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

Tanner L

CFP®, Series 63, Series 65

Dallas, TX

Prime Capital Financial

Tanner Little is a CFP® with three years of industry experience, currently an advisor at Prime Capital Financial. His prior experience includes roles at Edelman Financial Engines and JPMorgan Chase Bank, N.A. He has also worked in various capacities outside the financial industry, including at Holder's Jewelers and as a professional landman. 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 third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting across various asset types.

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

Jason C

Series 63, Series 65

Duluth, GA

Prime Capital Financial

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through 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

Shateela W

CFP®, ChFC®, Series 63, Series 65

Arlington, VA

Prime Capital Financial

Shateela Winters is a CFP® and ChFC® credentialed advisor at Prime Capital Financial with 17 years of industry experience. Her prior roles include positions at Edelman Financial Engines, Financial Engines Advisors L.L.C., and Raymond James Financial Services. She serves as treasurer of the Della Woodward Chapman Scholarship Fund and owns a website documenting her visits to every NFL stadium to see the Buffalo Bills play. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and provides tax planning and consolidated financial reporting through its affiliated companies.

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

Dion N

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Dion Nickel is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017, Cambridge Investment Research, Inc since 2010, and Lawing Financial Inc. from 2006 to 2017. Outside of his advisory roles, he serves as an officer of Nickel Financial, Inc., a non-investment-related business. 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, family office offerings, and uses multiple investment strategies with ongoing monitoring.

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

Stacey R

Series 65

Fargo, ND

Prime Capital Financial

Stacey Robinson is a financial advisor at Prime Capital Financial with 11 years of industry experience. She holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advisory work, she owns and manages Porterfield LLC, a real estate holding company based in Fargo, ND. 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 sponsor and trustee services, and family office solutions with an investment approach that incorporates core/satellite, thematic, and tactical 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

Matt W

CFP®, Series 63, Series 66

Overland Park, KS

Prime Capital Financial

Matt Waters is a CFP® with 12 years of industry experience, currently serving as an advisor at Prime Capital Financial. He has worked previously at Private Client Services, Lawing Financial, and Cambridge Investment Research. Waters is involved with Prime Capital Risk Management, an insurance-related business focusing on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and qualified retirement plan administration, employing a variety of investment strategies and platforms to manage discretionary and non-discretionary accounts.

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

Steven V

Series 66

Flower Mound, TX

Prime Capital Financial

Steven Vander Velde is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory work, Vander Velde serves as a precinct chair, engaging with the community to encourage voter participation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts using both discretionary and non-discretionary strategies with various investment approaches.

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

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
user avatar
firm logo

Craig S

Series 66

Overland Park, KS

Prime Capital Financial

Craig Scherzer is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 credential and has worked at several firms including Private Client Services and Cambridge Investment Research. Scherzer is also involved in an insurance-related business focusing on fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary as well as 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
user avatar
firm logo

Ekaterina S

Series 63, Series 65

Bethesda, MD

Prime Capital Financial

Ekaterina Sheliga is a financial advisor at Prime Capital Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at StanCorp Equities, Inc. and Arthur J Gallagher. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, trustee services, and family office solutions, utilizing a range of investment strategies and platforms to manage accounts on discretionary and non-discretionary bases.

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

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
user avatar
firm logo

Joseph M Z

Series 65

Overland Park, KS

Prime Capital Financial

Joseph M. Zdeb is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds a Series 65 credential and has previously worked at Cambridge Investment Research and Lawing Financial. In addition to his advisory role, he serves as a board member for War Horses for Veterans, providing counsel and support to the organization. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a range of investment strategies, including core/satellite, thematic, and tactical approaches, and offers family office services along with tax planning through 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

Joanne N

Series 63, Series 65

Houston, TX

Prime Capital Financial

Joanne Nguyen is a financial advisor at Prime Capital Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goldman Sachs, Cetera Advisor Networks, Merrill, and MSI Financial Services. She is also a partner in CHHSZ Holdings, LLC, which owns 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, family office offerings, and retirement plan participant managed account allocations, utilizing a variety of investment strategies and sub-advisory 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
user avatar
firm logo

Deanne P

CFP®, Series 66

San Diego, CA

Prime Capital Financial

Deanne Palmer is a CFP® professional with three years of industry experience, currently serving at Prime Capital Financial. She has previous experience with Ameritas Life and Ameritas Investment Corp. In addition to her advisory work, she is involved as lead advisor to the ETA Gamma House Corporation Kappa Kappa Gamma Fraternity at the University of San Diego, overseeing their budget and advising on chapter activities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth 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.

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

Donald W

Series 63, Series 65

Tampa, FL

Prime Capital Financial

Donald Williams is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, Financial Engines Advisors L.L.C., and Tmfs Advisors, Llc. Outside of his advisory role, he is a 20% shareholder in a hydroponic lettuce farm, Tyler’s Farm, LLC. 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 manages accounts using varied investment strategies and delivers consolidated reporting and financial administration across diverse client assets.

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

Brandon R

CFP®, Series 65, Series 66

Salisbury, NC

Prime Capital Financial

Brandon Rogers is a CFP® with 19 years of industry experience, currently serving as an advisor at Prime Capital Financial. He has held roles at firms including United Planners' Financial Services of America and Cambridge Investment Research. Rogers is also involved as a regular volunteer with Salisbury Civitan and is president of Weswurth Strategies LLC, an entity unrelated to investment services. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan, and family office offerings. The firm employs a variety of investment strategies and oversees accounts on both discretionary and non-discretionary bases.

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

Timothy M

Series 63, Series 65

Little Rock, AR

Prime Capital Financial

Timothy Mccutchen is a financial advisor with Prime Capital Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at firms such as Cambridge Investment Research and Lawing Financial. He is also a partner in CHHSZ Holdings LLC, 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 wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary 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

Drew M

Series 65

Overland Park, KS

Prime Capital Financial

Drew Meecham is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at KeyBank Real Estate Capital and RedTire, as well as experience at the University of Kansas School of Business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm utilizes a range of investment strategies and offers services including asset management, financial planning, qualified retirement plan sponsorship, family office offerings, and tax advisory through its affiliated 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

James H

Series 65

Fayetteville, AR

Prime Capital Financial

James Hudgins is a financial advisor at Prime Capital Financial in Fayetteville, AR, holding a Series 65 credential with less than one year of industry experience. His prior work history includes roles at Fastenal, Colson Group, and Arkansas State University. 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 range of investment strategies and provides tax planning and financial administration services through 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

Brendan K

CFP®, Series 66

Farmington, CT

Prime Capital Financial

Brendan Kenny is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. He previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Fidelity. Outside of his advisory work, he has a minor role assisting his wife in her marketing and business development ventures for non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with comprehensive asset management and financial planning services. The firm employs a variety of investment strategies and offers family office services, retirement plan management, and affiliated tax advisory capabilities.

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”)