Shaun Williams is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His career includes roles at ICONIQ Capital, Parkview Asset Management, and Charles Schwab, among others. Outside of advisory work, he operates an e-commerce business that resells everyday household goods through online platforms such as Walmart.com. Valeo Financial Advisors is a multi-team firm managing approximately $13 billion and serving retail and institutional clients with comprehensive financial planning and individualized portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes third-party research and independent managers, also offering specialized services such as advising private investment funds and providing portfolio management for pooled vehicles.

Ali Hakim is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Prior to joining Valeo, he worked at Wabash College and Michigan City High School. 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, utilizes third-party research and independent managers, and offers specialized services including advising private investment funds and managing pooled investment vehicles.

Dylan Brooks is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at LPL Financial, Field and Main Bank, and Northwestern Mutual. Brooks has also managed trust client relationships in an investment-related capacity. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion in assets for retail, high-net-worth, and institutional clients. The firm focuses on comprehensive financial planning and individualized portfolio management, employing strategic asset allocation, third-party research, and independent managers in its investment approach.

Tyler Hockett is a CFP® professional with nine years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. He is based in Carmel, IN, and has spent his entire advisory career with Valeo. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach with tactical adjustments and reliance on third-party research and independent managers.

Charles Penola is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2021 and previously held positions at MML Investors Services, MassMutual Life Insurance Company, Nationwide Advisory Solutions, Hire Road, Inc., Vested Risk Strategies, and Hillsdale College. 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, utilizing firm-level strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advisory roles for private investment funds and pro-bono planning for nonprofit clients.

Davis Odom is a CFP® professional with two years of industry experience, currently with Valeo Financial Advisors, LLC. Prior to joining Valeo, he held various roles at Ball State University, Zimmer Biomet, Milestone Contractors LP, Kroger, and Morristown High School. 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 portfolio management to both retail and institutional clients, employing a strategic asset allocation approach with tactical adjustments and the use of independent managers and model portfolios.

Colton Romine is a CFP® professional with three years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. Prior to joining Valeo, he held positions in various companies including Hearthside Food Solutions and Masterbrand Cabinets. 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 offers comprehensive financial planning and portfolio management, employing a strategic asset allocation approach that incorporates third-party research, independent managers, and tactical asset-class adjustments.

Luke Lambeck is a CFP® professional at Valeo Financial Advisors, LLC with experience beginning in 2023. He previously worked at Morgan Stanley and was affiliated with Valeo in multiple roles since 2023. His background also includes four years at Purdue University. Valeo Financial Advisors is a multi-team SEC-registered firm managing nearly $13 billion across 108 advisors and serving retail and institutional clients. The firm offers comprehensive financial planning and portfolio management with a focus on 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.

Chad Reed is a CFP® with 19 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2005. Prior to joining Valeo, he worked at Ameritas Investment Company, LLC and The Advisors Group, Inc. from 2004 to 2005. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic asset allocation, third-party research, independent managers, and model portfolios, while also providing specialized services such as advisory roles for private investment funds and pooled vehicles.

Ted Christofolis is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Valeo Financial Advisors, LLC since 2012 and previously spent time at Stancorp Investment Advisers, Inc. He is also involved with Redwood Accounting Services, where he has been active since 1990. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management to both retail and institutional clients, employing a strategic asset allocation approach with tactical adjustments and reliance on third-party research.

Regan Clark is a CFP® professional at Valeo Financial Advisors, LLC with 5 years of industry experience. He has been with Valeo Financial Advisors since 2019. 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 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 pro-bono planning for nonprofit clients.

Andrew Brown is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Valeo Financial Advisors, LLC since 2015. In addition to his financial advisory role, he has been involved in judging gymnastics competitions since 2003. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, providing comprehensive financial planning and portfolio management services to both retail and institutional clients. The firm employs a strategic asset allocation process with tactical adjustments and offers specialized services including advising private investment funds.

Geoff Beck is a Certified Financial Planner (CFP®) with Valeo Financial Advisors, LLC in Carmel, IN. He has seven years of industry experience and has worked at Valeo since 2017. 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 personalized portfolio management for retail and institutional clients, employing a strategic asset allocation approach with tactical adjustments and third-party research.

David Page is a CFP® professional with 11 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2014. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for over 3,000 clients. The firm serves both retail and institutional clients, offering comprehensive financial planning and portfolio management with an emphasis on strategic asset allocation, third-party research, and independent managers.

Brian Rosswurm is a CFP® with 12 years of industry experience and has been with Valeo Financial Advisors, LLC since 2012. He holds a Series 63 license and is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Katelyn Turcheck is a CFP® professional at Valeo Financial Advisors, LLC with seven years of industry experience. She has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Morgan Stanley, and spent time outside finance with the Kokomo Jackrabbits and Finishline. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for both retail and institutional clients, using a strategic asset allocation approach supported by third-party research and incorporating specialized services such as portfolio management for private investment funds.

Brent Williams is a CFP® professional with seven years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to joining Valeo, he worked at Ernst & Young for two years. 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 portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

David Gilliland is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2019 and previously held positions at Merrill, Bank of America, and Indiana University. 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, utilizes third-party research, and provides specialized services including advisory roles to private investment funds and pro-bono planning for nonprofits.

William Kinder is a CFP® professional at Valeo Financial Advisors, LLC with 8 years of industry experience. He has been with Valeo Financial Advisors since 2016. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, with an investment process that includes strategic asset allocation, use of third-party research, and selective use of independent managers and model portfolios.

Aidan Newsom is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. His work history includes roles at Impact Financial Group and Donaldson Capital Management, as well as teaching positions at Purdue University and various high schools. 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 portfolio management with a focus on strategic asset allocation, third-party research, and the use of independent managers and model portfolios.