Andrew Michael is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at Butler University, RENU Property Management, and Column Capital. 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 a range of investment options including independent managers and alternative strategies.

Paul Deal is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Valeo Financial Advisors, LLC and has previously worked at Creative Planning, LLC, Truist Advisory Services, and BB&T Securities. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, employs independent managers when appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

John Brown is a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN, holding the CFA® designation and Series 66 license with six years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has a background at Indiana University. 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 employs a strategic asset allocation approach with tactical adjustments, utilizes independent managers when appropriate, and emphasizes ongoing portfolio monitoring.

Jacob Smith is a CFP® professional with three years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2021. Prior to his advisory role, he worked at the University of Alabama and has experience in education at South Anchorage High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with approximately $13 billion in assets under management. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers both comprehensive financial planning and a lower-touch model portfolio option called Valeo Essentials.

Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 24 years of industry experience. He previously worked at JPMorgan Securities LLC and Charles Schwab in various roles. Outside of his advisory work, he has been involved in real estate and property management since 2006. 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 utilizes third-party research and alternative strategies, managing over $10 billion in client assets.

Noah Heim is a CFP® professional with three years of industry experience, currently affiliated with Valeo Financial Advisors, LLC. His prior work includes roles at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by managing approximately $13 billion in assets through financial planning and portfolio management. The firm emphasizes strategic asset allocation, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.

Kyle Erb is a CFP® with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He 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, employing a strategic asset-allocation framework with tactical adjustments. The firm manages over $10 billion in client assets and offers specialized services including a scaled "Essentials" portfolio option and pro-bono planning for non-profits.

Kristine Merta is a financial advisor at Valeo Financial Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Valeo since 2017. Prior to joining Valeo, she worked at Amma Parenting Center for one year. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes independent managers, managing approximately $13 billion in client assets.