San Francisco, CA Gold St Office

Michael Velzo is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2015. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Graham Green is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2010, following a year at Northwestern Mutual Investment Management. Green also sells health insurance as part of his business activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

William Vlahos is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2019, he worked at Bank of America and Merrill from 2015 to 2019. In addition to his advisory role, he serves as a non-variable insurance producer with JSF Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions including model portfolios and institutional platforms.

Christopher Owen is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, all with LPL Financial since 2010. Owen is also the owner and broker of JSF Benefits Inc., an insurance agency focused on group and individual life, health, and disability insurance. 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 extensive operational and research tools.

Elaine Yu is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with LPL Financial since 2010 and has prior experience at Graham Green. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and extensive asset management capabilities.

Louise Fung is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 65 designations and 16 years of industry experience. She has been with LPL Financial since 2010 and has also been associated with Jackson Square Financial since 2009. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Sittauer is a financial advisor with LPL Financial in San Francisco, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in multiple insurance-related businesses and serves as an owner and broker in insurance agencies. 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 a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.