Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Eric Hoogstra is a CFP® with over 32 years of industry experience. He has been with G. A. Repple & Company since 2004. Outside of his advisory role, Hoogstra is involved in several charitable and educational activities, including serving on the board of Kuyper College and teaching at multiple universities. He is also a vice president at Centennial Coatings and volunteers as an amateur radio operator for the Ottawa County Emergency Communications. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to tailor portfolios according to client goals and risk tolerances and offers a range of investment programs, including ETF-focused and Biblically-Responsible Investing models.

Trey Gilbert is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at Ameriprise and Equitable Advisors LLC. 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 portfolio strategies with discretionary implementation and rebalancing.

Cornelius Boerkoel is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Centennial Securities Company. Outside of his advisory work, Boerkoel is a shareholder in an accounting and tax preparation firm, Boerkoel & Boerkoel Ltd, and serves as treasurer on the board of the Edison Christian Foundation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages a sub-advisory platform with approximately $2.88 billion in assets, offering proprietary and third-party investment strategies while allowing Primary Advisors to maintain client relationships and fiduciary responsibilities.

Zachary Grusell is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Eagle Strategies (NY Life) and other financial firms. Outside of his advisory role, he coaches lacrosse in Grand Rapids, Michigan. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives and is notable for its scale in institutional work and use of various analytical and operational tools.

Daylen Dye is a financial advisor at Regal Investment Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2012 to 2023. 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 and focuses on supporting a network of primary advisors rather than maintaining direct client relationships.

Donald Carlson is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Regal Investment Advisors and affiliated firms since 2010. Outside of his advisory roles, he is a co-founder and volunteer leader of a charity called It’s Gotta Be The Shoes. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Melissa Clements is a CFP® professional with 21 years of industry experience. She is currently with Regal Investment Advisors LLC and has been associated with Regulus Financial Group, LLC since 2015. In addition to her advisory roles, she provides financial and insurance services as an insurance agent and registered assistant through Riverbank Wealth Management. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party strategies, granting advisers discretionary authority to implement and manage client portfolios.

Devan Dekker is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Regulus Financial Group, Bank of America, Wells Fargo Advisors, NYLIFE Securities LLC, New York Life Insurance Company, as well as employment outside finance at Grand Valley State University and Weed Man Lawncare. Additionally, Dekker serves as a referee for Michigan Sports Academies, an organized group sports program. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, supporting their high-net-worth and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Travis Peltz is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Regal Investment Advisors LLC and Regulus Financial Group, LLC since 2015, and REP Enterprises LLC since 2010. Outside of advising, he is a partner at Peltz Inc, a holding company. 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 with discretionary implementation and rebalancing managed through Financial Advisers.

Phillip Owens is a ChFC® with 39 years of industry experience, currently serving at Regal Investment Advisors LLC since 2023. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Owens is an executive board member of Lincoln Lake Baptist Youth Camp and serves on several nonprofit and community boards. Regal Investment Advisors, operating under the LionShare brand, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across a range of proprietary and third-party investment strategies.

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.