Sarah Cazares is a CFP® professional with over 12 years in the financial industry, currently serving at Valeo Financial Advisors, LLC. She previously worked at Oxford Financial Group, LTD for 11 years before joining Valeo in 2026. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving more than 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Paige Sanfelippo is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Her background includes roles at UBS Financial Services and a variety of other positions prior to entering the financial services industry. 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, using strategic asset allocation, third-party research, and independent managers, with specialized services including advisory support for private investment funds and pooled vehicles.

Melissa Buchert is a CFP® professional with 12 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. She is based in Carmel, IN, and holds a Series 63 license. 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, emphasizing strategic asset allocation, third-party research, independent managers, and specialized services such as advising private investment funds and pooled vehicles.

Audra Ames is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. She previously spent ten years as a student before beginning her career in financial advising. 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, utilizing 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.

Lauren Brown is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She has prior experience with UBS Financial Services Inc., where she worked starting in 2013. 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 individualized portfolio management to both retail and institutional clients, utilizing a strategic asset allocation process with tactical adjustments and reliance on third-party research and independent managers.

Evan La Brecque is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Ameriprise Financial, LLC and worked in educational institutions including Olivet Nazarene University and Genesee Christian School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, offering comprehensive financial planning and individualized portfolio management to retail, high-net-worth, and institutional clients. The firm employs strategic asset allocation with tactical adjustments and utilizes third-party research and independent managers, also providing portfolio management for private investment funds and pooled vehicles.

Philip Wallin is a CFP® professional with 13 years of industry experience. He has worked at Valeo Financial Advisors since 2019, following prior roles at W Financial, LLC, Verus Financial Partners, and Heritage Wealth Advisors. Wallin also serves as a Tax Associate at Atlas Financial, an independent CPA firm, where he assists with high net worth tax return review. 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, uses third-party research and independent managers, and offers specialized services including advisory roles for private investment funds and portfolio management for pooled vehicles.

Greg Jordan is a CFP® professional with 14 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2018. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm provides comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach with tactical adjustments and independent manager selections.

Andrew Michael is a CFP® professional with four years of experience at Valeo Financial Advisors, LLC in Carmel, IN. His prior roles include positions at Butler University and various other organizations. 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 supported by third-party research and uses independent managers and model portfolios, while also offering specialized services such as advising private investment funds and managing pooled vehicles.

John Brown is a CFA® charterholder and holds the Series 66 designation. He has six years of experience in the financial industry, including roles at Valeo Financial Advisors, LLC since 2022 and Wells Fargo Advisors from 2018 to 2022. Prior to his advisory career, he worked at Indiana University for four years. 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 offers comprehensive financial planning and portfolio management with an investment approach that combines strategic asset allocation, tactical adjustments, third-party research, and use of independent managers, along with selective alternative strategies such as covered calls.

Jacob Smith is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2018, he worked at the University of Alabama and taught at South Anchorage High School. 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 asset allocation approach with tactical adjustments and third-party research, while also providing services to private investment funds and pooled vehicles.

Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. Outside of his advisory work, he has been involved in real estate and property management for over 20 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments and uses third-party research and independent managers, while also advising private investment funds and providing portfolio management for pooled vehicles.

Noah Heim is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. He has held roles at Valeo since 2021 and previously worked at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with over 100 advisors. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, using a strategic asset allocation approach supported by third-party research and independent managers.

Kyle Erb is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2007. He holds the Series 63 designation and is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients with comprehensive financial planning and tailored portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as advising private investment funds and providing portfolio management for pooled vehicles.