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Eric P

Series 63, Series 65

Fresno, CA

Prime Capital Financial

Eric Pailing is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Outside of his advisory role, he is involved in investment-related activities through entities associated with fixed-insurance product sales and providing professional services as an Investment Adviser Representative. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and integrates family office offerings and tax advisory services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John S

CFP®, Series 66

Fresno, CA

Prime Capital Financial

John Sayers III is a CFP® with 24 years of industry experience, currently serving at Prime Capital Financial since 2025. Prior to this, he worked at Financial Engines Advisors L.L.C. for nine years and TMFS Advisors, LLC for two years. He is involved with PCRM, LLC, a firm dealing with fixed-insurance products, and CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, a registered investment adviser. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and third-party manager selection. The firm utilizes a variety of investment strategies across discretionary and non-discretionary accounts and maintains an affiliated accounting subsidiary and a family office practice.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Angela S

Series 65

Fresno, CA

Prime Capital Financial

Angela Shelton is a financial advisor at Prime Capital Financial with nine years of industry experience. She holds a Series 65 designation and previously worked for Financial Engines Advisors L.L.C. for 12 years before joining her current firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides consolidated reporting, tax advisory services, and continuity mechanisms for client relationships.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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