# FORVIS MAZARS WEALTH ADVISORS, LLC

FORVIS MAZARS WEALTH ADVISORS, LLC of SPRINGFIELD, MO is an SEC-registered investment adviser.

## Registration

- CRD: 110905
- Type: SEC-registered investment adviser
- SEC file number: 801-56928
- Location: 910 EAST ST LOUIS ST, SPRINGFIELD, MO, 65806
- Phone: 417.831.7283
- Latest filing: 2026-03-25
- Regulatory AUM: $9.8B
- Discretionary AUM: $9.6B
- Non-discretionary AUM: $169.8M
- Clients: 123
- Accounts: 13,227

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| Nicole Danielle Conklin | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Allen Layman | CHIEF INVESTMENT OFFICER | — |
| William Thompson Sneed | EXECUTIVE VICE PRESIDENT | — |
| Holly Maria Pantzer | MANAGING PARTNER | — |
| Steven Louis Toomey | MANAGING PARTNER | — |
| BRAMER BENJAMIN EDWARD | CHIEF COMPLIANCE OFFICER | — |
| THURMAN JACK EVERETT | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, INVESTMENT COMMITTEE (+2 more) | — |
| KIRKMAN WILLIAM EUGENE | CHIEF OPERATING OFFICER; MANAGEMENT COMMITTEE; PARTNER IN CHARGE | — |
| JOHNSON JONES NANCY | CHIEF COMPLIANCE OFFICER | — |
| BURLEW MICHAEL WAYNE | REGIONAL MANAGING PARTNER | — |
| LAURSEN KATHY BERRY | VICE PRESIDENT; VICE PRESIDENT, MANAGEMENT COMMITTEE | — |
| STARR WAYNE ALLEN | VICE PRESIDENT | — |
| LOVELESS MICHAEL WAYNE | VICE PRESIDENT; VICE PRESIDENT INVESTMENT COMMITTEE | — |
| LAYMAN JEFFREY ALLEN | CHIEF INVESTMENT OFFICER; DIRECTOR OF INVESTMENT SERVICES; INVESTMENT COMMITTEE | — |
| MCGINTY SUSAN JOAN | INVESTMENT COMMITTEE | — |
| LINCICOME JAMES DAN | INVESTMENT COMMITTEE | — |
| GUTMAN RICK BERNARD | INVESTMENT COMMITTEE | — |
| DANIELSON ROSEMARY OTHELIA | VICE PRESIDENT | — |
| FINGLAND WILLIAM ELMER | MANAGEMENT COMMITTEE | — |
| GASTON DOUGLAS MAX | MANAGEMENT COMMITTEE | — |
| NEILL JERRY ROSS | VICE PRESIDENT | — |
| WORTMAN GARY LYNN | VICE PRESIDENT | — |
| ACTON PATRICIA LOUISE | DIRECTOR OF COMPLIANCE | — |
| MAFTIEU PETER MICHAEL | DIRECTOR OF OPERATIONS | — |
| CHAPMAN NICOLE DANIELLE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110905/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110905/similar
- Related entities: https://search.stillhousedata.com/firm/110905/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110905

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.