Forvis Mazars Wealth Advisors, LLC

Jarrett Paoni is a CFP® professional with two years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, BKD Wealth Advisors, Mutual of Omaha, and Missouri State University. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofit organizations. The firm employs a committee-driven investment approach focused on long-term asset allocation, combining active and passive strategies, and coordinating financial planning with tax and accounting services from its parent firm.

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, having joined in 2024 after working at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors is an SEC-registered firm that serves individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm employs a committee-driven investment approach focused on long-term asset allocation using a combination of active and passive strategies, including ETFs and no-load mutual funds, and integrates financial planning with tax and accounting services provided by its parent firm.

Kaytlan Uhlman is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC and has previously been employed at BKD Wealth Advisors, Arvest Bank, and other firms. Her background also includes a decade in full-time education. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofit organizations. The firm employs a committee-driven investment approach focused on client-specific policy statements, combining active and passive strategies and coordinating financial planning with tax and accounting services from its parent firm.

Trey Taylor is a financial advisor at Forvis Mazars Wealth Advisors, LLC with Series 65 and Series 66 credentials. He joined the firm in 2024 and has prior experience in insurance and financial services at companies including Johnson and Johnson Insurance and Pruco Securities LLC. His background also includes roles in various industries such as logistics, retail, and education. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofit organizations. The firm employs a committee-driven investment approach focused on long-term asset allocation, combining active and passive strategies, and integrates financial planning with tax and accounting services from its parent firm.

Holden Adams is a CFP® professional with approximately nine years of experience in financial advisory and related fields. He is currently with Forvis Mazars Wealth Advisors, LLC, having worked in various roles within Forvis and BKD, LLP, as well as at the University of Nebraska-Lincoln. Forvis Mazars Wealth Advisors serves individuals and families, businesses, retirement plans, institutions, and nonprofit organizations with a committee-driven investment approach that emphasizes long-term asset allocation using active and passive strategies. The firm integrates financial planning and portfolio management with tax and accounting services provided by its parent accounting firm.

Jacob Durbin is a CFP® with nine years of industry experience, currently serving as an advisor at Forvis Mazars Wealth Advisors, LLC. He has previously worked at Charles Schwab and Charles Schwab Bank. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm employs a committee-driven investment approach focused on long-term asset allocation, combining active and passive strategies, and integrates financial planning with tax and accounting services provided by its parent firm.

Christine Mies is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Forvis Wealth Advisors, LLC, BKD Wealth Advisors, LLC, and Truenorth, Inc. Forvis Mazars Wealth Advisors is an SEC-registered investment advisory firm serving individuals and families, businesses, retirement plans, institutions, and nonprofit organizations. The firm employs a committee-driven investment approach focused on client-specific policy statements and long-term asset allocation, utilizing a combination of active and passive strategies.

Marva Riley is a CFP® and Series 65-registered advisor at Forvis Mazars Wealth Advisors, LLC with seven years of industry experience. She previously worked at BKD Wealth Advisors, LLC before joining the Forvis Mazars team. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm employs a committee-driven investment approach focused on long-term asset allocation, combining active and passive strategies with broad use of ETFs and no-load mutual funds, while coordinating financial planning and portfolio management with tax and accounting services from its parent firm.

Yan Yu is a Certified Financial Planner (CFP®) based in Indianapolis, IN, with three years of industry experience. Yan has worked at Forvis Mazars Wealth Advisors, LLC since 2024 and previously held roles at FORVIS Wealth Advisors LLC and Fifth Third Bank. Forvis Mazars Wealth Advisors is an SEC-registered firm that serves individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm employs a committee-driven investment approach focused on long-term asset allocation using a mix of active and passive strategies, coordinate financial planning with tax and accounting services provided by its parent accounting firm.

Heather Broyles is a CFP® professional with 23 years of experience in wealth advisory services. She has been with Forvis Mazars Wealth Advisors, LLC since 2024 and previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofit organizations. The firm employs a committee-driven investment approach focused on long-term asset allocation, integrating active and passive strategies, and coordinating financial planning with tax and accounting services from its parent accounting firm.

Colby Robinson is a CFP® professional with eight years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. He has worked at several firms, including DHG Wealth Advisors LLC and Family Wealth Partners. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm’s committee-driven investment approach emphasizes long-term asset allocation using a mix of active and passive strategies, with financial planning coordinated alongside tax and accounting services from its parent firm.

Jackson Harvey is a CFP® professional with two years of advisory experience, currently with Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars, he worked at Powercat Financial for two years and held multiple roles at Texas Roadhouse. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm’s investment approach is committee-driven, emphasizing long-term asset allocation with a mix of active and passive strategies, and integrates financial planning with tax and accounting services from its parent accounting firm.

Audrey Fersten is a CFP®-credentialed financial advisor with 16 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, having joined in 2024 after roles at FORVIS Wealth Advisors LLC, BKD Wealth Advisors, US Capital Advisors, and previously with the Anti-Defamation League. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm employs a committee-driven investment approach based on client-specific policy statements, combining active and passive strategies with broad use of ETFs and mutual funds, while coordinating financial planning and portfolio management with its parent accounting firm.

Katherine Jaskinia is a CFP® with six years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. Her career includes roles at FORVIS Wealth Advisors, BKD Wealth Advisors, and Frost Bank. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach is committee-driven, emphasizing long-term asset allocation with a mix of active and passive strategies, coordinated with tax and accounting services from its parent accounting firm.

Shelby Newell is a CFP® with nine years of industry experience currently serving at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars, Shelby worked at FORVIS Wealth Advisors, BKD Wealth Advisors, Morgan Stanley, Charles Schwab, and Fifth Third Bank. Forvis Mazars Wealth Advisors is an SEC-registered firm that provides financial planning, investment management, and consulting services to individuals, families, businesses, retirement plans, institutions, and nonprofit organizations. The firm employs a committee-driven investment approach focused on long-term asset allocation, combining active and passive strategies with broad use of ETFs and no-load mutual funds.