Prince Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its brokerage and advisory solutions.

Robert Cano is a financial advisor with LPL Financial in Orange, CA, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in residential and commercial real estate sales in California, mortgage brokerage services, and works as an insurance broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various model portfolios.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.

Gary Grinsell is a financial advisor at Ifl Financial Advisors in Villa Park, CA, with 16 years of industry experience. He has been with Ifl Financial Advisors since 2010. Ifl Financial Advisors provides portfolio management and financial planning services primarily to individual investors and also advises pension and profit-sharing plans. The firm manages approximately $28.7 million across 22 clients, combining retirement plan services with individualized wealth management.

Anne Tahim is a financial advisor at Capstone Wealth Management, Inc. in Santa Ana, CA, holding a Series 66 designation with 18 years of industry experience. She has worked at Capstone Wealth Management since 2014 and concurrently leads two other businesses: Tahim and Associates, APC, providing accounting and tax preparation services, and Resource Management Consultants, Inc., offering life, health, annuity, and insurance services. Capstone Wealth Management provides portfolio management and financial planning primarily to individual investors and certain pension and profit-sharing plans, focusing on mutual funds, ETFs, and model portfolios tailored to clients' objectives and risk tolerance. The firm is affiliated with an accounting practice and an insurance agency, allowing coordinated advisory services across investment, accounting, and insurance needs.

Bradley Griffiths II is a financial advisor with XYPN Sapphire, holding a Series 66 credential and nine years of industry experience. His career includes roles at several firms such as Royal Alliance Associates, SagePoint Financial, and KCS Wealth Advisory. Outside of his advisory work, he operates a vintage goods retail and consulting business and serves as a board member for a charitable organization focused on philanthropic causes. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and offers diversified portfolios, financial planning, and sponsored TAMP services, supporting nearly 50 affiliated advisors under a single corporate RIA structure.