Stephen Sear is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sear joined Choreo in 2023. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Ryne Henrich is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Investment Services, Avantax Planning Partners, Northwestern Mutual, and other firms. 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’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jeffrey Ramsey is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for 17 years and Lifetime Financial Advisors for 19 years. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, 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.

Peter Tomasch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. He previously worked at Cherry Bekaert Wealth Management LLC for seven years. Tomasch serves as a board member and finance committee member for Commonwealth Community Trust, a 501(c)(3) organization managing a pooled special needs trust. Choreo, LLC 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, with a centralized portfolio management team and Investment Committee overseeing manager selection and monitoring.

Barbara Devine is a financial advisor at Choreo, LLC with 34 years of industry experience. She holds a Series 66 designation and has previously worked at BDO Wealth Advisors, LLC, Cosyntris Advisory Network, LLC, and Purshe Kaplan Sterling Investments. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, retirement plans, 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.

David Hoover is a financial advisor with Choreo, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Choreo, he was with Prosperity Planning Partners and The Financial Specialists, and he spent five years at the University of Iowa. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-approved investment process that integrates model portfolios, separately managed accounts, and specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Dalton Bickford is a financial advisor at Choreo, LLC with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Creative Planning, LLC and Northwestern Mutual. 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, including model portfolios, separately managed accounts, and private funds.

Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles 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.

Ryan Flynn is a CFP® with 22 years of industry experience, currently advising at Choreo, LLC since 2022. His prior roles include six years at RSM US Wealth Management and ten years at Russell Investments. 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 offers a range of advisory services from portfolio management and financial planning to outsourced CIO services, utilizing a quantitative investment process grounded in strategic asset allocation and manager due diligence.

Dorothy Bossung is a CFP® professional with 10 years of industry experience. She is currently with Choreo, LLC, where she has worked since 2023. Prior to joining Choreo, she was with BDO Wealth Advisors, LLC from 2021 to 2023 and Lowery Asset Consulting, LLC from 2009 to 2021. 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.

Kristian Ayala is a financial advisor at Choreo, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history including positions at VLP and several educational institutions. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a disciplined investment process anchored in strategic asset allocation and quantitative screening, offering a broad array of services such as portfolio management, financial planning, and outsourced CIO solutions.

Mark Maund is a financial advisor at Choreo, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Cherry Bekaert Wealth Management, LLC for 22 years. Outside of his advisory work, he initiates and services insurance products as an agent with Dempsey Companies and Ash Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a disciplined investment process combining strategic asset allocation, quantitative screening, and approved managers, offering a broad range of advisory services from portfolio management to specialized consulting.

Kevin Shea is a CFP® professional with 24 years of experience in financial advising. He currently serves as a Senior Director at Choreo, LLC and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management LLC. Shea is also licensed to initiate and service insurance products through multiple firms. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. 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.

Brian Pugal is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Securities America, Inc., Resource Financial Group, Ltd., and Securities Service Network, Inc. He also works as a wealth manager with Resource Financial Group, Ltd., providing investment portfolio management and financial planning services. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm utilizes a strategic asset allocation process, quantitative screening, and investment committee approval to manage portfolios through various vehicles such as separate accounts, direct indexing, and private funds, alongside specialized advisory services for unique client needs.

Gregory Davis is a CFP® professional with 18 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC for 16 years. 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.

Timothy Gianos is a financial advisor at Choreo, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for seven years. 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.

Camerone Giancaterino is a CFP® and Series 65 registered advisor with three years of industry experience. Currently with Choreo, LLC since 2026, Camerone previously worked at Northeast Financial Group, Inc. and has diverse experience including roles at Fedex, Instacart, and the University of Pittsburgh. Choreo serves a wide range of clients including individual investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles including separately managed accounts and private funds, along with specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Peter Freddoso is a CFP® with nine years of industry experience. He is currently with Choreo, LLC and has previously worked at RSM US Wealth Management LLC and Fidelity Brokerage Services LLC. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO solutions. The firm’s investment process emphasizes strategic asset allocation and uses quantitative screening and due diligence to select approved managers and model portfolios.

Nicholas Bertozzi is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cherry Bekaert Wealth Management and SBK Financial, Inc. since 2013. 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.

Art Steven Federis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. His prior experience includes roles at RSM US Wealth Management LLC and Halbert Hargrove. 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.