Jerry Ludwig is a financial advisor with Regal Advisory Services, Inc. in Bryan, TX, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Regal Securities since 2012. Outside of his advisory role, Ludwig provides expert witness and consulting services in securities arbitration through his own consulting business. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client-specific goals and risk tolerances.

Mark Coverdale is a financial advisor at Regal Advisory Services, Inc. in Bryan, Texas, with three years of industry experience. Prior to his advisory role, he was a full-time student for three years and spent a decade working in a family-owned tiling business. He is the owner of Coverdale Wealth Management, an LLC that manages taxes and business expenses related to his advisory activities. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, foundations, and business entities by providing financial planning, portfolio management, and retirement plan advisory services. The firm uses a combination of fundamental and quantitative research and offers discretionary and non-discretionary managed account programs through proprietary platforms and third-party managers.