Choreo, LLC

Gabriella Brandao is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including Enso Wealth Management and as a contractor for Mark Clure. Gabriella is based in Mount Shasta, CA. 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, offering services such as portfolio management, financial planning, and specialized consulting like 1031 exchanges and Opportunity Zone advice.

Wesley Watkins is a financial advisor with Choreo, LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Cherry Bekaert LLP and Cherry Bekaert Wealth Management LLC. Watkins serves as a volunteer board director and member of the investment, finance, and audit committees for Goodwill Industries of Central & Coastal Virginia. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment process focuses on strategic asset allocation and diversified portfolios managed by a centralized team and overseen by an Investment Committee.

Evan Stout is a CFP® and holds a Series 65 license, with six years of industry experience. He currently works at Choreo, LLC and previously worked at Financial Plans & Strategies, Inc. and Bellecappele Management. He also has experience working at Winthrop University. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee, offering a range of services from portfolio management to specialized consulting such as 1031 exchanges and Deferred Sales Trust™ advice.

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 Giudici is a financial advisor at Choreo, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC for nine 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 emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Alexander Draves is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance at Lavelle Industries and Dennies Van Rossum Masonry. 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.

Joy Parduhn is a financial advisor with Choreo, LLC in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at RSM US Wealth Management LLC, Ameritrust Investment Advisors Inc, and Exencial Wealth Advisors. 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 focuses on strategic asset allocation and diversified model portfolios, employing a centralized portfolio management team and Investment Committee to oversee investment decisions and manager due diligence.

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.

Mary Saylor is a CFP® professional with 12 years of industry experience. She has worked at Choreo, LLC since 2022 and previously spent 12 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a wide range of clients, 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.

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.

Eric Alleckson is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked for RSM US Wealth Management LLC for 15 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 emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Thomas Sylvester is a CFP® with two years of industry experience, currently advising at Choreo, LLC. He previously worked at Northeast Financial Group, Inc. and has held various roles including positions in higher education and senior living. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Graham Fisher is a financial advisor at Choreo, LLC in Rochester, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Choreo, he worked at RSM US LLP from 2021 to 2024. 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® with 16 years of industry experience, currently serving at Choreo, LLC since 2022. His prior roles include positions at RSM US Wealth Management, Ameriprise Financial Services, and Robert Baird & Co. Choreo, LLC 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, managed by a centralized team and overseen by an Investment Committee.