Kaytlan Uhlman is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, where she has worked since 2022, following roles at BKD Wealth Advisors and Arvest Bank. Prior to her financial career, she spent ten years in full-time education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and provides integrated financial planning, discretionary investment management, and retirement plan consulting, leveraging its affiliation with a national accounting and professional services parent.

Holden Adams is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He previously held roles within various Forvis entities and BKD, LLP, and has an academic background from the University of Nebraska-Lincoln. 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 integrating wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Brian Standage is a financial advisor with First Heartland Consultants, Inc. in Springfield, Missouri, holding a Series 66 designation and 19 years of industry experience. He has worked at First Heartland Capital since 2019 and previously at USA Financial Securities Corporation for 13 years. Standage is also involved with Holmes & Griffeth, Inc., where he participates in life insurance and annuity sales. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Heather Broyles is a CFP® with 24 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC, having joined the firm in 2024 after spending 24 years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP. The firm offers financial planning, investment management, retirement plan consulting, and family-office services to individuals, families, institutions, and nonprofits, managing approximately $12.0 billion in assets.

Jackson Harvey is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of experience in the financial services industry. Prior to joining Forvis Mazars Wealth Advisors in 2024, he worked at Powercat Financial from 2022 to 2024 and held various roles at Texas Roadhouse between 2019 and 2023. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets, offering services such as financial planning, investment management, consulting, and family-office style solutions integrated with coordinated tax and accounting capabilities.

Joseph Tonkovic is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars Wealth Advisors, he worked at FORVIS Wealth Advisors LLC and held various roles including positions at Schnucks Markets, Inc., Missouri State University, and Central States Bus. 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, retirement plan consulting, and family-office style services, managing approximately $12 billion in assets through a disciplined investment approach that includes committee-approved ETFs, mutual funds, bonds, equities, and separately managed accounts.

Natalie Hyde is a CFP® professional with two years of experience in financial advisory services. She currently works at Forvis Mazars Wealth Advisors, LLC and previously held roles at FORVIS Wealth Advisors LLC and TD Ameritrade. Outside of finance, she has experience working in early childhood education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers a range of services including financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets.

Matthew Brenneke is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds the Series 65 designation and has previously worked with Fed Marketing LLC, Youngblood Automotive Group, Ttec, and Missouri State University. Outside of his advisory role, Brenneke is involved in advisory and insurance services through Alpha Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm primarily operates through a network of Investment Advisor Representatives who support clients via a largely non-discretionary model, employing fundamental, technical, and cyclical analysis in portfolio work.

Jennifer Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Diversify Wealth Management since 2025 and previously at DFPG Investments, Inc. and Vineyard Asset Management LLC. Outside of her advisory roles, Newhouse serves as an assistant coach at New Covenant Academy. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm employs a tactical diversification and asset allocation approach using a variety of strategies and investment instruments, supported by a team of more than 50 advisors managing approximately $4.1 billion in assets.

Mary Mayabb is a CFP® with 22 years of experience in the financial industry. She is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2024 after 18 years at BKD Wealth Advisors, LLC. Mayabb holds a Series 63 license and is based in Springfield, MO. 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 offers integrated financial planning and investment management, utilizing a disciplined, committee-approved approach that includes ETFs, mutual funds, and separately managed accounts, alongside retirement plan consulting and family-office style services.

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.

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.

Jeffrey Lenhart is a CFP® with 14 years of industry experience and currently serves as a financial advisor at Prosperity - An EisnerAmper Company. He previously worked at Forvis Mazars Wealth Advisors, FORVIS Wealth Advisors, and BKD Wealth Advisors. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, retirement-plan advisory, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management strategies often in partnership with third-party independent managers.

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.

Chase Jackson is a financial advisor with Principal Advised Services in Springfield, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citigroup and Wells Fargo Clearing Services LLC. He also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family, providing access to a range of affiliated products and investment solutions.

James Hoodenpyle is a financial advisor at Creative Financial Designs, Inc. in Springfield, MO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies (NY Life) and Strategic Wealth Solutions, where he is a partner. He is also engaged in insurance brokering for non-registered insurance products. Creative Financial Designs serves individual, corporate, and institutional clients, as well as employer retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with multiple risk objectives and provides unique implementation features, including Biblically Responsible Investing strategies.

Brenna Staples is a financial advisor with UMB Financial Services, Inc. She holds a Series 65 credential and has six years of industry experience. Prior to her current role, she worked at Flat Branch Home Loans and UMB Bank. Outside of her advisory work, she serves as Treasurer on the Wildwood Parent Teacher Organization board and manages a family farm business. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its wrap-fee program. The firm uses a combination of model-based and manager-driven approaches and offers access to a range of investment options including mutual funds, ETFs, and fixed income instruments.

Michael Kerby is a Series 65-licensed advisor with Gradient Advisors, LLC, where he has worked for 14 years. He also has 21 years of experience at Secure Retirement Planners, Inc. Outside of his advisory roles, he is the proprietor of Buck Mountain Ranch. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

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.