Michelle Buria is a CFP® and holds a Series 66 license with 22 years of industry experience. She joined Choreo, LLC in 2022 and previously worked at RSM US Wealth Management LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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.

Jacqueline Kronewitter is a CFP® professional with eight years of experience in financial advising. She is currently with Choreo, LLC and previously worked at RSM US Wealth Management and 1st Source Corporation Investment Advisors, Inc. 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 process emphasizes strategic asset allocation and diversified model portfolios, with portfolio implementation through various account types and ongoing manager due diligence.

Christopher Widing is a CFP® with 20 years of experience in the financial industry. He is currently with Choreo, LLC and previously worked for seven years at BDO Wealth Advisors, LLC. Widing holds Series 63 and Series 65 licenses. 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 asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts, direct indexing, and private funds.

Eric Alexander is a CFP® professional at Choreo, LLC with experience in the financial services industry beginning in 2018. Prior to joining Choreo in 2026, he worked at Accredited Investors for five years and State Farm for three years. He also has a background with the University of St. Thomas. 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 offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-approved investment process.

April Hayden is a CFP® professional with four years of industry experience. She has worked at Choreo, LLC since 2023 and previously spent four years at BDO Wealth Advisors, LLC. Prior to her advisory career, she was involved with Operation New Uniform for two years. Choreo, LLC serves a diverse client base that includes individual and high-net-worth investors, family offices, institutional clients, and corporate retirement plan sponsors. The firm utilizes a quantitative-driven investment process and offers a broad range of advisory services, including discretionary portfolio management, financial planning, OCIO services, and specialized consulting such as 1031 like-kind exchange and Deferred Sales Trusts™.

David Jones is a financial advisor with Choreo, LLC, holding Series 63 and Series 66 certifications and bringing 26 years of industry experience. He previously worked at Edward Jones for 19 years and Enso Wealth Management for 5 years. Outside of his advisory role, he manages a real estate business that involves property maintenance, rent collection, and transaction management. 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.

Daniel Brackett is a CFP® with four years of industry experience currently advising at Choreo, LLC. He previously worked at Focus Partners Wealth, LLC and TIAA-CREF Individual & Institutional Services, LLC. His background also includes time at UBS Financial Firm Inc. and roles in education and other industries prior to entering financial services. Choreo, LLC serves a diverse client base that includes 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, wealth consulting, outsourced CIO solutions, and specialized services including 1031 like-kind exchange and Opportunity Zone consulting.

Jacob Kersey is a CFP® with six years of experience in the financial services industry. He is currently with Choreo, LLC, where he has worked since 2022. Prior to Choreo, he held positions at Korhorn Financial Group, KFG Wealth Management, and RSM Wealth Management. 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 disciplined investment process centered on strategic asset allocation and utilizes a range of portfolio implementation strategies to meet client needs.