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Cameron S

CFP®, Series 66

Jacksonville, FL

Equitable Advisors

Cameron Slack is a CFP® certificant and Series 66 license holder currently with Equitable Advisors, where he has worked for three years. He has prior experience at Encor Solar, American Senior Benefits, and Koss Olinger. Slack is a notary public and a member of two small businesses, including an architecture firm focused on environmentally conscious design in the Treasure Coast area. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to serve a broad client base, including both non‑high‑net‑worth and high‑net‑worth clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Mauricio O

Series 66

Jacksonville, FL

Equitable Advisors

Mauricio Oelsner Gutierrez is a financial advisor at Equitable Advisors in Jacksonville, FL. He holds the Series 66 designation and has recently begun his career in the industry. Prior to his current role, his background includes diverse experiences in sectors such as banking and retail. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Thomas H

Series 66

Jacksonville, FL

Equitable Advisors

Thomas Heed is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Northwestern Mutual Investment Services LLC and Ben Carter. Outside of his advisory role, Heed serves as a referee for youth lacrosse games. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory programs, often utilizing third-party asset managers and sponsored advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Campbell W

Series 66

Jacksonville, FL

Equitable Advisors

Campbell Williamson is a Series 66 licensed advisor with Equitable Advisors, based in Jacksonville, FL, and has one year of industry experience. His prior positions include roles at Northwestern Mutual and Maverick Acquisition Ventures. He also has experience with Gnats Landing and has worked in educational and recreational organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of investment adviser representatives, utilizing third-party managers and proprietary program models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Stuart P

Series 66

Jacksonville, FL

Equitable Advisors

Stuart Poplin is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, he worked at HD Supply and Fanatics Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and utilizes third-party program sponsors and discretionary managers for many of its advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Sarah M

CFP®, Series 66

Jacksonville, FL

Equitable Advisors

Sarah Miller is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Miller serves as the Social Media Chair for the Jacksonville chapter of the National Association of Divorce Professionals and acts as a scribe for collaborative divorce cases. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models implemented through third-party managers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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David H

Series 66

Jacksonville, FL

Equitable Advisors

David Heykens is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior work includes positions at the University of North Florida, MWR Mayport, and Florida State University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of third-party programs and discretionary management models to serve a diverse client base.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Sarah C

Series 66

Jacksonville, FL

Equitable Advisors

Sarah Cahan is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equitable Advisors in 2026, she worked at several insurance and property casualty firms, including Kelly White & Associates Insurance LLC and State Farm. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes various third-party advisory models and programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Joseph D

Series 66

Jacksonville, FL

Equitable Advisors

Joseph De Siena is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at NYLIFE Securities, LLC, and Lock Haven University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and sponsored advisory programs to implement customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Allison E

Series 66

Jacksonville, FL

Equitable Advisors

Allison Edge is a financial advisor with Equitable Advisors holding a Series 66 designation and six years of industry experience. Her work history includes roles in logistics, restaurant management, and education prior to her current position. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors for managing advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Scott B

Series 66

Jacksonville, FL

Equitable Advisors

Scott Bostick is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at B. Riley Wealth, CNB Management Partners, LLC, and Pina, as well as employment at the University of Florida. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a range of third-party advisory programs and proprietary solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Thomas S

Series 66

Jacksonville, FL

Equitable Advisors

Thomas Schmid is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes a leadership role at Downtowner Car Wash LLC and attending Florida State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kennon T

Series 66

Jacksonville, FL

Equitable Advisors

Kennon Tyre is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 license and has previously worked at Southern Crown Partners and various roles outside the financial sector, including positions at Splash in the Boro, McAllister's Deli, Georgia Southern University, and Pierce County High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and diverse asset management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advice based on client information and risk tolerance, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jason S

Series 66

Jacksonville, FL

Equitable Advisors

Jason Sorensen is a financial advisor with Equitable Advisors in Jacksonville, FL. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, his background includes roles in engineering and various positions unrelated to the financial industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Joseph M

Series 66

Jacksonville, FL

Equitable Advisors

Joseph Melhado is a Series 66 licensed financial advisor with Equitable Advisors in Jacksonville, FL, and has two years of industry experience. Prior to joining Equitable Advisors, he held positions at the University of Florida, Broward College, and Stranahan High School. He is also the owner of KAPITAL NETWORK LLC, where he oversees all business operations. Equitable Advisors serves individual, institutional, and retirement plan clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party sponsors and discretionary management within its SAM program, and offers clients access to a variety of investment products and ERISA fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Lisa B

Series 66

Jacksonville, FL

Equitable Advisors

Lisa Badder is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. She has worked with Equitable Advisors since 2014 and was previously with AXA Advisors, LLC. during the same period. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Matthew C

Series 66

Jacksonville, FL

Equitable Advisors

Matthew Campbell is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 35 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Prudential Advisors. Outside of his advisory work, he serves on the board of the National Association of Insurance and Financial Advisors and manages multiple laundromat businesses through his own enterprise. He is also involved with the Gator Bowl Association and the Saint Joseph Catholic Church Men's Club in Jacksonville, FL. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm emphasizes risk assessment and tailored investment models, utilizing both proprietary and third-party strategies without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Stephen H

Series 66

Jacksonville, FL

Equitable Advisors

Stephen Harrison is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2019, following a brief tenure at Axa Advisors. Outside of his advisory role, Harrison is involved in beach volleyball as a player for the Association of Volleyball Professionals America and serves as an assistant coach for the varsity girls beach volleyball team at Bishop Kenny High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, offering diversified investment solutions tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Peter H

Series 66

Jacksonville, FL

Equitable Advisors

Peter Hargitai is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked in various roles including at Anytime Fitness and Ponte Vedra Inn & Club. He volunteers as a youth mentor with the MaliVai Washington Youth Foundation, providing academic support and online literacy assistance. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Hugh S

Series 66

Jacksonville, FL

Equitable Advisors

Hugh Saussy is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his background includes roles at Waycross Bank & Trust and involvement with Saussy Tennis. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Alexis G

Series 66

Jacksonville, FL

Equitable Advisors

Alexis Guilloux is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, Alexis worked at Johnson Matthey and held educational roles at Georgia Southern University and Pine View School. Outside of advising, Alexis serves as a beneficiary and agent of record for a family trust. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory models, including third-party and proprietary programs, serving a broad client base from non–high-net-worth individuals to institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Grant C

Series 66

Jacksonville, FL

Equitable Advisors

Grant Clemons is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previous work experience in various fields, including roles at RealCold and Dustless Floor Removal. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Roberto C

Series 63, Series 65

Jacksonville, FL

Equitable Advisors

Roberto Costa is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, Costa is the owner and managing partner of The Prism Group of North Florida and participates in a capital campaign cabinet for Bishop Kenny High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes aligning clients with model portfolios and third-party asset managers without sponsoring its own wrap fee program or advertising hypothetical performance.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Skye H

Series 66

Jacksonville, FL

Equitable Advisors

Skye Hamilton is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, Hamilton held various roles including involvement with the Panhellenic Organization at Florida State University and working at Tiki Docks Bar + Grill. Hamilton serves as Secretary for Uptown Civitan in St. Johns Cathedral of Jacksonville, attending monthly meetings and coordinating community service activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm emphasizes matching clients with appropriate program models or discretionary managers through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Patrick R

Series 63, Series 65

Jacksonville, FL

Equitable Advisors

Patrick Ryan is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Equis Financial. Before entering financial services, he worked at Deerwood Country Club and Florida State College Jacksonville. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party sponsors and endorsed platforms for many advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Rebecca R

Series 66

Jacksonville, FL

Equitable Advisors

Rebecca Rosengard is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Glory Days Grill and attended Florida State University. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Reed G

Series 66

Jacksonville, FL

Equitable Advisors

Reed Ganey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including the period when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered programs and third-party asset managers for investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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