Henry Soule is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Charlotte, NC. He holds the Series 65 designation and has one year of industry experience. Prior to joining Forvis Mazars, he worked at Restoration Hardware and has an academic background from Purdue University and Charlotte Christian. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, investment consulting, and retirement plan consulting. The firm employs a customized investment approach that blends active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, operating within an integrated service model connected to its parent accounting and professional services firm.

Cooper Courtney is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of industry experience, including his current role beginning in 2024. Prior to joining the firm, he was a student from 2016 to 2024. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm employs a customized investment approach that combines active and passive strategies within an integrated service model alongside tax, accounting, and family-office services offered by its parent firm.

Paige Yeomans is a Certified Financial Planner™ (CFP®) with three years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC in Charlotte, NC, having joined the firm in 2025. Her prior experience includes roles at Guardian Life Insurance Company and Park Avenue Securities. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and retirement plan consulting. The firm emphasizes customized asset allocation and combines active and passive investment strategies within an integrated service model that coordinates tax, accounting, and family-office services.

Anthony Bridges is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as positions at the University of North Carolina Wilmington and Richard J. Reynolds High School. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, consulting, and retirement plan services. The firm emphasizes customized asset allocation and long-term discipline, integrating tax and accounting services from its parent firm.