James Russell Lord

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.

Nicholas Schilling is the sole advisor at Avant Wealth Management, LLC in Topeka, KS. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Advisors Excel, and FMT Solutions, LLC. Schilling is also licensed as a life and health insurance agent and provides business management consulting outside of his advisory work. Avant Wealth Management is an independent, single-advisor registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing both fundamental and technical analysis to develop tailored investment strategies.

John Minnick is the sole advisor at Minnick Capital Management, an independent firm based in Topeka, Kansas. He holds a CFA designation and a law license, and has 46 years of industry experience, having founded his firm in 1972. Outside of his advisory work, he serves as corporate secretary and director of his college fraternity’s alumni association on a non-compensated basis and acts as a trustee for several family trusts. Minnick Capital Management serves individual investors, trusts, retirement plans, and charitable organizations with discretionary portfolio management and separate counseling. The firm’s investment approach combines fundamental and technical analysis, focusing on market trends, industry strength, and volatility, while tailoring portfolios to clients’ income, tax, and risk objectives.

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.

Vincent Foster is a financial advisor at Generations Wealth Design with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc. and National Planning Corporation. Outside of advisory services, he is also an independent insurance agent specializing in fixed life insurance, fixed annuities, disability, and long-term care insurance. Generations Wealth Design is a Kansas-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wealth management and financial planning, constructing customized portfolios using mutual funds, ETFs, equities, bonds, and occasional stock options with a primarily long-term investment approach.

Ryan Shumaker is a financial advisor with Next Generation Investing, LLC in Topeka, KS. He holds a Series 66 designation and has 18 years of industry experience. Prior to his current role, he worked at World Equity Group and TCM Securities. Outside of advising, Shumaker owns several businesses including a tax preparation firm and provides educational seminars and portfolio management services through an affiliated registered investment advisor. Next Generation Investing provides financial planning and discretionary portfolio management to individuals, small businesses, charities, private foundations, and institutional clients. The firm manages approximately $128 million, employs a multi-strategy investment approach, and licenses investment models to other advisors.