user avatar

Bonnie Maize

Advisor at Blazing Star Financial

Updated today

Location

Rossville, KS

Credentials

CFP®, Series 65

Industry experience

4 years

About

Bonnie Maize is a CFP® with four years of industry experience and serves as an advisor at Blazing Star Financial. She is also Chief Financial Officer of Omni Circle Group, Inc., a nonprofit organization, and provides tax preparation and small business consulting through Blazing Star Tax, LLC. Licensed to practice law in Kansas, she offers legal services related to her nonprofit and tax activities. Blazing Star Financial is a small advisory firm with two principals managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning and discretionary investment management, emphasizing passive portfolio construction with mutual funds and ETFs, and provides values-based investment options upon request.

Client services

Based on Blazing Star Financial

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Blazing Star Financial

Annuities Cash flow / budgeting Tax strategies for small businesses

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial Coaching: $250 one-time non-refundable fee plus $125 monthly; Educational Seminars: $0 to $500 per seminar or $0 to $50 per participant

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%

Project-based

$125 - $175 per hour for project-based financial planning, negotiable

Subscriptions

Ongoing Financial Planning monthly fees ranging from $40 to $300 depending on household composition and net worth; Financial Counseling (FTCI clients only) fees $95 to $450 per 50-minute meeting

Location

Rossville, KS

Work history

Blazing Star Tax, LLC

2024 - Present (2 years)

Omni Circle Group, Inc.

2024 - Present (2 years)

Omni Circle Group, Inc.

2023 - 2023 (1 year)

Bell Tax Services

2022 - 2023 (1 year)

Blazing Star Financial, LLC (f/k/a Maize Financial)

2021 - Present (5 years)

N/a

2020 - 2021 (1 year)

Financial Planning Association

2020 - 2020 (1 year)

Kansas State University

2019 - 2020 (1 year)

N/a

2005 - 2019 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
user avatar

Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
user avatar

Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor with Generations Wealth Design in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked with Cambridge Investment Research Advisors and National Planning Corporation. Outside of advising, he is involved in operating Showcase Loft and Lounge, a business he has been part of for over 40 years. Generations Wealth Design provides wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement-account advice, and access to third-party model portfolios, focusing on long-term strategies while allowing tactical adjustments.

Concentrated stock management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet)
user avatar

James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor with Paladin Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior roles include work with Gradient Securities, LORD'S WEALTH PARTNERS, and his own firm, Lord's Financial Planning. Outside of advising, he records motivational radio spots for a program called "90 Seconds to a Greater You." Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope fiduciary services. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, and it integrates outside managers and model portfolios through a network of affiliated advisory and non-advisory entities.

Active portfolio management Options & derivatives strategies
user avatar

Ryan S

Series 66

Topeka, KS

Next Generation Investing, LLC

Ryan Shumaker is the owner and managing member of Retirement Portfolios, LLC in Lawrence, Kansas, with 17 years of industry experience. He holds a Series 66 designation and has worked at World Equity Group, TCM Securities, and co-owns Next Generation Investing, LLC. Outside of advisory services, he owns a tax preparation business and a farming operation. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 client accounts, offering discretionary portfolio management, standalone financial plans, and educational workshops. Their investment approach combines fundamental, technical, charting, cyclical, and quantitative analysis, implementing a range of strategies including long-term, short-term, and trading.

Charitable giving & philanthropy General estate planning guidance Income planning
user avatar

Cale Y

Series 65, Series 66

Topeka, KS

Blazing Star Financial

Cale Yost is a financial advisor at Blazing Star Financial with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Blazing Star Financial and its predecessor firms since 2023 and serves as Principal of Blazing Star Tax, LLC, providing tax preparation and small business consulting services. Yost also serves as Inspector General Superintendent with the Kansas Air National Guard, where he has been employed since 2004. Blazing Star Financial is a state-registered advisory firm managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning, discretionary investment management, and financial coaching, focusing on passive portfolio construction guided by Modern Portfolio Theory, with options for values-based investing and fixed-annuity recommendations when appropriate.

Annuities Cash flow / budgeting Tax strategies for small businesses
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")