Jarrett Paoni is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with three years of industry experience. He has worked in various roles including positions at Mutual of Omaha and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm’s approach focuses on customized asset allocation, combining active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, supported by integrated client communication and education programs.

Leia Huffman is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at BKD Wealth Advisors, LLC for nine years. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach that combines active and passive strategies with an emphasis on diversification and cost control, and is part of a national accounting and professional services firm, enabling coordination of tax and accounting advice.

Kaytlan Uhlman is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Forvis Mazars Wealth Advisors, LLC since 2022, following roles at BKD Wealth Advisors, Arvest Bank, and other organizations. Prior to her financial advisory career, she spent ten years in full-time education. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm’s approach emphasizes customized asset allocation, diversification, cost control, and long-term discipline, integrating active and passive strategies within a comprehensive service model linked to its parent accounting firm.

Holden Adams is a CFP® certified advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. His background includes roles at Forvis Mazars Wealth Advisors, Forvis Mazars, LLP, Forvis, LLP, BKD, LLP, and six years at the University of Nebraska-Lincoln. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning, investment management, and consulting services as part of an integrated private client model. The firm uses a customized investment approach combining active and passive strategies focused on diversification, cost control, and long-term discipline.

Heather Broyles is a CFP® professional with 24 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm uses a customized investment approach integrating active and passive strategies, with an emphasis on diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Jackson Harvey is a CFP® professional with two years of experience at Forvis Mazars Wealth Advisors, LLC. He joined the firm in 2024 after working at Powercat Financial from 2022 to 2024. Harvey's background includes several years of employment outside the financial industry prior to beginning his advisory career. 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 employs a customized investment approach emphasizing diversification, cost control, and long-term discipline, supported by integration with tax and accounting services from its parent firm.

Joseph Tonkovic is a CFP® professional with two years of experience in financial advising, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors LLC and Schnucks Markets, Inc. He has a background that also includes work and study in Springfield, MO. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm’s approach emphasizes customized asset allocation and diversification, combining active and passive strategies within an integrated service model alongside tax, accounting, and family-office offerings from its parent firm.

Natalie Hyde is a CFP® professional at Forvis Mazars Wealth Advisors, LLC in Springfield, MO, with two years of industry experience. Prior to her current role, she worked at FORVIS Wealth Advisors LLC and TD Ameritrade. Outside of finance, she has experience working in early childhood education at Grow to Know Preschool. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s approach emphasizes customized asset allocation, combining active and passive strategies with a focus on diversification, cost control, and long-term discipline, supported by integrated client communication and education programs.

Mary Mayabb is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. She previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC, where she spent 18 years. Forvis Mazars Wealth Advisors works with individuals, families, retirement plans, institutions, and nonprofit organizations, providing financial planning, investment management, investment consulting, and retirement plan consulting. The firm offers an integrated service model alongside tax and accounting services, emphasizing customized asset allocation, cost control, and long-term discipline through both active and passive investment strategies.

Charles Welsh is a CFP® with four years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Springfield, MO. His prior roles include positions at Central Trust and Credent Wealth, among others. Forvis Mazars Wealth Advisors works with individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach combining active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and integrates these services alongside tax and accounting offerings from its parent firm.

Bill Nguyen is a CFA® charterholder at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. He has worked at several firms including Pension Consultants, Inc., and Wilary Winn LLC, and has experience in academic roles at the University of Missouri. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with customized financial planning, investment management, and consulting services. The firm’s investment approach blends active and passive strategies focused on diversification, cost control, and long-term discipline within an integrated service model that includes tax and accounting support from its parent company.

Braiden Jolliff is a CFP® professional with two years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. His prior work includes roles at FORVIS Wealth Advisors LLC, BKD Wealth Advisors LLC, and several positions outside the financial sector. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, offering financial planning, investment management, consulting, and retirement plan services. The firm integrates wealth management with tax, accounting, and family-office services, employing a customized investment approach that balances active and passive strategies with an emphasis on diversification and cost control.

Michelle Titus is a CFP® with 12 years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. Her prior experience includes roles at BKD Wealth Advisors and Invest Financial Corporation. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach focuses on customized asset allocation and Investment Policy Statements tailored to client objectives, combining active and passive strategies with an emphasis on diversification and cost control.

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 previously at BKD Wealth Advisors, LLC for 20 years and FORVIS Wealth Advisors, LLC for 2 years. She is based in Springfield, MO. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm uses a customized investment approach that combines active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Brian Lowery is a CFP® professional with 20 years of experience in financial advisory. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at FORVIS Wealth Advisors, BKD Wealth Advisors, Kestra Investment Services, Charles Schwab, and Ameriprise. 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 integrates tax, accounting, and family-office services from its parent company and employs a customized investment approach that combines active and passive strategies with an emphasis on diversification and cost control.

Travis Liles is a Certified Financial Planner® (CFP®) with 11 years of experience in wealth advisory services. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and retirement consulting. The firm utilizes a customized investment approach that balances active and passive strategies and integrates tax and accounting services through its parent company.

Connor Mc Clew is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC in Springfield, MO, having joined the firm and its predecessor entities since 2020. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s approach emphasizes customized asset allocation and integrates tax and accounting services through its parent company under a comprehensive service model.

Patrick Keefer is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at FORVIS Wealth Advisors, BKD Wealth Advisors, and RubinBrown LLC. Outside of finance, he has experience in home design and landscaping businesses. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. Their investment approach emphasizes customized asset allocation and diversified strategies, integrating tax and accounting services through their parent firm.

Rhonda Christopher is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 16 years of industry experience. She holds the PFS™ and Series 65 credentials. Prior to joining Forvis Mazars Wealth Advisors in 2024, she worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. 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 follows a customized investment approach based on each client’s objectives and risk tolerance, combining active and passive strategies within an integrated service model alongside its parent firm’s tax, accounting, and family-office services.

Alexander Hunter is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Forvis Mazars Wealth Advisors since 2022, previously serving at BKD Wealth Advisors from 2014 to 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach emphasizes customized asset allocation and an Investment Policy Statement tailored to each client, combining active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Sydney Koopmann is a CFP® professional with two years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars, Sydney worked at FORVIS Wealth Advisors LLC and has experience in banking and academia at Central Bank of the Ozarks and Missouri State University. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm employs a customized investment approach that combines active and passive strategies and integrates its wealth management services with tax, accounting, and family-office offerings through its parent firm.

Nicole Conklin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked previously at BKD Wealth Advisors and FORVIS Wealth Advisors LLC. She is based in Springfield, MO. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm uses a customized, disciplined investment approach that incorporates both active and passive strategies within an integrated service model alongside tax, accounting, and family-office offerings from its parent firm.

Carlee Lynn is a CFP®-certified financial advisor with five years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and has held roles at several firms including BKD Wealth Advisors and Northwestern Mutual Investment Services. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and retirement plan consulting. The firm employs a customized, diversified investment approach integrating both active and passive strategies, and operates as a subsidiary of a national accounting and professional services firm.

Rebekah Curless is a financial advisor with Forvis Mazars Wealth Advisors, LLC and holds a Series 65 license. She has two years of industry experience with prior roles at BKD Wealth Advisors LLC and Mid-Missouri Bank. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning and investment management services within an integrated model that includes tax, accounting, and family-office support from its parent firm. The firm’s investment approach emphasizes customized asset allocation through active and passive strategies, diversification, and cost control, with portfolios monitored and adjusted regularly.

Stephanie Hurt is a CFA® charterholder with 19 years of experience in the financial advisory industry. She currently works at Forvis Mazars Wealth Advisors, LLC, where she has been since 2022, following 15 years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm uses a customized investment approach that combines active and passive strategies, with an emphasis on diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Brandon Reed is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Forvis Mazars Wealth Advisors, LLC, having previously worked at Bridges Investment Management Inc., FS Investments, Hightower Advisors LLC, Mitchell Capital Management Co, and Zemenick & Walker Inc. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm employs a customized investment approach that combines active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates within an integrated service model alongside tax, accounting, and family-office offerings.

Justin Wheeler is a CFP® professional with 18 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at FORVIS Wealth Advisors, BKD Wealth Advisors, Fidelity, and American Century Advisory Services. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm emphasizes customized asset allocation and a disciplined investment approach, integrating tax, accounting, and family-office services through its parent company.

Gretchen Cliburn is a CFP® professional with 23 years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors, LLC and Merrill. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, providing financial planning, investment management, consulting, and retirement plan services. The firm combines active and passive strategies through customized asset allocation and an Investment Policy Statement tailored to each client's objectives, risk tolerance, tax considerations, and time horizon.

David Withrow is a CFP®, CFA®, and holds a Series 66 license with 23 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2024 and was previously with BKD Wealth Advisors, LLC for 20 years. He serves as a member of the finance committee for Advent Health, providing input on investment-related issues. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning, investment management, and retirement plan consulting. The firm’s investment approach combines active and passive strategies through customized asset allocation and emphasizes diversification, cost control, and long-term discipline as part of an integrated service model alongside tax and accounting services.

Zachary Swartz is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Forvis Mazars Wealth Advisors, LLC, having joined the firm in 2024 following two years at FORVIS Wealth Advisors, LLC and 14 years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, providing financial planning, investment management, and retirement plan consulting. The firm’s approach emphasizes customized asset allocation and a disciplined investment policy that incorporates both active and passive strategies, alongside coordinated tax and accounting services through its parent company.

Melissa Boyer is a CFP® certificant with nine years of experience in financial advisory roles. She is currently with Forvis Mazars Wealth Advisors, LLC and has held prior positions at Hightower Advisors, FORVIS Wealth Advisors, BKD Wealth Advisors, and Charles Schwab. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning and investment management alongside tax, accounting, and family-office services. The firm uses a customized investment approach combining active and passive strategies, emphasizing diversification, cost control, and long-term discipline.

Jeffrey Gann is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. His career includes long tenures at BKD Wealth Advisors, LLC and FORVIS Wealth Advisors, LLC before joining his current firm. He serves on the executive board of the nonprofit Care to Learn. Forvis Mazars Wealth Advisors provides comprehensive wealth management services to individuals, families, retirement plans, institutions, and nonprofit organizations, integrating financial planning, investment management, and consulting with tax and accounting services. The firm’s investment approach emphasizes customized asset allocation, diversification, and a blend of active and passive strategies tailored to client objectives and risk tolerance.