Meet Our Team | 401k Maneuver
 

Our Team

CLICK ON THE MAP TO VIEW ADVISERS IN YOUR STATE

Corporate HeadquartersBACK TO TOP

Mark Sorensen

CEO, Founder

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Linda Sorensen

Co-Founder
Office Management

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Craig Merz

General Manager
Head of Trading

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Stephanie Maufroy

Chief Compliance Officer

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Matt Jackson

President Institutional Sales

375 E Horsetooth Road #2-202
Fort Collins, CO 80525
(970) 229-1616

SERVICE AREA

Corporate Headquarters

Brian Neff

President Marketing

5027 Cardinal Ct.
Little Elm, TX 75068
(972) 704-3017

SERVICE AREA

Corporate Headquarters

Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

Carissa Bruce

Chief Administrative Officer
Executive Assistant

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Jess Quirello

Senior Success Specialist

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Jessica Willis

Maneuver Project Management
Business Systems Analyst

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Verniece Miller

Adviser Success Specialist

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Laura Hallett

Adviser Success Specialist

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Ayris Abad

Trading / Adviser Liaison

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Kelley C. Pyles, CFP®

Investment Adviser Representative

1515 Buenos Aires Boulevard
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Florida, Virginia, Texas

Lynn Alexander

Compliance Consultant

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Rebel - In Loving Memory (2008-2016)

Office Liaison

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

Maverick

Mascot of Maneuver Nation

1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060

SERVICE AREA

Corporate Headquarters

ARIZONABACK TO TOP

Hunter Von Unschuld, JD, CEBS

Investment Adviser Representative

4801 Lang Ave NE, STE 110
Albuquerque, NM 87109
(505) 301-7960

SERVICE AREA

Arizona, Illinois, New Mexico, Texas

ARKANSASBACK TO TOP

John Howell, CSA

Investment Adviser Representative


Jacksonville, AR 72078
(501) 291-8918

SERVICE AREA

Texas, Arkansas, Mississippi

Gary Pinkerton

Investment Adviser Representative

310 N 3rd Street
De Queen, AR 71832
(870) 286-2000

SERVICE AREA

Arkansas

David Templeton, RFC

Investment Adviser Representative

24 Chicot Drive
Maumelle, AR 72113
(501) 803-0271

SERVICE AREA

Arkansas, Texas

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
(512) 561-1000

SERVICE AREA

California, Texas

Craig Cassidy

Investment Adviser Representative


Palm Desert, CA 92260
(760) 766-0700

SERVICE AREA

California, Texas

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

COLORADOBACK TO TOP

Michael Berlau

Investment Adviser Representative

11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260

SERVICE AREA

Colorado, Kansas, Missouri, Nebraska, Oklahoma, Texas

Pat Frederiksen

Investment Adviser Representative


Golden, CO 80401
(303) 919-1020

SERVICE AREA

Colorado

Jo-Ann Holst, CFP®

Investment Adviser Representative

550 South Wadsworth Blvd. #401
Lakewood, CO 80226
(720) 287-5880

SERVICE AREA

Colorado, Texas

Colette Snyder

Investment Adviser Representative

550 South Wadsworth Blvd. #401
Lakewood, CO 80226
(720) 287-5880

SERVICE AREA

Colorado

Matt Snyder

Investment Adviser Representative

550 South Wadsworth Blvd. #401
Lakewood, CO 80226
(720) 287-5880

SERVICE AREA

Colorado

Mark Triplett, CFEd

Investment Adviser Representative

7040 NE 14th St., Suite 103
Ankeny, IA 50021
(515) 528-8632

SERVICE AREA

Iowa, Colorado

Terry Tyler

Investment Adviser Representative

355 South Teller St., STE 200
Lakewood, CO 80226
(303) 231-1008

SERVICE AREA

Colorado

CONNECTICUTBACK TO TOP

David Martin, CFP

Investment Adviser Representative

1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860) 721-6110

SERVICE AREA

Connecticut, Florida

FLORIDABACK TO TOP

Brandon Beck

Investment Adviser Representative

Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
(352) 633-9046

SERVICE AREA

Florida

Investment Adviser Representative of Blackston Financial Advisory Group, LLC. Blackston Financial Advisory Group, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

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

Investment Adviser Representative of Blackston Financial Advisory Group, LLC. Blackston Financial Advisory Group, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

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

Investment Adviser Representative of Blackston Financial Advisory Group, LLC. Blackston Financial Advisory Group, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

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
(207) 356-4178

SERVICE AREA

Maine, Florida

Michael Conway

Investment Adviser Representative

700 22nd Ave., Suite A
Vero Beach, FL 32966
(772) 480-4110

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) 760-5782

SERVICE AREA

Florida

Liliana DeLara, CLTC

Investment Adviser Representative

5401 S. Kirkman Rd., Ste. 310
Orlando, FL 32819
(321) 939-4157

SERVICE AREA

Florida

Richard G. Easterbrook, CFP®

Investment Adviser Representative

801 International Parkway, Suite 500
Lake Mary, FL 32746
(800) 839-9248

SERVICE AREA

Florida

Joe Faulk

Investment Adviser Representative

4115 W. Spruce Street, Suite 208
Tampa, FL 33607
(813) 928-5454

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

Jonathan Jung

Investment Adviser Representative


Casselberry, FL 32707
(407) 766-7093

SERVICE AREA

Florida

John Link, CLU®, ChFC®, RICP

Investment Adviser Representative

7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(816) 588-3624

SERVICE AREA

Kansas, Missouri, Arkansas, Texas, Florida

David Locy

Investment Adviser Representative

48 Cottonwood Ct.
Palm Coast, FL 32137
(386) 445-8103

SERVICE AREA

Florida, Georgia

Robert Lozano, M.A.

Investment Adviser Representative

Virtual Office

(305) 251-6054

SERVICE AREA

Florida, Tennessee, Texas

Lincoln McRae

Investment Adviser Representative


Jacksonville, FL 32221
(630) 664-9395

SERVICE AREA

Florida, Texas

David Martin, CFP

Investment Adviser Representative

1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860) 721-6110

SERVICE AREA

Connecticut, Florida

Tony Menendez

Investment Adviser Representative

1205 Mariposa Ave, #230
Coral Gables, FL 33146
(786) 259-2000

SERVICE AREA

Florida

Brian Neff

Investment Adviser Representative

5027 Cardinal Ct.
Little Elm, TX 75068
(972) 704-3017

SERVICE AREA

Florida, Nevada, Ohio, Texas

Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

Brady Nelson

Investment Adviser Representative

108 Spoonbill Dr
Palm Coast, FL 32164
(904) 878-1618

SERVICE AREA

Northeast Florida, Georgia

Kelley C. Pyles, CFP®

Investment Adviser Representative

1515 Buenos Aires Boulevard
The Villages, FL 32159
(352) 751-4590

SERVICE AREA

Florida, Virginia, Texas

Kevin J. Schneider

Investment Adviser Representative


Miami, FL 33145
(703) 307-2688

SERVICE AREA

Florida

Luke Wrenn

Investment Adviser Representative

1120 Haymarket Dr.
Lakeland, FL 33809
(863) 430-9806

SERVICE AREA

Florida

Frederick Wright

Investment Adviser Representative


Orlando, FL 32828
(407) 758-7486

SERVICE AREA

Florida

GEORGIABACK TO TOP

Erik Dodds

Investment Adviser Representative


Statesboro, GA 30458
(702) 252-7252

SERVICE AREA

Georgia, Nevada

Investment Adviser Representative of CRG Wealth, LLC. CRG Wealth, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

David Locy

Investment Adviser Representative

48 Cottonwood Ct.
Palm Coast, FL 32137
(386) 445-8103

SERVICE AREA

Florida, Georgia

John Mills

Investment Adviser Representative

2002 Summit Blvd, Suite 300
Atlanta, GA 30319
(770) 843-5159

SERVICE AREA

Georgia

Brady Nelson

Investment Adviser Representative

108 Spoonbill Dr
Palm Coast, FL 32164
(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
(847) 370-8198

SERVICE AREA

Illinois

Sean Rhodes

Investment Adviser Representative


St. Charles, IL 60174
(630) 945-3517

SERVICE AREA

Illinois

Investment Adviser Representative of Rhodes Capital Management, Inc. Rhodes Capital Management, Inc is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

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

Arizona, Illinois, New Mexico, Texas

Rick Wang

Investment Adviser Representative

7210 E State Street, Suite 102
Rockford, IL 61108
(815) 997-5930

SERVICE AREA

Illinois

Andrew Watson

Investment Adviser Representative

5250 Old Orchard Rd, Ste 300
Skokie, IL 60077
(847) 800-7515

SERVICE AREA

Illinois

IOWABACK TO TOP

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

7040 NE 14th St., Suite 103
Ankeny, IA 50021
(515) 528-8632

SERVICE AREA

Iowa, Colorado

Russ Wagner

Investment Adviser Representative

111 NW 2nd, Suite 200
Stuart, IA 50250
(515) 745-3720

SERVICE AREA

Iowa, Texas

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

11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260

SERVICE AREA

Colorado, Kansas, Missouri, Nebraska, Oklahoma, Texas

John Link, CLU®, ChFC®, RICP

Investment Adviser Representative

7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(816) 588-3624

SERVICE AREA

Kansas, Missouri, Arkansas, Texas, Florida

John Lawrence

Investment Adviser Representative

7300 W 110th Street, Suite 700
Overland Park, KS 66210
(913) 645-4820

SERVICE AREA

Kansas, Missouri

M. Scott Norris

Investment Adviser Representative

7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(913) 627-9447

SERVICE AREA

Kansas, Maryland, Missouri

John Poolman

Investment Adviser Representative

8237 Rosehill Rd
Lenexa, KS 66215
(417) 234-3185

SERVICE AREA

Kansas, Missouri

LOUISIANABACK TO TOP

Mark Triplett, CFEd

Investment Adviser Representative

7040 NE 14th St, Ste 103
Ankeny, IA 50021
(515) 528-8632

SERVICE AREA

Louisiana, Iowa, Colorado

MAINEBACK TO TOP

Jim Clifford

Investment Adviser Representative

165 State Street
Brewer, ME 04412
(207) 356-4178

SERVICE AREA

Maine, Florida

MARYLANDBACK TO TOP

David Latch, CFP®

Investment Adviser Representative


Frederick, MD 21702
(301) 662-6126

SERVICE AREA

Maryland, Pennsylvania, Texas, Virginia, West Virginia

M. Scott Norris

Investment Adviser Representative

7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(913) 627-9447

SERVICE AREA

Kansas, Maryland, Missouri

MINNESOTABACK TO TOP

Todd Ehret

Investment Adviser Representative

1403 15th Ave NW
Austin, MN 55912
(507) 433-3353

SERVICE AREA

Minnesota

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

13955 West Preserve Blvd, Suite 302
Burnsville, MN 55416
(612) 296-6681

SERVICE AREA

Minnesota

MISSISSIPPIBACK TO TOP

John Howell, CSA

Investment Adviser Representative


Jacksonville, AR 72078
(501) 291-8918

SERVICE AREA

Texas, Arkansas, Mississippi

MISSOURIBACK TO TOP

Michael Berlau

Investment Adviser Representative

11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260

SERVICE AREA

Colorado, Kansas, Missouri, Nebraska, Oklahoma, Texas

John Lawrence

Investment Adviser Representative

7300 W 110th Street, Suite 700
Overland Park, KS 66210
(913) 645-4820

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
(816) 588-3624

SERVICE AREA

Kansas, Missouri, Texas, Florida

M. Scott Norris

Investment Adviser Representative

7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(913) 627-9447

SERVICE AREA

Kansas, Maryland, Missouri

John Poolman

Investment Adviser Representative

8237 Rosehill Rd
Lenexa, KS 66215
(417) 234-3185

SERVICE AREA

Kansas, Missouri

NEBRASKABACK TO TOP

Michael Berlau

Investment Adviser Representative

11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260

SERVICE AREA

Colorado, Kansas, Missouri, Nebraska, Oklahoma, Texas

NEVADABACK TO TOP

Erik Dodds

Investment Adviser Representative


Statesboro, GA 30458
(702) 252-7252

SERVICE AREA

Georgia, Nevada

Investment Adviser Representative of CRG Wealth, LLC. CRG Wealth, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

Brian Neff

Investment Adviser Representative

5027 Cardinal Ct
Little Elm, TX 75068
(972) 704-3017

SERVICE AREA

Florida, Nevada, Ohio, Texas

Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

NEW JERSEYBACK TO TOP

John Zakar

Investment Adviser Representative


Matawan, NJ 7747
(201) 708-7526

SERVICE AREA

New Jersey

NEW MEXICOBACK TO TOP

Henry Von Unschuld

Investment Adviser Representative

4801 Lang Ave NE, STE 110
Albuquerque NM 87109
(505) 301-7960

SERVICE AREA

New Mexico

Hunter Von Unschuld, JD, CEBS

Investment Adviser Representative

4801 Lang Ave NE, STE 110
Albuquerque NM 87109
(505) 301-7960

SERVICE AREA

Arizona, Illinois, New Mexico, Texas

NORTH CAROLINABACK TO TOP

Tim Baker

Investment Adviser Representative


Richfield, OH 44286
(216) 644-5323

SERVICE AREA

North Carolina, Ohio

Tom Corbett

Investment Adviser Representative

5960 Fairview Rd., Suite 400
Charlotte, NC 28210
(704) 469-2714

SERVICE AREA

North Carolina

OHIOBACK TO TOP

Tim Baker

Investment Adviser Representative


Richfield, OH 44286
(216) 644-5323

SERVICE AREA

North Carolina, Ohio

Woody Bowling

Investment Adviser Representative



(937) 974-6201

SERVICE AREA

Ohio

Scott Heather

Investment Adviser Representative

4450 Belden Village St NW, STE 206
Canton, OH 44718
(330) 639-4900

SERVICE AREA

Ohio

Kimball Kistler

Investment Adviser Representative


Newton Falls, OH 44444
(330) 872-0036

SERVICE AREA

Ohio

Brian Neff

Investment Adviser Representative

5027 Cardinal Ct
Little Elm, TX 75068
(972) 704-3017

SERVICE AREA

Florida, Nevada, Ohio, Texas

Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

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

Briley Baca

Investment Adviser Representative

110 S. 13th Street
Clinton, OK 73601
(580) 323-6800

SERVICE AREA

Oklahoma, Texas

Bryan Baca

Investment Adviser Representative

110 S. 13th Street
Clinton, OK 73601
(580) 323-6800

SERVICE AREA

Oklahoma, Texas

Michael Berlau

Investment Adviser Representative

11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260

SERVICE AREA

Colorado, Kansas, Missouri, Nebraska, 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

1418 Main Street, Suite 105
Peckville, PA 18452
(570) 383-0515

SERVICE AREA

Pennsylvania, Texas

Keith Hawk, AAMS®

Investment Adviser Representative

400 Northampton St., Suite 300
Easton, PA 18042
(910) 500-5000

SERVICE AREA

New Jersey, Pennsylvania

David Latch, CFP®

Investment Adviser Representative


Frederick, MD 21702
(301) 662-6126

SERVICE AREA

Maryland, Pennsylvania, Texas, Virginia, West Virginia

TennesseeBACK TO TOP

Robert Lozano, M.A.

Investment Adviser Representative

Virtual Office

(305) 251-6054

SERVICE AREA

Florida, Tennessee, Texas

TEXASBACK TO TOP

Briley Baca

Investment Adviser Representative

110 S. 13th Street
Clinton, OK 73601
(580) 323-6800

SERVICE AREA

Oklahoma, Texas

Bryan Baca

Investment Adviser Representative

110 S. 13th Street
Clinton, OK 73601
(580) 323-6800

SERVICE AREA

Oklahoma, Texas

Michael Berlau

Investment Adviser Representative

11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260

SERVICE AREA

Colorado, Kansas, Missouri, Nebraska, 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
(512) 561-1000

SERVICE AREA

California, Texas

Harry Coussou

Investment Adviser Representative

8141 Gladys Ave, Suite 101
Beaumont, TX 77706
(409) 860-9135

SERVICE AREA

Texas

Owen Edwards

Investment Adviser Representative

1418 Main Street, Suite 105
Peckville, PA 18452
(570) 383-0515

SERVICE AREA

Pennsylvania, Texas

Paul Fokken

Investment Adviser Representative

704 Eaton St.
Dunlap, IA 51529
(605) 695-6776

SERVICE AREA

Iowa, Texas

Jo-Ann Holst

Investment Adviser Representative

550 S Wadsworth Blvd. #401
Lakewood, CO 80226
(720) 287-5880

SERVICE AREA

Colorado, Texas

CFP®

John Howell, CSA

Investment Adviser Representative


Jacksonville, AR 72078
(501) 291-8918

SERVICE AREA

Texas, Arkansas, Mississippi

Matt Jackson

President Institutional Sales

375 E Horsetooth Road #2-202
Fort Collins, CO 80525
(970) 229-1616

SERVICE AREA

Corporate Headquarters

David Latch, CFP®

Investment Adviser Representative


Frederick, MD 21702
(301) 662-6126

SERVICE AREA

Maryland, Pennsylvania, Texas, Virginia, West Virginia

John Link, CLU®, ChFC®, RICP

Investment Adviser Representative

7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(816) 588-3624

SERVICE AREA

Kansas, Missouri, Texas, Florida

Robert Lozano, M.A.

Investment Adviser Representative

Virtual Office

(305) 251-6054

SERVICE AREA

Florida, Tennessee, Texas

Lincoln McRae

Investment Adviser Representative


Jacksonville, FL 32221
(630) 664-9395

SERVICE AREA

Florida, Texas

Brian Neff

Investment Adviser Representative

5027 Cardinal Ct
Little Elm, TX 75068
(972) 704-3017

SERVICE AREA

Florida, Nevada, Ohio, Texas

Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement

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

Kelley C. Pyles, CFP®

Investment Adviser Representative

1515 Buenos Aires Boulevard
The Villages, FL 32159
(352) 751-4590

SERVICE AREA

Florida, Virginia, Texas

John Stephens

Investment Adviser Representative


Allen, TX 75013
(214) 288-5018

SERVICE AREA

Texas

David Templeton, RFC

Investment Adviser Representative

24 Chicot Drive
Maumelle, AR 72113
(501) 803-0271

SERVICE AREA

Arkansas, Texas

Hunter Von Unschuld, JD, CEBS

Investment Adviser Representative

4801 Lang Ave NE, STE 110
Albuquerque NM 87109
(505) 301-7960

SERVICE AREA

Arizona, Illinois, New Mexico, Texas

Russ Wagner

Investment Adviser Representative

111 NW 2nd, Suite 200
Stuart, IA 50250
(515) 745-3720

SERVICE AREA

Iowa, Texas

Craig Cassidy

Investment Adviser Representative



(760) 766-0700

SERVICE AREA

California, Texas

VIRGINIABACK TO TOP

David Latch, CFP®

Investment Adviser Representative


Frederick, MD 21702
(301) 662-6126

SERVICE AREA

Maryland, Pennsylvania, Texas, Virginia, West Virginia

Kelley C. Pyles

Investment Adviser Representative

1515 Buenos Aires Boulevard
The Villages, FL 32159
(352) 751-4590

SERVICE AREA

Florida, Virginia, Texas

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

Virginia

WASHINGTONBACK TO TOP

Rick Anderson

Investment Adviser Representative

2425 N Trumpeter Dr.
Mount Vernon, WA 98273
(360) 391-3279

SERVICE AREA

Washington

WEST VIRGINIABACK TO TOP

David Latch, CFP®

Investment Adviser Representative


Frederick, MD 21702
(301) 662-6126

SERVICE AREA

Maryland, Pennsylvania, Texas, Virginia, West Virginia

WISCONSINBACK TO TOP

Harlan Hogrefe

Investment Adviser Representative



(608) 498-1831

SERVICE AREA

Wisconsin, Iowa

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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