Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters