Samuel Grezaffi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Regulus Financial Group, The O.N. Equity Sales Company, Ohio National Financial Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved in hurricane disaster relief efforts as a site manager and equipment driver for local relief organizations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent investment adviser representatives and other registered advisers. The firm serves a diverse client base, including individual, charitable, and corporate clients, and offers a range of proprietary and third-party investment strategies with discretionary implementation and rebalancing.

Chase Crump is a CFP® with 19 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has prior experience at Private Client Services and Williams Financial Advisors. Outside of his advisory roles, he is involved in a vegetable supplement distributorship. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, utilizing a combination of in-house models and third-party platforms.

Dean Martin is a CFP®-certified financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Toby Martin is a financial advisor with Edward Jones in New Roads, LA, holding a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and services through a large network of advisors and branch offices.