Brett Ploss is a CFP® affiliated with Valeo Financial Advisors, LLC in Carmel, IN, beginning his advisory career in 2024. Before joining Valeo, he was pursuing his education at the University of Michigan and has experience in family farming outside of trading hours. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses independent managers and model portfolios, and provides specialized services including advising private investment funds and managing pooled vehicles.

Hayden Ludwig is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Valeo Financial Advisors, LLC since 2020 and previously worked at Golden Reserve, New York Life, Federal Mogul, and Ohio State University. 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, employing strategic asset allocation, third-party research, independent managers, and model portfolios, with specialized services including advisory roles for private investment funds and pro-bono planning for nonprofits.

Peter Joseph Royeca is a CFP® professional with experience beginning in 2022. He has worked with Valeo Financial Advisors, LLC since 2023 and previously was employed at Ameriprise Financial in 2022. His background also includes roles outside of financial services, such as at Paddyshack Ice Cream and The Foundry Lofts and Apartments. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm provides comprehensive financial planning and individualized portfolio management for retail and institutional clients, employing a strategic asset allocation approach with third-party research and the use of independent managers.

James Scheri is a CFP® at Valeo Financial Advisors, LLC in Carmel, IN, with one year of industry experience. His prior work includes positions at Sam's Club, Chick-fil-A, and Indiana University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion with 108 advisors serving both retail and institutional clients. The firm offers comprehensive financial planning and individualized portfolio management, utilizing strategic asset allocation, third-party research, and a selection of independent managers and model portfolios.

Daniela Aviles is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Prior to her advisory role, she was a student for 18 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation process with tactical adjustments, uses third-party research and independent managers, and offers specialized services including advising private investment funds and providing portfolio management for pooled vehicles.

Lindsey Fairchild is a CFP® and Series 66-registered advisor with eight years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at TD Ameritrade from 2016 to 2018. 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, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Charles Ney is a CFP® with four years of industry experience, currently with Valeo Financial Advisors, LLC since 2020. His prior experience includes roles at Kemper Insurance, CohnReznick, LLC, Kentner Sellers, and the University of Dayton. 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 approach that includes tactical asset-class adjustments, third-party research, and the use of independent managers and model portfolios.

Richard Seaver is a CFP® certificant with 21 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2005 and previously held roles at Legacy Financial Advisors, L.L.C. and Oxford Financial Group, Ltd. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving both retail 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 vehicles.

Jamie Vladuchick is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2021 and previously worked at Windsor Wealth Management for eight years. Valeo Financial Advisors is a multi-team registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm provides comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach with tactical adjustments and third-party research.

Matthew Keller is a CFP® professional at Valeo Financial Advisors, LLC with four years of industry experience. Prior to joining Valeo in 2022, he worked at Ernst & Young LLP from 2017 to 2022. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and independent managers, while providing specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Logan Mears is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2023. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Northwestern Mutual, and Somerset CPAs and Advisors. In addition to his advisory work, he has been involved with Indiana University Purdue University of Indianapolis since 2018. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion and serving 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 process supported by third-party research and independent managers.

Clay Campbell is a CFP® professional with Valeo Financial Advisors, LLC in Carmel, IN. He has been in the financial industry since 2023, including prior experience at Hurlow Wealth Management. 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 with an investment approach that incorporates strategic asset allocation, third-party research, and independent managers, while also providing specialized services for private investment funds and pooled vehicles.

Matthew Jarvis is a CFP® professional with 17 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2006. He is based in Carmel, IN. 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, employing a strategic asset allocation process that incorporates third-party research and independent managers, along with specialized services such as advising private investment funds and managing pooled vehicles.

John Trott is a CFP® with 24 years of industry experience, currently serving with Valeo Financial Advisors, LLC since 2003. Prior to that, he was with The Valeo Financial Group, LLC for one year. 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, using firm-level strategic asset allocation, third-party research, independent managers, and model portfolios, along with services for private investment funds and pooled vehicles.

Nicholas Fohrer is a CFP® professional at Valeo Financial Advisors, LLC with 11 years of industry experience. He has been with Valeo Financial Advisors since 2012. Valeo Financial Advisors is a multi-team SEC-registered adviser 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 with tactical adjustments and independent managers.

Daniel Houchens is a CFP®-certified financial advisor at Valeo Financial Advisors, LLC with 16 years of industry experience. He has worked at Valeo since 2012 and has prior experience at Bank of America, Merrill, and Morgan Stanley. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Madison Theile is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. Prior to joining Valeo, Madison worked at Hurlow Wealth Management and has a background including four years at Butler University. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion with 108 advisors and over 3,000 clients. The firm provides comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Benjamin Mossoney is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab & Co., Inc. 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 combines strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and offers services including portfolio management for pooled investment vehicles and occasional pro-bono planning for nonprofits.

Kara Wright is a CFP® with nine years of industry experience, currently with Valeo Financial Advisors, LLC. She has held various roles within Valeo since 2018, with prior experience at Spectrum Management Group, Mark Wise, Northwestern Mutual Investment Services, and CliftonLarsonAllen. 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, uses third-party research and independent managers, and provides specialized services including portfolio management for private investment funds and pooled vehicles.

Zachary Meyer is a CFP® professional with seven years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm serves both retail and institutional clients, offering comprehensive financial planning and individualized portfolio management with a strategic asset allocation approach supplemented by third-party research and independent managers.