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Anthony W

Series 66

Overland Park, KS

Prime Capital Financial

Anthony Woodard is a financial advisor at Prime Capital Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Private Client Services, Fiduciary Investment Trusts, LLC, Cambridge Investment Research, and Lawing Financial, Inc. Outside of his advisory work, he is the lead guitarist for the band Toxic A$$et$. 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 sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sean C

Series 66

Overland Park, KS

Prime Capital Financial

Sean Clancy is a financial advisor at Prime Capital Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of his advisory role, he is involved with Prevail Innovative Wealth Strategies, providing risk management solutions. 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 employs a range of investment strategies across discretionary and non-discretionary accounts.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Pierson M

Series 65

Overland Park, KS

Prime Capital Financial

Pierson Mc Atee is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Prime Capital Financial. His background includes roles at Prime Capital Investment Advisors and positions associated with Kansas State University and HCI Hospitality. He is the managing member of Wildcat NIL LLC, which supports K-State student-athletes in monetizing their Name, Image, and Likeness (NIL) rights by facilitating deals and providing education on current rules. 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 diverse investment strategies and offers family office services, tax advisory support, and specialized retirement plan solutions.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joe H

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Joe Hildebrand is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is a partner and consultant with Thematic Investments, advising on strategy and marketing for theme-based ETFs. 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 along with affiliated tax advisory capabilities.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven N

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Steven Nelson is a financial advisor with Prime Capital Financial based in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, with prior roles at Lawing Financial Inc., Cambridge Investment Research, and Private Client Services. Nelson is an associate member of the National Association of Remodeling Industry. 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 broad range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a variety of investment strategies across discretionary and non-discretionary accounts.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric K

CFA®, Series 66

Overland Park, KS

Prime Capital Financial

Eric Krause is a CFA® charterholder with 18 years of industry experience. He is currently with Prime Capital Financial and has previous experience at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Krause serves as a board member of the Fayetteville Area Community Foundation, where he assists in general oversight and scholarship activities. 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 a combination of core/satellite, thematic, and tactical investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sean S

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Sean Spencer is a financial advisor at Prime Capital Financial with 15 years of industry experience. He has previously worked at PKS Investments, Access Capital LLC, and TRUENORTH, INC./IMA Wealth, Inc. Outside of his advisory roles, Spencer serves as a board member on the Dean’s Advisory Board for the W. Frank Barton School of Business at Wichita State University. 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, employing a range of investment strategies and maintaining affiliated tax advisory and family office practices.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexander V

Series 65

Overland Park, KS

Prime Capital Financial

Alexander Van Patten is a financial advisor at Prime Capital Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Adams Brown, Koch Minerals & Trading, and Swindoll, Janzen, Hawk & Lloyd. 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 range of investment strategies and offers family office services, tax planning through an affiliated accounting subsidiary, and continuity mechanisms for legacy client relationships.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James M

Series 66

Overland Park, KS

Prime Capital Financial

James May is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial and First Bank and Trust Investment Services. In addition to his advisory role, he is involved in the sale and service of fixed insurance products through affiliated insurance entities. 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 diverse investment strategies and platforms to manage both discretionary and non-discretionary accounts.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas M

Series 66

Overland Park, KS

Prime Capital Financial

Thomas Mancuso is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds a Series 66 designation and has 11 years of industry experience. Mancuso has previously worked at Private Client Services and Cambridge Investment Research. He is also involved in managing Thematic Investments, LLC, an ETF fund, serving as its Chief Compliance Officer, President, and Owner. 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 utilizes both discretionary and non-discretionary account management strategies and provides specialized tax and family office services through affiliated entities.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Terri L

ChFC®, Series 63

Overland Park, KS

Prime Capital Financial

Terri Lewis is a financial advisor at Prime Capital Financial with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Her work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. 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 offers tax planning through an affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joanna C

CFP®, Series 63, Series 66

Overland Park, KS

Prime Capital Financial

Joanna Cecilia Fleming is a CFP® with 24 years of industry experience. She is currently with Prime Capital Financial and has prior experience at Edelman Financial Engines, Financial Engines Advisors L.L.C., and Edelman Financial Advisors, LLC. Fleming 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—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan sponsor and trustee services, family office offerings, and employs a range of investment strategies including discretionary and non-discretionary management with tax-efficient solutions and affiliated tax advisory services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Connee S

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Connee Sullivan is a financial advisor at Prime Capital Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Sinecera Capital LLC for five years. Her background also includes volunteer work and a position at Austin Opera. 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, and family office solutions, utilizing both discretionary and non-discretionary strategies with an emphasis on tax-efficient management and consolidated reporting.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joshua Z

Series 65

Overland Park, KS

Prime Capital Financial

Joshua Zdeb is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Powercat Financial at Kansas State University. 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 platforms to manage discretionary and non-discretionary accounts and provides tax planning and consolidated reporting through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Darren W

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Darren Watson is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and 30 years of industry experience. His work history includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also an independent insurance agent for various companies through Prevail Innovative Wealth Strategies. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary account management with a variety of investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen B

CFP®, Series 63, Series 66

Overland Park, KS

Prime Capital Financial

Stephen Brown is a CFP® with 22 years of industry experience, currently serving at Prime Capital Financial. His prior work includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Outside of advising, he reviews financial records and prepares budgets for a homeowner's association and plays guitar in a local band. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a broad range of services, including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage accounts both discretionary and non-discretionary, and it provides specialized tax advisory and consolidated reporting services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scott L

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Scott Liggett 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 Private Client Services, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, Liggett serves as a director for Christian Youth Theater. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans with a range of services such as asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary management strategies and supports retirement plans through various investment platforms and advisory arrangements.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nash H

Series 63, Series 66

Overland Park, KS

Prime Capital Financial

Nash Holm is a financial advisor at Prime Capital Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors and TD Ameritrade, among other firms. 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 mix of core/satellite, thematic, and tactical strategies alongside third-party manager selection.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew P

Series 66

Overland Park, KS

Prime Capital Financial

Matthew Peterson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Citi Private Bank and Mission Peak Capital prior to joining Prime Capital Financial in 2020. 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, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brandon M

CFP®, Series 63, Series 65, Series 66

Overland Park, KS

Prime Capital Financial

Brandon Mccormick is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a CFP® designation and 17 years of industry experience. He has worked at firms including Lawing Financial, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, he is involved with CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing a mix of investment strategies and platforms tailored for a diverse client base.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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