Springfield, MO Office

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.