Steven Kelley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC and RSM US LLP from 1999 to 2022. He holds a Series 66 license. 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 focuses on strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and oversight by an Investment Committee.

Dawn Drewitz is a CFP® professional with 27 years of industry experience. She currently works at Choreo, LLC and has previously been employed at firms including Dimensional Delta Consulting LLC, Wells Fargo, Merrill, HD Vest Investment Services, Cetera Advisors LLC, and Avantax Advisory Services. Choreo, LLC serves a broad client base ranging from individual investors to institutional clients and offers a comprehensive range of advisory services including portfolio management, financial planning, and outsourced CIO services. The firm employs a systematic investment process centered on strategic asset allocation and uses quantitative screening and due diligence to manage portfolios across various investment vehicles.

Sean Harrell is a financial advisor with Choreo, LLC in Petaluma, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Enso Wealth Management and Morgan Stanley Private Bank. Outside of advisory services, he is also an insurance agent with Highland Capital Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds.

Eli Lerner is a CFP® with five years of experience in the financial services industry. He currently works at Choreo, LLC and previously held roles at BDO Wealth Advisors, Merrill, and West Financial Services. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm employs a quantitative, research-driven investment process that incorporates strategic asset allocation and manager due diligence, offering a range of portfolio management and consulting services.

Michael Watson is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McGladrey LLP and McGladrey Wealth Management LLC. 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 approach focuses on strategic asset allocation and diversified model portfolios, managed through a centralized team and an Investment Committee.

Cameron Rebant is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Hantz Financial Services, Jackson National Life, and Citizens 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.

Terri Laflam is a financial advisor with Choreo, LLC in Potomac, MD, holding a Series 65 credential and seven years of industry experience. She previously worked at RSM US Wealth Management LLC and RSM US LLP, where she spent a combined 19 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 process emphasizes strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

James Decota is a financial advisor at Choreo, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Enso Wealth Management, LLC and operated his own firm, Decota Wealth Management, LLC. Outside of his advisory work, he is co-owner of a recreational rentals business in Petaluma, California. 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 through diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Katherine Bublitz is a financial advisor at Choreo, LLC, holding a Series 66 designation with three years of industry experience. She previously worked at Hilltop Wealth Advisors, LLC, Bank of America - Merrill Lynch, and Bank of America. Outside of finance, she has worked in roles related to wellness and recreation as well as the brewing industry. Choreo serves a broad 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 quantitative and committee-reviewed approach to portfolio management and offers specialized advisory services such as 1031 like-kind exchange advisory, Deferred Sales Trusts™ consulting, and outsourced CIO services.

Candida Weinrick is a financial advisor at Choreo, LLC with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Smith Barney, UBS Financial Services, Hightower Advisors, and Merrill. 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 emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Donte' Blanchard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at Edward Jones, 1-800-Hansons, and One Main Financial. He also served in the South Dakota National Guard from 2014 to 2022. 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 by a centralized team and overseen by an Investment Committee.

Birju Munshi is a financial advisor at Choreo, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at RSM US Wealth Management, JLL Jones Lang LaSalle, and RPG Life Transition Specialists. 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 systematic investment process based on strategic asset allocation and uses a range of portfolio implementation strategies alongside specialized advisory services such as 1031 like-kind exchange advisory and Deferred Sales Trusts™ consulting.

Mark Pniak is a CFP® professional with 12 years of industry experience. He is currently with Choreo, LLC and previously worked at RSM US Wealth Management LLC for eight years. 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 emphasizes strategic asset allocation and diversified model portfolios overseen by an Investment Committee, and it offers a range of services from portfolio management to specialized consulting such as 1031 exchanges and Deferred Sales Trust™ advice.

Rebecca Greene is a financial advisor at Choreo, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at RSM US Wealth Management LLC since 2002. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, 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.

Andrea Ringlein is a financial advisor at Choreo, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Enso Wealth and Lindamood-Bell Learning Services. Choreo provides investment and advisory services to a diverse client base that includes 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.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Matthew Earley is a financial advisor at Choreo, LLC with a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including positions at Alpine Food Shop, Hollister, Inc., and in education. Choreo, LLC serves a diverse client base, including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm’s investment process integrates strategic asset allocation with quantitative screening and due diligence to construct portfolios using a variety of investment vehicles and offers specialized advisory services such as 1031 like-kind exchange advisory and outsourced CIO work.

Lawrence Miles Jr. is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Freestone Capital Management LLC and AdvicePeriod, LLC. 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.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

Chloe Hanson is a financial advisor at Choreo, LLC with a Series 65 credential and two years of industry experience. Prior to joining Choreo, she held positions at several organizations including C-U at Home and Cru. Choreo provides investment and advisory services to a wide range of clients, 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.