Ted Christofolis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. He has worked at Valeo since 2012 and has prior experience with StanCorp Investment Advisers and Redwood Accounting Services. 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 access to independent managers and alternative strategies. The firm manages over $10 billion in assets and operates a subsidiary focused on due diligence and investor-relations services for private fund sponsors.

Regan Clark is a CFP® professional with five years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2019. Based in Carmel, IN, Clark began their career after completing an extended period of education. 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 employs strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and incorporates third-party research and technology in its portfolio management.

Stephen Schug is a financial advisor with On Investment Management Company, holding a Series 63 designation and 39 years of industry experience. His career includes roles at Ohio National Financial Services, The O.N. Equity Sales Company, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory work, he serves as Treasurer of the United Methodist Mens Group and is President of Main Street Pendleton, an organization focused on historic preservation of downtown business buildings. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs that combine third-party discretionary options with adviser-directed managed accounts, maintaining a majority of assets in non-discretionary relationships.

Andrew Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. Prior to his advisory role, he has been involved with Sunrise Gymnastics since 2008 and also judges gymnastics competitions as a sole proprietor. 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 utilizing third-party research and independent managers. The firm also offers a scaled service for emerging clients and periodically provides pro-bono planning to nonprofit organizations.

Tyler Wyss is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Howard Bailey Financial, Charles Schwab & Co., Inc., Westpoint Financial Group, Cunningham Agency, and Walls Down Ministry. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing long-term trading, diversification, and the use of passive, low-cost investments. The firm integrates affiliated estate planning and tax services within a negotiated fixed annual fee structure.

Geoff Beck is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2017. He is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, charitable organizations, and corporations. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research and alternative strategies, managing approximately $10.64 billion in client assets.

David Page is a CFP® professional with 11 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. 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 emphasizes strategic asset allocation with tactical adjustments and employs independent managers when appropriate, offering both comprehensive financial planning and a simplified service model called Valeo Essentials.

James Wright is a CFP® professional with 15 years of industry experience, currently serving at Oxford Financial Group, LTD since 2014. Based in Carmel, IN, he holds Series 63 and Series 66 licenses. Outside of advising, he is involved in operating several non-investment-related businesses, including real estate ventures and a retail shop. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, with access to private market and alternative investments.

Brian Rosswurm is a CFP® with 12 years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2012. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation, tactical asset‑class adjustments, independent managers, and ongoing portfolio monitoring.

Katelyn Turcheck is a CFP® professional with seven years of industry experience currently with Valeo Financial Advisors, LLC. Her prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. Earlier in her career, she worked with the Kokomo Jackrabbits and Finishline. 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 when appropriate, offering both comprehensive financial planning and a simplified portfolio option called Valeo Essentials.

Brent Williams is a CFP® professional with nine years at Valeo Financial Advisors, LLC and seven years of overall industry experience. Prior to joining Valeo in 2017, he worked at Ernst & Young from 2015 to 2017. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, use of independent managers, and ongoing portfolio monitoring supported by third-party research.

David Gilliland is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill, and Indiana University. 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 utilizing third-party research and independent managers. The firm manages over $10 billion in client assets and offers specialized services such as due diligence for private fund sponsors and pro-bono planning for nonprofits.

William Kinder is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, charitable organizations, and corporations. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research, independent managers, private funds, and alternative strategies as appropriate.

Timothy Reidy IV is a CFP® professional at The AmeriFlex Group with five years of industry experience. His prior roles include positions at RP Wealth Advisors LLC and The O.N. Equity Sales Company, as well as experience in education with 51Talk and Best Learning in China. He also assists with clerical and insurance-related tasks at RP Wealth Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement consulting with customized strategies delivered via model allocations and discretionary or non-discretionary manager relationships.

Aidan Newsom is a CFP® professional with experience at Valeo Financial Advisors, Impact Financial Group, and Donaldson Capital Management. He has a background that includes roles in education and sports facility management. 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 utilizing third-party research and independent managers. The firm manages over $10 billion in client assets and offers specialized services including pro-bono planning and a subsidiary focused on due diligence for private fund sponsors.

Lisa Cantu is a financial advisor at Goelzer Investment Management with a Series 65 designation and three years of industry experience. Her prior roles include positions at Marian University, CUNA Mutual Group, Aurora Financial Strategies, and INVEX Banco. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm employs a team-based approach combining proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

Brett Ploss is a CFP® certificant at Valeo Financial Advisors, LLC with experience starting in 2024. Prior to joining Valeo, he studied at the University of Michigan and worked at Carmel High School. Outside of his advisory role, he is involved in family farming in Headlee, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research and alternative strategies as appropriate.

Steven Meier is a financial advisor at Savvy with 25 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in fixed insurance sales and serves as president of Mosaic Advisory Services, LLC, a personal private entity facilitating securities, advisory, and insurance business. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Hayden Ludwig is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2020 and previously held roles at Golden Reserve, LLC, New York Life, Federal Mogul, and Ohio State University. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation process with tactical adjustments and utilizes unaffiliated independent managers, supported by third-party research from providers such as Fidelity and Morningstar.

Reed Shaffer is a financial advisor at Archer Investment Corporation holding a Series 65 designation. He has no prior industry experience and previously worked at Patton Archer Corporation and Rentabit. Reed was a full-time student for ten years before entering the financial advisory field. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm offers a range of advisory services from comprehensive financial planning to limited-scope model portfolios, managing most client assets on a discretionary basis.