James Reim is a CFA® charterholder with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has previously worked at Regulus, LLC, The Investment Center, Inc., and IC Advisory Services, Inc. Reim serves as treasurer and volunteer on the board of directors for the Methodist Towers Independent Living Senior Center and participates in financial education through the American Financial Education Alliance. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios that include equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Jeffrey Gibbens is a financial advisor with Regal Investment Advisors LLC in Erie, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked previously with Regulus Financial Group, LLC, IC Advisory Services, Inc., and The Investment Center Inc. Outside of finance, he is a professional musician playing trumpet, flugelhorn, bass, and drums, a role he has maintained since 1980. He also serves as a chapter president and instructor for the American Financial Education Alliance and as a trustee for the local American Federation of Musicians. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and their clients, including individuals, charitable organizations, and businesses. The firm offers a variety of proprietary and third-party investment strategies and maintains discretionary authority to implement and manage portfolios on behalf of clients.