Prince Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo for over 20 years, including roles at Wells Fargo Investments, LLC, and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory in its investment approach, operating with a large network of advisors and significant assets under management.

Joshua Lindsey is a CFP® professional with 17 years of experience in the financial industry. He has been with Money Strategies, Inc. since 2020 and previously worked at Lindsey Financial Group and Lindsey Financial, Inc. Mr. Lindsey operates as the sole advisor at his firm. Money Strategies, Inc. is a small advisory firm focused on financial planning services rather than portfolio management or asset-based billing. The firm provides advice on an occasional or project basis and operates with a solo practitioner model.