Brandon Lee is a CFP® professional with 14 years of experience in the financial services industry. He currently serves at Prime Capital Financial and has previously worked with Lawing Financial, Inc. and Cambridge Investment Research, Inc. In addition to his advisory role, he is involved with Prime Capital Risk Management, focusing on fixed-insurance products. 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, family office solutions, and qualified retirement plan services, employing a variety of investment strategies across discretionary and non-discretionary accounts.

Kathleen Randall is a financial advisor at Prime Capital Financial with 13 years of industry experience. She holds a Series 65 credential and previously worked at Brighton Jones LLC for six years before joining Prime Capital Investment Advisors, LLC in 2021. Randall is also involved with PCRM, LLC, where she sells and services fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a wide range of services including asset management, financial planning, and qualified retirement plan services. The firm uses a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary for tax planning and financial administration.

Lisa Jones is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research Inc. and Lawing Financial, Inc. Jones serves as a board member and treasurer of The Future of Finance Fund, a scholarship fund supporting students entering the financial services profession. 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 both discretionary and non-discretionary strategies with various investment approaches.