Royal Fund Management, LLC

Clement Brandenburg Jr. is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Belpointe Asset Management and Tuttle Wealth Management. He also owns an accounting and insurance business, Clement Brandenburg Jr. CPA, PA, which he has operated since 1985. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical methods to develop tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Jamie Lamson is a Series 65-licensed advisor at Royal Fund Management, LLC with one year of industry experience. Prior to joining Royal Fund Management, Lamson held roles at Paradise Shop n Save, Hannaford, NorthPoint Financial LLC, and the University of Maine. Royal Fund Management serves a diverse client base including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance and employs a range of investment strategies, managing approximately $1.55 billion in assets with a team of 83 advisors.

Bradley Gerberding is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Insurance LLC since 2020 and has been affiliated with Royal Fund Management, LLC dba Strategic Financial Group since 2013. Outside of advising, he is an independent insurance agent in Minnesota and Wisconsin and maintains a presence as an internet influencer on TikTok. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services for retirement plan participants.

Joseph Faulk is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also served as president of First Cardinal Financial Services, an insurance business, since 2008. Additionally, he is a silent partner in a tobacco product business. Royal Fund Management provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and charitable organizations. The firm employs a range of investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Jo Ann Holst is a financial advisor with Royal Fund Management, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 13 years of industry experience. She has operated Holst Financial, Inc. dba Fuel Financial, Inc. since 2010 and owns jHolst Designs, a glass and fiber arts and crafts business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis and offers specialized services including options writing and access to select non-traded REITs.

Donald Breuker is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Royal Fund Management since 2015 and has operated as a licensed independent insurance agent under Breuker Financial Strategies since 2005. Additionally, he has longstanding involvement in property management through Breuker Management Services, Inc. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.

Virginia Schlosser is a financial advisor with Royal Fund Management, LLC in Jacksonville, FL, holding a Series 65 credential and three years of industry experience. She is also involved with Schlosser Insurance Services LLC as an independent licensed insurance agent focusing on life, health, and annuities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and offers both discretionary and held-away account management while operating at enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Kevin Wingert is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2016. Wingert is also involved in developing educational materials for higher education through his ownership of Fellowship of Fiduciary Education, LLC, and provides training on retirement planning concepts for independent insurance professionals at American Retirement Systems. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances.

Charles Triana is a financial advisor with Royal Fund Management, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Ameriprise Financial Service, LLC, American Senior Benefits, and Bankers Life. He is also an independent licensed insurance agent specializing in life and annuities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses tailored investment strategies based on written Investment Policy Statements and offers both discretionary and held-away advice.

William Foley Jr. is a Series 65 licensed financial advisor with Royal Fund Management, LLC, bringing 10 years of industry experience. He has worked at Royal Fund Management since 2015 and previously at Integrated Trust Systems from 2017 to 2022. Outside of his advisory role, he assists consumers as an independent insurance agent and licensed public adjuster, focusing on the insurance property claims settlement process. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm develops customized Investment Policy Statements and employs a range of strategies, including long-term investing and options writing, with regular portfolio monitoring aligned to risk tolerances.

Dharam Kalra is a CFP® and ChFC® with 15 years of industry experience, currently serving at Royal Fund Management, LLC. He has held roles at Tax Centers 360 and Signature America Financial & Insurance Services Inc., where he is president and markets life, health, and fixed annuities. Kalra is also involved in community organizations, including board memberships at the Hindu Temple Society of Inland Empire and the Executive Guild of El Toro. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Lincoln Mcrae IV is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He also operates McRae Financial, an independent insurance agency, and works as a sports official in multiple sports at various levels. Additionally, he provides transportation and rideshare services outside of his advisory role. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and provides services including third-party manager recommendations and options-writing overlays.

David Martin is a CFP® professional with over 40 years of experience in the financial services industry. He is currently affiliated with Royal Fund Management, LLC and Financial Security Planners, LLC, along with serving as president of Advanced College Planning, LLC, where he provides college planning advisory services. Martin is also a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.