James Marx is a financial advisor with Prime Capital Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, and Alera Investment Advisors, Inc. Marx is also involved with CHHSZ Holdings, LLC, a holding company for an investment advisory firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services spanning asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm manages accounts on discretionary and non-discretionary bases using diverse strategies and offers a family office practice, with additional tax advisory services through its affiliated accounting subsidiary.

Jacob Tangpricha is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has been with AE Wealth Management since 2024 and has experience working with USA Wrestling since 2023. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, implementing investment decisions primarily through discretionary model portfolios and offering a broad range of services supported by a large advisor platform.

Jaime Rogers is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliates in 2026, Rogers was with Commonwealth Financial Network and Pegasus Capital Management for ten years. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Paul Armenta is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has worked at Empower Advisory Group since 2024 and has also been associated with Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Kane Harrish is a financial advisor at Prime Capital Financial with a Series 65 designation and less than one year of industry experience. His prior work history includes roles at UPS, Bow River, and various positions at Kansas State University. 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 sponsor and trustee services, family office offerings, and third-party manager selection.

Mark Hogan is a financial advisor at Prime Capital Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Private Client Services and Cambridge Investment Research. Hogan serves as a board member of the Kansas City Athletic Club. 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 a mix of core/satellite, thematic, and tactical investment strategies.

Ryan Schweiger is a financial advisor with Empower Advisory Group in Olathe, Kansas, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at GWFS Equities, Inc. since 2015 and joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jeremy Kohn is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Eric Philips is a CFP® certified financial advisor with 10 years of industry experience. He is currently with Prime Capital Financial and has previously worked at firms including J.P. Morgan Securities LLC and Sugarloaf Wealth Management. 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 variety of investment strategies and platforms to meet client needs.

Jason Heffner is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Union Financial and Stephens / Heffner Financial Partners. He serves as a board member of the Baldwin Education Foundation, an organization supporting innovative public education initiatives. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Matthew Swatek is a financial advisor with Prime Capital Financial in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Prime Capital Investment Advisors, LLC in 2020, he worked at The Retirement Planning Group from 2015 to 2020. Outside of advisory work, he is also licensed as an insurance agent, providing insurance products to clients. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, tax-efficient rebalancing for held-away accounts, and maintains an affiliated tax advisory subsidiary.

Jack Souder is a financial advisor at Prime Capital Financial with a Series 65 credential and experience beginning in 2023. His prior work includes roles at the University of Colorado Springs and T-Mobile. 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 wide range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, using both discretionary and non-discretionary investment approaches.

Elizabeth Snodgrass is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at Waddell & Reed Inc for 11 years and LPL Financial for one year prior to joining Principal Securities and Principal Life Insurance Company. She serves as a board member on the advisory board for Kansas State University, where she contributes to curriculum discussions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jerry Perfect is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with Commonwealth Financial Network and Wurzer & Associates for 20 years and previously worked at Legacy Financial Group, Inc., Mass Mutual Investors Services, and Gateway Wealth Management, Inc. He is also president and sole owner of Gateway Wealth Management, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Morgan Davidson is a financial advisor at Prime Capital Financial with a Series 65 designation and no industry experience to date. He has been associated with Prime Capital Financial since 2025, with prior periods of unemployment. Outside of advising, he is involved in the sale of fixed life insurance products through PCRM, 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 solutions, employing various investment strategies and maintaining an affiliated tax advisory subsidiary.

Michael Smoots Jr. 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 Fiduciary Investment Trusts, Cambridge Investment Research, Lawing Financial, and ONE Advisory Partners. Outside of advisory services, he has experience as a non-investment-related attorney and business consultant, focusing on project management for small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm manages accounts using a variety of strategies, offers tax planning through an affiliated subsidiary, and provides consolidated reporting and governance services for complex client needs.

Mark Kipp is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prime Capital Investment Advisors, Lawing Financial Associates, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Kipp serves as a city councilman in Bonner Springs, Kansas. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a variety of investment strategies and maintaining affiliated services such as tax advisory and consolidated reporting.

David Antalick is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Planning Corporation, Cetera Advisors LLC, and Farmers Insurance District Office. In addition to his advisory work, he is a tax preparer at Prime Accounting Solutions, LLC, and an insurance agent selling life, health, disability, long-term care, and property and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and co-advisor arrangements with third-party managers.

Brian Burwell is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prime Capital Investment Advisors, LLC since 2017. His previous roles include positions at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. Outside of advisory services, he is involved in 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 with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides tax planning services through an affiliated accounting subsidiary.

Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.