FORVIS MAZARS WEALTH ADVISORS, LLC
CRD #110905 SEC #801-56928 SPRINGFIELD, MO 417.831.7283
SEC Registered
Total AUM
$9.8B
Discretionary
$9.6B
Employees
123
Clients
--
Accounts
13,227
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- Branch Offices
- 62
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACTON, PATRICIA, LOUISE | I | DIRECTOR OF COMPLIANCE | NA | Control |
| ACTON, PATRICIA, LOUISE | I | DIRECTOR OF COMPLIANCE | NA | Control |
| ACTON, PATRICIA, LOUISE | I | DIRECTOR OF COMPLIANCE | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| BURLEW, MICHAEL, WAYNE | I | REGIONAL MANAGING PARTNER | NA | Control |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONKLIN, NICOLE, DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FINGLAND, WILLIAM, ELMER | I | MANAGEMENT COMMITTEE | NA | Control |
| FINGLAND, WILLIAM, ELMER | I | MANAGEMENT COMMITTEE | NA | Control |
| FINGLAND, WILLIAM, ELMER | I | MANAGEMENT COMMITTEE | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| FRIZZELL, AMY, DAWN | I | PRINCIPAL | NA | Control |
| GASTON, DOUGLAS, MAX | I | MANAGEMENT COMMITTEE | NA | Control |
| GASTON, DOUGLAS, MAX | I | MANAGEMENT COMMITTEE | NA | Control |
| GASTON, DOUGLAS, MAX | I | MANAGEMENT COMMITTEE | NA | Control |
| JOHNSON JONES, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON JONES, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON JONES, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON JONES, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | PARTNER IN CHARGE | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | PARTNER IN CHARGE | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | PARTNER IN CHARGE | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | PARTNER IN CHARGE | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | PARTNER IN CHARGE | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | MANAGEMENT COMMITTEE | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | MANAGEMENT COMMITTEE | NA | Control |
| KIRKMAN, WILLIAM, EUGENE | I | MANAGEMENT COMMITTEE | NA | Control |
| LAMB, BOBBY, LEE | I | PRINCIPAL | NA | Control |
| LAURSEN, KATHY, BERRY | I | VICE PRESIDENT | NA | Control |
| LAURSEN, KATHY, BERRY | I | VICE PRESIDENT | NA | Control |
| LAURSEN, KATHY, BERRY | I | VICE PRESIDENT | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | INVESTMENT COMMITTEE | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | INVESTMENT COMMITTEE | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | INVESTMENT COMMITTEE | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAYMAN, JEFFREY, ALLEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOVELESS, MICHAEL, WAYNE | I | VICE PRESIDENT | NA | Control |
| LOVELESS, MICHAEL, WAYNE | I | VICE PRESIDENT | NA | Control |
| LOVELESS, MICHAEL, WAYNE | I | VICE PRESIDENT | NA | Control |
| MAFTIEU, PETER, MICHAEL | I | DIRECTOR OF OPERATIONS | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SNEED, WILLIAM, THOMPSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STARR, WAYNE, ALLEN | I | VICE PRESIDENT | NA | Control |
| STARR, WAYNE, ALLEN | I | VICE PRESIDENT | NA | Control |
| STARR, WAYNE, ALLEN | I | VICE PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT, INVESTMENT COMMITTEE | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT, INVESTMENT COMMITTEE | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT, INVESTMENT COMMITTEE | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRESIDENT | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| THURMAN, JACK, EVERETT | I | PRINCIPAL | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRINCIPAL | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | PRESIDENT | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| TOOMEY, STEVEN, LOUIS | I | MANAGING PARTNER | NA | Control |
| WORTMAN, GARY, LYNN | I | VICE PRESIDENT | NA | Control |
| WORTMAN, GARY, LYNN | I | VICE PRESIDENT | NA | Control |
| WORTMAN, GARY, LYNN | I | VICE PRESIDENT | NA | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| BKD,LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS MAZARS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS MAZARS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS MAZARS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS MAZARS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS MAZARS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS MAZARS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS MAZARS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
| FORVIS, LLP | DE | MANAGING MEMBER/FULL OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CONKLIN, NICOLE, DANIELLE | I | BKD,LLP | F | Control |
| CONKLIN, NICOLE, DANIELLE | I | BKD,LLP | F | Control |
| CONKLIN, NICOLE, DANIELLE | I | BKD,LLP | F | Control |
| CONKLIN, NICOLE, DANIELLE | I | BKD,LLP | F | Control |
| CONKLIN, NICOLE, DANIELLE | I | BKD,LLP | F | Control |
| LAYMAN, JEFFREY, ALLEN | I | BKD,LLP | F | Control |
| LAYMAN, JEFFREY, ALLEN | I | BKD,LLP | F | Control |
| LAYMAN, JEFFREY, ALLEN | I | BKD,LLP | F | Control |
| LAYMAN, JEFFREY, ALLEN | I | BKD,LLP | F | Control |
| LAYMAN, JEFFREY, ALLEN | I | BKD,LLP | F | Control |
| TOOMEY, STEVEN, LOUIS | I | BKD,LLP | F | Control |
| TOOMEY, STEVEN, LOUIS | I | BKD,LLP | F | Control |
| TOOMEY, STEVEN, LOUIS | I | BKD,LLP | F | Control |
| TOOMEY, STEVEN, LOUIS | I | BKD,LLP | F | Control |
| TOOMEY, STEVEN, LOUIS | I | BKD,LLP | F | Control |
| BKD, LLP | DE | BKD,LLP | E | Control |
| BKD, LLP | DE | BKD,LLP | E | Control |
| BKD, LLP | DE | BKD,LLP | E | Control |
| BKD, LLP | DE | BKD,LLP | E | Control |
| BKD, LLP | DE | BKD,LLP | E | Control |
| FORVIS MAZARS, LLP | DE | FORVIS MAZARS, LLP | E | Control |
| FORVIS MAZARS, LLP | DE | FORVIS MAZARS, LLP | E | Control |
| FORVIS MAZARS, LLP | DE | FORVIS MAZARS, LLP | E | Control |
| FORVIS MAZARS, LLP | DE | FORVIS MAZARS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
| FORVIS, LLP | DE | FORVIS, LLP | E | Control |
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (41)
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Address
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United States
Phone: 417.831.7283