Joshua Bowers is a CERTIFIED FINANCIAL PLANNER™ at Valeo Financial Advisors, LLC with two years of industry experience. Prior to joining Valeo in 2022, he worked at FieldCore and spent time at Virginia Tech and Atlee 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 uses strategic asset allocation with tactical adjustments, independent managers, and AI tools, and also provides specialized services to private investment funds and pooled vehicles.

Ashton Pocta is a CFP® professional at Valeo Financial Advisors, LLC with six years at the firm and a total of four years in the financial industry. Prior to joining Valeo, he spent four years at Virginia Tech. 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 a strategic asset allocation approach with tactical adjustments and third-party research, and provides specialized services such as advising private investment funds and pro-bono planning for nonprofits.

Matthew Williams is a CFP® with 14 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2020. His prior roles include positions at Acima Private Wealth LLC, Heritage Wealth Advisors, RTD Financial Advisors Inc, and Ameriprise. 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 strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and managing pooled vehicles.

Virginia Fix is a CFP® professional with one year of experience, currently with Valeo Financial Advisors, LLC. Prior to joining Valeo, she held various roles including positions at Virginia Tech and Wealth Enhancement Group. Her background also includes work in the hospitality sector. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for a diverse client base through comprehensive financial planning and individualized portfolio management, with a distinctive focus on strategic asset allocation, third-party research, and private investment fund advisory services.

Paul Deal is a financial advisor at Valeo Financial Advisors, LLC in Richmond, VA, holding the CFP® designation along with Series 65, 66, and 63 licenses. He has 18 years of industry experience, with prior roles at Creative Planning, Truist Advisory Services, BB&T Securities, Cary Street Partners, and Davenport & Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, using a strategic asset allocation process supplemented by third-party research and independent managers.