A complete list of active advisors currently associated with Valeo Financial Advisors, LLC

Warmer can help you find a great advisor at Valeo Financial Advisors, LLC or one who fits your needs even better.

Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations and corporate/business clients. The firm manages approximately $12.96 billion in client assets through comprehensive financial planning and portfolio management, and also offers a lower‑touch model portfolio option called Valeo Essentials for clients seeking a simplified service package. Valeo’s investment process centers on strategic asset allocation with tactical asset‑class adjustments, use of unaffiliated independent managers when appropriate, and ongoing portfolio monitoring; research sources include third‑party providers such as Fidelity and Morningstar. The firm also uses third‑party account aggregation (ByAllAccounts), and has adopted an AI policy under which any AI output is reviewed by advisors rather than relied on as a substitute for professional judgment. Distinctive features include an affiliated company, TwoPointO Investor Relations, that provides due‑diligence and administrative services to private fund sponsors — a relationship Valeo discloses as creating potential conflicts of interest when recommending private investment funds. Valeo also declines to recommend direct cryptocurrency purchases (permitting client‑authorized exposure only through ETFs or specialist managers), provides occasional pro‑bono work for nonprofits, and notifies clients that proxy voting remains the client’s responsibility rather than the firm’s.

To learn more about the advisors currently working at Valeo Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Emeliano Ameye	Carmel, IN	5
Hal Armstrong V	Carmel, IN	—
Sarah Arthur	Carmel, IN	12
Daniela Aviles	Carmel, IN	5
Geoff Beck	Carmel, IN	6
Joshua Bowers	Richmond, VA	1
James Brashaber	Carmel, IN	7
Dylan Brooks	Carmel, IN	6
Andrew Brown	Carmel, IN	13
John Brown	Carmel, IN	6
Lauren Brown	Carmel, IN	12
Melissa Buchert	Carmel, IN	12
Clay Campbell	Carmel, IN	0
Sarah Cazares	Carmel, IN	—
Garrett Chmiola	Carmel, IN	7
Ted Christofolis	Carmel, IN	25
Regan Clark	Carmel, IN	4
Chintan Desai	Columbus, OH	11
Audra Dial	Carmel, IN	6
Robert Edwards	Carmel, IN	22
Kyle Erb	Carmel, IN	15
Phillip Evans	Estero, FL	23
Lindsey Fairchild	Carmel, IN	7
Shelby Ferstl	Lake Elmo, MN	6
Virginia Fix	Richmond, VA	1
Nicholas Fohrer	Carmel, IN	11
Joshua Frazier	Carmel, IN	24
Nick Frey	Carmel, IN	1
David Gilliland	Carmel, IN	8
Cody Gutwein	Carmel, IN	1
Ali Hakim	Carmel, IN	1
John Hardman	Carmel, IN	3
Cassidy Hardy	Carmel, IN	—
David Hecht	South Haven, MI	22
Noah Heim	Carmel, IN	2
Tyler Hockett	Carmel, IN	9
Daniel Houchens	Carmel, IN	15
James Hughes	Carmel, IN	21
Samuel Issermoyer	Carmel, IN	4
Johnny Jager	Carmel, IN	2
Matthew Jarvis	Carmel, IN	17
Greg Jordan	Carmel, IN	14
Luke Keller	Carmel, IN	0
Matthew Keller	Carmel, IN	3
Nathan Kilpatrick	Carmel, IN	2
William Kinder	Carmel, IN	8
Jacob Kleimola	Denver, CO	4
Evan La Brecque	Carmel, IN	1
Luke Lambeck	Carmel, IN	—
Heath Lange	Carmel, IN	5
Charlotte Lippert	Carmel, IN	20
William Logan	Carmel, IN	8
Hayden Ludwig	Carmel, IN	5
Parker Maxwell	Denver, CO	11
Logan Mears	Carmel, IN	4
Kristine Merta	Naples, FL	12
Easton Meyer	Carmel, IN	1
Zachary Meyer	Carmel, IN	6
Andrew Michael	Carmel, IN	1
Phillip Mickel	Carmel, IN	23
Blake Montgomery	Carmel, IN	3
Benjamin Mossoney	Carmel, IN	5
Aidan Newsom	Carmel, IN	0
Charles Ney	Carmel, IN	3
Trey Nobbe	Carmel, IN	0
Zachary O'connor	Carmel, IN	1
Davis Odom	Carmel, IN	1
Fernando Ortiz	Centennial, CO	19
Justin Padgett	Carmel, IN	20
David Page	Carmel, IN	11
Charles Penola	Carmel, IN	6
Michael Phillips	Carmel, IN	10
Brett Ploss	Carmel, IN	0
Ashton Pocta	Richmond, VA	4
Matthew Presley	Carmel, IN	10
Ryan Price	Carmel, IN	3
Chad Reed	Carmel, IN	18
Colton Romine	Carmel, IN	2
Brian Rosswurm	Carmel, IN	12
Peter Joseph Royeca	Carmel, IN	—
Kristen Rueth Allen	Carmel, IN	14
Paige Sanfelippo	Carmel, IN	3
James Scheri	Carmel, IN	1
Richard Seaver	Carmel, IN	20
Christopher Siegl	Carmel, IN	17
Jacob Smith	Carmel, IN	2
Katie Smith	Carmel, IN	10
Brian Spead	Littleton, CO	18
Erich Stout	Carmel, IN	12
William Syrus	Carmel, IN	1
Andrew Tellitocci	Carmel, IN	7
Madison Theile	Carmel, IN	3
John Trott	Carmel, IN	23
Robert Tuckfield	Carmel, IN	2
Katelyn Turcheck	Carmel, IN	7
Jacob Valdick	Carmel, IN	3
Danielle Van Buren	Chicago, IL	3
Jamie Vladuchick	Carmel, IN	11
Philip Wallin	Carmel, IN	12
Nicholas Weyhmueller	Carmel, IN	—
Brent Williams	Carmel, IN	7
Matthew Williams	Richmond, VA	13
Shaun Williams	Carmel, IN	6
Laura Wilson	Carmel, IN	4
Jacob Woodward	Carmel, IN	4
John Wortman	Carmel, IN	23
Kara Wright	Carmel, IN	9
Jacob Zeiher	Carmel, IN	6

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