Trey Nobbe is a CFP® professional at Valeo Financial Advisors, LLC with four years of industry experience. His prior work includes roles at the University of Indianapolis and Belden 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 offers both personalized and scaled services, including pro-bono planning for non-profits.

Johnny Jager is a CFP® with two years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at OneAmerica Securities, American United Life, and Bill C. Brown Associates, as well as positions at Indiana University. 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, utilizes third-party research, and offers specialized services including pro-bono planning and due diligence through its subsidiary TwoPointO.

Justin Padgett is a CFP® professional with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He is a partial owner of VFASprinter, LLC, a business unrelated to his advisory activities. Valeo Financial Advisors provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers a range of services including pro-bono planning and due diligence support through its subsidiary, managing approximately $10.64 billion in client assets.

Blake Montgomery is a CFP® professional with three years of industry experience, currently advising clients at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2024, he worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2021 to 2024. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management, managing approximately $13 billion in client assets. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers a lower-touch model portfolio option for clients seeking simplified services.

James Brashaber is a CFP® professional with seven years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. 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 utilizes a strategic asset allocation approach combined with tactical adjustments, independent managers, and ongoing portfolio monitoring.

Garrett Chmiola is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to this, he held roles at RSM US Wealth Management LLC, Matrix Wealth Advisors, Mountain Credit Union, and Valor Private Wealth. 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 emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers when appropriate, and incorporates technology and AI-reviewed processes in portfolio monitoring.

Charlotte Lippert is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to joining Valeo, she operated Charlotte Lippert Wealth Management from 2012 to 2017. She holds a Series 65 license and is based in Carmel, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies when appropriate. The firm manages over $10 billion in client assets and supports local and regional nonprofits through periodic pro-bono planning.

Jacob Zeiher is a CFP® with six years of industry experience currently advising clients at Valeo Financial Advisors, LLC. His prior roles include positions at First Allied Securities, Inc., Cardinal Health, Inc., and Boenning & Scattergood, Inc. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses unaffiliated independent managers when appropriate, and employs third-party research and AI-reviewed processes.

Katherine Harper is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Salzinger Sheaff Brock, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies, uses third-party sub-advisers when appropriate, and supports both discretionary and non-discretionary engagements.

Zachary O'Connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he worked at CSI Advisory Services, LLC and has experience outside finance including roles at Butler University and Columbus High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $12.96 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers and third-party research to support portfolio management.

Emeliano Ameye is a CFP® with six years of industry experience and is currently an advisor at Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to joining Valeo, he spent time at Baron Wealth Management, LLC, and has held roles outside finance, including at Mills Siding & Roofing and Student Painters. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and uses independent managers and third-party research in its portfolio management approach.

Robert Edwards is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2008. 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 incorporating third-party research and alternative strategies where appropriate. The firm also offers scaled services and pro-bono planning to non-profits.

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.

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.

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.