Valeo Financial Advisors, LLC

John Hardman is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operates MillaK Photography, LLC, a photography business. 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 offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Cody Gutwein is a CFP® at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo in 2022, he worked at OneIndiana Financial Group and Inotiv, Inc. in 2021 and held positions at Purdue and Frontier High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services including model portfolios and pro-bono planning for nonprofits.

Jacob Woodward is a CFP® professional with eight years at Valeo Financial Advisors, LLC and four years of industry experience. Prior to joining Valeo in 2018, he was a student from 2010 to 2018. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services including model portfolios, pro-bono planning for nonprofits, and specialized due diligence through its subsidiary, TwoPointO.

Hal Armstrong V is a CFP® with Valeo Financial Advisors, LLC, based in Carmel, IN. He joined Valeo in 2023 and has prior experience working at Indiana University and Carmel High School. 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 process with tactical adjustments and utilizes independent managers and third-party research to guide portfolio management.

Erich Stout is a CFP® professional with 12 years of experience in the financial industry. He has worked at Valeo Financial Advisors, LLC since 2018 and previously spent five years at Column Capital Advisors. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation framework with tactical adjustments and uses third-party research and independent managers, while also offering scaled services and pro-bono planning for nonprofits.

Nicholas Weyhmueller is a CFP® professional with experience at Valeo Financial Advisors, LLC since 2024. He previously worked at Baldwin Financial Advisors, LLC and has held roles outside finance, including positions at True Lacrosse and Sachs Recreation Center. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, using a strategic asset-allocation framework with tactical adjustments and a variety of investment strategies.

Laura Wilson is a CFP® professional with seven years at Valeo Financial Advisors, LLC and four years of industry experience. Prior to joining Valeo in 2019, she was a student for nine years. 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 also offers scaled services and pro-bono planning to local nonprofits.

Luke Keller is a CFP® affiliated with Valeo Financial Advisors, LLC in Denver, CO. He began his career at Valeo in 2022 and has prior experience outside the financial industry, including roles at Tractor Supply Company and Pro X Athlete Development. Outside of advising, he is a co-founder of XRDG LLC, a clothing and apparel business involved in product design, manufacturing coordination, marketing, and sales. Valeo Financial Advisors offers comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and integrates third-party research and alternative strategies, while also providing scaled services and pro-bono planning to nonprofits.

Cassidy Hardy is a CFP® professional at Valeo Financial Advisors, LLC with experience spanning several roles since 2016, including positions at Indiana University and Goelzer Investment Management. Hardy has been with Valeo Financial Advisors since 2023. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies. The firm manages over $10 billion in assets and offers specialized services such as due diligence through its subsidiary TwoPointO and pro-bono planning for nonprofits.

Katie Smith is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in client assets and offers specialized services including pro-bono planning for nonprofits and investor-relations support through its subsidiary, TwoPointO.

Robert Tuckfield is a CFP® professional with five years of experience at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at several companies, including American Express Global Business Travel and Charles Schwab. Outside of his advisory work, he is COO and owner of Tuckfield Brothers, LLC DBA Kmbara, a data science consulting firm. Valeo Financial Advisors serves individuals, families, and institutional clients with comprehensive financial planning and investment management. The firm employs a strategic asset-allocation approach that incorporates third-party research and alternative strategies, managing over $10 billion in assets and operating subsidiaries focused on due diligence and investor relations.

Heath Lange is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Based in Carmel, IN, his background includes nine years as a student prior to entering the financial advisory field. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services ranging from model portfolios to pro-bono planning for nonprofits.

Andrew Tellitocci is a CFP® with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2019. His prior roles include positions at First Financial Wealth Management, Raymond James Financial Services, Inc., Mainsource Bank, and Purdue 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 incorporating third-party research and alternative strategies. The firm manages over $10 billion in assets and operates specialized services including due diligence for private fund sponsors and charitable programs.

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 in Carmel, IN since 2014. Outside of his advisory role, he serves as Chairman of the Board for Micromatic, LLC. Valeo Financial Advisors provides comprehensive financial planning and investment management 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, managing over $10 billion in client assets.

Nick Frey is a CFP® professional with four years of experience at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held positions at First Merchants Bank and worked in education and the food service industry. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies. The firm manages over $10 billion in assets and provides specialized services such as due diligence and investor relations through its subsidiary, TwoPointO.