Stephen Sear is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sear joined Choreo in 2023. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

William De Mar is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at Enso Wealth Management and Edward Jones. Outside of his advisory work, he manages a private residence rental business in Truckee, CA. 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 focuses on strategic asset allocation and diversified model portfolios, supported by a centralized portfolio 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.