Jarrett Heck is a financial advisor at Choreo, LLC in Rockford, IL, holding a Series 65 designation. He has experience at multiple firms, including NuVista Capital Management and Wesley Willows, spanning from 2010 to the present. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a comprehensive investment process that incorporates strategic asset allocation, quantitative screening, and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Mark Biegel is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and previously worked at BDO USA, P.A. and Biegel & Waller LLP. 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 by a centralized team and overseen by an Investment Committee.

David Juzwiak is a CFA® charterholder with four years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at BDO Wealth Advisors, LLC and Lowery Asset Consulting, LLC. Choreo, LLC provides investment and advisory services to a diverse client base including individuals, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Michael Lynch is a CFP® and CFA® charterholder with eight years of experience in financial advising. He has worked at Choreo, LLC since 2023, following prior roles at BDO Wealth Advisors, LLC and Optimized Transitions, Independent Investment Counsel, LLC. Lynch is based in New York, NY. 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 approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Bryan Moscinski is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Choreo, LLC and has previously worked at RSM US Wealth Management, Ameriprise Financial Services, Robert Baird & Co., and Savant Wealth Management. 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 to manage portfolios through various investment vehicles and specialized advisory services.

Scott Krowczyk is a financial advisor at Choreo, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at RSM US Wealth Management LLC for 20 years before joining Choreo in 2022. 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 employs a strategic asset allocation approach with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jessica Macklin is a financial advisor at Choreo, LLC with 9 years of industry experience. She holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for 6 years before joining Choreo in 2022. 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 quantitative, committee-approved investment process and offers a range of advisory services such as portfolio management, financial planning, outsourced CIO solutions, and specialized consulting for complex financial strategies.

William Lowery is a financial advisor with Choreo, LLC in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at BDO Wealth Advisors, LLC and managing Lowery Asset Consulting, LLC for nearly two decades. 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 emphasizes strategic asset allocation and diversified model portfolios, employing a centralized management team and Investment Committee to oversee portfolio construction and manager selection.

Matthew Gotlin is a financial advisor at Choreo, LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC and Biegel & Waller LLC. 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 approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Ryan Flynn is a CFP® with 22 years of industry experience, currently advising at Choreo, LLC since 2022. His prior roles include six years at RSM US Wealth Management and ten years at Russell Investments. 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 offers a range of advisory services from portfolio management and financial planning to outsourced CIO services, utilizing a quantitative investment process grounded in strategic asset allocation and manager due diligence.

Dorothy Bossung is a CFP® professional with 10 years of industry experience. She is currently with Choreo, LLC, where she has worked since 2023. Prior to joining Choreo, she was with BDO Wealth Advisors, LLC from 2021 to 2023 and Lowery Asset Consulting, LLC from 2009 to 2021. 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 employs a strategic asset allocation approach with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Brian Pugal is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Securities America, Inc., Resource Financial Group, Ltd., and Securities Service Network, Inc. He also works as a wealth manager with Resource Financial Group, Ltd., providing investment portfolio management and financial planning services. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm utilizes a strategic asset allocation process, quantitative screening, and investment committee approval to manage portfolios through various vehicles such as separate accounts, direct indexing, and private funds, alongside specialized advisory services for unique client needs.

Timothy Gianos is a financial advisor at Choreo, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for seven 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 approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Peter Maris is a financial advisor at Choreo, LLC with 35 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, OSAIC, Securities America, Inc., Securities Service Network, Inc., and Resource Financial Group, Ltd., where he served as President and COO. Outside his advisory work, he acts as a trustee for family trusts and has engaged in tax planning and fixed insurance sales through Resource Financial Group, Ltd. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a systematic investment approach based on strategic asset allocation and uses quantitative screening and due diligence to select managers and portfolios, offering a variety of portfolio implementation options alongside specialized advisory services.

Ewa Drabek is a financial advisor at Choreo, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at BDO Wealth Advisors, LLC and Lowery Asset Consulting, LLC. 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 approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Charles Harker is a CFP® with 13 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC for 10 years. 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 centers on strategic asset allocation and diversified model portfolios, with discretionary portfolio management supported by a centralized team and an Investment Committee.

Kathryn Planck is a CFP® with seven years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. She previously worked at RSM US Wealth Management LLC and David Vaughan Investments. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee and offers a range of services such as portfolio management, financial planning, and specialized consulting.

Kelly Condon is a financial advisor at Choreo, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at McGladrey Wealth Management LLC for 13 years before joining Choreo in 2022. 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 approach centers on strategic asset allocation and diversified model portfolios, implemented through a combination of separately managed accounts, registered funds, private funds, and proprietary models.

Abigail O'rourke is a CFP® and Series 65 licensed advisor with three years of industry experience. She currently works at Choreo, LLC and previously held roles at Savant Wealth Management and Windsor Fashions. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative, committee-driven investment process and offers services such as discretionary portfolio management, financial planning, outsourced CIO consulting, and specialized offerings like 1031 exchange advisory and Deferred Sales Trusts™ consulting.

Kenneth Kovarik is a CFP® professional with 21 years of industry experience. He is currently with Choreo, LLC, where he has worked since 2022, and previously spent 18 years at Mcgladrey Wealth Management LLC. 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 focuses on 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.

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.

Dylan Barkley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Choreo, LLC. He previously worked at RSM US Wealth Management LLC for five years and held roles at the University of Iowa from 2012 to 2016. Barkley is based in Rockford, IL. Choreo, LLC 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 Investment Committee approval to manage portfolios, offering a range of services from discretionary management to wealth consulting and outsourced CIO solutions.

Jennifer White is a financial advisor at Choreo, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including RSM US Wealth Management LLC, The O.N. Equity Sales Company, Ohio National Financial Services, and Chesser Financial. Prior to her financial services career, she was employed by the United States House of Representatives for five years. 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’s investment process emphasizes strategic asset allocation and diversified model portfolios, managed centrally and overseen by an Investment Committee.

Whitney Anderson is a CFP® with 10 years of experience in financial advisory. She has worked at Choreo, LLC since 2022 and previously spent seven years at RSM US Wealth Management 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.

Anne Phelps is a financial advisor at Choreo, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC for eight years before joining Choreo in 2023. 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 process focuses on strategic asset allocation and diversified model portfolios overseen by an Investment Committee, implementing client portfolios through a variety of managed accounts and funds.

Patrick Burchfield is a financial advisor at Choreo, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at BDO Wealth Management. 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 approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Edward Thompson is a financial advisor at Choreo, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at McGladrey Wealth Management LLC for 18 years before joining Choreo in 2022. 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 approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Martin Roth is a CFP® with 20 years of industry experience, currently serving at Choreo, LLC since 2022. Before joining Choreo, he worked for 17 years at RSM US Wealth Management LLC. 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 approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Zachary Pearsall is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC and Taiber Kosmala & Associates. 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.