Trey Nobbe is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. His prior work background includes roles at the University of Indianapolis and Belden Inc. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and customized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Johnny Jager is a CFP® with two years of industry experience, currently with Valeo Financial Advisors, LLC. His prior roles include positions at OneAmerica Securities and American United Life. He has also been affiliated with Indiana University in multiple capacities. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and customized portfolio management, employing a strategic asset allocation process informed by third-party research and independent managers.

Justin Padgett is a CFP® with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. Prior to Valeo, he worked at Avalon Wealth Advisory, Inc. for one year. 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 combined with third-party research, independent managers, and model portfolios.

Blake Montgomery is a CFP® with four years of industry experience, currently serving with Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, providing comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm emphasizes strategic asset allocation, third-party research, and independent managers, and offers specialized services including advisory support for private investment funds and pooled vehicles.

James Brashaber is a CFP® professional with seven years of industry experience. He has been with Valeo Financial Advisors, LLC since 2016. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion and serving both retail and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments, uses third-party research, and offers portfolio management including for private investment funds and pooled vehicles.

Garrett Chmiola is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior roles include positions at RSM US Wealth Management LLC and several other firms dating back to 2017. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management for retail and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Charlotte Lippert is a CFA® charterholder with 21 years of industry experience. She currently serves as an advisor at Valeo Financial Advisors, LLC, where she has worked since 2017. Her prior roles include positions at Charlotte Lippert Wealth Management, Bedel Financial Consulting Inc, and Signal Capital Management, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and independent managers.

Jacob Zeiher is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior experience includes roles at First Allied Securities, Inc. and Cardinal Health, Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion in assets 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 process with tactical adjustments and independent managers.

Katherine Harper is a financial advisor at Valeo Financial Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Allworth Financial, Innovative Portfolios, Sheaff Brock Investment Advisors, Salzinger Sheaff Brock, and Charles Schwab. 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 offers services including portfolio management for pooled investment vehicles and pro-bono planning for nonprofits.

Zachary O'connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at CSI Advisory Services, Butler University, and Columbus High School. 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 individualized portfolio management, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and managing pooled vehicles.

Emeliano Ameye is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with Valeo Financial Advisors, LLC since 2019, with a brief tenure at Baron Wealth Management, LLC, and prior roles outside the financial sector. 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 strategic asset allocation, third-party research, and independent managers, with specialized services including advisory roles for private investment funds and pro-bono planning for nonprofits.

Robert Edwards is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2008 and previously worked at Signal Capital Management, Inc. from 2002 to 2007. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, using a strategic asset allocation approach supplemented by third-party research and independent managers.

Sarah Arthur is a CFP® professional with 13 years of experience in financial advisory roles. She joined Valeo Financial Advisors, LLC in 2021 and previously worked at Northwestern Mutual and Ameriprise Financial Services. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and portfolio management. The firm uses a strategic asset allocation process with tactical adjustments and incorporates third-party research and independent managers, offering services to both retail and institutional clients, including private investment fund advisory and portfolio management for pooled vehicles.

Matthew Presley is a CFP® professional with 10 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2013. He is based in Carmel, IN. 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 individualized portfolio management for retail and institutional clients, employing a strategic asset allocation process supported by third-party research and independent managers.

Ryan Price is a CFP® professional at Valeo Financial Advisors, LLC with six years of industry experience, including a prior role at WestPoint Financial Group. He joined Valeo in 2020 following his time as a full-time student. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $12.96 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation process, third-party research, and independent managers.

James Hughes is a CFP® with 21 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. His prior roles include positions at J.P. Morgan Securities, Allspring Funds Management, LLC, and Strong Capital Management Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, utilizing a strategic asset allocation approach supplemented by third-party research and independent managers.

Christopher Siegl is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior experience includes positions at Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Scottrade. He also serves as a neutral arbitrator for FINRA Dispute Resolution. 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 provides comprehensive financial planning and portfolio management, with an investment approach that incorporates strategic asset allocation, third-party research, and independent managers, while offering specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Easton Meyer is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. He has a background that includes roles at the University of Indianapolis and the Morris Inn at Notre Dame. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses third-party research, independent managers, and model portfolios, and provides specialized services including advising private investment funds and pooled vehicles.

Nathan Kilpatrick is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC. He has held prior roles at Indy Premier Soccer Club, Southern New Hampshire University, and American College of Spain. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, applying strategic asset allocation with tactical adjustments, third-party research, and the use of independent managers and model portfolios.

Kristen Rueth Allen is a CFP® professional with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. She previously worked at Principal Financial Services and Securian Financial Services, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion with 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail and institutional clients, employing a strategic asset allocation process supported by third-party research and independent managers.