Shelby Ferstl is a CFP® professional with seven years of industry experience, currently with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, Ferstl worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and personalized portfolio management for retail and institutional clients, emphasizing strategic asset allocation, third-party research, and the use of independent managers.

Sarah Arthur is a CFP® professional with 13 years of experience in financial advisory roles. She joined Valeo Financial Advisors, LLC in 2021 and previously worked at Northwestern Mutual and Ameriprise Financial Services. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and portfolio management. The firm uses a strategic asset allocation process with tactical adjustments and incorporates third-party research and independent managers, offering services to both retail and institutional clients, including private investment fund advisory and portfolio management for pooled vehicles.

Matthew Presley is a CFP® professional with 10 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2013. He is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 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 process supported by third-party research and independent managers.

Ryan Price is a CFP® professional at Valeo Financial Advisors, LLC with six years of industry experience, including a prior role at WestPoint Financial Group. He joined Valeo in 2020 following his time as a full-time student. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $12.96 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation process, third-party research, and independent managers.

James Hughes is a CFP® with 21 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. His prior roles include positions at J.P. Morgan Securities, Allspring Funds Management, LLC, and Strong Capital Management Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, utilizing a strategic asset allocation approach supplemented by third-party research and independent managers.

Christopher Siegl is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior experience includes positions at Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Scottrade. He also serves as a neutral arbitrator for FINRA Dispute Resolution. 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 provides comprehensive financial planning and portfolio management, with an investment approach that incorporates strategic asset allocation, third-party research, and independent managers, while offering specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Chintan Desai is a CFP® and Series 66 credentialed advisor at Valeo Financial Advisors, LLC with 11 years of industry experience. He has been with Valeo since 2014 and previously worked at Principal Financial Services. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation process with tactical adjustments and independent research.

David Hecht is a CFP® with 23 years of industry experience and has been with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for Oxford Financial Group, Ltd for 15 years. 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 using a strategic asset allocation framework with tactical adjustments, independent managers, and model portfolios, and also provides specialized services such as advisory support for private investment funds and pooled vehicles.

Easton Meyer is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. He has a background that includes roles at the University of Indianapolis and the Morris Inn at Notre Dame. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses third-party research, independent managers, and model portfolios, and provides specialized services including advising private investment funds and pooled vehicles.

Nathan Kilpatrick is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC. He has held prior roles at Indy Premier Soccer Club, Southern New Hampshire University, and American College of Spain. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, applying strategic asset allocation with tactical adjustments, third-party research, and the use of independent managers and model portfolios.

Virginia Fix is a CFP® professional with one year of experience, currently with Valeo Financial Advisors, LLC. Prior to joining Valeo, she held various roles including positions at Virginia Tech and Wealth Enhancement Group. Her background also includes work in the hospitality sector. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for a diverse client base through comprehensive financial planning and individualized portfolio management, with a distinctive focus on strategic asset allocation, third-party research, and private investment fund advisory services.

Kristen Rueth Allen is a CFP® professional with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. She previously worked at Principal Financial Services and Securian Financial Services, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion with 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail and institutional clients, employing a strategic asset allocation process supported by third-party research and independent managers.

Sarah Cazares is a CFP® professional with over 12 years in the financial industry, currently serving at Valeo Financial Advisors, LLC. She previously worked at Oxford Financial Group, LTD for 11 years before joining Valeo in 2026. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving more than 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Paige Sanfelippo is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Her background includes roles at UBS Financial Services and a variety of other positions prior to entering the financial services industry. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, using strategic asset allocation, third-party research, and independent managers, with specialized services including advisory support for private investment funds and pooled vehicles.

Melissa Buchert is a CFP® professional with 12 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. She is based in Carmel, IN, and holds a Series 63 license. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, independent managers, and specialized services such as advising private investment funds and pooled vehicles.

Audra Ames is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. She previously spent ten years as a student before beginning her career in financial advising. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and pro-bono planning for nonprofits.

Lauren Brown is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She has prior experience with UBS Financial Services Inc., where she worked starting in 2013. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors and 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 process with tactical adjustments and reliance on third-party research and independent managers.

Evan La Brecque is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Ameriprise Financial, LLC and worked in educational institutions including Olivet Nazarene University and Genesee Christian School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, offering comprehensive financial planning and individualized portfolio management to retail, high-net-worth, and institutional clients. The firm employs strategic asset allocation with tactical adjustments and utilizes third-party research and independent managers, also providing portfolio management for private investment funds and pooled vehicles.

Philip Wallin is a CFP® professional with 13 years of industry experience. He has worked at Valeo Financial Advisors since 2019, following prior roles at W Financial, LLC, Verus Financial Partners, and Heritage Wealth Advisors. Wallin also serves as a Tax Associate at Atlas Financial, an independent CPA firm, where he assists with high net worth tax return review. 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 with tactical adjustments, uses third-party research and independent managers, and offers specialized services including advisory roles for private investment funds and portfolio management for pooled vehicles.

Greg Jordan is a CFP® professional with 14 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2018. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm provides comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach with tactical adjustments and independent manager selections.