Samuel Grezaffi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Regulus Financial Group, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, he is involved in hurricane disaster relief efforts through roles with Disaster Resource Group and A B & S Construction. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisors and their high-net-worth and corporate clients. The firm manages a broad sub-advisory platform offering proprietary and third-party strategies while allowing primary advisors to retain client-facing responsibilities.

Chase Crump is a CFP® with 19 years of industry experience, currently serving at RFG Advisory, LLC. He has worked with Private Client Services since 2018 and has been associated with RFG Advisory and Williams Financial Advisors since 2010. Outside of his advisory work, he is involved with a vegetable supplement distributorship. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for a diverse client base, including individuals, high-net-worth households, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role to the Bluemonte family of ETFs and management of assets for investment companies.

Dean Martin is a CFP® and Series 63-licensed financial advisor with Edward Jones, where he has worked since 2002. He has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.