Chicago – October 14, 2026 -- Choreo, LLC has named Gabriel Rodriguez, a former Senior Vice President of Technology at LPL Financial, as Chief Technology Officer, tasking him with building the technology foundation for the wealth management firm's next phase of growth.

Rodriguez reports to CEO Jason Van de Loo from Charlotte

Rodriguez will report to Chief Executive Officer Jason Van de Loo and join the executive leadership team. He will be based in Choreo's Charlotte, North Carolina office.

San Diego – October 07, 2026 -- Cetera has recruited financial advisor Cynthia Doussard and her practice, Doussard Financial, which oversees approximately $235 million in assets under administration, into its Summit Financial Networks community.