Andrew Michael is a CFP® professional with four years of experience at Valeo Financial Advisors, LLC in Carmel, IN. His prior roles include positions at Butler University and various other organizations. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving retail, high-net-worth, and institutional clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach supported by third-party research and uses independent managers and model portfolios, while also offering specialized services such as advising private investment funds and managing pooled vehicles.

Paul Deal is a financial advisor at Valeo Financial Advisors, LLC in Richmond, VA, holding the CFP® designation along with Series 65, 66, and 63 licenses. He has 18 years of industry experience, with prior roles at Creative Planning, Truist Advisory Services, BB&T Securities, Cary Street Partners, and Davenport & Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, using a strategic asset allocation process supplemented by third-party research and independent managers.

John Brown is a CFA® charterholder and holds the Series 66 designation. He has six years of experience in the financial industry, including roles at Valeo Financial Advisors, LLC since 2022 and Wells Fargo Advisors from 2018 to 2022. Prior to his advisory career, he worked at Indiana University for four years. 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 with an investment approach that combines strategic asset allocation, tactical adjustments, third-party research, and use of independent managers, along with selective alternative strategies such as covered calls.

Jacob Smith 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 in 2018, he worked at the University of Alabama and taught at South Anchorage High School. 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 a strategic asset allocation approach with tactical adjustments and third-party research, while also providing services to private investment funds and pooled vehicles.

Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. Outside of his advisory work, he has been involved in real estate and property management for over 20 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 employs a strategic asset allocation approach with tactical adjustments and uses third-party research and independent managers, while also advising private investment funds and providing portfolio management for pooled vehicles.

Noah Heim is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. He has held roles at Valeo since 2021 and previously worked at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with over 100 advisors. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, using a strategic asset allocation approach supported by third-party research and independent managers.

Kyle Erb is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2007. He holds the Series 63 designation and is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients with comprehensive financial planning and tailored portfolio management. 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 advising private investment funds and providing portfolio management for pooled vehicles.

Kristine Merta is a financial advisor at Valeo Financial Advisors, LLC with 12 years of industry experience. She holds a Series 65 credential and has worked at Valeo since 2017. Prior to that, she was with Oxford Financial Group, Ltd for four years and spent one year at Amma Parenting Center. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion across 108 advisors and serves both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.