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.

Kaden Wren is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in construction and custom cabinetry. Outside of advising, Wren owns Heartland Holiday Lights, a seasonal lighting 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 third-party manager selection. The firm uses diversified investment strategies and offers family office services, supported by an affiliated accounting subsidiary and a variety of retirement plan solutions.

John Donnes 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 work includes roles at Broken Sound Country Club, Cocktail Hour Entertainment, and Lynn University. 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, and family office offerings. The firm employs a variety of investment strategies and also provides tax planning and billing services through its affiliated accounting subsidiary.

Benjamin West is a CFP® with 16 years of industry experience, currently serving as an advisor at Prime Capital Financial since 2019. His prior experience includes roles at Financial Engines Advisors L.L.C. and The Mutual Fund Store. He is also the owner and chief executive member of PCIA Houston LLC, where he manages administrative and ownership duties. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides consolidated reporting and financial governance through its affiliated accounting subsidiary and family office practice.

James Marx is a financial advisor with Prime Capital Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, and Alera Investment Advisors, Inc. Marx is also involved with CHHSZ Holdings, LLC, a holding company for an investment advisory firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services spanning asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm manages accounts on discretionary and non-discretionary bases using diverse strategies and offers a family office practice, with additional tax advisory services through its affiliated accounting subsidiary.

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.

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.

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.

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.

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.

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.

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.

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.

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.