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David M
Series 66
Overland Park, KS
Prime Capital Financial
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 B
Series 65
Overland Park, KS
Prime Capital Financial
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.
Andrew M
Series 66
Overland Park, KS
Prime Capital Financial
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.
Nicholas N
Series 63, Series 65
Overland Park, KS
Prime Capital Financial
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.
Nicholas S
CFP®, Series 66
Overland Park, KS
Prime Capital Financial
Nicholas Schuessler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prime Capital Financial. He has worked at firms including Sugarloaf Wealth Management and Deloitte. Outside of his advisory role, he is involved as an insurance advisor in life, long-term care, and fixed annuity products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains specialized practices including an affiliated tax advisory subsidiary and consolidated reporting for private investments and real estate.
Scott C
Series 63, Series 66
Overland Park, KS
Prime Capital Financial
Scott Colangelo is a financial advisor at Prime Capital Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research, Inc. and Lawing Financial, Inc. Outside of his advisory role, he is the founder and managing partner of Liquid Mobile IV Hydration Services and is involved in restaurant ownership. 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, using a combination of discretionary and non-discretionary strategies tailored to client needs.
Douglas L
Series 63, Series 65
Overland Park, KS
Prime Capital Financial
Douglas Lode is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also involved as 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 with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management, and provides integrated tax planning and family office services through affiliated entities.
Kyle G
CFP®, Series 66
Overland Park, KS
Prime Capital Financial
Kyle Gaines is a CFP® with 16 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at Sugarloaf Wealth Management, Triad Advisors, Inc., and OSAIC. Outside of his advisory role, he holds an active Georgia insurance license and is involved with The Palmer Agency, an insurance sales company. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth 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 supports both discretionary and non-discretionary account management.
Dillon W
Series 65
Overland Park, KS
Prime Capital Financial
Dillon Wilhite is a financial advisor with Prime Capital Financial, holding a Series 65 designation and beginning his industry experience in 2023. His background includes roles at Ascendiant Capital Markets, McClure Real Estate, and work related to Name, Image, and Likeness (NIL) opportunities. He also has experience at the University of Kansas both as a student and in a professional capacity. 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 comprehensive tax advisory and financial administration services through its affiliated subsidiaries.
Alec G
CFP®, Series 65
Overland Park, KS
Prime Capital Financial
Alec Giesting is a CFP® professional with eight years of industry experience currently advising at Prime Capital Financial. His prior roles include positions at Fidelity Financial and Renaissance Financial. 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, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax planning through an affiliated subsidiary, and consolidated reporting across custodians and private investments.
Christian C
Series 65
Overland Park, KS
Prime Capital Financial
Christian Chalabi is a financial advisor at Prime Capital Financial with six years of industry experience. He has worked at Prime Capital Investment Advisors since 2019 and previously held roles at Northwestern Mutual and William Jewell College. Chalabi holds a Series 65 designation. 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 trustee services, and family office offerings, employing a variety of investment strategies and platforms.
Jania S
Series 63, Series 66
Overland Park, KS
Prime Capital Financial
Jania Stout is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including OneDigital Investment Advisors LLC and Hightower Advisors. She is a partner at 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 asset management, financial planning, qualified retirement plan services, and family office solutions, employing a mix of core/satellite, thematic, and tactical strategies with both discretionary and non-discretionary management approaches.
Taylor M
CFP®, Series 66
Overland Park, KS
Prime Capital Financial
Taylor Manry is a CFP® with 19 years of industry experience and is currently an advisor at Prime Capital Financial. His prior roles include positions at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. He serves as a trustee and board member for George Walton Academy, a private K3-12 academic institution. 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 qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and maintains affiliated tax and family office services.
Cade G
Series 65
Overland Park, KS
Prime Capital Financial
Cade Green is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 credential and has a background that includes roles at Conagra Brands and Kansas State University. Green serves as an ambassador for the Go Further Foundation, a nonprofit supporting young professionals transitioning in the workforce. 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 services, and family office offerings, utilizing a mix of core/satellite, thematic, and tactical investment strategies.
Brayden E
Series 65
Overland Park, KS
Prime Capital Financial
Brayden Elmer is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Invista, 6 Meridian, and the Wichita State Office of Research. Elmer has also been involved with Lawn Buddy, a venture outside traditional finance. 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, qualified retirement plan sponsorship, and family office offerings. The firm employs a range of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.
Micah S
Series 66
Overland Park, KS
Prime Capital Financial
Micah Schmidt is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked with Prime Capital Investment Advisors, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Schmidt serves as a finance deacon for Bellicose Church, managing financial tasks including check writing and bookkeeping. 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 a variety of investment strategies and platforms to manage client accounts.
Taylor Y
Series 63, Series 66
Overland Park, KS
Prime Capital Financial
Taylor Yaw is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, N.I.S. Financial Services, and Ozark National Life Insurance. Outside of advisory services, he operates a personal accounting business through TB Services LLC. 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 offerings, employing a variety of investment strategies and providing consolidated reporting and tax planning through its affiliated accounting subsidiary.
Joseph H
Series 63, Series 65
Overland Park, KS
Prime Capital Financial
Joseph Harrish is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations. Before joining Prime Capital Investment Advisors LLC in 2020, he worked at Ozark National Life Insurance and NIS Financial Services. 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, and qualified retirement plan sponsor services. The firm employs both discretionary and non-discretionary investment strategies and offers family office services along with affiliated tax advisory and consolidated reporting capabilities.
Manuel G
CFP®, Series 63, Series 65
Overland Park, KS
Prime Capital Financial
Manuel Gonzalez Teran is a CFP® with six years of industry experience currently with Prime Capital Financial. His prior roles include positions at Goldman Sachs Personal Financial Management and TD Ameritrade. Outside of financial advising, he serves as vice president of a homeowners association and also has experience working with food delivery services such as DoorDash and Uber. 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 retirement plan services, employing diverse investment strategies and maintaining an affiliated tax advisory subsidiary.
Scott D
CFA®, Series 63
Overland Park, KS
Prime Capital Financial
Scott Duba is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior experience includes roles at Mariner Wealth Advisors, Antora Peak Capital Management, Artisan Partners, and Neuberger Berman BD LLC. Outside of his advisory work, he is the managing member of 425 Holdings, LLC, a strategic consulting firm focused on private and public ventures. 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 diverse investment strategies and maintaining an affiliated tax advisory subsidiary.
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