San Francisco, CA Montgomery St 24th Flr Office

Gregory Achard is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at notable firms including BMO Harris Bank, Bank of the West, and BNP Paribas. Based in San Francisco, CA, Mr. Achard has a background that spans both banking and financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Adam Knott is a financial advisor at LPL Financial based in San Francisco, CA, with 20 years of industry experience. He previously worked at Citigroup Global Markets for 17 years and has been affiliated with both LPL Financial and BMO Harris Bank since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Margaret Reid is a CFA® charterholder and financial advisor with 9 years of industry experience. She is currently with LPL Financial and also maintains a role at BMO Harris Bank. Her prior experience includes positions at Citigroup and MUFG Union Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Z Pelayo is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services before joining LPL Financial and BMO Harris Bank in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mia Manasan is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Citigroup Global Markets for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by advanced operational tools and a broad network of over 22,800 advisors.

Pukar Joshi is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BMO Harris Bank and Citi during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Clark Pingree is a financial advisor with LPL Financial in San Francisco, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at BMO Bank, HSBC Bank USA, J.P. Morgan Securities, First Republic, Wells Fargo, and Wachovia Bank. Outside of his advisory work, he is an investor in a technology company, Goodmojo Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

John Mitchell is a financial advisor at LPL Financial with 16 years of industry experience. He previously worked at CITI Private Bank for 17 years and holds a Series 66 designation. He is also a managing director at BMO Harris Bank in San Francisco. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of financial products.

Jessica Young is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Bank of the West and BancWest Investment Services since 2010. Outside of her advisory role, she is a silent partner in a restaurant business called LOVE @ FIRST BITE. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Randolph Lachman is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Citigroup Global Markets, Inc., Merrill, and Harrisdirect LLC. Lachman is also affiliated with BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Wiley is a financial advisor with LPL Financial based in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at BMO Harris Bank, Ameriprise, Comerica Bank, City National Securities, Wells Fargo, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Colette Law is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and 10 years of industry experience. She has previously worked at Citigroup Global Markets Inc and Citibank N.A. for eight years and currently holds dual roles at LPL Financial and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robyn Delfierro is a financial advisor at LPL Financial with 26 years of industry experience. She holds a Series 66 designation and has worked at Citigroup Global Markets and Citicorp Investment Services prior to joining LPL Financial and BMO Harris Bank in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Amanda Solomon is a financial advisor with LPL Financial in San Francisco, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. She also serves as a Private Wealth Advisor with BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.