Jacksonville, FL Belfort Pkwy Office

Jordan Lacy is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Lacy is also involved with Alpha Wealth Group LLC, a business entity used for managing joint seminar expenses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Cornelius Cronin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, each for several decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice with insurance products and collateralized lending programs.

Ryan Williams is a financial advisor with LPL Enterprise and holds the Series 63 and Series 66 designations. He has 17 years of industry experience, including six years at Fidelity Personal and Workplace Advisors and 14 years of service with the United States Marine Corps Reserves. Williams operates under the Alpha Wealth Group, a financial planning practice affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Anthony De Bellis is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Prudential Insurance Company of America and Cambridge Investment Research Advisors. He serves on the board of the University of North Florida, assisting with strategy for the university’s planned giving programs. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs and financial product sales.

Derek Vail is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He was also involved with the Gatorball Baseball Academy for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm combines advisory and brokerage services, offering financial planning, access to model portfolios, and third-party asset management through an integrated platform.

Adam Dorman is a financial advisor with LPL Enterprise LLC in Jacksonville, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co., Edward Jones, Fidelity Investments, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Cardboard Collection Connection in Jacksonville. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency.