-

Prime Capital Financial Announces Jason Gerber and Marco Osorio Named Best Financial Advisors by Arkansas Money & Politics

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Two Prime Capital Financial advisors, Jason Gerber, CFP®, CRPS, AIF, M.S., AWMA, and Marco Osorio, CPFA®, RICP®, have been named to the 2025 Arkansas Money & Politics Best Financial Advisors list. This recognition underscores Jason and Marco’s unwavering commitment to consistently delivering personalized and proactive financial guidance.

“Jason and Marco truly reflect Prime Capital Financial’s values through their dedication and care for clients,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “We are proud to have them share their knowledge with clients while strengthening the success of our team. Their recognition highlights the exciting growth we’re seeing in Arkansas.”

The Arkansas Money & Politics Best Financial Advisors list is determined by readers who nominate their favorite financial advisors. The honorees are known for guiding clients through comprehensive financial planning to build portfolios that best serve their needs.

Gerber, a CERTIFIED FINANCIAL PLANNER® with 20 years of experience in financial services, is the managing partner of the firm’s Little Rock office. He also maintains the certifications of Chartered Retirement Plans Specialist℠ (CRPS®), Accredited Investment Fiduciary℠ (AIF®) and Accredited Wealth Management Advisor℠ (AWMA®).

Osorio joined the Prime Capital Financial team in 2024 with over a decade of industry experience, and maintains the certifications of Certified Plan Fiduciary Advisor (CPFA) and Retirement Income Certified Professional (RICP).

To learn more about Prime Capital Financial Little Rock, please visit: https://primefinanciallittlerock.com/

About Prime Capital Financial

Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office. For more information, visit www.primefinancial.com.

Contacts

Gregory FCA for Prime Capital Financial
Kerry Davis
primefinancial@gregoryfca.com
610-228-2098

Prime Capital Financial


Release Versions

Contacts

Gregory FCA for Prime Capital Financial
Kerry Davis
primefinancial@gregoryfca.com
610-228-2098

More News From Prime Capital Financial

Prime Capital Financial Launches Endowments and Foundations Practice, Names Mark Hays to Lead

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced the launch of its Endowments and Foundations practice, naming Mark Hays as its president. The new practice provides family foundations, museums, educational institutions, health-focused foundations and nonprofit endowments a dedicated resource offering tailored investment management, impact strategy and governance support. Hays brings nearly two decades of experience across institutional and mission-aligned investing,...

Kansas City Business Owner Forum, Hosted by Prime Capital Financial, Brings Together Region's Leading Exit Planning Professionals to Help Business Owners Increase Company Value

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced it will host the Kansas City Business Owner Forum on Thursday, September 10, at the Sheraton Overland Park Hotel at the Convention Center. The forum is presented through the Kansas City Chapter of the Exit Planning Institute (EPI), a collaborative network of more than 50 experienced advisors. Founded by Prime Capital Financial Partner Mark Kipp, CEPA®, EPI is dedicated to helping privately held business owners maximiz...

Prime Capital Financial Announces Strategic Partnership With Carlyle to Accelerate Next Phase of Growth

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced that the Global Credit platform of global investment firm Carlyle (NASDAQ:CG) has agreed to provide an approximately $600 million hybrid capital solution to Prime Capital Financial, establishing a strategic partnership that includes a minority ownership interest in the company and supports the firm's long-term growth. The transaction values Prime Capital Financial at an enterprise value of more than $1.8 billion. Head...
Back to Newsroom