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 at LPL Enterprise with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Justiniano is also involved with Watson Watson Financial Services and Retirement Planning Services, both focused on financial planning and asset management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2011 and joined LPL Enterprise in 2024. Franklin is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolio programs. The firm combines advisory services with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Bradley K

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Bradley Knuffke is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 licenses and bringing 25 years of industry experience. He previously worked at Pruco Securities, LLC for 24 years before joining LPL Enterprise. Bear serves as a board member for the National Association of Insurance & Financial Advisors, overseeing one of the four regions in Washington State. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing research, model portfolios, and third-party strategists, alongside access to insurance products through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Matthew C

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Matthew Cour is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Regulus Advisors LLC, and Securities America, Inc. Outside of his advisory role, he serves as a trustee for the KJH Family Trust and maintains an independent contractor position with Guided Medicare Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisor programs with product sales including insurance and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Andrew J

Series 65, Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Andrew Jones is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Enterprise, he held roles including positions at Thrivent Financial and the Idaho Department of Insurance. Outside of advising, he engages in uploading designs to print-on-demand websites. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Marshall N

Series 66

Mercer Island, WA

LPL Enterprise

Marshall Nichols is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. He has prior experience at Shawdow Trader and a background in mechanical and HVAC sales. Nichols also operates a non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 CFP® and ChFC® designations and over 27 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 25 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Colleen H

Series 66

Mercer Island, WA

LPL Enterprise

Colleen Hale is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has seven years of industry experience, including six years at Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

James W

Series 65, Series 63

Mercer Island, WA

LPL Enterprise

James Watson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Pruco Securities, LLC and through his own firm, Watson Watson Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Eric G

Series 66

Mercer Island, WA

LPL Enterprise

Eric Gudmundson is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently affiliated with LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, Park Avenue Securities, Guardian Life Insurance Company, Pleasant Financial, Inc., and Allstate Insurance Co. Outside of his advisory work, he owns Pleasant Financial, Inc., a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Susan G

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Susan Giannini is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Laura B

Series 66

Mercer Island, WA

LPL Enterprise

Laura Bennett is a financial advisor with LPL Enterprise in Mercer Island, WA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of her advisory work, she has worked as a delivery driver for UberEats. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Sunny Y

CFP®, Series 66

Mercer Island, WA

LPL Enterprise

Sunny Yang is a CFP® with four years of industry experience, currently affiliated with LPL Enterprise. He has worked with firms including Eagle Strategies LLC and New York Life and is the owner of Radiant Wealth Strategies LLC, where he sells insurance products and provides financial planning services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 designations and six years of industry experience. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Ivan M

Series 66

Mercer Island, WA

LPL Enterprise

Ivan Murphy Dlouhy is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, his background includes roles in education at various schools and employment at Trader Joe's and Western Budding. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Bon K

ChFC®, Series 65, Series 63

Mercer Island, WA

LPL Enterprise

Bon Koo is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at Equitable Advisors, H&R Block, Front Range Financial, and Syncis. Outside of his advisory work, he is involved with Sogum LLC, a tax preparation and accounting business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Carlo B

Series 66

Mercer Island, WA

LPL Enterprise

Carlo Berti is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Transamerica Financial Advisors and WFGIA. Outside of his advisory work, he is involved in non-investment roles with companies such as DoorDash, Uber, and Instacart. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm provides financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with the sale of financial products and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Benjamin N

Series 66

Mercer Island, WA

LPL Enterprise

Benjamin Navratil is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he served in the US Army for a total of ten years. He holds the Series 66 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management arrangements, and access to a wide range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Rommel V

Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Rommel Ver is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with sales of various financial products and utilizes research, model portfolios, and third-party strategists for investment advice.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Kyoungho K

Series 66

Mercer Island, WA

LPL Enterprise

Kyoungho Kim is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at Tata Consultancy Services and has experience with SYGK, LLC and the University of Washington. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, and access to third-party asset management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Charles S

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Charles Shaffer III is a financial advisor with LPL Enterprise based in Mercer Island, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Mass Mutual Investors Services, New York Life, and The Prudential Insurance Company of America. Outside of his advisory role, he owns a business focused on strategic planning, branding, and target audience research for small advertising agencies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated advisory and broker-dealer platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Carter J

Series 66

Mercer Island, WA

LPL Enterprise

Carter Jensen is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at PRUCO Securities LLC and Paccar Inc. Outside of his advisory role, he spent two years involved with the Boys & Girls Club. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Paul C

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Paul Canimo is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Anchor Financial LLC, and several other firms. Outside of his advisory role, he owns a Medicare sales business focused on providing Medicare-related services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates adviser programs with insurance sales and collateralized lending options, supported by a combination of in-house and third-party portfolio management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 seven years of industry experience. His prior roles include positions at Cetera Advisor Networks, Northwest Community Credit Union, and Edward Jones. Outside of his advisory work, he has professional involvement with insurance agencies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Colin T

Series 66

Mercer Island, WA

LPL Enterprise

Colin Turner is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has five years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary advisory work, he is involved with two DBA entities providing financial planning, investment advice, and insurance services in Olympia, WA. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to institutional clients. The firm offers a combination of advisory and brokerage services, utilizing proprietary research, model portfolios, and third-party management, along with access to various financial products including insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Owen G

Series 66

Mercer Island, WA

LPL Enterprise

Owen Gortner is a Series 66-licensed advisor with LPL Enterprise LLC, based in Mercer Island, WA. He joined the financial industry in 2026 following roles at Equitable Advisors, Bellevue School District, and Crossfire Premier, among others. His background includes work experience in education and corporate settings prior to entering the advisory field. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, a range of investment programs, and insurance products, supported by an integrated platform that combines advisory services with product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Jackson G

Series 66

Mercer Island, WA

LPL Enterprise

Jackson Gibbs is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes positions at The Prudential Insurance Company of America, PRUCO Securities, and Washington State University's UREC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and brokerage services through an integrated platform that combines adviser programs with active sales of financial products and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Walter B

CFP®, ChFC®, Series 66

Mercer Island, WA

LPL Enterprise

Walter Brown is a CFP® and ChFC® with eight years of industry experience. He is currently with LPL Enterprise and previously worked at Park Avenue Securities and Guardian Life Insurance. Prior to his financial advisory career, he spent four years at Lifetime Athletics. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 license and one year of industry experience. His prior roles include positions at Pruco Securities LLC and Oregon State University Athletics. He has also worked with Americorps and has a background involving Oregon State University and Seattle Preparatory School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios and third-party asset management programs, and integrates adviser programs with the sale of various financial products including insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Jonathan M

Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Jonathan Mays is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, Principal Life Insurance Company, and AXA Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")