Emily Hopkins is a financial advisor at Prime Capital Financial with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Prime Capital Investment Advisors, EPIC Insurance Brokers and Consultants, and VALIC Financial Advisors. Hopkins is based in Houston, TX. 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 diverse investment approach featuring core/satellite, thematic, and tactical strategies, and offers family office services along with integrated tax planning and financial administration through its affiliated accounting subsidiary.

Kartik Jambulapati is a financial advisor with Prime Capital Financial in Houston, TX, holding a Series 65 designation and eight years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2018 and previously spent four years with Ascende Wealth Advisers, Inc. 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 sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary management strategies.

Kane Harrish is a financial advisor at Prime Capital Financial with a Series 65 designation and less than one year of industry experience. His prior work history includes roles at UPS, Bow River, and various positions at Kansas State University. 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 sponsor and trustee services, family office offerings, and third-party manager selection.

Jeremiah Pangan is a financial advisor with Prime Capital Financial holding a Series 66 designation and nine years of industry experience. He has worked with firms including 20/20 Financial Advisers of San Diego, Ameritas Investment Corp, and 2020 Capital Management. Outside of advising, he serves as a board member of Mountain View Church, overseeing church operations and budgeting. 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, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for private investments.

Mark Hogan is a financial advisor at Prime Capital Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Private Client Services and Cambridge Investment Research. Hogan serves as a board member of the Kansas City Athletic Club. 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 a mix of core/satellite, thematic, and tactical investment strategies.

Eric Philips is a CFP® certified financial advisor with 10 years of industry experience. He is currently with Prime Capital Financial and has previously worked at firms including J.P. Morgan Securities LLC and Sugarloaf Wealth Management. 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, utilizing a variety of investment strategies and platforms to meet client needs.

Matthew Swatek is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Prime Capital Investment Advisors, LLC in 2020, he worked at The Retirement Planning Group from 2015 to 2020. Outside of advisory work, he is also licensed as an insurance agent, providing insurance products to clients. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, tax-efficient rebalancing for held-away accounts, and maintains an affiliated tax advisory subsidiary.

Jack Souder is a financial advisor at Prime Capital Financial with a Series 65 credential and experience beginning in 2023. His prior work includes roles at the University of Colorado Springs and T-Mobile. 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 a wide range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, using both discretionary and non-discretionary investment approaches.

Emil Ben David is a CFP® with 16 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, FIDELITY Brokerage Services, among others. Emil holds a Series 66 designation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and financial administration capabilities through affiliated subsidiaries.

Morgan Davidson is a financial advisor at Prime Capital Financial with a Series 65 designation and no industry experience to date. He has been associated with Prime Capital Financial since 2025, with prior periods of unemployment. Outside of advising, he is involved in the sale of fixed life insurance products through PCRM, 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 solutions, employing various investment strategies and maintaining an affiliated tax advisory subsidiary.

Michael Smoots Jr. is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Cambridge Investment Research, Lawing Financial, and ONE Advisory Partners. Outside of advisory services, he has experience as a non-investment-related attorney and business consultant, focusing on project management for small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm manages accounts using a variety of strategies, offers tax planning through an affiliated subsidiary, and provides consolidated reporting and governance services for complex client needs.

Mark Kipp is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prime Capital Investment Advisors, Lawing Financial Associates, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Kipp serves as a city councilman in Bonner Springs, Kansas. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves 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 variety of investment strategies and maintaining affiliated services such as tax advisory and consolidated reporting.

Sarah Doerr is a financial advisor at Prime Capital Financial with 18 years of industry experience. She previously worked at CrossVault Capital Management for 10 years before joining Prime Capital Investment Advisors in 2022. 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 sponsor and trustee services, and family office offerings, managing accounts using diverse strategies and platforms to meet client needs.

Thomas Mellum is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has held prior roles at Cornerstone Comprehensive Wealth Management and Costco. 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, employing a mix of core/satellite, thematic, and tactical investment strategies.

Collin Gimlin is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Prime Capital Financial. His work history includes roles at Prime Capital Investment Advisors, NYLIFE Securities, New York Life Insurance, OakStar Bank, and College of the Ozarks. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax and financial administration services through its affiliated subsidiaries.

Christian Conner is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Conner also provides financial advice through referrals from Ramsey Solutions for investors seeking guidance. 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, employing both discretionary and non-discretionary strategies alongside third-party manager selection.

Brian Burwell is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prime Capital Investment Advisors, LLC since 2017. His previous roles include positions at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. Outside of advisory services, he is involved in Prime Capital Risk Management, 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, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides tax planning services through an affiliated accounting subsidiary.

Christopher Coppolo is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Sound Income Strategies LLC. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.

Jeffrey Lahr is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside his advisory work, he is also noted as a drummer in a side business called Toxic Assets. 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 administration, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax and financial administration services.

Autumn Maack is a financial advisor with Prime Capital Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Scottrade for 15 years and has been with Private Client Services since 2019. 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 employs a range of investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.