Former LPL Financial technology executive to lead advisor technology, platform integration and AI development
Rodriguez will report to CEO Jason Van de Loo and join Choreo’s Charlotte-based executive leadership team
CHICAGO, Oct. 14, 2026 /PRNewswire/ — Choreo, LLC (“Choreo” or “the firm”) announced today that Gabriel Rodriguez has been named Chief Technology Officer. He will report to Chief Executive Officer Jason Van de Loo, join the firm’s executive leadership team and be based in the Charlotte, North Carolina office.
Rodriguez will build the technology foundation for Choreo’s next phase of growth, creating a connected platform that helps advisor teams deliver coordinated tax and wealth advice consistently as the firm scales. He will leverage AI to expand advisor capacity and will strengthen the planning, reporting and client engagement tools advisors use every day, supported by training that helps teams adopt them.
“Gabriel has spent his career translating the needs of wealth management professionals into technology that helps them do their jobs more effectively,” Van de Loo said. “He brings the technical depth to lead our strategy and the discipline to deliver on it. He understands the role technology plays in supporting advisors and delivering better client experience. That combination will be critical as we expand our capacity to deliver coordinated advice at the intersection of tax and wealth.”
Rodriguez brings over 20 years of industry experience. Most recently, he served as Senior Vice President of Technology at LPL Financial, responsible for ClientWorks, the firm’s advisor workstation. Before that, he spent six years at Vanguard leading technology architecture and engineering for its U.S. intermediary business. Earlier, he led investment research systems at Wellington Management and developed investment systems at Bain Capital.
His experience spans trading, investment operations, advisor platforms and client service. He has also led AI initiatives focused on advisor productivity and technology integration for acquired firms.
Rodriguez added, “Our industry faces several inflection points simultaneously as the wave of the great wealth transfer is about to crash while some industry observers expect more than a third of financial advisors may leave the industry within the decade. However, a clear solution has emerged in artificial intelligence. But that answer isn’t without additional questions, ones that must be considered carefully, strategically and in partnership with operational leadership and advisors in every firm. I’m thrilled to join a firm that understands the importance of this approach and respects the role of technology as a partner for continued growth.”
About Choreo, LLC
Choreo is an independent wealth management firm specializing in tax-smart planning for individuals, families, and businesses. With roots in the CPA profession, the firm brings together tax and wealth perspectives to help clients address interconnected financial needs. Choreo operates in more than 40 locations nationwide and provides investment advisory, financial planning and other wealth management services. Choreo, LLC is an SEC-registered investment adviser; registration does not indicate a particular level of skill or training.
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SOURCE Choreo, LLC
