Rockford, IL Office

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.