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.
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.

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.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.