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.

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.

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.

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.

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.

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.