Group: Retirement Plan Consulting
Jeff Dorfman, CFP®, ChFC, AIF®
MANAGING PRINCIPAL
Jason Gerber, CFP®,CRPS, AIF, M.S., AWMA
MANAGING PARTNER
Jasen Mangrum, AIF®, CPFA®
FINANCIAL ADVISOR
George Maniatis, CPFA, QPFC, AAMS®
FINANCIAL ADVISOR
Geoff Mettler, PRP, AIF®, PPC™
QUALIFIED PLAN ADVISOR
Eric Shoenfeld, CRPC®, CMFC®
MANAGING DIRECTOR
Doug Lode, MBA
FINANCIAL ADVISOR
Don Williams, CMFC®, CRPC®
FINANCIAL ADVISOR | SENIOR VICE PRESIDENT
Dion Nickel
FINANCIAL ADVISOR
Derek Mitchell, AIF®
FINANCIAL ADVISOR
6201 College Boulevard, Suite #150
Overland Park, KS 66211
© 2026. Prime Capital Financial. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
Private Client Services and their associates do not provide legal or tax advice. Individuals should consult with an attorney or tax professional regarding the applicability of this information for their situations. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated. To view the PCS Client Relationship Summary (Form CRS) please click here. Any related communication on this website is strictly intended for individuals residing in the states of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
1. KCBJ Fee Based Investment Advisors 2025 award was received September 2025 for the 2024 year by Kansas City Business Journal and no compensation was involved. 2. Barron’s Top 100 RIA Firm 2025 award was received in September 2025 for the 2024-2025 year timeframe from Barron’s and no compensation was involved. 3. Barron’s Top 100 RIA Firm 2024 award was received in September 2024 for the 2023-2024 year timeframe from Barron’s and no compensation was involved. 4. KCBJ Fee Based Investment Advisors 2024 award was received September 2024 for the 2023 year by Kansas City Business Journal and no compensation was involved. 5. KCBJ Fee Based Investment Advisors 2023 award was received September 2023 for the 2022 year by Kansas City Business Journal and no compensation was involved. 6. Barron’s Top 100 RIA Firm 2023 award was received in September 2023 for the 2022-2023 year timeframe from Barron’s and no compensation was involved. 7. KCBJ Fee Based Investment Advisors 2022 award was received September 2022 for the 2021 year by Kansas City Business Journal and no compensation was involved. 8. Barron’s Top 100 RIA Firm 2022 award was received in September 2022 for the 2021-2022 year timeframe from Barron’s and no compensation was involved.
