Charles Jones

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.

Jamison Sanders is a financial advisor with Regal Investment Advisors LLC in Danville, VA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Regal, he worked at BWXT and Food Lion. Sanders is also an insurance agent with Aaron and Associates, where he provides financial and insurance services including life and health insurance sales. Regal Investment Advisors LLC offers discretionary investment management services to independent financial advisers and other registered advisers, serving a range of clients from individual to corporate. The firm provides proprietary and third-party model portfolios and grants discretionary authority to implement and manage investment strategies on behalf of clients.

Thomas Lee is a Series 65 licensed financial advisor with Regal Investment Advisors LLC in Danville, VA, and has two years of industry experience. Prior to joining Regal in 2023, he held roles at W&S Brokerage and Western & Southern Life in 2022. Outside of his advisory work, Lee serves as a part-time pastor at Pittsville Pentecostal Holiness Church. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and subadvisors, serving a diverse client base that includes individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary implementation, rebalancing, and option overlay strategies.

Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, 65, and 66 designations and 16 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining her current firm in 2022. In addition to her advisory role, she serves as a board member at Virginia Tech's College of Agriculture and Life Sciences. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers discretionary and non-discretionary management, financial planning, and access to third-party wrap and manager programs.

Patrick Wales is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities beginning in 2015. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Kari Collins is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds a Series 66 designation and has been with Davenport since 2015. Outside of her advisory role, she serves as secretary for Irish Twins, LLC, a rental property business. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio teams and regular committee oversight.