I built Mission Financial Planning to provide financial planning in a purely advice-only, fee-only, fiduciary role. I have been a Certified Financial Planner (CFP) for 25 years. My focus: Financial planning for dentists. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, retirement plans and retirement planning, insurance assessment, and estate planning. Over the years many dentist clients have referred other dentists, as well as non-dentist friends and family, to work with us. We are flattered with every referral - dentist or not - and honored to bring them into our family of great clients, if the fit is right. Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning. Thank you for considering Mission Financial Planning! Read Sharon's blog here: https://www.missionfinancialplanning.com/blog

Billie Mcclain is a CFA® charterholder with 14 years of industry experience. She currently serves as an advisor at Freedom Value Partners, LLC, where she has worked since 2022. Prior to that, she was with Country Club Trust Company and Tower Wealth Managers, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and retirement rollover guidance. The firm employs a fundamental, bottom-up investment approach that incorporates equity positions, fixed income, and selective use of derivatives for portfolio positioning and risk management.

Kent Stelljes is a financial advisor at Diversified Wealth Advisors, LLC in Kansas City, MO, holding Series 65 and Series 66 licenses with six years of industry experience. He has held positions at Philips North America, Edward Jones, and The Children’s Mercy Hospital. Outside of advisory work, he is a Business Development Specialist at React Health, a sleep and respiratory manufacturing company. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households. The firm customizes portfolios using fundamental, technical, charting, and cyclical analysis and manages execution through third-party sub-advisors and co-advisors.

Chelsea Harper is an advisor at BLDR Wealth LLC with a Series 65 designation and one year of industry experience. She also serves as Business Manager at TaxesPlus, Inc., a tax preparation and advisory firm, and is a board member of the Public Accountants Association of Kansas. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using ETFs, equities, bonds, and other instruments, and offers 3(21) retirement plan advisory services for plan sponsors.

Ryan Patton is a financial advisor at EVP Capital Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory work, he serves as managing member of several investment holding companies and an entertainment management company. EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit sharing plans. The firm manages approximately $75 million for about 46 clients, utilizing globally diversified portfolios based on modern portfolio theory and primarily employing mutual funds and ETFs.

Nicholas Bloch is a financial advisor at EVP Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a member of several investment holding companies based in Mission Woods, KS. EVP Capital Advisors offers portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory.

Jonathan Moore is a financial advisor at Financial Avenues with a Series 65 credential and one year of industry experience. He previously worked at several firms, including FP Solutions RI and Ellevate Advisors. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses with financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships and emphasizes diversified, cost-efficient index funds and ETFs with regular rebalancing.

Jerry Snider is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Snider Talbot Financial Planning since 2007. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, typically managing accounts on a non-discretionary basis with client approval required for transactions.

George Daimler is a financial advisor at Glass Lakes Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Glass Lakes in 2026, Daimler worked at CFO Capital Management, LLC for seven years and held roles at United Planners' Financial Services of America and Cruice Investment Advisors, Ltd. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related services. The firm utilizes a Core + Satellite investment approach and operates a wrap fee program alongside no-cost public seminars on personal finance.

Kirby Demoss is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Distributors, Inc., and Colligo Group LLC. He is also a licensed insurance agent and a member of a holding company providing general consulting services. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners, offering discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and provides access to third-party managers and educational seminars.

Jon Stanfield is a financial advisor at World Class Unlimited, Inc. with 19 years of industry experience. He holds a Series 66 designation and is a partner at Rees, Kincaid & Stanfield, where he assists clients with estate planning, trust administration, military law matters, financial defense, and expert witness services. World Class Unlimited, Inc. provides discretionary investment advisory and financial planning services to individuals, trusts and estates, charitable organizations, and businesses. The firm uses a relative-strength trend-following and technical analysis investment approach, managing concentrated portfolios typically composed of ETFs and mutual funds, alongside tax, payroll, and insurance services.

Chelsea Hatchel is a financial advisor at Derks Financial, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Derks Financial since 2015, including time with affiliated entities. Prior to that, she worked at Berthel Fisher & Company Financial Services, Inc. from 2015 to 2021. Derks Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $80 million for around 275 clients. The firm uses both fundamental and technical analysis, employs long- and short-term trading strategies, and offers discretionary and non-discretionary portfolio management.

Bradford Bagby is a financial advisor at Trinity Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Trinity since 2012. Trinity Capital Management is a state-registered investment adviser managing approximately $55 million for around 65 individual and institutional clients. The firm offers discretionary portfolio management through actively managed equity accounts and passively managed ETF allocation strategies, emphasizing asset allocation combined with fundamental screening and technical indicators to guide investment decisions.

Tomas Jacobsen is a financial advisor with Snider Talbot Financial Planning LLC, holding a Series 65 designation and six years of industry experience. He has a long tenure with the Lawson R-XIV School District, where he has worked since 1997. Snider Talbot Financial Planning serves primarily individuals and couples, as well as groups and small businesses through tailored financial-education sessions. The firm offers fee-only financial planning and ongoing asset management with a focus on low-cost, no-load mutual funds and ETFs within a long-term buy-and-hold approach, requiring client approval before executing transactions.

Harrison Hubbs is a financial advisor at Private Wealth Consulting, LLC in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at SeaCrest Wealth Management, LLC and several companies outside of financial services. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that incorporates multiple analytical methods and manages accounts on a discretionary basis with regular reviews and the option for client-imposed investment restrictions.

Bryan Stober is a CFP® and Series 65 licensed advisor at Diversified Wealth Advisors, LLC with five years of industry experience. He previously worked at Kansas City Private Wealth Management and Miller, Haviland, Ketter PC, PA. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives, delegating execution to sub-advisors while offering educational seminars to the public.

Ashley Dickson is a CFP® professional with eight years of industry experience. She currently works at Next Bloom Wealth, where she has been since 2022, following prior roles at Copper Financial Network and CommunityAmerica Credit Union. Dickson holds the Series 63 and Series 65 licenses. Next Bloom Wealth serves individual, high-net-worth, and corporate clients through investment management and financial planning. The firm employs a primarily passive, asset-allocation strategy supplemented by tax preparation and estate planning support, using third-party models and managers tailored to clients’ objectives and risk tolerance.

Anthony Donnelly is a Certified Financial Planner® with 24 years of industry experience. He is currently with Divvi Wealth Management in Kansas City, MO, where he has worked since 2022. His previous firms include Edward Jones and Ameriprise Financial Services. Outside of advising, Donnelly manages rental properties through his ownership of Boonslick Holdings LLC. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm employs a mix of fundamental and technical analysis and offers clients a choice of management arrangements and access to third-party programs.

Jeremy Dunning is a financial advisor at Central States Capital Markets, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Central States since 2021. His prior work experience includes roles at Bonobos, Tuff and Needle, and The Glossary. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families, along with pension plans, trusts, estates, and charitable organizations. The firm's investment approach is value oriented, combining fundamental analysis with technical and economic research to manage portfolios over longer-term horizons.

Allan Sheahan is a CFP® with 14 years of industry experience, currently serving as an advisor at BLDR Wealth LLC. His prior roles include positions at Cetera Advisor Networks, Cantor Fitzgerald, and Jackson National Life Distributors. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and corporate plan sponsors. The firm focuses on fundamental analysis and a long-term investment approach, incorporating ETFs, individual securities, and alternative instruments, while also offering integrated tax, estate, and business-owner planning through its affiliation with an accounting and insurance practice.