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Corporate Headquarters
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Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
mark@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Linda Sorensen
Co-Founder / Office Management
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
linda@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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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
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Stephanie Maufroy
Chief Compliance Officer
1515 Buenos Aires Blvd
The Villages, FL 32159
352.750.1637
stephanie@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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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
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Jess Quirello
Senior Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
jess@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Jessica Willis
Business Systems Analyst
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
jessica@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Laremy Griffis
Trading / Adviser Liaison Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
laremy@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Verniece Miller
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
verniece@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Laura Hallett
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
laura@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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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
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Lynn Alexander
Compliance Consultant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
lynn@royalfundmanagement.com
SERVICE AREA
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Rebel - In Loving Memory (2008-2016)
Office Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
mail@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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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
ARKANSAS
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John Howell
Investment Adviser Representative
jhowell@royalfundmanagement.com
SERVICE AREA
Texas, Arkansas
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Gary Pinkerton
Investment Adviser Representative
221 MAIN AVENUE
DIERKS , AR 71833
870-286-2000
gpinkerton@royalfundmanagement.com
SERVICE AREA
Arkansas
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David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
david@adagefinancial.com
SERVICE AREA
Arkansas, Texas
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CALIFORNIA
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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
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Craig Cassidy
Investment Adviser Representative
12180 Ridgecrest Road, Suite 110
Victorville, CA 92395
760-766-0700
learnfromcraig@gmail.com
SERVICE AREA
California, Texas
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Wayne Fisher
Investment Adviser Representative
2400 Washington Ave, #120, Redding,CA 96001
854 Manzanita Ct, #110, Chico,CA 95926
530.243.2234
wayne@fisherfinancial.net
SERVICE AREA
California
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Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
714.803.0333
neil@royalfundmanagement.com
SERVICE AREA
California
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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
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COLORADO
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Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado
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Pat Frederiksen
Investment Adviser Representative
Golden, CO 80401
303-919-1020
patf@royalfundmanagement.com
SERVICE AREA
Colorado
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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
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Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-101
Fort Collins, CO 80525
970.229.1616
matt@solidwealthadvisors.com
SERVICE AREA
Colorado, Texas
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Colette Snyder
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
colette@joannholstadvisers.com
SERVICE AREA
Colorado
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Matt Snyder
Investment Adviser Representative
matt@jhadvisers.com
SERVICE AREA
Colorado
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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
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Terry Tyler
Investment Adviser Representative
355 South Teller St., STE 200
Lakewood, CO 80226
303.231.1008
tylerterry@comcast.net
SERVICE AREA
Colorado
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CONNECTICUT
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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
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FLORIDA
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Van Albanese, CLU, ChFC
Investment Adviser Representative
352.630.5666
van@royalfundmanagement.com
SERVICE AREA
Florida
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Brandon Beck
Investment Adviser Representative
brandon.beck@blackstonfinancialgroup.com
SERVICE AREA
Florida
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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
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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
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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
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Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, ME 04412
400 N Hwy A1A, STE 53 Jupiter, FL 33477
207.989.5089
jim@northpointfinancial.com
SERVICE AREA
Maine, Florida
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Michael Conway
Investment Adviser Representative
700 22nd Ave Suite A
Vero Beach, FL 32966
772.480.4110
mike.conway@royalfundmanagement.com
SERVICE AREA
Florida
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Bryan Daly
Investment Adviser Representative
17626 130th Ave North
Jupiter Fl 33478
561.246.1404
bryan@bryandaly.com
SERVICE AREA
Florida
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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
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Liliana DeLara, CLTC
Investment Adviser Representative
5401 S. Kirkman Rd. Ste. 310
Orlando, FL 32819
4077445593
liliana@royalfundmanagement.com
SERVICE AREA
Central and South Florida
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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
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Joe Faulk
Investment Adviser Representative
4115 W. Spruce Street, Suite 208
Tampa, FL 33607
813.928.5454
jfaulk@royalfundmanagement.com
SERVICE AREA
Florida
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Rocco Foley
Investment Adviser Representative
352-750-1637
Rocco@RoyalFundManagement.com
SERVICE AREA
Florida
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Dan Johnson
Investment Adviser Representative
6851 13th Ave. N
St. Petersburg, FL 35710
727.343.9879
djohnson@royalfundmanagement.com
SERVICE AREA
Florida
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David Locy
Investment Adviser Representative
48 Cottonwood Ct.
Palm Coast, FL 32137
386.843.9192
Davidklocy@aol.com
SERVICE AREA
Florida, Georgia
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Robert Lozano, M.A.
Investment Adviser Representative
Virtual Office
786-390-3652
rlozano@royalfundmanagement.com
SERVICE AREA
Florida, Texas
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Lincoln McRae
Investment Adviser Representative
Jacksonville, FL 32221
630.664.9395
lincolnmcrae@yahoo.com
SERVICE AREA
Florida, Texas
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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
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Tony Menendez
Investment Adviser Representative
1205 Mariposa Ave
# 409
786.259.2000
tony@securevest.net
SERVICE AREA
Florida
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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
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Brady Nelson
Investment Adviser Representative
108 Spoonbill Dr. S.
Palm Coast, FL 32164
517-303-1414
bnelson@royalfundmanagement.com
SERVICE AREA
Northeast Florida, Georgia
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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
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Kevin J. Schneider
Investment Adviser Representative
kschneider@royalfundmanagement.com
SERVICE AREA
Florida
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Luke Wrenn
Investment Adviser Representative
1120 Haymarket Dr.
Lakeland, FL 33809
863.430.9806
luke@royalfundmanagement.com
SERVICE AREA
Florida
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Frederick Wright
Investment Adviser Representative
407-758-7486
fwright@royalfundmanagement.com
SERVICE AREA
Florida
^ Top of Page
GEORGIA
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Jim Barkley
Investment Adviser Representative
PO Box 1631
Jasper, GA 30143
770.519.0269
jbarkley@royalfundmanagement.com
SERVICE AREA
Georgia
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Erik Dodds
Investment Adviser Representative
erik@crgwealthllc.com
SERVICE AREA
Georgia and Nevada
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David Locy
Investment Adviser Representative
48 Cottonwood Ct.
Palm Coast, FL 32137
386.843.9192
Davidklocy@aol.com
SERVICE AREA
Florida, Georgia
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John Mills, Enrolled Agent - Tax Planning
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
7708435159
jmills@taxcentersofgeorgia.com
SERVICE AREA
Georgia
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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
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Nathan Chapel
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
8473708198
Nathan@TruFS.net
SERVICE AREA
Illinois
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Patrick Kaiser, CLU, ChFC
Investment Adviser Representative
9501 W. 144th Place #300A
Orland Park, IL 60462
708.633.9900
pkaiser@royalfundmanagement.com
SERVICE AREA
Illinois
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Sean Rhodes
Investment Adviser Representative
630-945-3517
sean@rhodescapitalmanagement.com
SERVICE AREA
Illinois
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Scott Svoboda
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
847-682-0634
scott@trufs.net
SERVICE AREA
Illinois
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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
Illinois, New Mexico, Texas
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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
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Andrew Watson
Investment Adviser Representative
444 Skokie Blvd. #302
Wilmette, IL. 60091
847-256-3049
northshoreplanninggroup@gmail.com
SERVICE AREA
Illinois
^ Top of Page
IOWA
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Don Breuker
Investment Adviser Representative
602 39th Street
Spirit Lake, IA 51360-2045
712.336.4855
don.breuker@royalfundmanagement.com
SERVICE AREA
Iowa
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Paul Fokken
Investment Adviser Representative
704 Eaton St.
Dunlap, IA 51529
605.695.6776
pmfokken@royalfundmanagement.com
SERVICE AREA
Iowa, Texas
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Aaron Hawks
Investment Adviser Representative
4200 University Ave Ste 311
West Des Moines, IA 50266
515-422-9021
aaron@hawksinsuranceandfinancial.com
SERVICE AREA
Iowa
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Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
hhogrefe@royalfundmanagement.com
SERVICE AREA
Wisconsin, Iowa
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Vicki Monaco
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
515.309.2985
vicki@LifeAndLegacyAdvisors.com
SERVICE AREA
Iowa
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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
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Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
Russ@WagnerIRA.com
SERVICE AREA
Iowa, Texas
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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
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Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado
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John Lawrence
Investment Adviser Representative
21617 W. 98th Terrace
Lenexa, KS 66220
913-645-4820
john@caminoconsultingllc.com
SERVICE AREA
Kansas
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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
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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
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John Poolman
Investment Adviser Representative
8237 Rosehill Rd
Lenexa KS 66215
913-647-7524
jpoolman@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
^ Top of Page
LOUISIANA
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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
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Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, ME 04412
400 N Hwy A1A, STE 53 Jupiter, FL 33477
207.989.5089
jim@northpointfinancial.com
SERVICE AREA
Maine, Florida
^ Top of Page
MARYLAND
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David Latch, CFP®
Investment Adviser Representative
P.O. Box 1550
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
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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
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Todd Ehret
Investment Adviser Representative
1403 15th Ave NW
Austin, MN 55912
507.433.3353
todd@royalfundmanagement.com
SERVICE AREA
Minnesota
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Gabe Fransen
Investment Adviser Representative
10740 185th cir NW
Elk River, MN 55330
320.319.0582
gfransen@royalfundmanagement.com
SERVICE AREA
Minnesota
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Brad Gerberding
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
763.241.8197
brad@royalfundmanagement.com
SERVICE AREA
Minnesota
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Greg Rieckhoff, LUTC
Investment Adviser Representative
8646 Eagle Creek CR. #208
Savage, MN 55378
952-855-1198
greg@valleyassetmanagers.com
SERVICE AREA
Minnesota
^ Top of Page
MISSOURI
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Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado
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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
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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
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John Poolman
Investment Adviser Representative
8237 Rosehill Rd
Lenexa KS 66215
913-647-7524
jpoolman@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
^ Top of Page
NEBRASKA
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Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado
^ Top of Page
NEVADA
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Erik Dodds
Investment Adviser Representative
erik@crgwealthllc.com
SERVICE AREA
Georgia and Nevada
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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
^ Top of Page
NEW JERSEY
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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
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John Zakar
Investment Adviser Representative
201-708-7526
johnzakar@earthlink.net
SERVICE AREA
New Jersey
^ Top of Page
NEW MEXICO
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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
Illinois, New Mexico, Texas
^ Top of Page
NORTH CAROLINA
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Tim Baker
Investment Adviser Representative
216.644.5323
tim.baker@royalfundmanagement.com
SERVICE AREA
North Carolina, Ohio
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Tom Corbett
Investment Adviser Representative
5960 Fairview Road, Suite 400
Charlotte, NC 28210
704-469-2714
tcorbett@royalfundmanagement.com
SERVICE AREA
North Carolina
^ Top of Page
OHIO
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Tim Baker
Investment Adviser Representative
216.644.5323
tim.baker@royalfundmanagement.com
SERVICE AREA
North Carolina, Ohio
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Woody Bowling
Investment Adviser Representative
wbowling@royalfundmanagement.com
SERVICE AREA
Ohio
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Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 206
Canton, OH 44718
330.348.5000
scott@royalfundmanagement.com
SERVICE AREA
Ohio
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Kimball Kistler
Investment Adviser Representative
5400 Charleston Rd.
Newton Falls, OH 44444
330.872.0036
kimball@royalfundmanagement.com
SERVICE AREA
Ohio
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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
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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
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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
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Bill Schaufert
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
bill.schaufert@gmail.com
SERVICE AREA
Ohio
^ Top of Page
OKLAHOMA
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Briley Baca
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
briley@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
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Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
bbaca@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
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Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri, Nebraska, Oklahoma, Colorado
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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
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Owen Edwards
Investment Adviser Representative
310 Third Street
Blakely, PA 18447
570.291.9916
owen@royalfundmanagement.com
SERVICE AREA
Pennsylvania, Texas
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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
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David Latch, CFP®
Investment Adviser Representative
P.O. Box 1550
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
^ Top of Page
TEXAS
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Briley Baca
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
briley@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
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Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
bbaca@royalfundmanagement.com
SERVICE AREA
Oklahoma, Texas
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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
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Craig Cassidy
Investment Adviser Representative
12180 Ridgecrest Road, Suite 110
Victorville, CA 92395
760-766-0700
learnfromcraig@gmail.com
SERVICE AREA
California, Texas
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Owen Edwards
Investment Adviser Representative
310 Third Street
Blakely, PA 18447
570.291.9916
owen@royalfundmanagement.com
SERVICE AREA
Pennsylvania, Texas
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Paul Fokken
Investment Adviser Representative
704 Eaton St.
Dunlap, IA 51529
605.695.6776
pmfokken@royalfundmanagement.com
SERVICE AREA
Iowa, Texas
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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
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John Howell
Investment Adviser Representative
jhowell@royalfundmanagement.com
SERVICE AREA
Texas, Arkansas
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Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-101
Fort Collins, CO 80525
970.229.1616
matt@solidwealthadvisors.com
SERVICE AREA
Colorado, Texas
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Ben Keleta
Investment Adviser Representative
benkeleta@westcenterfinancial.com
SERVICE AREA
Texas
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David Latch, CFP®
Investment Adviser Representative
P.O. Box 1550
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
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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
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Robert Lozano, M.A.
Investment Adviser Representative
Virtual Office
786-390-3652
rlozano@royalfundmanagement.com
SERVICE AREA
Florida, Texas
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Lincoln McRae
Investment Adviser Representative
Jacksonville, FL 32221
630.664.9395
lincolnmcrae@yahoo.com
SERVICE AREA
Florida, Texas
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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
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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
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Alan Olson
Investment Adviser Representative
16850 Saturn Ln, Ste 100
Houston, Texas 77058
281.967.6069
alan@royalfundmanagement.com
SERVICE AREA
Texas
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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
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John Stephens, CPA
Investment Adviser Representative
1529 Bethlehem Rd.
Allen, TX 75002
214.288.5018
jstephens@royalfundmanagement.com
SERVICE AREA
Texas
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David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
david@adagefinancial.com
SERVICE AREA
Arkansas, Texas
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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
Illinois, New Mexico, Texas
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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
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David Latch, CFP®
Investment Adviser Representative
P.O. Box 1550
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
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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
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John Thoma
Investment Adviser Representative
9701 Gayton Road Ste. 9
Richmond, VA 23238
804.562.7209
john.thoma@royalfundmanagement.com
SERVICE AREA
Virginia
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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
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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
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David Latch, CFP®
Investment Adviser Representative
P.O. Box 1550
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Pennsylvania, Texas, Virginia, West Virginia
^ Top of Page
WISCONSIN
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Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
hhogrefe@royalfundmanagement.com
SERVICE AREA
Wisconsin, Iowa
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Tom Strangstalien
Investment Adviser Representative
120 S. Leonard St.
West Salem, WI 54669
608.304.1579
stranj@aol.com
SERVICE AREA
Wisconsin

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