Forvis Mazars Wealth Advisors, LLC

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.

Jacob Durbin is a CFP® professional with 10 years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. He has previously worked at Charles Schwab and Charles Schwab Bank. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm emphasizes customized asset allocation and integrates both active and passive strategies tailored to each client's objectives, risk tolerance, and time horizon.

Christine Mies is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Wichita, KS, holding Series 63 and Series 65 credentials with 28 years of industry experience. Her prior roles include positions at BKD Wealth Advisors, LLC and Truenorth, Inc. She joined Forvis Mazars Wealth Advisors in 2024. 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 investment approach emphasizes customized asset allocation, diversification, cost control, and long-term discipline, integrating active and passive strategies within a framework aligned to each client’s risk tolerance and objectives.

Marva Riley is a CFP® and holds a Series 65 license with eight years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC in Madison, WI, having previously worked at BKD Wealth Advisors, LLC. 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 integrates active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Yan Yu is a CFP® with four years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars, Yan held roles at FORVIS Wealth Advisors LLC, Fifth Third Bank, and other financial services firms. Forvis Mazars Wealth Advisors provides wealth management services to individuals, families, retirement plans, institutions, and nonprofit organizations, integrating financial planning, investment management, and consulting with tax, accounting, and family-office services offered by its parent firm. The firm’s investment approach emphasizes customized asset allocation, combining active and passive strategies with a focus 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.

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He is currently with Forvis Mazars Wealth Advisors, LLC, having joined in 2024 after previous roles at FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. 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 includes customized asset allocation and an Investment Policy Statement tailored to each client’s objectives, utilizing a mix of active and passive strategies with an emphasis on diversification and cost control.

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.

Audrey Fersten is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Houston, TX, holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 16 years of industry experience, with previous roles at BKD Wealth Advisors, US Capital Advisors, and Bridgeway Capital Management. Her background also includes work with the Anti Defamation League. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning and investment management within an integrated service model connected to a national accounting and professional services firm. The firm emphasizes customized asset allocation, diversification, cost control, and combines active and passive strategies tailored to each client’s objectives and risk tolerance.

Katherine Jaskinia is a CFP® professional with six years of experience in financial advising. She currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Frost Investment Services, and Frost Bank. 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 employs a customized investment approach that combines active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Richard Spaulding is a CFP® professional with four years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Indiana Trust Wealth Management. Forvis Mazars Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofit organizations. The firm’s approach emphasizes customized asset allocation and combines active and passive strategies within an integrated service model connected to its parent accounting and professional services firm.

David Koppenheffer is a CFP® and Series 65-licensed advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He previously worked at Dixon Hughes Goodman Wealth Advisors and FORVIS Wealth Advisors. He serves on the advisory board of MICAH Program, Inc., a nonprofit that provides financial assistance and education, where he contributes to marketing and investment oversight on a voluntary basis. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, offering financial planning, investment management, and consulting services. The firm employs a customized investment approach focused on asset allocation and diversification, combining active and passive strategies within an integrated service model that includes tax, accounting, and family-office support through its parent company.