Evan Stout is a CFP® with seven years of industry experience, currently advising at Choreo, LLC since 2023. Prior to joining Choreo, he worked at Financial Plans & Strategies, Inc. from 2017 to 2023 and held a position at Winthrop University from 2015 to 2018. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm uses a quantitative, committee-driven investment process centered on strategic asset allocation and offers a wide range of advisory services such as portfolio management, financial planning, outsourced CIO, and specialized consulting.

Michael Radford is a CFP® and PFS™ with 26 years of experience in the financial services industry. He has worked at Choreo, LLC since 2022 and previously spent 15 years at RSM US Wealth Management LLC. 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 managed by a centralized team and overseen by an Investment Committee.

Ryan Thrower is a financial advisor at Choreo, LLC with 10 years of industry experience. He previously worked at Merrill from 2013 to 2024 and at Truist Advisory Services from 2024 to 2026. He holds a Series 66 designation. Outside of his advisory role, Ryan serves on the board of Cannon School in Concord, North Carolina, and is an assistant coach for the Harrisburg Hornets girls' softball team. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence, offering services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

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.

Audrey Blanke is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Choreo, LLC and has previously worked at firms including Robert W. Baird and ATLATL Advisers. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, managing assets through separately managed accounts, registered and private funds, and specialized consulting services.

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.

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.

David Winslow is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for 15 years at RSM US Wealth Management LLC. He holds the Series 63 and Series 66 licenses. Choreo provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team, offering services such as portfolio management, financial planning, OCIO consulting, and specialized advice like 1031 exchanges and Deferred Sales Trust™ consulting.

Evan Hudak is a financial advisor at Choreo, LLC with a Series 65 designation and less than one year of industry experience. Prior to joining Choreo, he held roles at Baird and Indiana University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-driven investment process, offering services such as discretionary portfolio management, financial planning, outsourced CIO, and specialized consulting for ultra-high-net-worth clients.

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.

Monica Hamilton is a financial advisor at Choreo, LLC with six years of industry experience. She holds the PFS™ designation and previously worked at GreerWalker Wealth Management LLC from 2015 to 2023. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a strategic asset allocation process with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Raymond Morrill is a CFP® with 13 years of industry experience and is currently affiliated with Choreo, LLC in Charlotte, NC. His prior roles include positions at RSM US Wealth Management LLC, Argosy Wealth Management, and CETERA Advisor Networks LLC. Choreo, LLC serves a diverse clientele ranging from individual investors to institutional clients, offering a range of advisory services including portfolio management, financial planning, and outsourced CIO services. 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.

Sydney Cross is a financial advisor at Choreo, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and The Vanguard Group. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm focuses on 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.