Miami, FL NW 62nd Ave Office

Allan Kessler is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously spent sixteen years at JPMorgan Chase and Co. and has operated Palm Crossways Consulting LLC since late 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm utilizes a mostly model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Carlos Lopez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and National Securities Corp. Lopez is based in Miami, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Benjamin Vilchez is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC®, Series 65, and Series 63 designations. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in conducting seminars and workshops for Miami Dade County public schools. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Thomas Malkasian is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at The Prudential Insurance Company of America for over four decades and at PRUCO Securities, LLC for 50 years. Additionally, he operates Thomas Malkasian Insurance Agency, LLC, which focuses on property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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.

Christina Blovad is a financial advisor with LPL Enterprise holding Series 63 and 65 credentials and eight years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Transamerica Financial Advisors. Outside of financial services, she is a Mandarin language teacher based in Miami. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Stephen Clark is a financial advisor with LPL Enterprise based in Miami, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Five Rings Financial, SWC Capital Management LLC, and Citibank. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to a variety of financial planning and consulting services.

Craig Bonney is a financial advisor with LPL Enterprise who holds the Series 63, Series 65, and Series 66 designations and has 36 years of industry experience. His career includes roles at Prudential Insurance Company of America, PRUCO Securities, LPL Financial, New York Community Bank, BB&T Investment Services, and Citigroup Global Markets. He is involved in a Prudential-sponsored non-variable insurance agency as part of his outside business activities. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Roberto Torok is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, Torok has been involved with Miami Dade College since 2009. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

David Lesko is a financial advisor with LPL Enterprise holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, stoever glass insurance agency, and Raymond James & Associates. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Richard Alfieri is a financial advisor with LPL Enterprise in Miami, FL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE Securities Inc. He is also involved in non-variable insurance activities with Prudential. 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 employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

John Latella is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a board member for Cosmopolitan Residences on South Beach, a nonprofit property management board in Miami. LPL Enterprise provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily utilizes model-driven investment approaches and offers access to third-party asset managers and comprehensive financial planning services.

Ryan Leonard is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also maintains a separate LLC established for tax purposes. LPL Enterprise provides investment advisory and brokerage services to a range of clients, including individuals, high-net-worth investors, and institutional entities, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

Craig Brown is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Fifth Third Bank, J.P. Morgan Securities, and Wells Fargo Clearing. 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 utilizes a model-driven investment approach with access to third-party asset managers and operates an affiliated insurance agency alongside trust and lending services.

Axel Yungman is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His career includes roles at The Prudential Insurance Company of America, Peak Trust LLC, and PRUCO Securities LLC. Outside of his advisory work, he manages an outsourcing firm and owns various web domains related to recipe content. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and operates as a broker-dealer with a range of affiliated financial services.

Jose Borro II is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds a Series 66 designation and has worked previously with firms including Bank of America, Merrill, RBC Capital Markets, and Prudential Insurance Company of America. Outside of his advisory role, he teaches group and one-on-one boxing and fitness classes in Miami. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.