Donald Aaron Jr. is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and his own firm, Aaron and Associates, LLC, where he served as Owner and President specializing in insurance sales and services. Regal Investment Advisors, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, combining various asset classes and strategies, with investment decisions implemented by Regal under the direction of the client’s financial adviser.

Thomas Lee is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and three years of industry experience. He has previously worked at W&S Brokerage and Western & Southern Life and 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 advisers and their clients, focusing on a sub-advisory platform that manages approximately $2.88 billion across proprietary and third-party strategies.