James Dillon is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Regulus Financial Group, Concourse Financial Group Securities, PNC Wealth Management, Natcity Investments, and Raymond James & Associates. Outside of his advisory role, Dillon is involved in managing an ABLE account for his son. Regal Investment Advisors, operating as LionShare, serves unaffiliated SEC- and state-registered advisers and their clients by providing model portfolio implementation and discretionary investment management. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering sub-advisory services rather than direct client relationships.

Jeffrey Umbaugh is a financial advisor at Regal Investment Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Regulus, LLC and Regal Investment Advisors since 2015. Outside of his advisory role, he owns Kuhn, Dillon, Umbaugh, LLC, a tax preparation and accounting services firm. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary authority granted to implement and manage strategies on behalf of clients.