Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Bernadette J

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Bernadette Justiniano is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Jason F

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Jason Franklin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Franklin is also involved in a non-variable insurance business sponsored by Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Bradley K

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Bradley Knuffke is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and having 25 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers financial planning, third-party asset manager access, and participation in wrap programs.

Tax-loss harvesting
user avatar
firm logo

Benjamin B

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Benjamin Bear is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He worked at Pruco Securities, LLC from 2000 to 2024 before joining LPL Enterprise. Bear serves on the board of the National Association of Insurance & Financial Advisors, overseeing one of the four regions in Washington State and participating in member recruitment and event organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Matthew C

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Matthew Cour is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Regulus Advisors LLC, and Securities America, Inc. Outside of his advisory work, he serves as a trustee for the KJH Family Trust and has an ongoing affiliation as an independent contractor with Guided Medicare Solutions. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Tax-loss harvesting
user avatar
firm logo

Andrew J

Series 63, Series 65, Series 66

Mercer Island, WA

LPL Enterprise

Andrew Jones is a financial advisor at LPL Enterprise with Series 63, 65, and 66 licenses and two years of industry experience. His prior work history includes roles at Thrivent Financial, Desert Rose Capital Management, and the Idaho Department of Insurance. Outside of his advisory work, he is involved in uploading designs to print-on-demand websites. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, relying on portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and non-securities products.

Tax-loss harvesting
user avatar
firm logo

Marshall N

Series 66

Mercer Island, WA

LPL Enterprise

Marshall Nichols is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Shawdow Trader and ACI Mechanical & HVAC Sales. Nichols is also involved in a non-variable insurance agency outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Peter W

CFP®, ChFC®, Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Peter Watson is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 27 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and non-securities services such as trust custody and affiliated insurance products.

Tax-loss harvesting
user avatar
firm logo

Colleen H

Series 66

Mercer Island, WA

LPL Enterprise

Colleen Hale is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and previously worked six years at Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Tax-loss harvesting
user avatar
firm logo

James W

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

James Watson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at LPL Enterprise since 2024 and has also managed his own firm, Watson Watson Financial Services, since 2016. Prior to that, he was with Pruco Securities, LLC from 2013 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and a range of affiliated services such as trust custody and insurance products.

Tax-loss harvesting
user avatar
firm logo

Eric G

Series 66

Mercer Island, WA

LPL Enterprise

Eric Gudmundson is a financial advisor at LPL Enterprise with 23 years of industry experience and holds the Series 66 designation. His prior roles include positions with Prudential Insurance Company of America, Pruco Securities, and Allstate Insurance, among others. He is also an owner of Pleasant Financial, Inc., a non-variable insurance business based in Washington. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Susan G

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Susan Giannini is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, she spent 36 years at Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
user avatar
firm logo

Laura B

Series 66

Mercer Island, WA

LPL Enterprise

Laura Bennett is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and GM Financial. Outside of financial services, she has worked as a rideshare and food delivery driver. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Sunny Y

CFP®, Series 66

Mercer Island, WA

LPL Enterprise

Sunny Yang is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Enterprise. He has previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he owns and operates Radiant Wealth Strategies LLC and is involved in insurance brokerage and financial planning services. LPL Enterprise serves a wide range of clients including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions.

Tax-loss harvesting
user avatar
firm logo

Colin H

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Colin Haueter is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James Financial Services, Northwestern Mutual, and Bridgeway Wealth Services. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Bon K

ChFC®, Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Bon Koo is a financial advisor with LPL Enterprise in Mercer Island, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has two years of industry experience and prior work history at firms including Equitable Advisors, H&R Block, and Front Range Financial. Outside of his advisory role, he is involved with Sogum LLC, a tax preparation and accounting business based in Aurora, CO. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities services such as affiliated trust custody and insurance agency operations.

Tax-loss harvesting
user avatar
firm logo

Carlo B

Series 66

Mercer Island, WA

LPL Enterprise

Carlo Berti is a Series 66-registered financial advisor with LPL Enterprise, LLC, based in Mercer Island, WA. He has two years of industry experience with prior roles at Transamerica Financial Advisors and Wfgia. Outside of his advisory work, Carlo has been involved in gig economy roles with companies such as DoorDash, Uber Eats, and Instacart. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven portfolio management and access to third-party asset managers, along with a range of financial planning and consulting services.

Tax-loss harvesting
user avatar
firm logo

Benjamin N

Series 66

Mercer Island, WA

LPL Enterprise

Benjamin Navratil is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he served in the US Army for nine years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment portfolios and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Rommel V

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Rommel Ver is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior work includes long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as roles with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base ranging from individual investors to corporate and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

Tax-loss harvesting
user avatar
firm logo

Kyoungho K

Series 66

Mercer Island, WA

LPL Enterprise

Kyoungho Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at TATA Consultancy Services and has a background that includes employment at the University of Washington and SYGK, LLC. Kim maintains outside employment with TATA Consultancy Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Charles S

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Charles Shaffer III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Mass Mutual Investors Services and New York Life. Outside of advisory work, he owns a small business focused on strategic planning and branding for advertising agencies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to a range of financial planning and consulting services.

Tax-loss harvesting
user avatar
firm logo

Carter J

Series 66

Mercer Island, WA

LPL Enterprise

Carter Jensen is a Series 66 licensed financial advisor with LPL Enterprise, where he has worked since 2024, accumulating two years of industry experience. His prior roles include positions at PRUCO Securities LLC, Paccar Inc, McKinney Construction, and involvement with the Boys & Girls Club. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning, asset management, and insurance services.

Tax-loss harvesting
user avatar
firm logo

Paul C

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Paul Canimo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Anchor Financial LLC, and Gradient Securities, among others. Outside of his advisory work, he owns a Medicare sales business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a large network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
user avatar
firm logo

David M

Series 66

Mercer Island, WA

LPL Enterprise

David Meeks is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Edward Jones, Cetera Advisor Networks, and Northwest Community Credit Union. Outside of his advisory role, he has been involved with Epic Wines & Spirits and Blakeslee Vineyard Estate. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Colin T

Series 66

Mercer Island, WA

LPL Enterprise

Colin Turner is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in financial planning and investment advisory services through affiliated businesses in Olympia, Washington. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and operates as a broker-dealer with ancillary insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Owen G

Series 66

Mercer Island, WA

LPL Enterprise

Owen Gortner is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his career in the industry in 2026. His work history includes roles at Equitable Advisors, Bellevue School District, Crossfire Premier, and Keyence Corporation of America, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Jackson G

Series 66

Mercer Island, WA

LPL Enterprise

Jackson Gibbs is a financial advisor at LPL Enterprise with two years of industry experience and holds a Series 66 designation. His prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, and Washington State University UREC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Walter B

CFP®, ChFC®, Series 66

Mercer Island, WA

LPL Enterprise

Walter Brown is a CFP® and ChFC® with nine years of industry experience. He is currently with LPL Enterprise and previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he has been involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Todd H

Series 66

Mercer Island, WA

LPL Enterprise

Todd Hamblet is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His background includes roles at Pruco Securities LLC, Oregon State University Athletics, and Americorps. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Jonathan M

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Jonathan Mays is a financial advisor with LPL Enterprise based in Mercer Island, WA. He holds Series 63 and Series 66 registrations and has seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance Company, and AXA Advisors LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with notable services including affiliated trust custody, insurance agency facilitation, and a collateralized lending program.

Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)