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 Series 66-licensed financial advisor with nine years of industry experience. He has been with Mutual Advisors, LLC since 2021 and previously worked at 2M Financial Group, LLC and New York Life affiliates from 2017 to 2021. Outside of his advisory role, he is an independent insurance agent assisting clients with risk management through life insurance. Mutual Advisors, LLC serves a broad client base including individuals, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies and utilizes multiple analytical approaches and third-party platforms to tailor portfolio allocations 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 industry experience, currently serving at Regal Investment Advisors LLC. His prior work includes roles at NYLIFE Securities LLC, Michael Michalak, and Principal Financial Services. In addition to his advisory duties, he is appointed with outside carriers to broker non-registered insurance products. Regal Investment Advisors operates as a multi-team firm providing model portfolio implementation and discretionary investment management through a network of primary advisers. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Dustin Leach is a financial advisor at Regal Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Regulus, LLC, Regal Investment Advisors, and Fifth Third Securities, Inc. Leach is a trustee of the E. & H. K. Scholarship Foundation and serves as an advisory board member for Great Lakes Coils. 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 offers proprietary and third-party investment strategies, managing approximately $2.88 billion through a sub-advisory platform serving high-net-worth and corporate clients via a network of primary advisors.

Robert Boerkoel is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Centennial Securities Company and operating Boerkoel & Boerkoel, Ltd., an accounting and tax preparation firm where he serves as an Enrolled Agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion through proprietary and third-party strategies, working primarily with a network of investment advisor representatives and primary advisors rather than directly with end clients.

Alex Hossink is a financial advisor at Regal Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation. Prior to joining Regal Financial in 2018, he worked in landscaping and financial services roles. 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 across proprietary and third-party strategies through a sub-advisory platform.

Justin Toole is a financial advisor at Regal Investment Advisors LLC with four years of industry experience. He holds a Series 66 designation and has worked at Regal Investment Advisors since 2024. His prior roles include positions at Regulus Financial Group, Regal Holdings, the Internal Revenue Service, and Farmers Insurance Exchange. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Thomas Glover is a CFP® professional with 15 years of industry experience. He is currently with Centennial Securities Company, Inc., where he has worked since 2024, and previously worked at Calder Investment Advisors. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts and estates, foundations, endowments, and other business entities. The firm offers tailored portfolios through a range of strategies using fundamental and technical analysis, proprietary and third-party models, and serves a diverse client base including institutional and less-common client types.

Christopher Ralph is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Eagle Strategies, 2M Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

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.