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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
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Linda Sorensen
Office Manager
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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Carissa Bruce
Director of IAR Support
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
carissa@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Laremy Griffis
Trading and IAR Support
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
laremy@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Stephanie Maufroy
Administrative Assistant
1515 Buenos Aires Blvd
The Villages, FL 32159
352.750.1637
stephanie@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
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Verniece Roberts
Administrative Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
verniece@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
352.750.1637
kelley@royalfundmanagement.com
SERVICE AREA
Florida, Virginia
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Diane Boorum
Administrative Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
diane@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
IAR Profile Image
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
Office Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
mail@royalfundmanagement.com
SERVICE AREA
Corporate Headquarters
^ Top of Page
ARIZONA
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Jon Gengle
Investment Adviser Representative
(623) 680-7122
jmgengle@wayfinderwealth.com
SERVICE AREA
Arizona, California
^ Top of Page
ARKANSAS
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Darmon Brizendine, ChFC®
Investment Adviser Representative
320 Ouachita, Suite 218
Hot Springs, AR 71901
501.623.1090
darmonb@comcast.net
SERVICE AREA
Central Arkansas
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John Howell
Investment Adviser Representative
jhowell@royalfundmanagement.com
SERVICE AREA
Texas, 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
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CALIFORNIA
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Dean Barwick
Investment Adviser Representative
4160 Temescal Canyon Rd., STE 414
Corona, CA 92883
714.740.7235
deanbarwick@gmail.com
SERVICE AREA
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
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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@royalfundmanagement.com
SERVICE AREA
California
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Jon Gengle
Investment Adviser Representative
(623) 680-7122
jmgengle@wayfinderwealth.com
SERVICE AREA
Arizona, 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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Elgin Laib
Investment Adviser Representative
33701 windjammer Dr.
Dana Point, California 92629
949-276-4186
elaib@royalfundmanagement.com
SERVICE AREA
California
^ Top of Page
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
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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
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Patrick Lynch
Investment Adviser Representative
1870 W 122nd Ave
Westminster, CO 80234
303.218.9957
patrick@patricklynchfinancial.com
SERVICE AREA
Colorado
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Stefano Santori
Investment Adviser Representative
stefano@solidwealthadvisors.com
SERVICE AREA
Colorado
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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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Mark Triplett, CFEd
Investment Adviser Representative
1680 SW Ankeney Rd., STE 1A Unit 6
Ankeny, IA 50023
515.528.8632
mark@triplett-westendorf.com
SERVICE AREA
Central Iowa, Colorado Front Range
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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
^ Top of Page
CONNECTICUT
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Mark Kovler
Investment Adviser Representative
914.923.1160
mark_a_kovler@hotmail.com
SERVICE AREA
New York, Connecticut, New Jersey
^ Top of Page
FLORIDA
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Van Albanese, CLU, ChFC
Investment Adviser Representative
352.350.7130
van@royalfundmanagement.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, Kentucky
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Drew Blackston, RFC
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352.633.9046
drew.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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Mark A. Bunker, ChFC®
Investment Adviser Representative
2611 Edgemoor Terrace
The Villages, FL 32162
352.753.1967
mbunker@safemoneybymb.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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Joseph F Coniglione
Investment Adviser Representative
308 Vestrella Dr
Kissimme, Fl 34759
407 932-8599
jfc@royalfundmanagement.com
SERVICE AREA
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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George V. Cornell, III, J.D.
Investment Adviser Representative
219 Almeria Rd. West Palm Beach, FL 33405
122 E 42nd St #2100, New York, NY 10168
561.531.3723
americadirect.george@gmail.com
SERVICE AREA
Florida
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R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
813.649.0502
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
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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Joe Manassa
Investment Adviser Representative
jmanassa@gmail.com
SERVICE AREA
Florida
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Lincoln McRae
Investment Adviser Representative
PO Box 16783, Jacksonville, FL 32245
904.232-8820
lincolnmcrae@yahoo.com
SERVICE AREA
Florida
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Tony Menendez
Investment Adviser Representative
1250 Mariposa Ave #230
Coral Gables, FL 33146
786-259-2000
tony@royalfundmanagement.com
SERVICE AREA
Florida
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Michelle Metzger
Investment Adviser Representative
mmetzger@royalfundmanagement.com
SERVICE AREA
Florida
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Brady Nelson
Investment Adviser Representative
25 Claymont Ct. S
Palm Coast, FL 32137
386-627-8640
bnelson@royalfundmanagement.com
SERVICE AREA
Northeast Florida, Georgia
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Gail Nichols
Investment Adviser Representative
1515 Buenos Aires Blvd.
The Villages, FL 32159
305.807.2725
gnichols@royalfundmanagement.com
SERVICE AREA
Florida
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Art Papale
Investment Adviser Representative
P O Box 23756
Jacksonville, FL 32241
904-262-4052
art@royalfundmanagement.com
SERVICE AREA
FL & TX
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Jay Poskanzer, CLC
Investment Adviser Representative
2275 South Federal Hwy. #130 Delray Beach, Fl 33483
561-577-4866
jposkanzer@royalfundmanagement.com
SERVICE AREA
South East Florida
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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
kelley@royalfundmanagement.com
SERVICE AREA
Florida, Virginia
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Shelli Richardson
Investment Adviser Representative
501 Village Green Parkway, Unit 5
Bradenton, FL 34209
941-251-9916
shelli@royalfundmanagement.com
SERVICE AREA
Virginia and Florida
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Cal Rutledge
Investment Adviser Representative
Offices in Florida, New Hampshire & Missouri, North Carolina
1.800.932.0857
crutledge@royalfundmanagement.com
SERVICE AREA
Florida, Missouri, Massachusetts, New Hampshire
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James Underwood
Investment Adviser Representative
1000 W. McNab Road, Suite 144
Pompano Beach, FL 33069
jd@jdunderwoodfinancial.com
SERVICE AREA
Florida, Michigan
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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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E. Shel Yetman
Investment Adviser Representative
Florida offices conveniently located in Tampa, Sun City Center and Lakewood Ranch.
813.440.9589
syetman@royalfundmanagement.com
SERVICE AREA
Serving the Sun Coast and West Central, FL
^ Top of Page
GEORGIA
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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 Prep
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
770.843.5159
jmills@royalfundmanagement.com
SERVICE AREA
Georgia
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Steve Morris
Investment Adviser Representative
Offices in Georgia and Tennessee
770.596.2644
smorris@royalfundmanagement.com
SERVICE AREA
Georgia
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Brady Nelson
Investment Adviser Representative
25 Claymont Ct. S
Palm Coast, FL 32137
386-627-8640
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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Scott Svoboda
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
847-682-0634
ssvoboda4@wowway.com
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
New Mexico, Illinois
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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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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
harlanhogrefe@gmail.com
SERVICE AREA
Wisconsin, Iowa
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Vicki Monaco
Investment Adviser Representative
5700 University Avenue, Suite 250
West Des Moines, IA 50266
515.309.2985
vicki@LifeAndLegacyAdvisors.com
SERVICE AREA
Iowa
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Logan Queck
Investment Adviser Representative
1001 Grand Ave, Suite 200
West Des Moines, IA 50265
515-259-6369
logan@integrityguidance.com
SERVICE AREA
Iowa
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Mark Triplett, CFEd
Investment Adviser Representative
1680 SW Ankeney Rd., STE 1A Unit 6
Ankeny, IA 50023
515.528.8632
mark@triplett-westendorf.com
SERVICE AREA
Central Iowa, Colorado Front Range
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Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200
Stuart, IA 50250

7177 Hickman RD, Suite 4
Urbandale, IA 50322
515.745.3720
Russ@WagnerIRA.com
SERVICE AREA
National
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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
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
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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
913.317.1537
john.link@royalfundmanagement.com
SERVICE AREA
Greater Kansas City Area
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M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
snorris@royalfundmanagement.com
SERVICE AREA
Kansas, Maryland, Missouri
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John Poolman
Investment Adviser Representative
1722 S. Glenstone Ave.,Suite J, #12
Springfield, MO 65804
8237 Rosehill Rd, Lenexa, KS 66215
417.234.3185
jpoolman@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
^ Top of Page
KENTUCKY
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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, Kentucky
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Diane Davis, ChFC® NSSA®
Investment Adviser Representative
9900 Corporate Campus, STE 3000
Louisville, KY 40223
877-659-2618
diane.davis@royalfundmanagement.com
SERVICE AREA
Kentucky
^ Top of Page
LOUISIANA
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Jimmy D. Long, Jr., JD
Investment Adviser Representative
4133 University Parkway
Natchitoches, Louisiana 71457
3183529229
jlong@cp-tel.net
SERVICE AREA
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
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Virginia, West Virginia
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M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
snorris@royalfundmanagement.com
SERVICE AREA
Kansas, Maryland, Missouri
^ Top of Page
MICHIGAN
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Rick Flatt
Investment Adviser Representative
671 E Big Beaver Rd, STE 107
Troy, MI 48083
248.879.9200
rickflatt@att.net
SERVICE AREA
Michigan
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James Underwood
Investment Adviser Representative
1000 W. McNab Road, Suite 144
Pompano Beach, FL 33069
jd@jdunderwoodfinancial.com
SERVICE AREA
Florida, Michigan
^ 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, Iowa, Missouri, Wisconsin
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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
mberlau@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
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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
913.317.1537
john.link@royalfundmanagement.com
SERVICE AREA
Greater Kansas City Area
IAR Profile Image
M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
snorris@royalfundmanagement.com
SERVICE AREA
Kansas, Maryland, Missouri
IAR Profile Image
John Poolman
Investment Adviser Representative
1722 S. Glenstone Ave.,Suite J, #12
Springfield, MO 65804
8237 Rosehill Rd, Lenexa, KS 66215
417.234.3185
jpoolman@royalfundmanagement.com
SERVICE AREA
Kansas, Missouri
IAR Profile Image
Cal Rutledge
Investment Adviser Representative
Offices in Florida, New Hampshire & Missouri, North Carolina
1.800.932.0857
crutledge@royalfundmanagement.com
SERVICE AREA
Florida, Missouri, Massachusetts, New Hampshire
^ Top of Page
NEW HAMPSHIRE
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Cal Rutledge
Investment Adviser Representative
Offices in Florida, New Hampshire & Missouri, North Carolina
1.800.932.0857
crutledge@royalfundmanagement.com
SERVICE AREA
Florida, Missouri, Massachusetts, New Hampshire
^ Top of Page
NEW JERSEY
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Bob Cruces
Investment Adviser Representative
411 Hackensack Ave Ste 200
Hackensack, NJ 07601
201.425.8018
Bob@StandardCapitalFinancial.com
SERVICE AREA
New Jersey, New York
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Keith Hawk, AAMS®
Investment Adviser Representative
3322 US Highway 22 West, Suite 425
Branchburg, NJ 08876
908.722.4008
keith@royalfundmanagement.com
SERVICE AREA
New Jersey, Pennsylvania
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Rick Kelley
Investment Adviser Representative
999 Riverview Drive, Suite 201
Totowa, New Jersey 07512
973.406.5165
rkelley0302@gmail.com
SERVICE AREA
New York, New Jersey
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Mark Kovler
Investment Adviser Representative
914.923.1160
mark_a_kovler@hotmail.com
SERVICE AREA
New York, Connecticut, New Jersey
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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
New Mexico, Illinois
^ Top of Page
NEW YORK
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Bob Cruces
Investment Adviser Representative
411 Hackensack Ave Ste 200
Hackensack, NJ 07601
201.425.8018
Bob@StandardCapitalFinancial.com
SERVICE AREA
New Jersey, New York
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Rick Kelley
Investment Adviser Representative
999 Riverview Drive, Suite 201
Totowa, New Jersey 07512
973.406.5165
rkelley0302@gmail.com
SERVICE AREA
New York, New Jersey
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Mark Kovler
Investment Adviser Representative
914.923.1160
mark_a_kovler@hotmail.com
SERVICE AREA
New York, Connecticut, New Jersey
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Carmine Pardi
Investment Adviser Representative
5672 Main St
Williamsville,NY 14221
716-207-7243
carmine@royalfundmanagement.com
SERVICE AREA
New York
^ Top of Page
NORTH CAROLINA
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Tim Baker
Investment Adviser Representative
6200 SOM Center Rd, B22
Solon, OH 44139
216.644.5323
tim.baker@royalfundmanagement.com
SERVICE AREA
North Carolina, Ohio
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Dan Cooper, CAS, RFC, LUTCF
Investment Adviser Representative
4024 Oleander Dr., Suite 1-A
Wilmington, NC 28403
910.790.7990
dancooper@royalfundmanagement.com
SERVICE AREA
North Carolina
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Jeff Heybrock
Investment Adviser Representative
426 West Friendly Ave.
Greensboro, NC 27401
336.442.8894
jeff@royalfundmanagement.com
SERVICE AREA
North Carolina
^ Top of Page
OHIO
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Tim Baker
Investment Adviser Representative
6200 SOM Center Rd, B22
Solon, OH 44139
216.644.5323
tim.baker@royalfundmanagement.com
SERVICE AREA
North Carolina, Ohio
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John E. Harris, Jr, CFP®,RFC
Investment Adviser Representative
1550 Magnolia Dr.
Cincinnati, OH 45215
513.281.5200
jharris@lifeplanpartners.com
SERVICE AREA
Ohio,Virginia
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Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 209
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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Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
dnester@royalfundmanagement.com
SERVICE AREA
Ohio
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OKLAHOMA
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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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Robert Norris
Investment Adviser Representative
2 South Vann St.
Pryor, OK 74361
918.530.1529
bobnorris@royalfundmanagement.com
SERVICE AREA
Oklahoma
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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 (Northeastern Pennsylvania and surrounding area)
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Keith Hawk, AAMS®
Investment Adviser Representative
3322 US Highway 22 West, Suite 425
Branchburg, NJ 08876
908.722.4008
keith@royalfundmanagement.com
SERVICE AREA
New Jersey, Pennsylvania
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SOUTH CAROLINA
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Ed Falkowski
Investment Adviser Representative
Serving the Mt. Pleasant
and Charleston, SC area
843.442.0986
edf@goldenyearssolutions.com
SERVICE AREA
South Carolina
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Ronald Woernle
Investment Adviser Representative
110 Traders Cross
Okatie, SC 29910
843.597.1011
ronwoernle@gmail.com
SERVICE AREA
South Carolina
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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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John Howell
Investment Adviser Representative
jhowell@royalfundmanagement.com
SERVICE AREA
Texas, Arkansas
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Alan Olson
Investment Adviser Representative
12727 Featherwood #119
Houston TX 77034
281.481.0872
alan@royalfundmanagement.com
SERVICE AREA
Texas
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Art Papale
Investment Adviser Representative
P O Box 23756
Jacksonville, FL 32241
904-262-4052
art@royalfundmanagement.com
SERVICE AREA
FL & TX
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James Shores
Investment Adviser Representative
"Kingman Financial Group"

5262 South Staples St. #205
Corpus Christi, TX 78411
361 356 3000
Jshores@RoyalFundManagement.com
SERVICE AREA
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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UTAH
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Chris Platt, LUTCF
Investment Adviser Representative
1044 E Buchnell Dr
801-556-9407
cplatt@royalfundmanagement.com
SERVICE AREA
Utah
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VIRGINIA
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John E. Harris, Jr, CFP®,RFC
Investment Adviser Representative
1550 Magnolia Dr.
Cincinnati, OH 45215
513.281.5200
jharris@lifeplanpartners.com
SERVICE AREA
Ohio,Virginia
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Charles Gary Hoffman
Investment Adviser Representative
cghoffman@royalfundmanagement.com
SERVICE AREA
Virginia
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David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Virginia, West Virginia
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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
kelley@royalfundmanagement.com
SERVICE AREA
Florida, Virginia
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Shelli Richardson
Investment Adviser Representative
501 Village Green Parkway, Unit 5
Bradenton, FL 34209
941-251-9916
shelli@royalfundmanagement.com
SERVICE AREA
Virginia and Florida
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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.
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WASHINGTON
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Jonathan Altmeyer
Investment Adviser Representative
111 S Post St Suite 2240
Spokane, WA 99201
509.455.7888
jaltmeyer@royalfundmanagement.com
SERVICE AREA
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
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Bill Derrington, CLU, ChFC
Investment Adviser Representative
13716 NE 28th St
Bellevue, WA 98005
425.577.3850
bill.westmont@gmail.com
SERVICE AREA
Washington
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Ken Eddy
Investment Adviser Representative
ken@stillwatersfg.com
SERVICE AREA
Washington
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WEST VIRGINIA
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David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
David@FredAdv.com
SERVICE AREA
Maryland, Virginia, West Virginia
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WISCONSIN
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Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
harlanhogrefe@gmail.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