Cameron Lindholm is a financial advisor at Prime Capital Financial with Series 63 and Series 65 credentials. He has recently begun his career in the financial industry, joining Prime Capital Financial and LPL Financial in 2026. Prior to this, he held various roles in banking and other industries. 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 investment strategies.

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.

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.

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.

John Seibolt is a financial advisor at Prime Capital Financial with five years of industry experience. He holds the Series 65 designation and has worked at Prime Capital Investment Advisors and Medtronic. Seibolt is also a partner in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors. 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, utilizing a variety of investment strategies and maintaining an affiliated accounting subsidiary.

Mary Lucas is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Umb Financial Services, Emprise Bank, and Cetera. 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, employing a variety of investment strategies and maintaining an affiliated accounting subsidiary.

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.

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.

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.

Kevin Kaylakie is a CFP® with 19 years of industry experience, currently serving at Prime Capital Financial since 2025. His prior roles include positions at Sinecera Capital LLC and Northern Trust Securities and Bank. He is active in several nonprofit investment committees, including serving as Board Member, Treasurer, and Investment Committee Chairman of the Hospice Austin Fund and as an Investment Committee Member for the Catholic Diocese of Austin. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a mix of investment strategies and maintains affiliated tax advisory and family office services.

Wendy Perrin is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Prime Capital Investment Advisors, LLC since 2014, following three years at Goldleaf Partners. 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, family office offerings, and uses a variety of investment strategies along with affiliated tax advisory services.

Alfonso Burgos is a financial advisor at Prime Capital Financial with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Burgos is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and receives a share of the company’s profits. 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 family office offerings. The firm uses a range of investment strategies and provides tax planning and financial administration through affiliated subsidiaries.

Christy Dodge is a financial advisor at Prime Capital Financial with 17 years of industry experience. She holds a Series 65 designation and has worked previously at Financial Engines Advisors, LLC, Triad Wealth Partners, and TMFS Advisors, LLC. Outside of her advisory role, she serves as treasurer for both the Grey Oaks Homes Association and the Monticello Trails Middle School PTA, and is Vice President of Philanthropy for the National Charity League’s Heart of KC Chapter. 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 utilizes a variety of investment strategies and platforms tailored to client needs.

Ashlea Jones is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Prime Capital Investment Advisors, LLC and Private Client Services since 2019 and previously held roles at Ozark National Life Insurance and N.I.S. Financial Services. 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 both discretionary and non-discretionary management approaches with diverse investment strategies and supports tax-efficient rebalancing and consolidated reporting.

Clayton Allison is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel, George K. Baum & Company, and Koch Supply & Trading. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and also offers affiliated tax advisory services and consolidated reporting for private investments.

Benjamin Sight is a CFP® with seven years of industry experience, currently with Prime Capital Financial. His prior roles include positions at The ETF Store, Inc., Securian Financial Services, Minnesota Life Insurance Company, Renaissance Financial, RTS Financial, and AREA Real Estate Advisors. He is also involved in the sale and service of fixed-insurance products through an affiliated entity. 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 utilizes a variety of investment strategies and platforms.

Jennifer Guerrero is a financial advisor at Prime Capital Financial with 19 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Waddell & Reed, Inc. Guerrero is based in Overland Park, KS. 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 employs a variety of investment strategies and offers integrated tax advisory and family office solutions.

Grant Spencer is a financial advisor with Prime Capital Financial in Overland Park, Kansas. He holds Series 63 and Series 66 registrations and has nine years of industry experience. Prior to joining Prime Capital, he worked at Dimensional Fund Advisors and Wells Fargo Securities. He is also involved in mergers and acquisitions within Prime Capital Investment Advisors as a senior associate. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves 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 provides specialized services such as tax planning through an affiliated accounting subsidiary and consolidated family office reporting.

Brandon Van Goethen is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. He is also involved with Elevon Wealth Management in a non-investment operations and trading support role. 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 various investment strategies and maintaining an affiliated accounting subsidiary.

Danielle Riemann is a financial advisor at Prime Capital Financial with a Series 65 license and two years of industry experience. Her prior roles include positions at Beloit Chamber of Commerce, Fort Hays State University, and Kansas University. 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 qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary.