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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Melissa Boyer

Advisor at FORVIS MAZARS WEALTH ADVISORS, LLC

Evansville, IN | SPRINGFIELD, MO | Louisville, KY | St. Louis, MO

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Search this name across graphsid dfx:ria:d1548c8a-ee6c-7c1e-c976-f2856ae4cc5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 23, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORVIS MAZARS WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 23, 2017
First registration: Jan 23, 2017
Dual registered: no
Other names: MELISSA M IMBERY|Melissa Imbery
IAPD individual key: 6687058

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORVIS MAZARS WEALTH ADVISORS, LLC	Independent wealth	Nov 20, 2024	n/a	yes	SPRINGFIELD, MO\|Evansville, IN\|St. Louis, MO\|Louisville, KY	Current employment
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	May 28, 2024	Nov 7, 2024	no	Brentwood, MO\|CHICAGO, IL\|St. Louis, MO	Previous registration
MONETA GROUP INVESTMENT ADVISORS, LLC	Independent wealth	Feb 20, 2024	Apr 19, 2024	no	ST. LOUIS, MO	Previous registration
FORVIS MAZARS WEALTH ADVISORS, LLC	Independent wealth	Jan 8, 2021	Jan 23, 2024	no	SPRINGFIELD, MO\|Houston, TX\|Dallas, TX\|Fort Worth, TX\|Mesa, AZ\|Tulsa, OK\|Enid, OK\|Waco, TX\|Oklahoma City, OK	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 23, 2017	Dec 24, 2020	no	Indianapolis, IN\|Tulsa, OK\|Oklahoma City, OK\|Naperville, IL\|Chicago, IL\|Northbrook, IL\|Chicago, IL\|Naperville, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHTOWER ADVISORS, LLC	FORVIS MAZARS WEALTH ADVISORS, LLC	Nov 7, 2024	Nov 20, 2024	13	Firm change	Ibd to RIA
MONETA GROUP INVESTMENT ADVISORS, LLC	HIGHTOWER ADVISORS, LLC	Apr 19, 2024	May 28, 2024	39	Firm change	RIA to ibd
FORVIS MAZARS WEALTH ADVISORS, LLC	MONETA GROUP INVESTMENT ADVISORS, LLC	Jan 23, 2024	Feb 20, 2024	28	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	FORVIS MAZARS WEALTH ADVISORS, LLC	Dec 24, 2020	Jan 8, 2021	15	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ FORVIS MAZARS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 8, 2021 to Jan 23, 2024factForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
May 28, 2024 to Nov 7, 2024factForm ADV
→ MONETA GROUP INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 20, 2024 to Apr 19, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 23, 2017 to Dec 24, 2020factForm ADV

Dated events

Occurred
Nov 7, 2024
Advisor changed firm
Melissa Boyer left Hightower Advisors, Llc for Forvis Mazars Wealth Advisors, Llc (registered 2024-11-20)
Form ADVobserved 5 days ago
Occurred
Apr 19, 2024
Advisor changed firm
Melissa Boyer left Moneta Group Investment Advisors, Llc for Hightower Advisors, Llc (registered 2024-05-28)
Form ADVobserved 5 days ago
Occurred
Jan 23, 2024
Advisor changed firm
Melissa Boyer left Forvis Mazars Wealth Advisors, Llc for Moneta Group Investment Advisors, Llc (registered 2024-02-20)
Form ADVobserved 5 days ago