Palm Beach Gardens, FL Office

Carlo Sestito is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years and has been associated with Prudential Insurance Company of America for over three decades. Outside of his advisory role, he manages family business entities and holds various insurance-related appointments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates financial planning with product sales, including insurance, through an affiliated agency and utilizes a platform that combines adviser programs with active lending solutions.

Steven Trend is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with LPL Enterprise and has held previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that includes access to model portfolios, third-party asset management, and affiliated insurance products.