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Nicholas F
Series 65, Series 63
Jacksonville, FL
LPL Financial
Nicholas Fullerton is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked at multiple firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, he is CEO of Voyager Financial Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.
Chase H
Series 63, Series 65
Jacksonville, FL
LPL Financial
Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. 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 plan consulting, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.
Dylen D
Series 63, Series 65
Jacksonville, FL
LPL Financial
Dylen D'aurora is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial, he was associated with Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, D'aurora has worked in various positions including at Queens Harbour Yacht and Country Club and Castillo FL Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by in-house research and third-party subadvisors.
Dakota C
Series 63, Series 65
Jacksonville, FL
LPL Financial
Dakota Colonese is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, Colonese worked at Trinity Wealth Securities and Florida Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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, with access to model portfolios, research, and various technology-driven investment solutions.
Val J
Series 63, Series 65
Jacksonville, FL
LPL Financial
Val Janschutz is a financial advisor at LPL Financial with 14 years of industry experience. He has held positions at several firms, including Fifth Third Bank, Synovus, and SunTrust, prior to joining LPL Financial and South State Bank in 2024. Janschutz holds Series 63 and Series 65 licenses. 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 provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by extensive research and model portfolios.
Richard G
Series 63
Jacksonville, FL
LPL Financial
Richard Gerrity is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.
Carlos E
Series 65
Jacksonville, FL
LPL Financial
Carlos Esquivia Cruz is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Deutsche Bank and Bank of America, among other firms. Outside of his advisory roles, he is the owner of CREC Coffee Holdings LLC, a coffee shop franchise venture not yet operational. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.
Colton G
Series 63, Series 65
Jacksonville, FL
LPL Financial
Colton Green is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and experience working in both the financial and service sectors. Outside of finance, he has worked in the restaurant and golf course industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.
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