Jody Gunderson is a financial advisor with LPL Financial in Edina, MN. He holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions at Great Point Capital, S2K Financial, and various real estate and financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment strategies.

Casey Larson is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He worked at SagePoint Financial from 2013 to 2020 before joining LPL Financial. Larson has an interest in a business called Bid for Funds, where he is the owner of intellectual property unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified strategies, including both discretionary and non-discretionary management.

Juan Guerrero is a CFP® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including Cetera, Hilltop Securities, Royal Alliance Associates, Focus Financial Network, and TIAA. Guerrero also operates JG Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various technology-driven investment solutions.

Sandra Larson is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. She previously worked at SAGEPOINT FINANCIAL for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to a range of model portfolios and research.