Kevin Charter

I started Camriel Advisors to offer a more personal kind of financial planning — one built on trust, thoughtful guidance, and long-term partnership. While many advisors focus mainly on managing investments, my approach is rooted in comprehensive planning that looks at your entire financial life — not just your portfolio. Think of me as an outsourced CFO for your finances. At the heart of my work are four key principles: personalized service, education, responsiveness, and diligence. Clients deserve clear advice, consistent support, and a plan that truly fits their lives. That’s why I work virtually — to be available when you need me, wherever you are. As a fee-only fiduciary, I’m committed to putting your interests first. I don’t earn commissions or sell products. My role is to listen carefully, offer honest insight, and help you make informed decisions with confidence. With deep training as both a CFA charterholder and a CFP® professional (a combination that’s rare among financial advisors), I bring a level of technical expertise that allows me to deliver a high standard of advice. The name Camriel Advisors comes from my two children, Camille and Gabriel. It’s a daily reminder of why this work matters and how deeply I care for the people I serve. Every client relationship is approached with the same dedication and respect I give my own family. If that sounds like the kind of relationship you're looking for, I’d love to connect. Schedule a free consultation to get started.

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.

Mark Clure is a CFP® professional with 31 years of industry experience, currently serving at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management, LLC and 24 years with Edward D. Jones & Co., L.P. Outside of financial advising, he holds partial ownership and a board position at Fall River Brewing Company and is a half owner of Black Dog, Inc., a restaurant in Mount Shasta, CA. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, with discretionary portfolio management and ongoing manager due diligence.

Dorian Aiello is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Commonwealth since 2003 and has also been associated with Aiello, Goodrich & Teuscher since 1980. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, customized investment solutions, and retirement plan consulting, supported by comprehensive operational, trading, and compliance infrastructure.

Geoff Harkness is a CFP® professional with 10 years of industry experience, currently serving at Commonwealth Financial Network since 2015. Prior to that, he worked for the City of Mount Shasta from 2012 to 2016. Outside of his advisory role, he owns Harkness Financial LLC and has involvement in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.