Springfield, MO Office

Jarrett Paoni is a CFP® professional with three years of experience in financial advising, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, BKD Wealth Advisors, and Mutual of Omaha, as well as teaching experience at Missouri State University. 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 services, managing approximately $12 billion in assets and utilizing a committee-approved, discretionary investment process.

Leia Huffman is a CFP® and holds a Series 65 license with 12 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously been with BKD Wealth Advisors, LLC. 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 billion in assets and utilizing a range of investment strategies including ETFs, mutual funds, bonds, and separately managed accounts.

Kaytlan Uhlman is a CFP® and holds a Series 65 license, currently with Forvis Mazars Wealth Advisors, LLC. She has five years of industry experience, including roles at BKD Wealth Advisors and Arvest Bank. Prior to her financial advisory career, she spent ten years in full-time education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $12 billion in assets, providing financial planning, investment management, retirement plan consulting, and family-office services to individuals, institutions, and nonprofits. The firm’s investment approach involves discretionary mandates guided by Investment Policy Statements and diversified portfolios constructed from committee-approved funds and accounts.

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.

Heather Broyles is a CFP® professional with 23 years of experience in wealth advisory services. She has worked at Forvis Mazars Wealth Advisors, LLC since 2024, and previously spent 24 years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and family-office style services, managing approximately $12 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.

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.

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.

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.

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.

Brian Lowery is a CFP® professional with 20 years of industry experience. He currently serves at Forvis Mazars Wealth Advisors, LLC, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and retirement plan consulting services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Travis Liles is a CFP® certificant with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2024 after previously working at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets and providing integrated tax and accounting services through its affiliation with Forvis Mazars, LLP.