Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Bryan S

ChFC®, Series 63

Wayzata, MN

Prime Capital Financial

Bryan Schuenemann is a financial advisor with Prime Capital Financial holding the ChFC® designation and Series 63 license, with 23 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Cambridge Investment Research Inc for five years. He is a member of several regional manufacturing associations and financial planning councils. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies with discretionary and non-discretionary management and provides integrated tax advisory and reporting 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
user avatar
firm logo

Cameron L

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Cameron Lindholm is a financial advisor at Prime Capital Financial with Series 63 and Series 65 licenses. He has been in the financial industry since 2026 and previously held roles at LPL Financial and Intrust Bank. Outside of finance, his background includes positions in retail and education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

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
user avatar
firm logo

Conor K

CFP®, Series 66

Overland Park, KS

Prime Capital Financial

Conor Kelly is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Prime Capital Financial and previously worked for 14 years at The ETF Store, Inc. Outside of his advisory role, he serves as an outside director for Bison State Bank and is the finance chair at Visitation Catholic School. He is also a co-founder of Routine Success, a company that provides caregivers tools to help young people achieve increasing independence. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

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
user avatar
firm logo

Keller J

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Keller Johnson is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and family office solutions. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.

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
user avatar
firm logo

Emory L

CFP®, Series 65

Overland Park, KS

Prime Capital Financial

Emory Linder is a CFP® and Series 65-registered advisor with two years of industry experience, currently with Prime Capital Financial. Prior to this, he worked at Sugarloaf Wealth Management and Banker's Life. Outside of financial advising, he performs handyman and administrative tasks for a dental practice owned by his family. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, employing both discretionary and non-discretionary investment approaches with various strategic overlays.

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
user avatar
firm logo

Sean T

Series 63, Series 65

Charleston, SC

Prime Capital Financial

Sean Thompson is a financial advisor at Prime Capital Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of discretionary and non-discretionary investment strategies, supported by affiliated tax advisory and specialized reporting 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
user avatar
firm logo

John S

Series 65

Overland Park, KS

Prime Capital Financial

John Seibolt is a financial advisor at Prime Capital Financial with five years of industry experience. He holds the Series 65 designation and has previously worked at Medtronic. Outside of his advisory role, he is a partner in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies with a focus on tax-efficient rebalancing and consolidated reporting.

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
user avatar
firm logo

Tucker P

Series 65

Columbus, IN

Prime Capital Financial

Tucker Payne is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 65 credential and has previously worked at Giesting Financial and Northwestern Mutual Life. Outside of advising, he has experience assisting with financial planning and client meetings in a paraplanner role. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm manages accounts using various investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

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
user avatar
firm logo

Alexander M

Series 65

Houston, TX

Prime Capital Financial

Alexander Mc Clain is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Lido Advisors, LLC, GoodLynx, and The Home Depot. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm offers family office services and manages accounts using a variety of strategic approaches, supported by an affiliated accounting subsidiary that provides tax planning and bill-pay 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
user avatar
firm logo

Mary L

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Mary Lucas is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cetera, Emprise Bank, and UMB Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary as well as 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
user avatar
firm logo

Andrew S

Series 63, Series 66

Los Angeles, CA

Prime Capital Financial

Andrew Selu is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors and Fidelity in various advisory roles. Outside of his advisory work, he is co-owner of an e-commerce business with his wife focused on home decor and other items. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsorship, and family office solutions, employing diverse investment strategies and maintaining an affiliated accounting subsidiary.

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
user avatar
firm logo

Neill Y

Series 65

Asheville, NC

Prime Capital Financial

Neill Yelverton is a financial advisor at Prime Capital Financial with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Earth Equity Advisors, LLC and Minerva Planning Group. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through affiliated entities.

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
user avatar
firm logo

Tina L

Series 63, Series 66

Fayetteville, AR

Prime Capital Financial

Tina Lamb is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Prime Capital Investment Advisors, LLC since 2019, following a 20-year tenure at Longer Investments. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing diverse investment strategies and tax-efficient portfolio management.

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
user avatar
firm logo

Maryse S

Series 65

Overland Park, KS

Prime Capital Financial

Maryse Schlenk is a financial advisor at Prime Capital Financial with a Series 65 credential and several years of industry experience, including prior roles at TFB Advisors, Two West Capital Advisors LLC, and Paragon Capital Management, LLC. She has worked in various advisory capacities since 2008. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated accounting subsidiary to provide tax planning and related 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
user avatar
firm logo

Mark U

CFP®, Series 63

Bethesda, MD

Prime Capital Financial

Mark Ulicny is a CFP® with 25 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also involved as an insurance agent with PCRM, LLC, focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and 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
user avatar
firm logo

Christopher K

CFP®, Series 63

Overland Park, KS

Prime Capital Financial

Christopher Kohne is a CFP® with 29 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at firms including Lincoln Financial Advisors Corporation and Sugarloaf Wealth Management. Outside of his advisory role, he is also a part-time freelance guitarist. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. It offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

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
user avatar
firm logo

Bruce B

Series 63

Franklin, TN

Prime Capital Financial

Bruce Beyer is a financial advisor with Prime Capital Financial and holds a Series 63 designation. He has 34 years of industry experience, including roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of advising, he oversees financial matters for Wakemaxx Watersports, a marine sales and service business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, family office services, and retirement plan support, employing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

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
user avatar
firm logo

Braden H

Series 65

Overland Park, KS

Prime Capital Financial

Braden Hoffman is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He has been with Prime Capital Financial since 2025 and has prior experience with the University of Kansas and KU Innovation Park. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm manages accounts using both discretionary and non-discretionary approaches and employs a mix of core/satellite, thematic, and tactical investment strategies.

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
user avatar
firm logo

Michael V

Series 66

Asheville, NC

Prime Capital Financial

Michael Vines is a financial advisor at Prime Capital Financial in Asheville, NC with a Series 66 designation and one year of industry experience. His prior work includes roles at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, and PNC Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and also operates an affiliated accounting subsidiary that provides tax planning and bill-pay 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
user avatar
firm logo

Finley R

CFP®, Series 65

Fayetteville, AR

Prime Capital Financial

Finley Robinson is a CFP® with two years of industry experience, currently advising at Prime Capital Financial. Prior to his advisory role, he has been involved with B Tribe Fit as a brand manager since 2021 and served for 20 years with the Fellowship Bible Church of NWA. He also contributes as a freelance writer for a newsletter service. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and provides tax planning and consolidated reporting through its affiliated subsidiaries.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)