Jeffrey Gump is a financial advisor at Choreo, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Cherry Bekaert Wealth Management Services. Outside of his advisory role, he serves as a soccer referee for youth and adult leagues and is a treasurer and board member for the Virginia Rush Booster Club. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, combining enterprise-scale operations with a centralized portfolio management team and an Investment Committee.

William De Mar 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 TRABD LLC and Enso Wealth Management, as well as a 15-year tenure at Edward Jones. Outside of his advisory work, he manages a private residence recreation rental business in Truckee, CA. Choreo, LLC serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic, quantitatively driven investment process that incorporates discretionary and non-discretionary portfolio management, financial planning, and specialized consulting services.

Audrey Blanke is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Choreo, LLC and has previously worked at firms including Robert W. Baird and Carolinas Investment Consulting LLC. Choreo serves a diverse client base ranging from individuals to institutional investors and offers a range of advisory services including portfolio management, financial planning, and outsourced CIO consulting. The firm employs a strategic, quantitative investment process and provides specialized services such as 1031 exchange advisory and Deferred Sales Trusts™ consulting.

Jeremy Fisher is a financial advisor at Choreo, LLC in Charlotte, NC, holding a Series 65 designation with 13 years of industry experience. He has been with RSM US Wealth Management LLC since 2012. 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 managed by a centralized team and overseen by an Investment Committee.

Michael Nicolini is a CFP® professional with 24 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent 21 years with RSM US Wealth Management LLC. Nicolini holds a Series 63 license and is based in Mishawaka, Indiana. 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’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

James Waller is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at BDO USA, P.A., BDO Wealth Advisors, LLC, and Biegel & Waller LLP. 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, supported by a centralized portfolio management team and an Investment Committee.

Katherine Burak is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Choreo, LLC. Her prior roles include positions at Vanguard Marketing Corporation and Cleary University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment process emphasizes strategic asset allocation combined with quantitative screening and due diligence, implementing portfolios through a variety of managed accounts and specialized advisory services.

Erin Grabe is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Hills Bank and Trust Company for nine years. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Lauren Martinez is a financial advisor at Choreo, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Verum Partners LLC, Novare Capital Management, LLC, and Staton Financial Advisors, LLC. 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 and committee-approved investment process, offering a broad range of services such as portfolio management, wealth management consulting, outsourced CIO, and retirement plan consulting.

Nickolas Sherek is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at UBS and U.S. Bank. 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.

Peter Maris is a financial advisor at Choreo, LLC with 35 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, OSAIC, Securities America, Inc., Securities Service Network, Inc., and Resource Financial Group, Ltd., where he served as President and COO. Outside his advisory work, he acts as a trustee for family trusts and has engaged in tax planning and fixed insurance sales through Resource Financial Group, Ltd. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a systematic investment approach based on strategic asset allocation and uses quantitative screening and due diligence to select managers and portfolios, offering a variety of portfolio implementation options alongside specialized advisory services.

Ewa Drabek is a financial advisor at Choreo, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at BDO Wealth Advisors, LLC and Lowery Asset Consulting, 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.

William Fisher is a financial advisor at Choreo, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Financial Group, Inc, PenServ Plan Services, Inc., and Equitable Advisors. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Kimberly Hillyard is a financial advisor with Choreo, LLC in Cedar Rapids, IA, holding a Series 66 designation and 20 years of industry experience. She previously worked at RSM US Wealth Management LLC for 17 years before joining Choreo in 2022. Outside of her advisory role, she is a partner in Hillyard Enterprises, LLC, a family-owned business focused on investment activities. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Samuel Nelson is a financial advisor with Choreo, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Charles Schwab for seven years prior to joining Choreo in 2022. Choreo serves a diverse client base including individual investors, high-net-worth clients, family offices, corporate and retirement plan sponsors, and institutional clients. The firm’s investment approach combines strategic asset allocation based on global indices with quantitative screening and Investment Committee oversight to select managers and model portfolios, offering a range of advisory services from portfolio management to specialized consulting.

Derek Vasko is a CFA® charterholder with 13 years of industry experience. He is currently with Choreo, LLC and has prior experience at RSM US Wealth Management LLC, London Stock Exchange Group, and LPL Financial. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. 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, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

Charles Harker is a CFP® with 13 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC for 10 years. 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 centers on strategic asset allocation and diversified model portfolios, with discretionary portfolio management supported by a centralized team and an Investment Committee.

John Kramer is a CFP® with 15 years of experience in financial advising. He has worked at Choreo, LLC since 2022 and previously held roles with RSM US Wealth Management, Sammons Financial Group, and Northwestern Mutual Investment Management. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO solutions. The firm uses a systematic investment process combining strategic asset allocation, quantitative screening, and Investment Committee approval to manage portfolios through various vehicles including model portfolios and separately managed accounts.

Leann Davies is a financial advisor at Choreo, LLC in Minneapolis, MN, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC from 2015 to 2022 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’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.