Executive

Leadership

scott-colangelo-web

Scott Colangelo

CHAIRMAN, MANAGING PARTNER

Photo of Tricia Cooper, Director of Human Resources at Prime Capital Investment Advisors

Tricia Cooper

DIRECTOR OF HUMAN RESOURCES

Photo of Brian Dillbeck, Chief Financial Officer at Prime Capital Investment Advisors

Brian Dillbeck, MBA

CHIEF FINANCIAL OFFICER

Scott Duba Prime Capital Investment Advisors

Scott Duba, CFA®, MBA

CHIEF INVESTMENT OFFICER & MANAGING DIRECTOR, WEALTH MANAGEMENT

Photo of Matthew Eickman, National Retirement Practice Leader at Qualified Plan Advisors

Matthew Eickman, J.D., AIF®

NATIONAL RETIREMENT PRACTICE LEADER

Photo of Tim Hakes, Vice Chairman at Prime Capital Investment Advisors

Tim Hakes

VICE CHAIRMAN

Photo of Terra McBride, Chief Marketing Officer at Prime Capital Investment Advisors

Terra McBride, MBA

CHIEF MARKETING OFFICER

Photo of John Seibolt, Chief Development Officer at Prime Capital Investment Advisors

John Seibolt, MBA

CHIEF DEVELOPMENT OFFICER

Glenn Spencer

CHIEF EXECUTIVE OFFICER

Photo of Anthony Woodard, Chief Compliance Officer at Prime Capital Investment Advisors

Anthony Woodard, AIF®

CHIEF RISK AND COMPLIANCE OFFICER

Founders

Glenn Spencer

CHIEF EXECUTIVE OFFICER

scott-colangelo-web

Scott Colangelo

CHAIRMAN, MANAGING PARTNER

Tim Hakes

VICE CHAIRMAN

Joe Hildebrand, AIF®

EXECUTIVE DIRECTOR

Joe Zdeb

FINANCIAL ADVISOR

Directors and Advisors

Use the filters below to find the Director or Advisor that fits your needs.

Results (184)

Chris Abts

President & Financial Advisor

Tim Accurso, AIF®

Financial Advisor

Fakhr "Naz" Alavi

Investment Advisor

Ben Ambrosini

Financial Advisor

Stephen D. Ambrosini, CLU®, CHFC®

Partner

Alex Astin, MBA, CEP®

Certified Estate Planner, Financial Advisor

Rich Barkley

Financial Advisor

Stephen Barns, AWMA, AIF®

Financial Advisor

Judd Beeskau, CFP®, AIF®

Financial Planner / Retirement Plan Advisor

Erin Berglund-Burns, CEP®

Certified Estate Planner, LA Resident Life & Health Insurance Agent

Bruce Beyer

Financial Advisor

Adam Billings

Director of Operations

Rob Branch, ChFC®, CFP®

Partner

Matthew Brown

Certified Financial Planner™

Howard J. Buck

Partner

Marshall Burke, QKA

Consultant

Ernie Burns, MCEP®

President, CEO, Financial Advisor

David Burns, MCEP®

Master Certified Estate Planner, Financial Advisor

Christopher Burns, CRC®

Financial Advisor

Brian Burwell, AIF®

Financial Advisor

William Carey

Investment Advisor Representative

Thomas Carreras, CLU®, ChFC®

Investment Advisor

Austin Carroll

Financial Advisor

Gil Cassagne

Financial Advisor

Christian Chalabi

Financial Advisor

Kimberly Chmielewski, CFP®

Financial Advisor

Stephen Cicali

Senior Vice President, Financial Advisor

Sean Clancy, CPWA®, AIF®

Managing Director, Denver Market / Financial Advisor

Christian P. Clausen, CFP®

Financial Advisor, Portfolio Manager

Christian Conner, CFP®

Partner / Financial Advisor

Terry Conner, CFP®

Managing Director

Tim Dahlberg, MBA

Financial Advisor

Jonnathan Davis, AIF®

Managing Partner, Little Rock

Michael Del Re III, ChFC®, REBC®, AIF®

Northeast Managing Partner

Sarah C. Doerr

Partner

Jeff Dorfman, CFP®, ChFC®, AIF®

Managing Director

Tim Dowden, CFP®

Financial Advisor

Michael Duncan, ChFC®

Partner, Financial Advisor

Stan Dyl

Partner, Financial Advisor

Rich Eagar, AIF®, CRPS®

Vice President, Retirement Practice

Laura Ehrenberg-Chesler

Partner

Matthew Eickman, J.D., AIF®

National Retirement Practice Leader

Jennifer C. Flaherty, CFP®, CRPC®

Financial Advisor

Bentley Ford, AIF®

Managing Director, Dallas Market / Financial Advisor

Gerrod Galliano, MBA

Financial Advisor

Jason Gerber, CFP®, M.S., AIF®

Managing Partner, Little Rock

Tom R. Gibbings, CLU®, CFP®

Partner

Alec Giesting, CFP®

Financial Advisor

Collin Gimlin

Financial Advisor

Caroline Girgis, ChFC®

Partner, Financial Advisor

Ricky Gleason

Financial Advisor

Dwayne Grady, CFP®, ChFC®, CLU®

Partner, Financial Advisor

J. Scott Gwatney, CPFA®

Chief Financial Analyst, Financial Advisor, Portfolio Manager

Merlin Hagan, CFP®, AIF®

Financial Planner

Heath Hagan

Financial Advisor

Sarah Harris, AIF®

Financial Advisor

Joe Harrish

Financial Advisor

Haley Hazem

Financial Advisor

Darin Henderson, AIF®

Financial Advisor

Sterling O. Herrmann, CPFA®, CFP®

Financial Advisor

Eric Herzog, CFP®

Financial Advisor

Joe Hildebrand, AIF®

Executive Director

Jim Hirst

Managing Director

Mark Hogan

Financial Advisor

Brad Holdhusen, AAMS®, AIF®

Financial Advisor

Paul Jarvis, CFP®

Partner, Financial Advisor

Keller Johnson

Managing Director, Kansas City Market

Lisa D. Jones, AIF®, CRPS®

Managing Director, Springfield Market / Financial Advisor

Ashlea Jones

Financial Advisor

Kerry Keihn, CSRIC®, ABFP℠

Partner & Financial Advisor

Dale Kelly

Partner & Senior Financial Advisor

Conor Kelly, CFP®

Partner, Senior Financial Advisor

Gage Kemsley

Financial Advisor

Mark Kipp

Financial Advisor

Taylor Knopf, AIF®

Financial Advisor

Kris Koenig

Wealth Advisor

Aaron Kolich, MBA

Financial Advisor

Eric Krause, CFA®

Managing Director, Portfolio Manager

Peter Krull, CSRIC®

Partner & Director of Sustainable Investing

Jeff Lahr

President, Kansas City Market & Financial Advisor

Rich Laing

Wealth Advisor

Keith Lea

SVP Investments

Brandon T. Lee, AIF®, CFP®

Financial Advisor

Terri Lewis, CLU®, ChFC®

Partner, Financial Advisor

Scott Liggett, J.D., AIF®

Director of ERISA Oversight

Doug Lode

Financial Advisor

Mary Lucas

Director of Financial Planning & Client Experience

Garth Lurvey, CFP® CRPC®

Partner / Financial Advisor

Thomas Mancuso

Relationship Management Consultant

Jasen Mangrum, AIF®

Financial Advisor

George Maniatis, CPFA™️/QPFC, AAMS®

Financial Advisor

Jeff Martin

Financial Advisor

Robert Massa, ChFC®, CEBS®, AIF®, CPFA®

Managing Director, Houston Market / Retirement Practice Leader

Travis Mays, AIF®

Financial Advisor

Pierson McAtee

Investment Advisor

Alan McClain

Partner, Financial Advisor

Brandon McCormick, AIF®

Financial Advisor

Brennan McCutchen, AIF®

Managing Partner, Little Rock

Will McGough, CFA®

Director, Investments

Richard P. Meagher, CFA®, CFP®

Financial Advisor

Marco Melero, C(k)P®, AIF®

Multicultural Education Strategist

Andrew Merchant

Managing Director, Wichita Market

Geoff Mettler, PPC™, AIF®

Qualified Plan Advisor

Dave Miller, AIF®

Financial Advisor

Derek Mitchell, AIF®

Financial Advisor

Drew Moenter, MBA

Wealth Advisor

Marilou Moursund

Partner

Thorn Murphy

Wealth Advisor

Rich Murray

Managing Director, Carolina Operations

Steve Nelson, AIF®

Financial Advisor

Matt Nelson, AIF®

Managing Director, San Antonio Market

Clint Nelson, CFP®

Financial Advisor & Retirement Plan Advisor

Brett Newell

Sr. Associate, Private Investments

Joanne Nguyen, CRPC®

Financial Advisor

Dion Nickel

Financial Advisor

Jason Noble, CFP®, RICP®

Financial Advisor

Will O'Rourke, Esq.

Estate Planning & Wealth Management

Tyler Olson

Managing Director, Florida Operations

Marco Osorio, RICP®

Financial Advisor

Larry W. Palmer, CFP®

Partner

Deanne Palmer, MBA, CFP®

Certified Financial Planner™

R. Michael Parry, CFP®

Director of Wealth Planning

Donald J. Paul

SVP Client Experience

Tucker Payne

Wealth Advisor

Matthew Peterson

Financial Advisor

George Pikounis

Financial Advisor

Amanda Pilkerton, CFP®

Financial Advisor

Dawn Potts

Financial Advisor

Wendy Prestwood, CMFC, CRPC

Wealth Advisor

Katie Randall

Financial Advisor

Finley Robinson

Financial Advisor

Christopher T. Roper, AIF®

Plan Success Consultant

Colt Ryan, CFP®

Wealth Advisor

Craig Scherzer, AIF®

Financial Advisor

Micah Schmidt

Financial Advisor

Wyatt Schrepfer

Financial Advisor

Bryan Schuenemann, ChFC®, AEP®, AIF®

Managing Director, Minneapolis Market / Financial Advisor

Ashley E.H. Scott, CFP®

Financial Advisor

Ryan Shannon

Financial Advisor

Eric Shoenfeld, CMFC®, CRPC®

Managing Director, Virginia Operations

Leonard Simpson, RFC®, AIF®

Partner

Curtis Slothower

Financial Advisor

Charles Smith, J.D.

Nebraska Retirement Practice Leader

Michael Smoots, J.D.

ERISA Counsel

Grant Spencer

Director, M&A and Advisor Recruiting

Jen Staben, CRPC®

Financial Advisor

Will Steih, CPA®

Managing Director, Nashville Market

Mike Stolberg

Director of Trading / Financial Advisor

Nick Stonnington

Partner & Financial Advisor

Nicholas H. Stonnington Jr., AIF®, CPFA, CFP®

Partner & Financial Advisor

Bob Stout

Broker

Melissa Sturgis

Director of Compliance Operations

Matthew Swatek, CRPC®

Senior Vice President / Wealth Advisor

Chris Swift

Project Manager, Mergers & Acquisitions

Scott Szymula

Financial Advisor

Ashley Terrell, MBA

Financial Advisor

Samir C. Thakkar, CFP®

Partner

Payton Thielmann

Financial Advisor

Sean Thompson

Financial Advisor

Kevin Toledano

Director of Managed Account Services

Karin Tyson, ChFC®, CLU®, CFP®

Partner

Mark Ulicny, CFP®

Financial Advisor

Steve Vander Velde, AIF®

Financial Advisor

Annette A. VanderLinde, MBA, CWS®, AIF®

Chief Client Officer

Charles E. Vermette, Jr. , JD

General Counsel

Christian Walter

Financial Advisor

Matt Waters, CFP®, AIF®

Financial Advisor

Darren Watson, AIF®

Director of Investment Advisory Committee

Ben West, CFP®, CMFC®

Senior Vice President/ Financial Advisor

Don Williams, CMFC®, CRPC®

Senior Vice President/ Financial Advisor

Ethan Workman

Financial Advisor

Taylor Yaw

Financial Advisor

Neill Yelverton, MBA, CSRIC®

Partner & Financial Advisor

Joey Zdeb

Financial Advisor

Joe Zdeb