Robin Patin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. Prior to joining Choreo, Patin worked at Enso Wealth Management for one year and Edward Jones for six years. Outside of advisory work, Patin is proprietor of Wealth Reconstructed, LLC, focusing on public speaking and writing on topics related to women, people of color, and finances. Choreo, LLC serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm emphasizes strategic asset allocation and utilizes a rigorous investment process involving quantitative screening and Investment Committee approval to manage portfolios through various vehicles and specialized advisory services.

Randy Beeman is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Glass Jacobson Wealth Advisors, Yhb Wealth Advisors LLC, Direct 2 Consumer Marketing LLC, and RSR Group of Virginia LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Kyle O'Neill is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Northeast Financial Group, Inc. and Penn Mutual Asset Management, as well as teaching engagements at Drexel University. Choreo, LLC serves a diverse client base ranging from individual investors to institutional clients such as family offices and retirement plan sponsors. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and Investment Committee approval to select investment managers, offering services that include portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Richard Cundey is a CFP® and ChFC® with 31 years of industry experience. He is currently a managing director at Choreo, LLC and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management Services, L.L.C. Outside of his advisory role, he is involved in insurance product services with multiple firms. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, managed centrally and overseen by an Investment Committee.

Scott Krowczyk is a financial advisor at Choreo, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at RSM US Wealth Management LLC for 20 years before joining Choreo in 2022. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Alyssa Zentner is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Choreo, LLC in Cherry Hill, NJ, where she has worked since 2026. Prior to that, she spent ten years at PNC. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services from portfolio management to outsourced CIO services. The firm employs a strategic, quantitative investment process and provides specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Jessica Macklin is a financial advisor at Choreo, LLC with 9 years of industry experience. She holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for 6 years before joining Choreo in 2022. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative, committee-approved investment process and offers a range of advisory services such as portfolio management, financial planning, outsourced CIO solutions, and specialized consulting for complex financial strategies.

William Lowery is a financial advisor with Choreo, LLC in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at BDO Wealth Advisors, LLC and managing Lowery Asset Consulting, LLC for nearly two decades. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, employing a centralized management team and Investment Committee to oversee portfolio construction and manager selection.

Peter Pape is a CFP® professional with nine years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at Northeast Financial Group, Inc. and Leigh Baldwin & CO., LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO services. The firm’s investment approach incorporates strategic asset allocation based on global indices, quantitative manager screening, and utilizes various implementation methods including model portfolios and separately managed accounts.

James Morgan is a CFA® charterholder with four years of industry experience. He is currently with Choreo, LLC and has previously worked at BDO Wealth Advisors and Hefren Tillotson. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee, offering a range of services from portfolio management to specialized consulting such as 1031 exchange and Deferred Sales Trust™ advice.

William Shepherd is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Cherry Bekaert Wealth Management LLC and the Federal Reserve Bank of New York. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Matthew Gotlin is a financial advisor at Choreo, LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Erik Merkau is a CFA® charterholder with 29 years of industry experience. He is currently affiliated with Choreo, LLC and has prior experience at Edelman Financial Engines Advisors, JPMorgan Securities LLC, and Chase. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services that include portfolio management, financial planning, and outsourced CIO solutions. The firm follows a rigorous investment process centered on strategic asset allocation and a combination of quantitative screening and due diligence to manage portfolios through various vehicles, including model portfolios and separately managed accounts.

Matthew Kline is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 65 designation and has previously worked at Morgan Stanley & Co., LLC, Chesapeake Financial Advisors, and Herbein Financial Group, LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles such as separately managed accounts, direct indexing, and private funds.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Joseph Stern is a financial advisor at Choreo, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Choreo in 2023, he worked at Enso Wealth Management for five years and spent 26 years at Edward D. Jones & Co., L.P. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and investment committee approval to manage portfolios through various vehicles such as separately managed accounts and private funds.

Jakob Boley is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Plan2Thrive Financial, Thrivent Investment Management, and Thrivent Financial. Outside of his advisory role, he is a licensed insurance agent. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and an Investment Committee, offering a range of services from portfolio management to specialized consulting.

Matthew Casatico is a financial advisor at Choreo, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Aldrich Wealth and Ameritas Advisory Services, among others. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, using a structured investment process that incorporates quantitative screening and a variety of investment vehicles.

Jordan Shuck is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Choreo since 2022. His prior work experience includes roles at Merrill Lynch and Fairfield University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic investment process that combines quantitative screening and due diligence to manage portfolios through a variety of investment vehicles and specialized advisory services.

Matthew Bankston is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at RSM US Wealth Management, LPL Financial, and Argent Financial Group. Outside of his advisory work, he is a co-owner of a business focused on renovating and selling residential properties. Choreo provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.