Clark Kemsley is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial since 2024. His prior roles include positions at Portside Wealth Group, Townsquare Capital, Horter Investment Management, and Oxford Wealth Advisors. 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 offers integrated tax advisory and governance solutions through affiliated subsidiaries.

Stephen Barns is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Pclr, LLC, Private Client Services, Cambridge Investment Research, and Barns Insurance Inc, where he serves as president and owner. Outside of his advisory work, Barns is a published author of investment-related material and performs as a bassist in a band called Hindsight Groove. 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, retirement plan services, and family office solutions, employing a mix of investment strategies and coordinated reporting across multiple custodians.

Danielle Ballard is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 designation and has previously worked at Longer Financial, Longer Investments, and Bear State Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—as well as 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.

Payton Thielmann is a financial advisor at Prime Capital Financial with a Series 65 credential and five years of industry experience. Prior to joining Prime Capital Investment Advisors in 2021, he held roles in insurance and other service industries. Thielmann is also involved with Prime Capital Risk Management, where he provides sales and service of fixed-insurance products. 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, and family office services, managing accounts through both discretionary and non-discretionary approaches with various investment strategies and sub-advisory arrangements.

Travis Mays is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Prime Capital Investment Advisors since 2020. Prior to this, he was involved with PCLR Advisors and has experience at the University of Central Arkansas and Next Financial Group. 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 investment approaches.

Darin Henderson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Private Client Services and Lawing Financial Inc., among others. Outside of his advisory work, he serves as a director for the Blue Valley High School Boys Soccer Booster Club. 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, retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Taylor Knopf is a CFP®-credentialed financial advisor with Prime Capital Financial, bringing 10 years of industry experience. He has held roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Knopf serves on the advisory board of the Hill Country Pregnancy Care Center and owns a group health insurance business along with other non-investment-related ventures. 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 diversified investment strategies and provides consolidated reporting and tax services through affiliated subsidiaries.

Aaron Stockmann is a Series 66-licensed advisor at Prime Capital Financial with three years of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including as a delivery driver for DoorDash and Uber Eats. 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 family office offerings. The firm uses a range of investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Mc Kynzie Bolton is a Series 65 licensed financial advisor at Prime Capital Financial with one year of industry experience. Prior to joining Prime Capital Investment Advisors, Bolton worked at Cornerstone Comprehensive Wealth Management and Keller Williams Realty. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and retirement plan sponsorship with an investment approach that includes core/satellite, thematic, and tactical strategies.

William Steih is a financial advisor at Prime Capital Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Private Client Services and Cambridge Investment Research. Outside of his advisory role, Steih serves as board treasurer for Discovery Place Inc. and owns a tax business, Stewardship Partners. 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, utilizing a mix of discretionary and non-discretionary investment strategies.

Kristopher Koenig is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of his advisory work, Koenig serves on the board of the Red Shoe Society, a charitable organization, and is involved with the Children’s Mercy Hospital Planned Giving Council. Prime Capital Financial is an SEC-registered firm that serves individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, qualified retirement plan support, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

David Miller is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of advising, he is also active as a licensed insurance agent. 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, family office offerings, and tax-related services through its affiliated accounting subsidiary.

John Bastarache is a financial advisor with Prime Capital Financial and holds a Series 65 designation. He has four years of industry experience, including roles at Prime Capital Investment Advisors LLC and prior work in various sectors such as Door Dash and KC Sports. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs diversified investment strategies and maintains an affiliated accounting subsidiary that provides tax planning and bill-pay services.

John M. Burke is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Prime Capital Investment Advisors, LLC since 2018 and previously at Ascende Wealth Advisors, Inc. from 2014 to 2018. 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 services, and family office solutions, employing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

Josh Hederick is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Edelman Financial Engines Advisors, Financial Engines Advisors L.L.C., The Mutual Fund Store, and Merrill. 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, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and provides tax planning through its affiliated accounting subsidiary.

Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. 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 offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Andrew Merchant is a Series 66-credentialed advisor at Prime Capital Financial with 13 years of industry experience. His career includes roles at Prime Capital Investment Advisors, LLC, LPL Financial, VisionPoint Advisory Group, LLC, and Sunflower Bank. Outside of his advisory work, Merchant owns The Hub Consulting Group, which provides operational and membership engagement services to a nonprofit private club. 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, family office offerings, and employs a mix of discretionary and non-discretionary investment strategies across a broad range of client segments.

Keith Lea is a financial advisor at Prime Capital Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Sphere, LLC. Lea is a managing member of BY LO SL HI, LLC, an investment-related business. 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 combination of discretionary and non-discretionary management strategies and provides specialized tax and financial administration services through its affiliated entities.

Nicholas Noguchi is a financial advisor at Prime Capital Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Charles Schwab & Co., Inc., TD Ameritrade, and Bank of Hawaii. Outside of his advisory role, he is involved with knektions LLC, a business engaged in reselling shoes and art and managing online sales platforms. 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, third-party manager selection, and family office offerings, employing both discretionary and non-discretionary investment approaches.

Jared Copinga is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. In addition to his advisory role, he is involved with Prime Capital Risk Management, focusing on the sale and service of fixed insurance products. 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 qualified retirement plan sponsor and trustee services. The firm employs various investment strategies and offers family office services along with affiliated tax advisory capabilities.