Michael Rundlett is a CFP® professional with 34 years of experience in the financial services industry. He has been with LPL Financial in El Cajon, CA for 33 years and holds the Series 63 designation. Outside of his advisory role, he is involved in small business consulting. 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 wide range of advisory programs and financial planning services, supported by both discretionary and non-discretionary management and access to various model portfolios and research.

Mark Gerardi is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at Cetera, U.S. Bancorp Investments, and UnionBanc Investment Services. Outside of his advisory work, he coaches high school wrestling and works as a mortgage loan originator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.