Our Team
CLICK ON THE MAP TO VIEW ADVISERS IN YOUR STATE
Corporate HeadquartersBACK TO TOP
Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Linda Sorensen
Office Manager
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Craig Merz
General Manager/Head of Trading
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Carissa Bruce
Director of IAR Support
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Laremy Griffis
Trading and IAR Support
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Stephanie Maufroy
Administrative Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Verniece Roberts
Administrative Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Jessica Willis
Administrative Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
877.218.5060
SERVICE AREA
Florida, Virginia, Texas
Lynn Alexander
Compliance Consultant
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Rebel
Office Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
877.218.5060
SERVICE AREA
Corporate Headquarters
ARKANSASBACK TO TOP
Darmon Brizendine, ChFC®
Investment Adviser Representative
320 Ouachita, Suite 218
Hot Springs, AR 71901
501.623.1090
SERVICE AREA
Central Arkansas
John Howell, CSA
Investment Adviser Representative
501.500.3119
SERVICE AREA
Texas, Arkansas
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
SERVICE AREA
KS, MO, AR, TX
David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
SERVICE AREA
Arkansas, Illinois, Louisiana, Tennessee, Virginia
CALIFORNIABACK TO TOP
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
352.750.1637
SERVICE AREA
California, Texas
Craig Cassidy
Investment Adviser Representative
12180 Ridgecrest Road, Suite 110
Victorville, CA 92395
760-766-0700
SERVICE AREA
California, Texas
Wayne Fisher
Investment Adviser Representative
2400 Washington Ave, #120, Redding,CA 96001
854 Manzanita Ct, #110, Chico,CA 95926
530.243.2234
SERVICE AREA
California
Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
714.803.0333
SERVICE AREA
California
D. Paul Kalra, CFP, ChFC, CLU, CSA
Investment Adviser Representative
22942 El Toro Road
Lake Forest, CA 92630
949-215-7880
SERVICE AREA
California
Elgin Laib
Investment Adviser Representative
33701 windjammer Dr.
Dana Point, California 92629
949-276-4186
SERVICE AREA
California
COLORADOBACK TO TOP
Jo-Ann Holst, CFP®
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
SERVICE AREA
Colorado
Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-101
Fort Collins, CO 80525
970.229.1616
SERVICE AREA
Colorado
Colette Snyder
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
SERVICE AREA
Colorado
Mark Triplett, CFEd
Investment Adviser Representative
1680 SW Ankeney Rd., STE 1A Unit 6
Ankeny, IA 50023
515.528.8632
SERVICE AREA
Colorado
Terry Tyler
Investment Adviser Representative
355 South Teller St., STE 200
Lakewood, CO 80226
303.231.1008
SERVICE AREA
Colorado
FLORIDABACK TO TOP
Van Albanese, CLU, ChFC
Investment Adviser Representative
352.350.7130
SERVICE AREA
Florida
Travis Bender
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352-633-9046
SERVICE AREA
Florida
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
SERVICE AREA
Florida
Drew Blackston, RFC
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352.633.9046
SERVICE AREA
Florida
Clem Brandenburg, CPA
Investment Adviser Representative
4440 PGA Blvd Ste 600
Palm Beach Gardens, FL 33410
561.747.0799
SERVICE AREA
Florida
Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, ME 04412
400 N Hwy A1A, STE 53 Jupiter, FL 33477
207.989.5089
SERVICE AREA
Florida
Jason Compton
Investment Adviser Representative
SERVICE AREA
Florida
Joseph F Coniglione
Investment Adviser Representative
308 Vestrella Dr
Kissimme, Fl 34759
407 932-8599
SERVICE AREA
Florida
Michael Conway
Investment Adviser Representative
700 22nd Ave Suite A
Vero Beach, FL 32966
772.480.4110
SERVICE AREA
Florida
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
SERVICE AREA
Florida
Edward Cottrell
Investment Adviser Representative
SERVICE AREA
Florida
Bryan Daly
Investment Adviser Representative
17626 130th Ave North
Jupiter Fl 33478
561.246.1404
SERVICE AREA
Florida
R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
813.649.0502
SERVICE AREA
Greater Tampa Bay Area
Liliana DeLara, CLTC
Investment Adviser Representative
5401 S. Kirkman Rd. Ste. 310
Orlando, FL 32819
4077445593
SERVICE AREA
Central and South Florida
Richard G. Easterbrook, CFP®
Investment Adviser Representative
801 International Parkway Suite 500
Lake Mary, FL 32746
352-357-2249
SERVICE AREA
Florida
Joe Faulk
Investment Adviser Representative
4115 W. Spruce Street, Suite 208
Tampa, FL 33607
813.928.5454
SERVICE AREA
Florida
Nate Finger
Investment Adviser Representative
561.537.1759
SERVICE AREA
Florida
Rocco Foley
Investment Adviser Representative
352-750-1637
SERVICE AREA
Florida
Dan Johnson
Investment Adviser Representative
6851 13th Ave. N
St. Petersburg, FL 35710
727.343.9879
SERVICE AREA
Florida
David Locy
Investment Adviser Representative
48 Cottonwood Ct.
Palm Coast, FL 32137
386.843.9192
SERVICE AREA
Florida, Georgia
Robert Lozano, M.A.
Investment Adviser Representative
Virtual Office
786-390-3652
SERVICE AREA
Florida
Lincoln McRae
Investment Adviser Representative
PO Box 16783, Jacksonville, FL 32245
904.232-8820
SERVICE AREA
Florida, Texas
Jeff Manz, MBA
Investment Adviser Representative
4521 PGA Blvd #171
Palm Beach Gardens, FL 33418
954-234-7397
SERVICE AREA
All 50 states
Tony Menendez
Investment Adviser Representative
1205 Mariposa Ave
# 409
786.259.2000
SERVICE AREA
Florida
Michelle Metzger
Investment Adviser Representative
SERVICE AREA
Florida
Brady Nelson
Investment Adviser Representative
48 Kings Colony Ct.
Palm Coast, FL 32137
904-878-1618
SERVICE AREA
Northeast Florida, Georgia
Art Papale
Investment Adviser Representative
P O Box 23756
Jacksonville, FL 32241
904-262-4052
SERVICE AREA
FL & TX
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
SERVICE AREA
Florida, Virginia, Texas
Shelli Richardson
Investment Adviser Representative
501 Village Green Parkway, Unit 5
Bradenton, FL 34209
941-251-9916
SERVICE AREA
Virginia and Florida
Kevin J. Schneider
Investment Adviser Representative
SERVICE AREA
Florida
James Underwood
Investment Adviser Representative
1451 W. Cypress Creek Rd, Ste 300
Ft. Lauderdale, FL 33309
954-947-3015
SERVICE AREA
Florida, Michigan
Luke Wrenn
Investment Adviser Representative
1120 Haymarket Dr.
Lakeland, FL 33809
863.430.9806
SERVICE AREA
Florida
Frederick Wright
Investment Adviser Representative
407-758-7486
SERVICE AREA
Florida
E. Shel Yetman
Investment Adviser Representative
Florida offices conveniently located in Tampa,
Sun City Center and Lakewood Ranch.
813.440.9589
SERVICE AREA
Serving the Sun Coast and West Central, FL
GEORGIABACK TO TOP
Dwain Blake
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
Erik Dodds
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
David Locy
Investment Adviser Representative
48 Cottonwood Ct.
Palm Coast, FL 32137
386.843.9192
SERVICE AREA
Florida, Georgia
John Mills, Enrolled Agent – Tax Planning
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
770.843.5159
SERVICE AREA
Georgia
Steve Morris
Investment Adviser Representative
Offices in Georgia and Tennessee
770.596.2644
SERVICE AREA
Georgia
Brady Nelson
Investment Adviser Representative
48 Kings Colony Ct.
Palm Coast, FL 32137
904-878-1618
SERVICE AREA
Northeast Florida, Georgia
ILLINOISBACK TO TOP
Nathan Chapel
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
8473708198
SERVICE AREA
Illinois
Patrick Kaiser, CLU, ChFC
Investment Adviser Representative
9501 W. 144th Place #300A
Orland Park, IL 60462
708.633.9900
SERVICE AREA
Illinois
Scott Svoboda
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
847-682-0634
SERVICE AREA
Illinois
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
SERVICE AREA
New Mexico, Illinois
Rick Wang
Investment Adviser Representative
Century Plaza
7210 E. State St., Ste 102, Rockford, IL 61108
815.997.5930
SERVICE AREA
Illinois
Andrew Watson
Investment Adviser Representative
444 Skokie Blvd. #302
Wilmette, IL. 60091
847-256-3049
SERVICE AREA
Illinois
IOWABACK TO TOP
Bill Berg
Investment Adviser Representative
12951 University Avenue 120-A
Clive, Iowa 50325
866-694-5381
SERVICE AREA
Iowa, Alabama, Arkansas, Kansas, Missouri
Don Breuker
Investment Adviser Representative
602 39th Street
Spirit Lake, IA 51360-2045
712.336.4855
SERVICE AREA
Iowa
Paul Fokken
Investment Adviser Representative
704 Eaton St.
Dunlap, IA 51529
605.695.6776
SERVICE AREA
Iowa
Aaron Hawks
Investment Adviser Representative
4200 University Ave Ste 311
West Des Moines, IA 50266
515-422-9021
SERVICE AREA
Iowa
Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
SERVICE AREA
Wisconsin, Iowa
Vicki Monaco
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
515.309.2985
SERVICE AREA
Iowa
Mark Triplett, CFEd
Investment Adviser Representative
1680 SW Ankeney Rd., STE 1A Unit 6
Ankeny, IA 50023
515.528.8632
SERVICE AREA
Colorado
Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
SERVICE AREA
National
KC Wingert, RICP®
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
(515) 274-9190
SERVICE AREA
Iowa
KANSASBACK TO TOP
Michael Berlau
Investment Adviser Representative
SERVICE AREA
Kansas, Missouri
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
SERVICE AREA
KS, MO, AR, TX
M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
SERVICE AREA
Kansas, Maryland, Missouri
John Poolman
Investment Adviser Representative
1722 S. Glenstone Ave.,STE J, #12 Springfield,
MO 65804 & 8237 Rosehill Rd, Lenexa, KS 66215
417.234.3185
SERVICE AREA
Kansas, Missouri
KENTUCKYBACK TO TOP
Diane Davis, ChFC® NSSA®
Investment Adviser Representative
9900 Corporate Campus, STE 3000
Louisville, KY 40223
877-659-2618
SERVICE AREA
Kentucky
MAINEBACK TO TOP
Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, ME 04412
400 N Hwy A1A, STE 53 Jupiter, FL 33477
207.989.5089
SERVICE AREA
Florida
MARYLANDBACK TO TOP
David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, Virginia, West Virginia
M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
SERVICE AREA
Kansas, Maryland, Missouri
MICHIGANBACK TO TOP
James Underwood
Investment Adviser Representative
1451 W. Cypress Creek Rd, Ste 300
Ft. Lauderdale, FL 33309
954-947-3015
SERVICE AREA
Florida, Michigan
MINNESOTABACK TO TOP
Todd Ehret
Investment Adviser Representative
1403 15th Ave NW
Austin, MN 55912
507.433.3353
SERVICE AREA
Minnesota, Iowa, Missouri, Wisconsin, Florida
Gabe Fransen
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
763.220.0234
SERVICE AREA
Minnesota
Brad Gerberding
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
763.241.8197
SERVICE AREA
Minnesota
Greg Rieckhoff, LUTC
Investment Adviser Representative
8646 Eagle Creek CR. #208
Savage, MN 55378
952-855-1198
SERVICE AREA
Minnesota
MISSOURIBACK TO TOP
Michael Berlau
Investment Adviser Representative
SERVICE AREA
Kansas, Missouri
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
SERVICE AREA
KS, MO, AR, TX
M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
SERVICE AREA
Kansas, Maryland, Missouri
John Poolman
Investment Adviser Representative
1722 S. Glenstone Ave.,STE J, #12 Springfield,
MO 65804 & 8237 Rosehill Rd, Lenexa, KS 66215
417.234.3185
SERVICE AREA
Kansas, Missouri
NEVADABACK TO TOP
Erik Dodds
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
Dwain Blake
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
NEW JERSEYBACK TO TOP
Bob Cruces
Investment Adviser Representative
411 Hackensack Ave Ste 200
Hackensack, NJ 07601
201.425.8018
SERVICE AREA
New Jersey, New York
Keith Hawk, AAMS®
Investment Adviser Representative
3322 US Highway 22 West, Suite 425
Branchburg, NJ 08876
908.722.4008
SERVICE AREA
New Jersey, Pennsylvania
Rick Kelley
Investment Adviser Representative
999 Riverview Drive, Suite 201
Totowa, New Jersey 07512
973.406.5165
SERVICE AREA
New York, New Jersey
John Zakar
Investment Adviser Representative
201-708-7526
SERVICE AREA
New Jersey
NEW MEXICOBACK TO TOP
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
SERVICE AREA
New Mexico, Illinois
NEW YORKBACK TO TOP
Bob Cruces
Investment Adviser Representative
411 Hackensack Ave Ste 200
Hackensack, NJ 07601
201.425.8018
SERVICE AREA
New Jersey, New York
Rick Kelley
Investment Adviser Representative
999 Riverview Drive, Suite 201
Totowa, New Jersey 07512
973.406.5165
SERVICE AREA
New York, New Jersey
Carmine Pardi
Investment Adviser Representative
5672 Main St
Williamsville,NY 14221
716-207-7243
SERVICE AREA
New York
Stephen Snitchler, CLTC
Investment Adviser Representative
316 Park Ave
Binghamton, NY 13903
607.760.6038
SERVICE AREA
New York
NORTH CAROLINABACK TO TOP
Tim Baker
Investment Adviser Representative
216.644.5323
SERVICE AREA
North Carolina, Ohio
Dan Cooper, CAS, RFC, LUTCF
Investment Adviser Representative
4024 Oleander Dr., Suite 1-A
Wilmington, NC 28403
910.790.7990
SERVICE AREA
North Carolina
OHIOBACK TO TOP
Tim Baker
Investment Adviser Representative
216.644.5323
SERVICE AREA
North Carolina, Ohio
Woody Bowling
Investment Adviser Representative
SERVICE AREA
Ohio, KY,IN
John E. Harris, Jr, CFP®,RFC
Investment Adviser Representative
1550 Magnolia Dr.
Cincinnati, OH 45215
513.281.5200
SERVICE AREA
Ohio,Virginia
Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 206
Canton, OH 44718
330.348.5000
SERVICE AREA
Ohio
Kimball Kistler
Investment Adviser Representative
5400 Charleston Rd.
Newton Falls, OH 44444
330.872.0036
SERVICE AREA
Ohio
Richard “Dick” Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
SERVICE AREA
Ohio, Texas
Ben Nienberg, CLU, ChFC
Investment Adviser Representative
130 Washington St., P. O. Box 130
Glandorf, OH 45848
419-538-6824
SERVICE AREA
Greater Northwest Ohio and Ohio
OKLAHOMABACK TO TOP
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
SERVICE AREA
Oklahoma, Texas
Robert Norris
Investment Adviser Representative
2 South Vann St.
Pryor, OK 74361
918.530.1529
SERVICE AREA
Oklahoma
PENNSYLVANIABACK TO TOP
Owen Edwards
Investment Adviser Representative
310 Third Street
Blakely, PA 18447
570.291.9916
SERVICE AREA
Pennsylvania (Northeastern Pennsylvania and surrounding area)
Keith Hawk, AAMS®
Investment Adviser Representative
3322 US Highway 22 West, Suite 425
Branchburg, NJ 08876
908.722.4008
SERVICE AREA
New Jersey, Pennsylvania
David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, Virginia, West Virginia
SOUTH CAROLINABACK TO TOP
Ed Falkowski
Investment Adviser Representative
Serving the Mt. Pleasant
and Charleston, SC area
843.442.0986
SERVICE AREA
South Carolina
TEXASBACK TO TOP
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
SERVICE AREA
Oklahoma, Texas
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
352.750.1637
SERVICE AREA
California, Texas
Craig Cassidy
Investment Adviser Representative
12180 Ridgecrest Road, Suite 110
Victorville, CA 92395
760-766-0700
SERVICE AREA
California, Texas
John Howell, CSA
Investment Adviser Representative
501.500.3119
SERVICE AREA
Texas, Arkansas
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
8165883624
SERVICE AREA
KS, MO, AR, TX
Lincoln McRae
Investment Adviser Representative
PO Box 16783, Jacksonville, FL 32245
904.232-8820
SERVICE AREA
Florida, Texas
Richard “Dick” Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
SERVICE AREA
Ohio, Texas
Alan Olson
Investment Adviser Representative
16850 Saturn Ln, Ste 100
Houston, Texas 77058
281.967.6069
SERVICE AREA
Texas
Art Papale
Investment Adviser Representative
P O Box 23756
Jacksonville, FL 32241
904-262-4052
SERVICE AREA
FL & TX
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
SERVICE AREA
Florida, Virginia, Texas
John Stephens, CPA
Investment Adviser Representative
1529 Bethlehem Rd.
Allen, TX 75002
214.288.5018
SERVICE AREA
VIRGINIABACK TO TOP
John E. Harris, Jr, CFP®,RFC
Investment Adviser Representative
1550 Magnolia Dr.
Cincinnati, OH 45215
513.281.5200
SERVICE AREA
Ohio,Virginia
David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, Virginia, West Virginia
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
SERVICE AREA
Florida, Virginia, Texas
Shelli Richardson
Investment Adviser Representative
501 Village Green Parkway, Unit 5
Bradenton, FL 34209
941-251-9916
SERVICE AREA
Virginia and Florida
John Thoma
Investment Adviser Representative
9701 Gayton Road Ste. 9
Richmond, VA 23238
804.562.7209
SERVICE AREA
Virginia
Reese Smith
Investment Adviser Representative
90 Emerald Heights Dr
Fishersville, VA 22939
SERVICE AREA
The Shenandoah Valley and Central Virginia.
WASHINGTONBACK TO TOP
Rick Anderson
Investment Adviser Representative
2425 N Trumpeter Dr
Mount Vernon, WA 98273
360.391.3279
SERVICE AREA
Washington
Ken Eddy
Investment Adviser Representative
SERVICE AREA
Washington
WEST VIRGINIABACK TO TOP
David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, Virginia, West Virginia
WISCONSINBACK TO TOP
Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
SERVICE AREA
Wisconsin, Iowa
Tom Strangstalien
Investment Adviser Representative
120 S. Leonard St.
West Salem, WI 54669
608.304.1579
SERVICE AREA
Wisconsin
401(k) Maneuver™ is offered by Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Royal Fund Management, LLC, is not affiliated with or endorsed by NASDAQ.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Projections are based on assumptions that may not come to pass.
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