Vinh Ma is a CFP® professional with 25 years of industry experience, currently affiliated with Regal Investment Advisors LLC. He previously worked at Edward Jones for nine years. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages proprietary and third-party investment strategies through a sub-advisory platform serving individual, high-net-worth, and corporate clients.

Tadd Strabbing is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Regulus Financial Group, Northwestern Mutual Investment Services, and Gentex. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a range of proprietary and third-party model portfolios.

Jill Veenstra is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at The Huntington Investment Company and My RIA Lawyer. She is also the owner of Cherrywood Smokehouse, LLC, a catering business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers a range of proprietary and third-party investment strategies, with advisers selecting allocations and granting Regal discretionary authority to manage accounts accordingly.

Olivia Geiger is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior work includes positions at JP Morgan Securities and Stifel. Outside of advising, she owns and operates Geigerhaus Gardens LLC. Regal Investment Advisors, operating as LionShare, provides sub-advisory services to SEC- and state-registered advisers, managing model portfolios and discretionary investment strategies on their behalf, serving high-net-worth and corporate clients through a network of primary advisors.

Anthony Burek is a financial advisor at Regal Investment Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Regal since 2013. Outside of his advisory role, he serves as a board member and treasurer for The Sight Center of Northwest Ohio and is an officer and director of the Northern Buckeye United Soccer Club. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management through independent advisers to a diverse client base, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with a range of strategies that incorporate mutual funds, ETFs, equities, fixed income, and option overlays.

Andrew Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Innovation Partners LLC and IP Financial Advisory Services LLC since 2024 and has been associated with BCF Wealth Strategies since 2021. Prior to his advisory roles, he held positions at Fed Express and Village Inn. IP Financial Advisory Services LLC primarily serves individual retail clients by providing portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, offering personalized portfolios and specialized advisory services including actuarial analysis and tax-efficient asset management.

Heather Christmann is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Regulus Financial Group, LLC since 2014 while also being affiliated with Regal Investment Advisors since 2012. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered advisers. The firm serves a range of clients, including individual, charitable, and corporate/business clients, offering proprietary strategies alongside third-party model portfolios.

Ryan Goosen is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at 2M Financial Group, LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is an independent insurance agent focused on helping clients with risk management through life insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing both passive and active investment strategies tailored to client objectives.

Shiqi Wang is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. Wang holds the Series 66 designation and has worked at several firms including Regulus Financial Group, Private Advisor Group, LPL Financial, and Aspect Wealth Management. Prior to entering the financial industry, Wang was employed at the University of Texas at San Antonio and Jiangsu Normal University. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management to independent advisers and subadvisor clients, serving a mix of individual, charitable, and corporate/business clients. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal discretionary authority for implementation and rebalancing.

Colby Robbe is a financial advisor at Regal Investment Advisors LLC with a Series 66 designation and one year of industry experience. His background includes roles at Regulus Financial Group and employment at Michigan State University. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform, focusing on day-to-day trading discretion while primary advisors retain responsibility for client relationships.

Jordan Fischer is a CFP® with nine years of experience in the financial services industry. He has been with Regal Financial Group since 2018 and previously worked at NYLIFE Securities LLC, Michael Michalak, and Principal Securities Inc. Fischer is also appointed with outside carriers for brokering non-registered insurance products. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of SEC- and state-registered advisers, serving individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and maintains day-to-day trading discretion within strategy parameters.

Dustin Leach is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Regal Investment Advisors since 2010 and at Regulus, LLC since 2015. Outside of his advisory roles, Leach is a trustee of the E. & H. K. Scholarship Foundation and serves as a board member on an advisory committee for Great Lakes Coils. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, granting advisers discretion to implement and manage these strategies on clients’ behalf.

Robert Boerkoel is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Centennial Securities Company and the ongoing operation of Boerkoel & Boerkoel, Ltd., an accounting and tax preparation firm. Regal Investment Advisors LLC provides discretionary investment management to independent advisers and their clients, offering proprietary and third-party model portfolios across a range of asset classes with discretionary implementation and rebalancing managed by the firm.

Alex Hossink is a financial advisor at Regal Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Regal Financial since 2018. Prior to this, he was involved in landscaping businesses and spent a year at Hantz Financial Services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Justin Toole is a financial advisor at Regal Investment Advisors LLC with a Series 66 designation and three years of industry experience. His work history includes roles at Regulus Financial Group, Regal Holdings, Natural Choice Foods, the Internal Revenue Service, and Farmers Insurance Exchange. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within a sub-advisory platform.

Thomas Glover is a CFP® professional with 14 years of industry experience. He is currently with Centennial Securities Company, Inc. and has been with Calder Investment Advisors since 2007. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and other business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs through RBC and Envestnet, utilizing customized portfolios based on fundamental and technical analysis.

Christopher Ralph is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies, 2M Financial Group, NYLIFE Securities, and New York Life Insurance Company. Mutual Advisors, LLC provides investment management, financial planning, and ERISA plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, using a mix of active and passive strategies supported by third-party tools and managers.

John Kailunas II is a financial advisor at Regal Investment Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Regulus Financial Group, LLC since 2015 and at Regal Investment Advisors, LLC since 2010. Outside of advisory work, he owns a restaurant through Courtres, LLC and operates a sales consulting business called Catalyst4Growth. 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, offering proprietary and third-party model portfolios with discretionary implementation and rebalancing.

Lee Cole is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI, holding Series 63, 65, and 66 credentials and bringing 17 years of industry experience. He has worked at Regal Investment Advisors and Regulus Financial Group since 2015. Outside of his advisory work, he coaches middle school wrestling and assists with a family business selling puppies. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion through proprietary and third-party strategies on an enterprise-scale sub-advisory platform.

Christopher Peterson is a CFP® professional with 23 years of industry experience, currently serving at Regal Investment Advisors LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Kentwood, MI. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management to independent advisers and serves a range of client types, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, with financial advisers selecting allocations while Regal implements and manages the strategies.