Mercer Island, WA Office

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.