Thomas J Lee

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.

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 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.

Barry Riddle is a financial advisor at Davenport & Company LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a variety of advisory programs through dedicated portfolio manager teams and manages several mutual funds and fixed-income strategies.