Steven Phillips is a CFP® professional with five years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Dixon Hughes Goodman Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Charles Welsh is a CFP® with four years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Central Trust, Credent Wealth, and Mariner Wealth Advisors, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with approximately $12 billion in assets under management. The firm offers integrated financial planning and investment management, often under discretionary mandates guided by an Investment Policy Statement, and is affiliated with a national accounting and professional services parent under the Forvis Mazars Private Client brand.

Norma Rodriguez is a financial advisor at Forvis Mazars Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Frost Financial Services and Frost Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and retirement plan consulting, managing roughly $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Tara Grogan is a financial advisor at Forvis Mazars Wealth Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at BKD Wealth Advisors from 2011 to 2022 before joining Forvis Mazars Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, offering financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with a national accounting and professional services parent.

Bill Nguyen is a CFA® charterholder with two years of industry experience. He currently works at Forvis Mazars Wealth Advisors, LLC and previously held positions at Pension Consultants, Inc., Wilary Winn LLC, Missouri Trust & Investment Company, and Shaffer & Associates. His background also includes roles at the University of Missouri and the Ewing Marion Kauffman School. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, offering services that include financial planning, discretionary investment management, and retirement plan consulting, with an investment approach guided by committee-approved portfolios and integrated financial planning.

Braiden Jolliff is a CFP® professional with two years of experience in financial advising. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at FORVIS Wealth Advisors LLC, BKD Wealth Advisors LLC, and Evans Wealth Planning. His background also includes roles outside the financial industry, such as work at Fastenal and positions in educational institutions. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm integrates financial planning with investment management, utilizing a disciplined approach that includes committee-approved investment options and third-party money managers, while also leveraging its affiliation with a national accounting and professional services firm for coordinated wealth management.

Michelle Titus is a CFP® with 12 years of industry experience, currently serving as an advisor at Forvis Mazars Wealth Advisors, LLC. She previously worked at BKD Wealth Advisors for seven years and was with FORVIS Wealth Advisors, LLC prior to her current role. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Forvis Mazars, LLP, providing comprehensive financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and is affiliated with a national accounting and professional services parent, which allows coordinated tax and accounting services alongside wealth management.

Ty Lindenman is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN. He joined the firm in 2023 and has held previous roles at FORVIS Wealth Advisors, LLC and Kansas State University Recreation Services. Lindenman’s industry experience is recent, beginning in 2023. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and an integration of tax and accounting services through its parent company.

Henry Soule is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Restoration Hardware and Purdue University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets.

Ashley Furlong is a CFP® professional with two years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. Her prior experience includes roles at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, IMG Financial Group, and positions in education at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, consulting, and family-office services, managing approximately $12 billion in assets and integrating coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Bobby Lamb is a CFP® professional with 28 years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC since 2024. He previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser affiliated with a national accounting and professional services firm. The firm offers financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits, managing approximately $12 billion in assets with a disciplined investment approach that includes discretionary mandates and committee-approved portfolios.

Nelson Matzen is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding the CFP® designation and Series 63, 65, and 66 licenses, and has 10 years of industry experience. His prior roles include positions at HSBC Securities, Avantax Investment Services, and Mariner Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with a range of wealth management and consulting services. The firm manages approximately $12 billion in assets and integrates coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Matthew Wahl is a CFP®, CFA®, and holds a Series 63 license with 18 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2022, following a 14-year tenure at BKD Wealth Advisors, LLC. He is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary investment management, retirement plan consulting, and family-office style services.

Shari Hoffman is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 24 years of industry experience. She holds a Series 65 designation and has worked at BKD Wealth Advisors, LLC and FORVIS Wealth Advisors, LLC prior to her current role. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12.0 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Jonathan Buckley is a Series 65 licensed advisor with nine years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors, Centerpoint Wealth Management, and Deloitte Tax. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and family-office style services, managing approximately $12 billion in assets.

Brian Lowery is a CFP® professional with 20 years of industry experience. He currently serves at Forvis Mazars Wealth Advisors, LLC, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and retirement plan consulting services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Adrian Vassallo is a financial advisor at Forvis Mazars Wealth Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked previously at Dixon Hughes Goodman Wealth Advisors LLC and Dixon Hughes Goodman LLP. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with a range of services including financial planning, investment management, and retirement plan consulting. The firm manages approximately $12 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Brian Stigliano is a CFP® with 19 years of experience in the financial services industry. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held positions at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, consulting, and family-office style services with an emphasis on discretionary mandates guided by Investment Policy Statements.

Travis Liles is a CFP® certificant with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2024 after previously working at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets and providing integrated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Amy Wren is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Little Rock, Arkansas. She holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining her current firm, she worked at Bank OZK for eight years. Outside of her advisory role, she is a limited partner in her husband's law firm, where she handles client billing and bookkeeping. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets.