Daniel Houchens is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2012. He has also worked with Bank of America, N.A. and Merrill since 2011. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services ranging from model portfolios to pro-bono planning for nonprofits.

Danielle Van Buren is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC and a total of three years in the financial industry. Prior to joining Valeo, she held roles at Core Spaces, Beauty & Grace, Levee Tan & Laundry, and worked in educational settings including Purdue University and Guerin Catholic High School. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Madison Theile is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to joining Valeo Financial, Madison worked at Hurlow Wealth Management and has experience in both educational and wealth management settings. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and access to various investment strategies. The firm manages over $10 billion in assets and provides specialized services including due diligence through its subsidiary and pro-bono planning for nonprofit organizations.

Benjamin Mossoney is a CFP® professional with five years of experience in the financial services industry. He currently works at Valeo Financial Advisors, LLC, joining the firm in 2024. His prior experience includes roles at Charles Schwab Bank, TD Ameritrade, and Geico. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation with tactical adjustments, utilizes independent managers when appropriate, and offers a low-touch model portfolio option called Valeo Essentials.

Kara Wright is a CFP®-certified financial advisor at Valeo Financial Advisors, LLC with eight years of industry experience. She has held roles at several firms, including CliftonLarsonAllen Wealth Advisors and Spectrum Management Group. Her career also includes a brief period as a caretaker for a family member. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and incorporates third-party research, independent managers, and alternative strategies where appropriate.

Zachary Meyer is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. He is based in Carmel, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation approach with tactical adjustments and incorporating third-party research. The firm manages over $10 billion in assets and offers specialized services including a subsidiary focused on due diligence for private fund sponsors and pro-bono planning for non-profits.

Trey Nobbe is a CFP® professional at Valeo Financial Advisors, LLC with four years of industry experience. His prior work includes roles at the University of Indianapolis and Belden Inc. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers both personalized and scaled services, including pro-bono planning for non-profits.

Johnny Jager is a CFP® with two years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at OneAmerica Securities, American United Life, and Bill C. Brown Associates, as well as positions at Indiana University. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments, utilizes third-party research, and offers specialized services including pro-bono planning and due diligence through its subsidiary TwoPointO.

Justin Padgett is a CFP® professional with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He is a partial owner of VFASprinter, LLC, a business unrelated to his advisory activities. Valeo Financial Advisors provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers a range of services including pro-bono planning and due diligence support through its subsidiary, managing approximately $10.64 billion in client assets.

Blake Montgomery is a CFP® professional with three years of industry experience, currently advising clients at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2024, he worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2021 to 2024. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management, managing approximately $13 billion in client assets. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers a lower-touch model portfolio option for clients seeking simplified services.

James Brashaber is a CFP® professional with seven years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a strategic asset allocation approach combined with tactical adjustments, independent managers, and ongoing portfolio monitoring.

Garrett Chmiola is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to this, he held roles at RSM US Wealth Management LLC, Matrix Wealth Advisors, Mountain Credit Union, and Valor Private Wealth. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers when appropriate, and incorporates technology and AI-reviewed processes in portfolio monitoring.

Charlotte Lippert is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to joining Valeo, she operated Charlotte Lippert Wealth Management from 2012 to 2017. She holds a Series 65 license and is based in Carmel, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies when appropriate. The firm manages over $10 billion in client assets and supports local and regional nonprofits through periodic pro-bono planning.

Fernando Ortiz is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers services ranging from scaled model portfolios to pro-bono planning for nonprofits.

Jacob Zeiher is a CFP® with six years of industry experience currently advising clients at Valeo Financial Advisors, LLC. His prior roles include positions at First Allied Securities, Inc., Cardinal Health, Inc., and Boenning & Scattergood, Inc. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses unaffiliated independent managers when appropriate, and employs third-party research and AI-reviewed processes.

Katherine Harper is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Salzinger Sheaff Brock, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies, uses third-party sub-advisers when appropriate, and supports both discretionary and non-discretionary engagements.

Zachary O'Connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he worked at CSI Advisory Services, LLC and has experience outside finance including roles at Butler University and Columbus High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $12.96 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers and third-party research to support portfolio management.

Emeliano Ameye is a CFP® with six years of industry experience and is currently an advisor at Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to joining Valeo, he spent time at Baron Wealth Management, LLC, and has held roles outside finance, including at Mills Siding & Roofing and Student Painters. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and uses independent managers and third-party research in its portfolio management approach.

Robert Edwards is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2008. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies where appropriate. The firm also offers scaled services and pro-bono planning to non-profits.

Phillip Evans is a CFP® with 23 years of experience, currently serving at Valeo Financial Advisors, LLC. He has worked at Valeo since 2003 and also operates Forensic Investments, LLC, which provides forensic accounting and expert witness services for securities and trust litigation. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation approach with tactical adjustments and incorporating third-party research and alternative strategies. The firm manages over $10 billion in assets and provides additional due diligence and investor-relations services through its subsidiary, TwoPointO.