Arkansas, Texas
^ Top of Page
CALIFORNIA
IAR Profile Image
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236, Round Rock, TX 78664

2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
michael@royalfundmanagement.com
SERVICE AREA
California, Texas
IAR Profile Image
Craig Cassidy
Investment Adviser Representative
38908 Desert Greens Dr. E
1760-766-0700
craigc@royalfundmanagement.com
SERVICE AREA
California, Texas
IAR Profile Image
Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
714.803.0333
neil@royalfundmanagement.com
SERVICE AREA
California
IAR Profile Image
D. Paul Kalra, CFP, ChFC, CLU, CSA
Investment Adviser Representative
22942 El Toro Road
Lake Forest, CA 92630
949-215-7880
paul@kalra.org
SERVICE AREA
California
^ Top of Page
COLORADO
IAR Profile Image
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado, Texas
IAR Profile Image
Judy Carlson, CPA
Investment Adviser Representative
9233 Park Meadows Dr., Suite #125, Lone Tree, CO 80124
720-445-1308
judy@judycarlson.com
SERVICE AREA
Colorado
IAR Profile Image
Wallace Darling
Investment Adviser Representative
wdarling@royalfundmanagement.com
SERVICE AREA
Colorado
IAR Profile Image
Pat Frederiksen
Investment Adviser Representative
Golden, CO 80401
303-919-1020
patf@royalfundmanagement.com
SERVICE AREA
Colorado
IAR Profile Image
Jo-Ann Holst, CFP®
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
joann@joannholstadvisers.com
SERVICE AREA
Colorado, Texas
IAR Profile Image
Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
970.229.1616
matt@solidwealthadvisors.com
SERVICE AREA
Colorado, Texas
IAR Profile Image
Colette Snyder
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
colette@joannholstadvisers.com
SERVICE AREA
Colorado
IAR Profile Image
Matt Snyder
Investment Adviser Representative
matt@jhadvisers.com
SERVICE AREA
Colorado
IAR Profile Image
Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th Street Suite 103
Ankeny, IA 50021
515.528.8632
mark@triplett-westendorf.com
SERVICE AREA
Central Iowa, Colorado Front Range, Louisiana
IAR Profile Image
Terry Tyler
Investment Adviser Representative
355 South Teller St., STE 200
Lakewood, CO 80226
303.231.1008
legacyretirementservices@gmail.com
SERVICE AREA
Colorado
^ Top of Page
CONNECTICUT
IAR Profile Image
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860)721-6110
dmartin@royalfundmanagement.com
SERVICE AREA
Connecticut, Florida
^ Top of Page
FLORIDA
IAR Profile Image
Brandon Beck
Investment Adviser Representative
brandon.beck@blackstonfinancialgroup.com
SERVICE AREA
Florida
IAR Profile Image
Travis Bender
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352-633-9046
travis.bender@blackstonfinancialgroup.com
SERVICE AREA
Florida
IAR Profile Image
David Blackston, RFC, CEP®, CSA®
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352.633.9046
david.blackston@blackstonfinancialgroup.com
SERVICE AREA
Florida
IAR Profile Image
Kyle Blackston
Investment Adviser Representative
8564 E. County Rd. 466, STE 302, The Villages, FL 32776
13526339046
Kyle.Blackston@blackstonfinancialgroup.com
SERVICE AREA
Florida
IAR Profile Image
Clem Brandenburg, CPA
Investment Adviser Representative
4440 PGA Blvd Ste 600
Palm Beach Gardens, FL 33410
561.747.0799
CLEMCPA@AOL.COM
SERVICE AREA
Florida
IAR Profile Image
Jim Clifford
Investment Adviser Representative
165 State Street
Brewer, ME 04412
207.356.4178
jclifford@royalfundmanagement.com
SERVICE AREA
Maine, Florida
IAR Profile Image
Michael Conway
Investment Adviser Representative
700 22nd Ave Suite A
Vero Beach, FL 32966
772.480.4110
mike.conway@royalfundmanagement.com
SERVICE AREA
Florida
IAR Profile Image
Bryan Daly
Investment Adviser Representative
17626 130th Ave North
Jupiter Fl 33478
561.246.1404
bryan@bryandaly.com
SERVICE AREA
Florida
IAR Profile Image
R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
813.760-5782
joey@royalfundmanagement.com
SERVICE AREA
Greater Tampa Bay Area
IAR Profile Image
Liliana DeLara
Investment Adviser Representative
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819

7700 North Kendall Dr, Ste 607 Miami, FL 33156
321.939.4157
liliana@royalfundmanagement.com
SERVICE AREA
Central and South Florida
IAR Profile Image
Richard G. Easterbrook, CFP®
Investment Adviser Representative
801 International Parkway Suite 500
Lake Mary, FL 32746
352-357-2249
richard@financialvehicles.com
SERVICE AREA
Florida
IAR Profile Image
Joe Faulk
Investment Adviser Representative
4115 W. Spruce Street, Suite 208
Tampa, FL 33607
813.928.5454
jfaulk@royalfundmanagement.com
SERVICE AREA
Florida
IAR Profile Image
Rocco Foley
Investment Adviser Representative
352-750-1637
Rocco@RoyalFundManagement.com
SERVICE AREA
Florida
IAR Profile Image
Dan Johnson
Investment Adviser Representative
6851 13th Ave. N
St. Petersburg, FL 35710
727.343.9879
djohnson@royalfundmanagement.com
SERVICE AREA
Florida
IAR Profile Image
Jonathan Jung
Investment Adviser Representative
Casselberry, FL 32707
833.469.4015
jjung@royalfundmanagement.com
SERVICE AREA
Florida
IAR Profile Image
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
john@nexusfg.com
SERVICE AREA
KS, MO, TX, FL
IAR Profile Image
Robert Lozano, M.A.
Investment Adviser Representative
Virtual Office
305-251-6054
rlozano@royalfundmanagement.com
SERVICE AREA
Florida, Texas, Tennessee
IAR Profile Image
Lincoln McRae
Investment Adviser Representative
Jacksonville, FL 32221
630.664.9395
lincolnmcrae@yahoo.com
SERVICE AREA
Florida, Texas
IAR Profile Image
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860)721-6110
dmartin@royalfundmanagement.com
SERVICE AREA
Connecticut, Florida
IAR Profile Image
Tony Menendez
Investment Adviser Representative
1205 Mariposa Ave
# 409
786.259.2000
tony@securevest.net
SERVICE AREA
Florida
IAR Profile Image
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
brian.neff@401kmaneuver.com
SERVICE AREA
Texas, Ohio, Florida, Nevada
IAR Profile Image
Brady Nelson
Investment Adviser Representative
108 Spoonbill Dr. S.
Palm Coast, FL 32164
517-303-1414
bnelson@royalfundmanagement.com
SERVICE AREA
Northeast Florida, Georgia
IAR Profile Image
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.751.4590
kelley@royalfundmanagement.com
SERVICE AREA
Florida, Virginia, Texas
IAR Profile Image
Kevin J. Schneider
Investment Adviser Representative
kschneider@royalfundmanagement.com
SERVICE AREA
Florida
IAR Profile Image
Luke Wrenn
Investment Adviser Representative
1120 Haymarket Dr.
Lakeland, FL 33809
863.430.9806
luke@royalfundmanagement.com
SERVICE AREA
Florida
IAR Profile Image
Frederick Wright
Investment Adviser Representative
407-758-7486
fwright@royalfundmanagement.com
SERVICE AREA
Florida
^ Top of Page
GEORGIA
IAR Profile Image
Erik Dodds
Investment Adviser Representative
erik@crgwealthllc.com
SERVICE AREA
Georgia and Nevada
IAR Profile Image
John Mills, Enrolled Agent - Tax Planning
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
7708435159
jmills@taxcentersofgeorgia.com
SERVICE AREA
Georgia
IAR Profile Image
Brady Nelson
Investment Adviser Representative
108 Spoonbill Dr. S.
Palm Coast, FL 32164
517-303-1414
bnelson@royalfundmanagement.com
SERVICE AREA
Northeast Florida, Georgia
^ Top of Page
ILLINOIS
IAR Profile Image
Nathan Chapel
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
8473708198
Nathan@TruFS.net
SERVICE AREA
Illinois
IAR Profile Image
Scott Svoboda
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
847-682-0634
scott@trufs.net
SERVICE AREA
Illinois
IAR Profile Image
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
hunter@fractalprofile.com
SERVICE AREA
Arizona, Illinois, New Mexico, Texas
IAR Profile Image
Rick Wang
Investment Adviser Representative
Century Plaza
7210 E. State St., Ste 102, Rockford, IL 61108
815.997.5930
rick@royalfundmanagement.com
SERVICE AREA
Illinois
IAR Profile Image
Andrew Watson
Investment Adviser Representative
5250 Old Orchard Rd.
Suite 300
Skokie, IL 60077
847-256-3049
northshoreplanninggroup@gmail.com
SERVICE AREA
Illinois
^ Top of Page
IOWA
IAR Profile Image
Don Breuker
Investment Adviser Representative
602 39th Street
Spirit Lake, IA 51360-2045
712.336.4855
don.breuker@royalfundmanagement.com
SERVICE AREA
Iowa
IAR Profile Image
Paul Fokken
Investment Adviser Representative
231 W. Main Street
Suite 102
Cherokee, IA 51012
712-321-3272
pmfokken@royalfundmanagement.com
SERVICE AREA
Iowa, Texas
IAR Profile Image
Aaron Hawks
Investment Adviser Representative
4200 University Ave Ste 311
West Des Moines, IA 50266
515-422-9021
aaron@hawksinsuranceandfinancial.com
SERVICE AREA
Iowa
IAR Profile Image
Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
hhogrefe@royalfundmanagement.com
SERVICE AREA
Wisconsin, Iowa
IAR Profile Image
Vicki Monaco
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
515.309.2985
vicki@LifeAndLegacyAdvisors.com
SERVICE AREA
Iowa
IAR Profile Image
Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th Street Suite 103
Ankeny, IA 50021
515.528.8632
mark@triplett-westendorf.com
SERVICE AREA
Central Iowa, Colorado Front Range, Louisiana
IAR Profile Image
Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
Russ@WagnerIRA.com
SERVICE AREA
Iowa, Texas
IAR Profile Image
KC Wingert, RICP®
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
(515) 274-9190
kc.wingert@royalfundmanagement.com
SERVICE AREA
Iowa
^ Top of Page
KANSAS
IAR Profile Image
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado, Texas
IAR Profile Image
John Lawrence
Investment Adviser Representative
7300 W 110th Street, Suite 700
Overland Park, KS 66210
913-645-4820
john@caminoconsultingllc.com
SERVICE AREA
Kansas, Missouri
IAR Profile Image
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
john@nexusfg.com
SERVICE AREA
KS, MO, TX, FL
IAR Profile Image
M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Suite 700
Overland Park, KS 66210
913.627.9447
scott@nexusfg.com
SERVICE AREA
Kansas, Maryland, Missouri
IAR Profile Image
John Poolman
Investment Adviser Representative
8237 Rosehill Rd
Lenexa KS 66215
417-234-3185
jpoolman@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
^ Top of Page
LOUISIANA
IAR Profile Image
Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th Street Suite 103
Ankeny, IA 50021
515.528.8632
mark@triplett-westendorf.com
SERVICE AREA
Central Iowa, Colorado Front Range, Louisiana
^ Top of Page
MAINE
IAR Profile Image
Jim Clifford
Investment Adviser Representative
165 State Street
Brewer, ME 04412
207.356.4178
jclifford@royalfundmanagement.com
SERVICE AREA
Maine, Florida
^ Top of Page
MARYLAND
IAR Profile Image
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
IAR Profile Image
M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Suite 700
Overland Park, KS 66210
913.627.9447
scott@nexusfg.com
SERVICE AREA
Kansas, Maryland, Missouri
^ Top of Page
MINNESOTA
IAR Profile Image
Todd Ehret
Investment Adviser Representative
1403 15th Ave NW
Austin, MN 55912
507.433.3353
todd@royalfundmanagement.com
SERVICE AREA
Minnesota
IAR Profile Image
Gabe Fransen
Investment Adviser Representative
10740 185th cir NW
Elk River, MN 55330
320.319.0582
gfransen@royalfundmanagement.com
SERVICE AREA
Minnesota
IAR Profile Image
Brad Gerberding
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
763.241.8197
brad@royalfundmanagement.com
SERVICE AREA
Minnesota
IAR Profile Image
Greg Rieckhoff, LUTC
Investment Adviser Representative
13951 West Preserve Blvd, Suite 101
Burnsville, MN 55337
952-855-1198
greg@valleyassetmanagers.com
SERVICE AREA
Minnesota
^ Top of Page
MISSISSIPPI
IAR Profile Image
John Howell
Investment Adviser Representative
Virtual Office
501.291.8918
jhowell@howellwc.com
SERVICE AREA
Texas, Arkansas, Mississippi
^ Top of Page
MISSOURI
IAR Profile Image
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado, Texas
IAR Profile Image
John Lawrence
Investment Adviser Representative
7300 W 110th Street, Suite 700
Overland Park, KS 66210
913-645-4820
john@caminoconsultingllc.com
SERVICE AREA
Kansas, Missouri
IAR Profile Image
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
john@nexusfg.com
SERVICE AREA
KS, MO, TX, FL
IAR Profile Image
M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Suite 700
Overland Park, KS 66210
913.627.9447
scott@nexusfg.com
SERVICE AREA
Kansas, Maryland, Missouri
IAR Profile Image
John Poolman
Investment Adviser Representative
8237 Rosehill Rd
Lenexa KS 66215
417-234-3185
jpoolman@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
^ Top of Page
NEBRASKA
IAR Profile Image
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado, Texas
^ Top of Page
NEVADA
IAR Profile Image
Erik Dodds
Investment Adviser Representative
erik@crgwealthllc.com
SERVICE AREA
Georgia and Nevada
IAR Profile Image
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
brian.neff@401kmaneuver.com
SERVICE AREA
Texas, Ohio, Florida, Nevada
IAR Profile Image
Cory Semel
Investment Adviser Representative
6100 Plumas St, Ste 203
Reno NV 89519
(775) 440-6444
csemel@royalfundmanagement.com
SERVICE AREA
Nevada
^ Top of Page
NEW JERSEY
IAR Profile Image
Keith Hawk, AAMS®
Investment Adviser Representative
400 Northampton Street, Suite 300
Easton, PA 18042
(610) 500-5000
keith@royalfundmanagement.com
SERVICE AREA
New Jersey, Pennsylvania
IAR Profile Image
John Zakar
Investment Adviser Representative
201-708-7526
johnzakar@earthlink.net
SERVICE AREA
New Jersey
^ Top of Page
NEW MEXICO
IAR Profile Image
Henry Unschuld
Investment Adviser Representative
henryunschuld@royalfundmanagement.com
SERVICE AREA
New Mexico
IAR Profile Image
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
hunter@fractalprofile.com
SERVICE AREA
Arizona, Illinois, New Mexico, Texas
^ Top of Page
NORTH CAROLINA
IAR Profile Image
Tim Baker
Investment Adviser Representative
216.644.5323
tim.baker@royalfundmanagement.com
SERVICE AREA
North Carolina, Ohio
IAR Profile Image
Tom Corbett
Investment Adviser Representative
Charlotte, NC 28205
704-469-2714
tcorbett@royalfundmanagement.com
SERVICE AREA
North Carolina
IAR Profile Image
Kimberly Loney, MBA, SPHR
Investment Adviser Representative
Wilmington, NC
910-622-8116
kloney@royalfundmanagement.com
SERVICE AREA
North Carolina
^ Top of Page
OHIO
IAR Profile Image
Tim Baker
Investment Adviser Representative
216.644.5323
tim.baker@royalfundmanagement.com
SERVICE AREA
North Carolina, Ohio
IAR Profile Image
Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 206
Canton, OH 44718
330.348.5000
scott@royalfundmanagement.com
SERVICE AREA
Ohio
IAR Profile Image
Kimball Kistler
Investment Adviser Representative
5400 Charleston Rd.
Newton Falls, OH 44444
330.872.0036
kimball@royalfundmanagement.com
SERVICE AREA
Ohio
IAR Profile Image
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
brian.neff@401kmaneuver.com
SERVICE AREA
Texas, Ohio, Florida, Nevada
IAR Profile Image
Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
dnester@royalfundmanagement.com
SERVICE AREA
Ohio, Texas
IAR Profile Image
Ben Nienberg, CLU, ChFC
Investment Adviser Representative
130 Washington St., P. O. Box 130, Glandorf, OH 45848
419-538-6824
bnienberg@royalfundmanagement.com
SERVICE AREA
Ohio
^ Top of Page
OKLAHOMA
IAR Profile Image
Briley Baca
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
briley@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
IAR Profile Image
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
bbaca@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
IAR Profile Image
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado, Texas
IAR Profile Image
Robert Norris
Investment Adviser Representative
2 South Vann St.
Pryor, OK 74361
918.530.1529
bobnorris@royalfundmanagement.com
SERVICE AREA
Oklahoma
^ Top of Page
PENNSYLVANIA
IAR Profile Image
Owen Edwards
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
570.383.0515
owen@royalfundmanagement.com
SERVICE AREA
Pennsylvania, Texas
IAR Profile Image
Keith Hawk, AAMS®
Investment Adviser Representative
400 Northampton Street, Suite 300
Easton, PA 18042
(610) 500-5000
keith@royalfundmanagement.com
SERVICE AREA
New Jersey, Pennsylvania
IAR Profile Image
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
^ Top of Page
TENNESSEE
IAR Profile Image
Robert Lozano, M.A.
Investment Adviser Representative
Virtual Office
305-251-6054
rlozano@royalfundmanagement.com
SERVICE AREA
Florida, Texas, Tennessee
^ Top of Page
TEXAS
IAR Profile Image
Briley Baca
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
briley@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
IAR Profile Image
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
bbaca@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
IAR Profile Image
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado, Texas
IAR Profile Image
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236, Round Rock, TX 78664

2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
michael@royalfundmanagement.com
SERVICE AREA
California, Texas
IAR Profile Image
Craig Cassidy
Investment Adviser Representative
38908 Desert Greens Dr. E
1760-766-0700
craigc@royalfundmanagement.com
SERVICE AREA
California, Texas
IAR Profile Image
Harry Coussou
Investment Adviser Representative
hecoussou@royalfundmanagement.com
SERVICE AREA
Texas
IAR Profile Image
Owen Edwards
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
570.383.0515
owen@royalfundmanagement.com
SERVICE AREA
Pennsylvania, Texas
IAR Profile Image
Paul Fokken
Investment Adviser Representative
231 W. Main Street
Suite 102
Cherokee, IA 51012
712-321-3272
pmfokken@royalfundmanagement.com
SERVICE AREA
Iowa, Texas
IAR Profile Image
Jo-Ann Holst, CFP®
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
joann@joannholstadvisers.com
SERVICE AREA
Colorado, Texas
IAR Profile Image
John Howell
Investment Adviser Representative
Virtual Office
501.291.8918
jhowell@howellwc.com
SERVICE AREA
Texas, Arkansas, Mississippi
IAR Profile Image
Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
970.229.1616
matt@solidwealthadvisors.com
SERVICE AREA
Colorado, Texas
IAR Profile Image
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
IAR Profile Image
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
john@nexusfg.com
SERVICE AREA
KS, MO, TX, FL
IAR Profile Image
Robert Lozano, M.A.
Investment Adviser Representative
Virtual Office
305-251-6054
rlozano@royalfundmanagement.com
SERVICE AREA
Florida, Texas, Tennessee
IAR Profile Image
Lincoln McRae
Investment Adviser Representative
Jacksonville, FL 32221
630.664.9395
lincolnmcrae@yahoo.com
SERVICE AREA
Florida, Texas
IAR Profile Image
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
brian.neff@401kmaneuver.com
SERVICE AREA
Texas, Ohio, Florida, Nevada
IAR Profile Image
Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
dnester@royalfundmanagement.com
SERVICE AREA
Ohio, Texas
IAR Profile Image
Alan Olson
Investment Adviser Representative
16850 Saturn Ln, Ste 100
Houston, Texas 77058
281.967.6069
alan@royalfundmanagement.com
SERVICE AREA
Texas
IAR Profile Image
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.751.4590
kelley@royalfundmanagement.com
SERVICE AREA
Florida, Virginia, Texas
IAR Profile Image
John Stephens, CPA
Investment Adviser Representative
1529 Bethlehem Rd.
Allen, TX 75002
214.288.5018
jstephens@royalfundmanagement.com
SERVICE AREA
Texas
IAR Profile Image
David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
david@adagefinancial.com
SERVICE AREA
Arkansas, Texas
IAR Profile Image
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
hunter@fractalprofile.com
SERVICE AREA
Arizona, Illinois, New Mexico, Texas
IAR Profile Image
Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
Russ@WagnerIRA.com
SERVICE AREA
Iowa, Texas
^ Top of Page
VIRGINIA
IAR Profile Image
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
IAR Profile Image
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.751.4590
kelley@royalfundmanagement.com
SERVICE AREA
Florida, Virginia, Texas
IAR Profile Image
John Thoma
Investment Adviser Representative
9701 Gayton Road Ste. 9
Richmond, VA 23238
804.562.7209
john.thoma@royalfundmanagement.com
SERVICE AREA
Virginia
IAR Profile Image
Reese Smith
Investment Adviser Representative
90 Emerald Heights Dr
Fishersville, VA 22939
sreesesmith@hotmail.com
SERVICE AREA
The Shenandoah Valley and Central Virginia.
^ Top of Page
WASHINGTON
IAR Profile Image
Rick Anderson
Investment Adviser Representative
2425 N Trumpeter Dr
Mount Vernon, WA 98273
360.391.3279
Randerson@royalfundmanagement.com
SERVICE AREA
Washington
^ Top of Page
WEST VIRGINIA
IAR Profile Image
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
^ Top of Page
WISCONSIN
IAR Profile Image
Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
hhogrefe@royalfundmanagement.com
SERVICE AREA
Wisconsin, Iowa

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure