Michael Stolberg is a Series 66 credentialed advisor at Prime Capital Financial with 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Lawing Financial Inc. Outside of his advisory work, Stolberg is a band member of Toxic Assets. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with a variety of services including asset management, financial planning, and family office offerings. The firm employs diverse investment strategies and maintains an affiliated tax advisory subsidiary.

Brad Holdhusen is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His career includes roles at Cambridge Investment Research, Lawing Financial Inc., and Prime Capital Investment Advisors. Outside of his advisory work, he serves as CEO and co-director of The Father's Club, Inc., a community organization supporting the Blue Valley School District. 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, retirement plan services, and family office offerings. The firm employs a mix of investment strategies and provides consolidated reporting, tax advisory services, and continuity mechanisms for client relationships.

Derek Mitchell is a financial advisor at Prime Capital Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Private Client Services, Lawing Financial Inc, and Cambridge Investment Research. Outside of his advisory role, he is a certified scuba instructor at a dive shop in Independence, Missouri. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of asset management and financial planning services. The firm employs a variety of investment strategies and offers family office services along with tax planning through an affiliated accounting subsidiary.

Avery Burwell is a Series 65 licensed financial advisor with Prime Capital Financial in Overland Park, KS. Burwell has been with Prime Capital Financial since 2024. Prior work experience includes positions in the food service industry and roles at the University of Kansas and University of Arkansas. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth 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 a variety of investment strategies and platforms.

Wendy Prestwood is a financial advisor at Prime Capital Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC, Private Client Services, VOYA Financial Advisors, and her own firm, Prestwood Financial Group, LLC. She serves on the board of The Future of Finance Scholarship Fund. Prime Capital Financial is an SEC-registered advisory firm providing asset management, financial planning, and retirement plan services to individuals, trusts, corporations, and retirement plans, with offerings that include family office services and tax-efficient investment strategies.

Abigail Allen is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Her prior work includes positions at Missouri Lagers and Benjamin F. Edwards. Outside of finance, she has experience working in the food and beverage industry and has a background in education. 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, qualified retirement plan services, and family office offerings, employing diverse investment strategies and maintaining an affiliated accounting subsidiary for tax and financial administration services.

Brett Newell is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior roles include positions at Vanguard Group Inc and Cambridge Investment Research, Inc. He is also a Senior Associate for Private Investments at Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with comprehensive asset management and financial planning services. The firm offers a range of strategies including core/satellite, thematic, and tactical approaches, and provides family office services along with specialized tax and financial administration offerings.

Christopher Roper is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Private Client Services, Cambridge Investment Research, and Lawing Financial. He is involved with PCRM, LLC, an insurance-related business offering fixed-insurance products. 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, qualified retirement plan services, and family office offerings. The firm employs various investment strategies and maintains affiliated tax advisory and family office practices.

Michael Jones is a Series 65-licensed advisor with Prime Capital Financial in Overland Park, KS. He has one year of industry experience, primarily with Prime Capital Financial and Access Capital. 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 third-party manager selection. The firm employs a variety of investment strategies and offers family office services as well as tax planning through its affiliated accounting subsidiary.

Christian Walter is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds a Series 66 license and has worked previously at Cambridge Investment Research, Inc. from 2014 to 2020. Outside of advisory roles, he has been involved as an independent insurance agent since 2015. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and trustee services. The firm employs a range of investment strategies and offers family office services, tax planning through an affiliated accounting subsidiary, and maintains mechanisms for continuity and co-investment opportunities.

Tyler Olson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. He is also involved in non-investment related insurance sales. 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 provides additional services such as tax planning and consolidated reporting for private investments through its affiliated accounting subsidiary.

Jasen Mangrum is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. 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 family office offerings. The firm employs a variety of investment strategies and provides tax planning and financial administration through an affiliated accounting subsidiary.

Richard Laing is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of advisory work, he is a minority owner of a trucking company and involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm providing asset management, financial planning, and retirement plan services to individuals, trusts, corporations, and high-net-worth clients. The firm employs a range of investment strategies and offers family office services along with tax and financial administration through its affiliated entities.

Preston Henry is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Prime Capital Financial and has held positions at firms including Sugarloaf Wealth Management, Triad Advisors, and TIAA-CREF. He also serves as Director of Financial Planning and Investments at Prime Capital Financial. Prime Capital Financial is an SEC-registered firm that provides a range of services to individuals, trusts, corporations, and retirement plans, including asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary investment management strategies and operates an affiliated tax advisory subsidiary.

Timothy Accurso is a financial advisor with Prime Capital Financial who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of advising, he serves on the board of directors for New Mexico Water Resources, a company involved in water infrastructure. 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 family office offerings. The firm employs various investment strategies and provides tax planning through an affiliated accounting subsidiary.

Hudson Gray is a financial advisor at Prime Capital Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at Victor E Apparel & Gift Co and Memorial Union. 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, qualified retirement plan sponsor and trustee services, and family office offerings, employing various investment strategies and maintaining an affiliated accounting subsidiary.

Adam Wilson is a CFP® professional with 24 years of industry experience, currently serving at Prime Capital Financial. His prior experience includes roles at Triad Advisors, Inc. and Sugarloaf Wealth Management, LLC. Outside of his advisory work, Wilson serves on the boards of the Community Foundation for NE Georgia and the Titan Club, a nonprofit supporting North Oconee High School. 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 affiliated tax advisory and private client practices.

Tim Hakes is a financial advisor at Prime Capital Financial with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Lawing Financial. Outside of his advisory work, he is a member of Maverick Investors LLC, where he advises on business activities, marketing, and forecasting. 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 discretionary and non-discretionary management strategies and supports held-away accounts with tax-efficient rebalancing, also providing affiliated tax advisory and consolidated reporting services.

Coleton Nelson is a financial advisor at Prime Capital Financial with two years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Mano's Wine. Outside of advising, Coleton 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. The firm offers a range of services including asset management, financial planning, and family office solutions, employing both discretionary and non-discretionary investment strategies.

Marco Osorio is a financial advisor with Prime Capital Financial in Overland Park, Kansas, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at GenWealth Financial Advisors LLC, LPL Financial, and Ernst & Young. Osorio has also been involved in a personal business, Osorio Rentals 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 offerings, employing both discretionary and non-discretionary investment strategies.