Heather Christmann is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Regulus Financial Group, LLC since 2014 while also being affiliated with Regal Investment Advisors since 2012. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered advisers. The firm serves a range of clients, including individual, charitable, and corporate/business clients, offering proprietary strategies alongside third-party model portfolios.

Paul Cunningham is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services and AdvisorNet Financial Partners. Cunningham also operates The Cunningham Group, Inc., providing financial and insurance services. Regal Investment Advisors LLC offers discretionary investment management through independent advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm employs proprietary and third-party model portfolios and grants advisers authority to implement and manage investment strategies on clients’ behalf.

Jason Eagle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2020 and previously worked at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Securian Financial Services Inc. Eagle also operates as an independent insurance agent, dedicating part of his time to life and annuity products. Regal Investment Advisors, doing business as LionShare, provides model portfolio implementation and discretionary investment management to a network of registered advisers and their high-net-worth and corporate clients, managing approximately $2.88 billion across proprietary and third-party strategies.

Daniel Mercado is an investment advisor representative at Regal Investment Advisors LLC with one year of industry experience. Prior to joining Regal, he held roles at Optum, AbleTo Inc, Sila Solutions Group, and Medtronic. Outside of his advisory work, he serves as a senior program manager at Optum, focusing on healthcare program and project management. Regal Investment Advisors operates an enterprise-scale sub-advisory platform providing model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, executing day-to-day trading discretion within defined strategy parameters.

Shiqi Wang is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. Wang holds the Series 66 designation and has worked at several firms including Regulus Financial Group, Private Advisor Group, LPL Financial, and Aspect Wealth Management. Prior to entering the financial industry, Wang was employed at the University of Texas at San Antonio and Jiangsu Normal University. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management to independent advisers and subadvisor clients, serving a mix of individual, charitable, and corporate/business clients. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal discretionary authority for implementation and rebalancing.

Colby Robbe is a financial advisor at Regal Investment Advisors LLC with a Series 66 designation and one year of industry experience. His background includes roles at Regulus Financial Group and employment at Michigan State University. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform, focusing on day-to-day trading discretion while primary advisors retain responsibility for client relationships.

Jordan Fischer is a CFP® with nine years of experience in the financial services industry. He has been with Regal Financial Group since 2018 and previously worked at NYLIFE Securities LLC, Michael Michalak, and Principal Securities Inc. Fischer is also appointed with outside carriers for brokering non-registered insurance products. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of SEC- and state-registered advisers, serving individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and maintains day-to-day trading discretion within strategy parameters.

Anthony Catapano is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Regal and its affiliate Regulus Financial Group, he worked for Morgan Stanley for four years. Outside of finance, his background includes roles in the restaurant industry. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution, rebalancing, and overlay management within strategy parameters.

Ralph Desire is a Series 65-registered financial advisor with Regal Investment Advisors LLC, based in Naples, FL. He has one year of industry experience and previously worked at Kinetic Investment Management, Dragon Financial Services, and Melaleuca among other roles. In addition to his advisory work at Regal, Desire is involved with BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Christopher Simon is a financial advisor with Regal Investment Advisors LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services, Inc. and Questar Asset Management. He is also the owner of Simon Financial Services, a business focused on life insurance sales and planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering day-to-day trading discretion within selected models while Primary Advisors retain client-facing responsibilities.

Dustin Leach is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Regal Investment Advisors since 2010 and at Regulus, LLC since 2015. Outside of his advisory roles, Leach is a trustee of the E. & H. K. Scholarship Foundation and serves as a board member on an advisory committee for Great Lakes Coils. 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, granting advisers discretion to implement and manage these strategies on clients’ behalf.

Jon Erickson is a Certified Financial Planner® with 11 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at the Institute for Wealth Advisors, Sowell Financial Services, and Concert Wealth Management. Erickson also serves as an investment advisor representative and insurance agent for Fortress Mega LLC. 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 proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

Robert Boerkoel is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Centennial Securities Company and the ongoing operation of Boerkoel & Boerkoel, Ltd., an accounting and tax preparation firm. Regal Investment Advisors LLC provides discretionary investment management to independent advisers and their clients, offering proprietary and third-party model portfolios across a range of asset classes with discretionary implementation and rebalancing managed by the firm.

Blane Bailley is an investment advisor representative with Regal Investment Advisors LLC based in Greenville, SC. He holds the Series 65 designation and has four years of industry experience. Prior to joining Regal, Bailley worked at Benefits in a Card, Cintas, and Southern Valet & Transportation. He also operates Bailley Group Wealth Management, providing financial and insurance services. Regal Investment Advisors LLC, doing business as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals and corporate accounts. The firm provides proprietary and third-party model portfolios with discretionary implementation and rebalancing authority.

Aaron Tice is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Proequities, Inc. and as the founder and sole owner of Cirrus Retirement Solutions, Ltd., a firm focused on comprehensive financial planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of independent advisors, managing approximately $2.88 billion across proprietary and third-party strategies.

Alex Hossink is a financial advisor at Regal Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Regal Financial since 2018. Prior to this, he was involved in landscaping businesses and spent a year at Hantz Financial Services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Justin Toole is a financial advisor at Regal Investment Advisors LLC with a Series 66 designation and three years of industry experience. His work history includes roles at Regulus Financial Group, Regal Holdings, Natural Choice Foods, the Internal Revenue Service, and Farmers Insurance Exchange. 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, offering trade execution, rebalancing, and overlay management within a sub-advisory platform.

Paul Bailley is a financial advisor with Regal Investment Advisors LLC in Greenville, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Regal Investment Advisors since 2015 and also operates Bailley Group Wealth Management. Bailley is a licensed insurance agent offering life insurance, disability, fixed, and fixed indexed annuities, and he holds a passive ownership stake in the Maine Nordiques junior hockey team. 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 proprietary and third-party model portfolios with a range of asset classes and uses a discretionary approach implemented through financial advisers.

Christopher Warber is a financial advisor at Regal Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Advisory Services Network, Nagel & Associates, and Warber Wealth Management, which he has been affiliated with since 2012. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and serves a diverse client base including individual, charitable, and corporate clients. The firm offers a variety of proprietary and third-party model portfolios, with financial advisers maintaining client relationships while Regal executes and manages the investment strategies.

Mario Ruiz is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at James C Musgrave for six years. Ruiz provides both financial and insurance services through Regal Financial Group. Regal Investment Advisors LLC offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients. The firm uses proprietary and third-party model portfolios with discretionary authority granted to implement and manage allocations selected by financial advisers.