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.

Jamison Sanders is a financial advisor with Regal Investment Advisors LLC in Danville, VA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Regal, he worked at BWXT and Food Lion. Sanders is also an insurance agent with Aaron and Associates, where he provides financial and insurance services including life and health insurance sales. Regal Investment Advisors LLC offers discretionary investment management services to independent financial advisers and other registered advisers, serving a range of clients from individual to corporate. The firm provides proprietary and third-party model portfolios and grants discretionary authority to implement and manage investment strategies on behalf of clients.

Thomas Lee is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds the Series 65 designation and has prior experience at W&S Brokerage, Western & Southern Life, and Paul Shelton State Farm. Outside of his advisory work, Lee 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 SEC- and state-registered advisers. The firm manages approximately $2.88 billion across proprietary and third-party strategies and supports a network of advisers rather than maintaining direct client relationships.

Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member for 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 business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may include recommendations for options hedges and third-party money managers.

Patrick Wales is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has been with Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2015. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and manager-selection programs that combine discretionary and non-discretionary approaches with third-party platform support.

Kari Collins is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds a Series 66 designation and has been with Davenport since 2015. Outside of her advisory role, she serves as secretary for Irish Twins, LLC, a rental property business. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio teams and regular committee oversight.