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.

Grace Gann is a Series 65 licensed financial advisor with three years of industry experience, currently affiliated with CreativeOne Wealth, LLC and Advantage Retirement Services. Her background includes roles in retirement services and design, with prior experience at Juli Russell Design Group/BKDC and Missouri State University. She is a partner involved in insurance sales at Advantage Retirement Services, focusing on annuity products. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using a combination of proprietary models and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

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.

William Campbell is a financial advisor at IHT Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and LPL Financial before joining IHT Wealth Management in 2019. Outside of his advisory role, he is involved with w.Reid Campbell LLC, a business entity used for tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

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.

Allison Fuehne is a CFP® and holds a Series 66 license with 19 years of industry experience. She currently works at Arax Advisory Partners and has prior experience at Purshe Kaplan Sterling Investments, Summit X LLC, and Equitable Advisors. Outside of financial advising, she is involved with Stovall-Woody Associates, LLC, providing business consulting and group healthcare services. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a mix of in-house and external portfolio management resources, traditional and alternative investments, and incorporates AI tools and third-party analytics in its services.

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® 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.

Randal Lyons is a financial advisor at Arvest Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2012. Outside of his advisory role, Lyons is a partner in LyonsBarrels LLC, a hobby business focused on refinishing and reselling used whiskey barrels. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

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.

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.

Homer Giles is a financial advisor at Arvest Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Arvest since 2017. Prior to that, he was employed at Bank of America and Merrill. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored investment strategies aligned with clients’ objectives and risk tolerances.

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 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. He has previously worked at Central Trust, Credent Wealth, DST Systems, Mariner Wealth Advisors, Vantage Investment Advisors, and Montage Securities. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm integrates wealth management with tax, accounting, and family-office services from its parent company, emphasizing customized asset allocation and a disciplined investment approach that blends active and passive strategies.

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.

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.