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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Graham Green is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling health insurance and managing several investment-related real estate entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

William Vlahos is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2019 before joining LPL Financial in 2019. Vlahos is also involved with JSF Insurance Services as a non-variable insurance producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Owen is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is the owner and broker of JSF Benefits Inc., an insurance agency specializing in group and individual life, health, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, combined with research support and a range of services including discretionary and non-discretionary management.

Elaine Yu is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2010 and also has a background with Graham Green dating back to 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Louise Fung is a financial advisor with LPL Financial based in San Francisco, CA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been associated with LPL Financial since 2010 and Jackson Square Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Ryan Sittauer is a financial advisor with LPL Financial in San Francisco, holding Series 63 and Series 65 licenses and over 14 years of industry experience. He has been with LPL Financial since 2010. Sittauer is involved in insurance services, including the sale of life and health insurance to small business owners and ownership of an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.