Carmel, IN Office

John Hardman is a CFP®-certified financial advisor with four years of industry experience, currently with Valeo Financial Advisors, LLC. Prior to joining Valeo, he worked at Fidelity Investments and Northwestern Mutual Investment Services. Outside of finance, he operates MillaK Photography, LLC, a photography business. 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, and the use of independent managers.

Cody Gutwein is a CFP® professional with four years at Valeo Financial Advisors and two years of total industry experience. Before joining Valeo, he worked at OneIndiana Financial Group and Inotiv, Inc., and has a background that includes four years at Purdue and Frontier High School. 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 portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach with third-party research and independent managers.

Jacob Woodward is a CFP® professional with eight years at Valeo Financial Advisors and five years of industry experience. He has been with Valeo since 2018, following eight years as a student. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving both retail and institutional clients with comprehensive financial planning and individualized portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments, utilizes third-party research, and offers services including private fund advisory and pro-bono planning for nonprofits.

Hal Armstrong V is a CFP® professional with Valeo Financial Advisors, LLC, based in Carmel, IN. He joined Valeo in 2024 and has prior experience in academic settings at Indiana University and Carmel High School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for retail, high-net-worth, and institutional clients, employing strategic asset allocation and third-party research while providing specialized services such as advising private investment funds and managing pooled vehicles.

Erich Stout is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for five years at Column Capital Advisors. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and model portfolios.

Nicholas Weyhmueller is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Prior to joining Valeo, he had multiple one-year roles at Baldwin Financial Advisors, LLC and has worked in recreational and fitness settings including Sachs Recreation Center and Focus Martial Arts & Fitness. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for 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 services including portfolio management for private funds and pooled vehicles.

Laura Wilson is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. She is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm employs a strategic asset allocation approach, uses third-party research and independent managers, and offers unique services such as advising private investment funds and managing pooled vehicles.

Luke Keller is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Before joining Valeo, he worked at Tractor Supply Company and Pro X Athlete Development. Outside of financial advising, he co-founded XRDG LLC, a clothing and apparel company, where he assists with design, manufacturing coordination, marketing, and sales. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm focuses on comprehensive financial planning and individualized portfolio management, employing strategic asset allocation, third-party research, and independent managers in its investment approach.

Cassidy Hardy is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Before joining Valeo, Hardy held roles at Indiana University and Goelzer Investment Management. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, 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 provides specialized services including advising private investment funds and managing pooled vehicles.

Katie Smith is a CFP® professional with 10 years of industry experience, currently serving with Valeo Financial Advisors, LLC since 2014. She 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. The firm offers comprehensive financial planning and individualized portfolio management, employing a strategic asset allocation approach complemented by third-party research and independent managers.

Robert Tuckfield is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. He has held roles at various firms including Charles Schwab and Ranger Guard. Outside of financial advising, he is the COO and owner of Tuckfield Brothers, LLC DBA Kmbara, a data science consulting business. 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 portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach combined with third-party research and model portfolios.

Heath Lange is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. He is based in Carmel, IN, and previously spent nine years as a student before beginning his advisory career. 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 supplemented by tactical adjustments and third-party research, while also providing specialized services such as advisory roles for private investment funds.

Andrew Tellitocci is a CFP® professional with 8 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. His prior experience includes roles at First Financial Wealth Management, Raymond James Financial Services, Mainsource Bank, Follett's Black & Gold Mine, and Purdue University. Valeo Financial Advisors is a multi-team SEC-registered advisory firm 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 investment approach that incorporates third-party research, independent managers, and tactical asset-class adjustments.

Michael Phillips is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2014. Outside of his advisory role, he serves as Chairman of the Board for Micromatic, LLC. 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, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Nick Frey is a CFP® at Valeo Financial Advisors, LLC with two years of industry experience. His prior work includes roles at First Merchants Bank and Xavier University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.