Samuel Grezaffi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Regulus Financial Group, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, he is involved in hurricane disaster relief efforts through roles with Disaster Resource Group and A B & S Construction. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisors and their high-net-worth and corporate clients. The firm manages a broad sub-advisory platform offering proprietary and third-party strategies while allowing primary advisors to retain client-facing responsibilities.

Scott Flynn is a financial advisor with Regal Investment Advisors LLC in Bloomington, MN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Regal since 2017 and also maintains a long-term role at Flynn Planning Group since 2003. Outside of his advisory work, Flynn serves as Head of Development for Diamond Leaf Energy and is involved in leasing activities through Diamond Leaf Finance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers a range of proprietary and third-party model portfolios, with discretionary authority to implement and manage these strategies on behalf of clients through their advisors.

Donna Adams is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at OneAmerica Securities and American United Life for 11 years. She is involved with several community organizations, serving as an owner and board member of DamYak Challenge LTD and Paradise Charitable Foundation, and as a board member of BREAK Crystal Lake Teen Center and the Chain-O-Lakes Chamber. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform focused on institutional clients rather than direct relationships with end investors.

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.

Bambrah Walker is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 66 designation and has worked at Regal Investment Advisors since 2024. Walker has previous experience with Regulus Financial Group and Summit Financial Group of Indiana. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with a range of investment strategies and grants discretionary authority to implement and manage these strategies on behalf of clients.

Herbert Franco III is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work history includes roles at firms such as MassMutual Life Insurance Co. and Fidelity Investments. Outside of his advisory role, he is involved in insurance brokerage and works in various delivery and warehouse positions. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion through a range of proprietary and third-party strategies on a sub-advisory platform.

Thomas Bonnington is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Nixon Capital LLC, Kestra Financial, Inc., and IMG Financial Group, Inc. Outside of his advisory work, he has experience in the restaurant industry with Torchy's Tacos. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a combination of proprietary and third-party investment strategies.

Joseph Kindig is a financial advisor at Regal Investment Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Regulus Financial Group, Bankers Life Securities, and Bankers Life and Casualty. Outside of his advisory role, he provides insurance services through AKA Retirement, LLC. Regal Investment Advisors LLC offers discretionary investment management to independent advisers and serves a range of clients including individuals, charitable organizations, and businesses. The firm provides proprietary and third-party investment strategies, allowing advisers to select and manage allocations on behalf of their clients.

Emily Bustraan is a CFP® with 15 years of industry experience, currently serving as an advisor at Regal Investment Advisors LLC. Her prior roles include positions at Regulus Financial Group, LLC and Fidelity, where she worked in both advisory and brokerage capacities. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves a diverse client base including individual, charitable, and corporate clients through its network of financial advisers.

James White is a financial advisor at Regal Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities for 13 years. In addition to his advisory role, James serves as president of the Society of St. Vincent De Paul in Grand Rapids, a nonprofit charity. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary implementation through Financial Advisers.

Brian Yarch is a ChFC® credentialed financial advisor with 25 years of industry experience, currently serving at Regal Investment Advisors LLC. His work history includes roles at Regulus Financial Group, Bright Owl Investment Advisors, and Regal Investment Advisors dating back to 2000. Outside of advising, he is involved in bookkeeping and business coaching for a holistic wellness company. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering both proprietary and third-party portfolio strategies across a range of client types including individuals, charitable organizations, and businesses.

Kevin Berwald is a CFP® and ChFC® with 29 years of industry experience. He has been with Regal Investment Advisors LLC since 2021 and previously worked at Pacific Life for 19 years. Outside of his advisory role, he is involved in sales coaching and consulting through Berwald Financial Enterprises, LLC and Catalyst4Growth, and serves as a national sales manager for Lionshare. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and subadvisors, serving individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios and grants advisers discretionary authority to manage and rebalance accounts according to selected strategies.

John Kelly is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Regal Investment Advisors LLC. He has previously worked with firms including Regulus Financial Group and Carrington Advisors, LLC. Kelly serves on the board of the International Student Foundation, a 501(c)(3) charitable organization. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

James Dillon is a financial advisor with Regal Investment Advisors LLC in Plymouth, Indiana, holding a Series 66 designation and 19 years of industry experience. He has been with Regal Investment Advisors and Regulus Financial Group since 2014. Outside of advisory work, Dillon is involved in managing an ABLE account for his son and participates in tax preparation and bookkeeping services through a separate business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, allowing advisers to select and implement strategies on behalf of their clients.

Russell Smith is a CFP® and ChFC® with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has held roles at Regulus Financial Group, Cetera, and Torimax Financial Group, where he serves as President and CEO. Outside of his advisory work, he leads Torimax Financial Group, a company involved in the sale of fixed deferred and immediate annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios covering various asset classes, with advisors selecting allocations and granting Regal discretionary authority to implement strategies on client accounts.

Bari Bell Jr. is a financial advisor at Regal Investment Advisors LLC with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Regal Investment Advisors since 2011 and Regulus Financial Group since 2014. Outside of advisory work, he is involved in insurance sales, including term and life insurance with Jackson National Life and fixed insurance with Pacific Life. Regal Investment Advisors LLC provides discretionary investment management services through independent financial advisers, serving individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, granting Regal authority to implement and manage strategies on behalf of clients.

Jeffrey Gibbens is a financial advisor with Regal Investment Advisors LLC in Erie, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked previously with Regulus Financial Group, LLC, IC Advisory Services, Inc., and The Investment Center Inc. Outside of finance, he is a professional musician playing trumpet, flugelhorn, bass, and drums, a role he has maintained since 1980. He also serves as a chapter president and instructor for the American Financial Education Alliance and as a trustee for the local American Federation of Musicians. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and their clients, including individuals, charitable organizations, and businesses. The firm offers a variety of proprietary and third-party investment strategies and maintains discretionary authority to implement and manage portfolios 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.

Cory Thompson is a financial advisor with Regal Investment Advisors LLC in Jenks, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Regal Investment Advisors and Regulus, LLC since 2015. Outside of his advisory role, he owns and operates Cory Thompson & Associates, which participates in the sale of equity-indexed annuities. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority granted to implement and manage client portfolios through these selected approaches.

Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.