Jon Paul Cassada

Donald Aaron Jr. is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and his own firm, Aaron and Associates, LLC, where he served as Owner and President specializing in insurance sales and services. Regal Investment Advisors, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, combining various asset classes and strategies, with investment decisions implemented by Regal under the direction of the client’s financial adviser.

Thomas Lee is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and three years of industry experience. He has previously worked at W&S Brokerage and Western & Southern Life and serves as a part-time pastor at Pittsville Pentecostal Holiness Church. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on a sub-advisory platform that manages approximately $2.88 billion across proprietary and third-party strategies.

Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 17 years of industry experience. She has previously worked at Wells Fargo Clearing, Edward Jones, and BB&T Asset Management. Satterfield serves on the board of Virginia Tech’s College of Agriculture and Life Sciences. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio management using various investment vehicles and offers financial planning along with access to third-party manager programs.

Patrick Wales is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by technology and oversight teams, to deliver its AMC Advantage manager-selection program.

Kari Collins is a financial advisor at Davenport & Company LLC with 11 years at the firm and four years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves as secretary for Irish Twins, LLC, a rental property business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division manages separately managed accounts, model portfolios, and mutual funds through a team-based approach.

Edgar Love is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He serves as a volunteer board member for the City of Danville Employee Retirement System. Davenport & Company serves individual and institutional clients with a range of services including asset management, financial planning, and investment banking. The firm employs a team-based approach to portfolio management and offers various advisory programs alongside its mutual funds and fixed-income strategies.