Regal Investment Advisors LLC

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Shane Price is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. He also provides financial and insurance services through The Cunningham Group, where he serves as an investment advisor representative and insurance agent. In addition to his advisory work, Price has experience in furniture sales and marketing with Xybix Systems. Regal Investment Advisors, operating as LionShare, offers 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 network of investment advisor representatives and primary advisors.

Matthew Mortillaro is a financial advisor with Regal Investment Advisors LLC in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regulus Financial Group, Eagle Strategies (NY Life), and New York Life Insurance Company. Mortillaro also provides financial and insurance services through his involvement with Cornerstone Wealth Associates. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal discretionary authority to manage accounts.

Robin Drews is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Regal, Drews worked at Regulus Financial Group, LLC. Outside of financial services, Drews coaches high school field hockey and owns a vending machine business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by clients’ advisers.

Hunter Reddick is a financial advisor at Regal Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked in various capacities within financial services and insurance-related assistant roles. His prior experience includes positions at Regulus Financial Group, Brick Wealth Management, Brick Retirement Group, and Kalera Inc. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their individual, high-net-worth, and corporate clients. The firm offers a range of proprietary and third-party investment strategies through a sub-advisory platform managing approximately $2.88 billion.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC in Dallas, TX, holding a Series 66 license with 18 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as president of PETR Ventures, LLC, a business consulting firm, and is also an author and speaker. Regal Investment Advisors LLC provides discretionary investment management services through independent advisers, serving a range of individual, charitable, and corporate clients. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by the advisers.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of financial advising, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. 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 approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

James Fischer is a financial advisor at Regal Investment Advisors LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Fischer has been with Regal Investment Advisors since 2014 and is also associated with Regulus Financial Group, LLC. Outside of his advisory work, he owns and develops oil and natural gas interests through JT Energy Partners Inc and is a passive owner of a sales and marketing startup that manufactures outdoor industry products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and corporate entities. The firm offers proprietary and third-party model portfolios that incorporate a range of asset classes and strategies, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

James Reim is a CFA® charterholder with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has previously worked at Regulus, LLC, The Investment Center, Inc., and IC Advisory Services, Inc. Reim serves as treasurer and volunteer on the board of directors for the Methodist Towers Independent Living Senior Center and participates in financial education through the American Financial Education Alliance. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios that include equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Barry Magaoay is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long tenures at Lee Financial Recordkeeping, Inc., Lee Financial Securities, Inc., and Lee Financial Group Hawaii, Inc., before joining Regulus Financial Group and Regal Investment Advisors in 2021. Regal Investment Advisors LLC provides discretionary investment management services to independent adviser representatives and other registered advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm offers a variety of proprietary and third-party model portfolios, allowing advisers to select allocations for clients while granting Regal discretionary authority to implement and rebalance strategies.

Paul Savage is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisor, Inc., Lutheran Financial Services, and Regulus Financial Group. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within its sub-advisory platform.

Donald Aaron Jr. is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and his own firm, Aaron and Associates, LLC, where he served as Owner and President specializing in insurance sales and services. Regal Investment Advisors, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, combining various asset classes and strategies, with investment decisions implemented by Regal under the direction of the client’s financial adviser.

Louis Petrillo is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Boenning & Scattergood and Regulus Financial Group. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes with discretionary implementation and rebalancing.

Cassandra Bezeau is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. She holds a Series 66 designation and has worked at Regulus Financial Group, Edward Jones, and Monroe County Community Credit Union. She serves on the subcommittee for the Woman's Leadership Initiative of Habitat for Humanity of Monroe County, where she helps plan and organize fundraising events. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios, allowing advisers to select and manage strategies tailored to client needs.

Steve Mankameyer is a CFP®-designated financial advisor with 43 years of industry experience. He has been with Regal Investment Advisors LLC since 2014 and also operates his own financial service business, Security Financial Service. Mankameyer provides financial and insurance services through multiple affiliated entities. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies within a sub-advisory platform.