Logan Soll is a CFP®-certified financial advisor with six years of industry experience. He is currently with Prime Capital Financial and previously worked at Morgan Stanley and Merrill. 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 multiple investment strategies and maintaining an affiliated tax advisory subsidiary.

Jennifer Flaherty is a CFP® professional with 12 years of industry experience. She currently serves as an advisor at Prime Capital Financial and previously worked at Portfolio Solutions LLC for seven years. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves 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.

Dawn Clingan is a CFP® professional at Prime Capital Financial with 14 years of industry experience. Her career includes roles at Merrill and Portfolios Solutions before joining Prime Capital Investment Advisors, LLC. 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 diverse investment strategies and manages accounts on both discretionary and non-discretionary bases.

Annette Vanderlinde is a financial advisor at Prime Capital Financial with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms, including Bloomfield Hills Financial and First Allied Securities. Vanderlinde is also a partner in CHHSZ Holdings LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. 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 employs various investment strategies and offers family office services along with integrated tax planning and financial administration through its affiliated accounting subsidiary.

Ashley Scott is a CFP® designated financial advisor with six years of industry experience. She is currently with Prime Capital Financial and previously worked at Portfolio Solutions LLC and The Binnacle Group. 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 range of investment strategies and provides tax planning through an affiliated accounting subsidiary.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial and has five years of industry experience. He was previously employed at Wellington Management for 23 years and Portfolio Solutions, LLC for one year. His outside business activities include involvement with CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts through various investment strategies and platforms.