Edmund Callahan is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently an advisor at Prime Capital Financial, joining the firm in 2025 after seven years at Financial Engines Advisors L.L.C. and two years at Charles Schwab. Outside of his advisory work, he is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he manages an occasional short-term rental of a ski home in Vermont. Prime Capital Financial is an 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 across discretionary and non-discretionary accounts and provides tax planning and financial administration through an affiliated accounting subsidiary.

Jeffrey Johnson is a CFA® charterholder and holds a Series 65 license. He joined Prime Capital Financial in 2025 and has prior experience with firms including Xylinx, where he serves as President and Owner, providing valuation, financial due diligence, and CFO services for the lower middle market. His background also includes roles at Lion Nathan USA, Vitrus LLC, Homefield LLC, Expo Real Estate Holdings, and Mariner Capital Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, 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 tax advisory subsidiary.

Thomas Greuling is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Fidelity Brokerage Services LLC and Stokes Family Office, LLC. Outside of financial services, he is involved in the wine import business as owner and president of several related companies, including G Interests, LLC, Quien Sabe Vino, LLC, and East Texas Wine Partners, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a broad range of clients, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm provides asset management, financial planning, family office services, and employs a variety of investment strategies across discretionary and non-discretionary account types.

Dion Nickel is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017, Cambridge Investment Research, Inc since 2010, and Lawing Financial Inc. from 2006 to 2017. Outside of his advisory roles, he serves as an officer of Nickel Financial, Inc., a non-investment-related business. 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 uses multiple investment strategies with ongoing monitoring.

Matt Waters is a CFP® with 12 years of industry experience, currently serving as an advisor at Prime Capital Financial. He has worked previously at Private Client Services, Lawing Financial, and Cambridge Investment Research. Waters is involved with Prime Capital Risk Management, an insurance-related business focusing on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and qualified retirement plan administration, employing a variety of investment strategies and platforms to manage discretionary and non-discretionary accounts.

Craig Scherzer is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 credential and has worked at several firms including Private Client Services and Cambridge Investment Research. Scherzer is also involved in an insurance-related business 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, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary as well as continuity mechanisms for client relationships.

Joseph M. Zdeb is a financial advisor at Prime Capital Financial with seven years of industry experience. He holds a Series 65 credential and has previously worked at Cambridge Investment Research and Lawing Financial. In addition to his advisory role, he serves as a board member for War Horses for Veterans, providing counsel and support to the organization. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a range of investment strategies, including core/satellite, thematic, and tactical approaches, and offers family office services along with tax planning through an affiliated accounting subsidiary.

Drew Meecham is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. Prior to joining Prime Capital Financial, he held roles at KeyBank Real Estate Capital and worked with the University of Kansas School of Business and RedTire. Outside of advising, his background includes work in diverse sectors such as food service and education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a wide range of services including asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary account management strategies and provides tax planning services through an affiliated accounting subsidiary.

Dyson Dechant is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and KPMG. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary.

Patrick Cassidy is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He began his industry career in 2026. Prior to joining Prime Capital Financial, he was affiliated with the University of Kansas in various capacities from 2020 to 2025. 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 a mix of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.