Shelby Ferstl is a CFP® professional with seven years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Meristem Family Wealth from 2016 to 2018. 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 focuses on strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Sarah Arthur is a CFP®-certified financial advisor with 12 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2021 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Edward Moyzes, and Ameriprise Financial Services 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 incorporates a range of investment strategies, including third-party research and alternative approaches, while offering scaled services and pro-bono planning to non-profits.

Matthew Presley is a CFP® professional with 10 years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2013. 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 including model portfolios and pro-bono planning for nonprofits.

Ryan Price is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC, following a brief tenure at WestPoint Financial Group. He is based in Carmel, IN. Prior to his advisory career, he was a full-time student for eight years. 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 uses third-party research and independent managers, serving a diverse client base that includes high-net-worth individuals and charitable organizations.

James Hughes is a CFP® with 21 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2014. Located in Carmel, IN, Hughes holds Series 63 and Series 65 registrations. 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 portfolio management to pro-bono planning for nonprofits.

Christopher Siegl is a CFP® designated financial advisor at Valeo Financial Advisors, LLC with 18 years of industry experience. Prior to joining Valeo in 2022, he worked at Schwab Private Client Investment Advisory and Charles Schwab from 2017 to 2022, and at Scottrade from 2015 to 2017. Siegl serves as a neutral arbitrator for FINRA Dispute Resolution, a role he has held since 2016. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers alongside comprehensive financial planning and portfolio management.

Chintan Desai is a CFP® and Series 66-registered advisor with Valeo Financial Advisors, LLC in Columbus, OH, where he has worked since 2014. He has 11 years of industry experience. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach with tactical adjustments and incorporates third-party research and alternative strategies when appropriate.

David Hecht is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation and independent managers, offering comprehensive financial planning alongside a simplified model portfolio option.

Easton Meyer is a CFP® affiliated with Valeo Financial Advisors, LLC and has two years of industry experience. He has been with Valeo since 2021 and previously worked at the University of Indianapolis. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments, utilizes independent managers, and offers a simplified portfolio option called Valeo Essentials.

Nathan Kilpatrick is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. He has been with Valeo since 2020 and previously worked with the Indy Premier Soccer Club and Southern New Hampshire University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs strategic asset allocation with tactical adjustments, utilizes independent managers, and conducts ongoing portfolio monitoring supported by research from providers like Fidelity and Morningstar.

Virginia Fix is a CFP® professional with Valeo Financial Advisors, LLC in Richmond, VA. She has been with Valeo since 2023 and has prior experience at Wealth Enhancement Group and multiple roles at Virginia Tech. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach complemented by tactical adjustments and offers specialized services including pro-bono planning for non-profits.

Kristen Rueth Allen is a CFP® with 15 years of industry experience and has been with Valeo Financial Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Carmel, Indiana. 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, employs independent managers when suitable, and offers a lower-touch model portfolio option called Valeo Essentials.

Sarah Cazares is a CFP® professional currently with Valeo Financial Advisors, LLC and has been in the industry since 2026. She previously worked at Oxford Financial Group, LTD from 2015 to 2026. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and utilizes independent managers alongside ongoing portfolio monitoring.

Paige Sanfelippo is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. She has worked at Valeo since 2020 and previously held positions at UBS Financial Services and Allstar Dodge Jeep Ram. Outside of advising, her background includes roles in education and hospitality. 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 specialized services such as pro-bono planning and due diligence through its subsidiary TwoPointO.

Melissa Buchert is a CFP® professional with 11 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. She holds the Series 63 designation and is based in Carmel, IN. 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 incorporates various investment strategies, serving a broad client base including high-net-worth individuals and charitable organizations.

Audra Dial is a CFP® professional with eight years of experience at Valeo Financial Advisors, LLC. She has worked at Valeo since 2018 and is based in Carmel, Indiana. 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 incorporates third-party research and alternative strategies when appropriate.

Lauren Brown is a Certified Financial Planner® with 11 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2014 and has also been associated with UBS Financial Services Inc. since 2013. 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 access to unaffiliated independent managers and alternative strategies. The firm manages over $10 billion in assets and operates specialized subsidiaries and programs to support private fund due diligence and charitable initiatives.

Evan La Brecque is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. His background includes roles at Olivet Nazarene University and Ameriprise Financial, LLC. 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.

Philip Wallin is a CFP® professional with 13 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Prior to that, he was with W Financial, LLC for five years. In addition to his advisory role, he works as a Tax Associate at Atlas Financial, an independent CPA firm, assisting with high net worth tax return reviews. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers, and offers a range of service models including a lower-touch option called Valeo Essentials.

Greg Jordan is a CFP® professional with 14 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2018 and previously held positions at Charles Schwab Bank and Charles Schwab from 2011 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets. The firm serves individuals, families, trusts, estates, charitable organizations, and corporate clients, focusing on strategic asset allocation with tactical adjustments and the use of independent managers when appropriate.