Trevor Kurth is a CFP® with nine years of industry experience, currently serving at Regal Investment Advisors LLC since 2017. He also operates under the name Fischer Wealth Management and provides life, disability, and long-term care insurance options to clients. Regal Investment Advisors, doing business as LionShare, offers 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.

Daniel Mercado is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Schorn Wealth, Sorrento Pacific Financial, First Allied Advisory Services, and his own firm, Mercado Financial Group, LLC. He provides insurance and financial services through Mercado Financial Group. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individual, charitable, and corporate accounts. The firm utilizes proprietary and third-party model portfolios, granting Regal authority to implement and adjust strategies on behalf of clients.

Terry Hollar is a ChFC® with 38 years of industry experience, currently serving at Regal Investment Advisors LLC and Regulus, LLC. He has held roles at these firms since 2012 and 2014, respectively. Outside of his advisory work, Hollar is president of a homeowners association and is active as an officer and president in local community organizations, including a Lutheran day school and church. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through a network of financial advisers who manage suitability and client communications.

Darrans Desire is a financial advisor at Regal Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including AM Benefit Services and Kinetic Investment Management, Inc. He also operates BettrLife Financial Services LLC, providing financial and insurance services. Regal Investment Advisors, operating as LionShare, offers sub-advisory services focused on model portfolio implementation and discretionary investment management to unaffiliated advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution, rebalancing, and overlay management within a sub-advisory framework.

Carl Keil is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 18 years. Outside of his advisory role, he is the sole member of S&P Enterprises, LLC, an umbrella LLC not currently active in business operations. 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 investment strategies, with discretionary authority to implement and manage portfolios on behalf of clients through their financial advisers.

Andres Zambrano is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and served six years in the United States Air Force. Outside of advising, he provides insurance services as a licensed insurance agent. Regal Investment Advisors LLC offers discretionary investment management services primarily through independent advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party model portfolios, with advisers selecting and overseeing allocations while Regal manages implementation and rebalancing.

Leonard Dandridge is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Regal, he worked at Floor and Décor and Cornerstone Wealth Associates. Outside of his advisory role, he is active as an insurance agent and investment advisor representative through affiliated businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Daylen Dye is a financial advisor at Regal Investment Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2012 to 2023. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and focuses on supporting a network of primary advisors rather than maintaining direct client relationships.

Donald Carlson is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Regal Investment Advisors and affiliated firms since 2010. Outside of his advisory roles, he is a co-founder and volunteer leader of a charity called It’s Gotta Be The Shoes. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Tamara Higgins is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at Regulus, LLC and Kestra Financial Services, Inc. Outside of her advisory work, she is involved in insurance sales and marketing, and conducts workshops through the TruAdvisor Network, as well as participates in software sales related to estate planning. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management services primarily to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through an enterprise-scale sub-advisory platform.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cetera and Cetera Financial Specialists LLC for 20 years. Outside of advisory work, he owns Covenant Tax & Insurance Services, which provides tax preparation and planning. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm utilizes proprietary and third-party model portfolios with a range of asset classes and allows financial advisers to select and oversee account allocations.

Melissa Clements is a CFP® professional with 21 years of industry experience. She is currently with Regal Investment Advisors LLC and has been associated with Regulus Financial Group, LLC since 2015. In addition to her advisory roles, she provides financial and insurance services as an insurance agent and registered assistant through Riverbank Wealth Management. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party strategies, granting advisers discretionary authority to implement and manage client portfolios.

Devan Dekker is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Regulus Financial Group, Bank of America, Wells Fargo Advisors, NYLIFE Securities LLC, New York Life Insurance Company, as well as employment outside finance at Grand Valley State University and Weed Man Lawncare. Additionally, Dekker serves as a referee for Michigan Sports Academies, an organized group sports program. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, supporting their high-net-worth and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Travis Peltz is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Regal Investment Advisors LLC and Regulus Financial Group, LLC since 2015, and REP Enterprises LLC since 2010. Outside of advising, he is a partner at Peltz Inc, a holding company. 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 with discretionary implementation and rebalancing managed through Financial Advisers.

Phillip Owens is a ChFC® with 39 years of industry experience, currently serving at Regal Investment Advisors LLC since 2023. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Owens is an executive board member of Lincoln Lake Baptist Youth Camp and serves on several nonprofit and community boards. Regal Investment Advisors, operating under the LionShare brand, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across a range of proprietary and third-party investment strategies.

Anthony Burton is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. Prior to joining Regal in 2018, he worked at Questar Asset Management for one year. Outside of his advisory role, Burton is involved in insurance sales through The Burton Group and operates a tractor service business. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across a range of asset types. The firm serves individual, charitable, and corporate clients through a delegated management approach.

Richard Miller is a CFP® and ChFC® with five years of industry experience, currently serving at Regal Investment Advisors LLC. He has previously worked with MWA Financial Services Inc and Regulus Financial Group, LLC. Miller serves on the boards of several nonprofit organizations, including Seeds of Wisdom, Columbia Opportunity Resource, and Palladium Historic Columbia, where he contributes to event planning and volunteer efforts. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to SEC- and state-registered advisers who serve individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion through proprietary and third-party strategies on a sub-advisory platform.

Michael Barron is a financial advisor at Regal Investment Advisors LLC, holding the CFP® and ChFC® designations with five years of industry experience. He previously worked at Regulus Financial Group, LLC and has been involved with Barron Insurance Services since 2015 as an insurance agent. Outside of advisory services, he engages in the resale of collectibles through a separate business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages several proprietary and third-party investment strategies on a sub-advisory basis and handles trade execution and portfolio management within strategy guidelines.

Bradley Wallick is a CFA® charterholder with 13 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at Canby Grove Capital Inc. and Ct Financial Advisors, LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management primarily to independent investment adviser representatives and, through subadvisor agreements, to other registered advisers. The firm serves a range of clients including individual, charitable, and corporate/business accounts using proprietary and third-party model portfolios.

James Hammond is a financial advisor at Regal Investment Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regulus Financial Group, American Equity Investment Corporation, and FIFTH THIRD SECURITIES. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services primarily to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets. The firm offers a range of proprietary and third-party investment strategies while allowing primary advisors to maintain client relationships and suitability oversight.