Daniel Houchens is a CFP®-certified financial advisor at Valeo Financial Advisors, LLC with 16 years of industry experience. He has worked at Valeo since 2012 and has prior experience at Bank of America, Merrill, and Morgan Stanley. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Danielle Van Buren is a CFP® at Valeo Financial Advisors, LLC with four years of industry experience. She has worked at Valeo since 2020 and has held positions in various sectors including retail and education prior to joining the firm. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic asset allocation, third-party research, and a range of investment strategies including model portfolios and covered-call approaches.

Madison Theile is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. Prior to joining Valeo, Madison worked at Hurlow Wealth Management and has a background including four years at Butler University. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion with 108 advisors and over 3,000 clients. The firm provides comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Benjamin Mossoney is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab & Co., Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm combines strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and offers services including portfolio management for pooled investment vehicles and occasional pro-bono planning for nonprofits.

Kara Wright is a CFP® with nine years of industry experience, currently with Valeo Financial Advisors, LLC. She has held various roles within Valeo since 2018, with prior experience at Spectrum Management Group, Mark Wise, Northwestern Mutual Investment Services, and CliftonLarsonAllen. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses third-party research and independent managers, and provides specialized services including portfolio management for private investment funds and pooled vehicles.

Zachary Meyer is a CFP® professional with seven years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm serves both retail and institutional clients, offering comprehensive financial planning and individualized portfolio management with a strategic asset allocation approach supplemented by third-party research and independent managers.

Trey Nobbe is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. His prior work background includes roles at the University of Indianapolis and Belden Inc. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and customized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Johnny Jager is a CFP® with two years of industry experience, currently with Valeo Financial Advisors, LLC. His prior roles include positions at OneAmerica Securities and American United Life. He has also been affiliated with Indiana University in multiple capacities. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and customized portfolio management, employing a strategic asset allocation process informed by third-party research and independent managers.

Justin Padgett is a CFP® with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. Prior to Valeo, he worked at Avalon Wealth Advisory, Inc. for one year. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach combined with third-party research, independent managers, and model portfolios.

Blake Montgomery is a CFP® with four years of industry experience, currently serving with Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, providing comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm emphasizes strategic asset allocation, third-party research, and independent managers, and offers specialized services including advisory support for private investment funds and pooled vehicles.

James Brashaber is a CFP® professional with seven years of industry experience. He has been with Valeo Financial Advisors, LLC since 2016. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion and serving both retail and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments, uses third-party research, and offers portfolio management including for private investment funds and pooled vehicles.

Garrett Chmiola is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior roles include positions at RSM US Wealth Management LLC and several other firms dating back to 2017. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management for retail and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Charlotte Lippert is a CFA® charterholder with 21 years of industry experience. She currently serves as an advisor at Valeo Financial Advisors, LLC, where she has worked since 2017. Her prior roles include positions at Charlotte Lippert Wealth Management, Bedel Financial Consulting Inc, and Signal Capital Management, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and independent managers.

Fernando Ortiz is a CFP® with 19 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2015, and previously worked at Stancorp Investment Advisers, Inc., Tisch Investment Advisory Inc, and TIAA-CREF. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management to both retail and institutional clients, utilizing a strategic asset allocation approach with tactical adjustments and third-party research, and providing specialized services such as advisory support for private investment funds.

Jacob Zeiher is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior experience includes roles at First Allied Securities, Inc. and Cardinal Health, Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion in assets across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation process with tactical adjustments and independent managers.

Katherine Harper is a financial advisor at Valeo Financial Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Allworth Financial, Innovative Portfolios, Sheaff Brock Investment Advisors, Salzinger Sheaff Brock, and Charles Schwab. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses third-party research and independent managers, and offers services including portfolio management for pooled investment vehicles and pro-bono planning for nonprofits.

Zachary O'connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at CSI Advisory Services, Butler University, and Columbus High School. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and individualized portfolio management, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and managing pooled vehicles.

Emeliano Ameye is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with Valeo Financial Advisors, LLC since 2019, with a brief tenure at Baron Wealth Management, LLC, and prior roles outside the financial sector. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing strategic asset allocation, third-party research, and independent managers, with specialized services including advisory roles for private investment funds and pro-bono planning for nonprofits.

Robert Edwards is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2008 and previously worked at Signal Capital Management, Inc. from 2002 to 2007. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, using a strategic asset allocation approach supplemented by third-party research and independent managers.

Phillip Evans is a CFP® with 24 years of industry experience, currently serving at Valeo Financial Advisors, LLC. He has worked with Valeo since 2003 and is also involved with Forensic Investments, LLC, which provides forensic accounting and expert witness consulting for securities and trust litigation. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, offering comprehensive financial planning and portfolio management for both retail and institutional clients. The firm’s investment approach includes strategic asset allocation, third-party research, use of independent managers, and tailored services such as portfolio management for pooled investment vehicles.