LPL Financial

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.

Mandate centers on a connected platform and AI-driven advisor capacity

Rodriguez will create a connected platform that helps advisor teams deliver coordinated tax and wealth advice consistently as the firm scales. He will use AI to expand advisor capacity. He will also strengthen the planning, reporting and client engagement tools advisors use daily, backed by training to support adoption.

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.

Advisor exits Commonwealth after 24-year tenure following LPL acquisition

Doussard, based in Burlington, Washington, spent nearly 30 years in the industry, including more than two decades affiliated with Commonwealth Financial Network. She began searching for a new partner only after Commonwealth announced its acquisition by LPL Financial, spending roughly a year evaluating offers from multiple recruiters and broker-dealers before selecting Cetera.