Mercer Island, WA Office

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.