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Cameron S
CFP®, Series 66
Jacksonville, FL
Equitable Advisors
Cameron Slack is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Equitable Advisors. His background includes roles at Encor Solar, American Senior Benefits, and Koss Olinger. Outside of finance, he is a notary public and a member of a small architecture firm focused on environmentally conscious design in the Treasure Coast area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.
Mauricio O
Series 66
Jacksonville, FL
Equitable Advisors
Mauricio Oelsner Gutierrez is a financial advisor at Equitable Advisors with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Banco Nacional de Bolivia and Florida State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and delivery models, offering both discretionary and non-discretionary advisory services.
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 two years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual Investment Services and Ben Carter. Outside of his advisory work, Heed referees youth lacrosse games on weekends. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Campbell W
Series 66
Jacksonville, FL
Equitable Advisors
Campbell Williamson is a financial advisor at Equitable Advisors with the Series 66 designation and less than one year of industry experience. His prior roles include positions at Maverick Acquisition Ventures, Northwestern Mutual, and Gnats Landing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Stuart P
Series 66
Jacksonville, FL
Equitable Advisors
Stuart Poplin is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at HD Supply and Fanatics Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.
Sarah M
CFP®, Series 66
Jacksonville, FL
Equitable Advisors
Sarah Miller is a CFP® and holds a Series 66 license, with 13 years of experience in financial advising. She has been with Equitable Advisors since 2013, having previously worked under its prior registration as AXA Advisors, LLC. Outside of her advisory role, she is the social media chair for the Jacksonville chapter of the National Association of Divorce Professionals, contributing to the group's online presence and collaboration efforts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm provides financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.
David H
Series 66
Jacksonville, FL
Equitable Advisors
David Heykens is a financial advisor with Equitable Advisors in Jacksonville, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at the University of North Florida, MWR Mayport, Florida State University, and Native Sun. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes a range of LPL-sponsored and third-party programs to deliver advisory and brokerage solutions.
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 been in the industry since 2026. Her previous work experience includes roles at Kelly White & Associates Insurance LLC and State Farm’s Bob Gibbs Agency. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to deliver tailored client services.
Joseph D
Series 66
Jacksonville, FL
Equitable Advisors
Joseph De Siena is a financial advisor at Equitable Advisors in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at NYLIFE Securities, LLC and Affinity Waste Management, alongside several years affiliated with Lock Haven University. Equitable Advisors serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.
Allison B
Series 66
Jacksonville, FL
Equitable Advisors
Allison Bast is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Terry's Kitchen Inc., R&L Global Logistics, La Fiesta Mexican Restaurant, and educational institutions such as the University of Florida and St. Mark's Episcopal Day School. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Scott B
Series 66
Jacksonville, FL
Equitable Advisors
Scott Bostick is a financial advisor at Equitable Advisors in Jacksonville, FL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles at B. Riley Wealth and CNB Management Partners, LLC. His background includes education-related positions and employment at Rubio’s Coastal Grill. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.
Thomas S
Series 66
Jacksonville, FL
Equitable Advisors
Thomas Schmid is a financial advisor with Equitable Advisors in Jacksonville, FL. He holds a Series 66 designation and began his advisory career in 2025 after graduating from Florida State University. Prior to joining Equitable Advisors, he was briefly involved with Downtowner Car Wash LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
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 the Series 66 designation and has previously worked at Southern Crown Partners and Splash in the Boro. Outside of finance, he has experience working at McAllister's Deli and has been affiliated with Georgia Southern University and Pierce County High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.
Jason S
Series 66
Jacksonville, FL
Equitable Advisors
Jason Sorensen is a financial advisor with Equitable Advisors in Jacksonville, FL. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining Equitable Advisors, he worked in engineering at Chalaire and Associates and held various roles in retail and recreational businesses. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.
Joseph M
Series 66
Jacksonville, FL
Equitable Advisors
Joseph Melhado is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at the University of Florida and Broward College. Outside of his advisory work, he owns and oversees business operations at Kapital Network LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer platform.
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 25 years of industry experience. She has worked at Equitable Advisors since 2014 and was previously with AXA Advisors, LLC. from 2014 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.
Matthew C
Series 66
Jacksonville, FL
Equitable Advisors
Matthew Campbell is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 34 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 a business operating multiple laundromats in the Jacksonville area. He is also active in community organizations such as the Gator Bowl Association and the Saint Joseph Catholic Church Men's Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerances.
Stephen H
Series 66
Jacksonville, FL
Equitable Advisors
Stephen Harrison is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2019, he held roles at AXA Advisors and various positions related to the University of Florida. Outside of his advisory work, he is involved as an assistant coach for the varsity girls beach volleyball team at Bishop Kenny High School and has participated as a beach volleyball player with the Association of Volleyball Professionals America. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning and retirement-plan support, leveraging a hybrid referral and implementation model with access to third-party asset managers and programs.
Peter H
Series 66
Jacksonville, FL
Equitable Advisors
Peter Hargitai is a Series 66-licensed financial advisor with Equitable Advisors, based in Jacksonville, FL, and has 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, supporting academic development and online literacy. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, providing both advisory and brokerage solutions.
Hugh S
Series 66
Jacksonville, FL
Equitable Advisors
Hugh Saussy is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the University of Georgia and Waycross Bank & Trust, as well as operating Saussy Tennis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs and a hybrid advisory and brokerage model.
Alexis G
Series 66
Jacksonville, FL
Equitable Advisors
Alexis Guilloux is a financial advisor at Equitable Advisors with five years of industry experience. Prior to joining Equitable Advisors in 2021, Alexis worked at Johnson Matthey and has a background in education with roles at Georgia Southern University and Pine View School. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.
Grant C
Series 66
Jacksonville, FL
Equitable Advisors
Grant Clemons is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at RealCold, Florida State University, Dustless Floor Removal, and other organizations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.
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 credentials and 29 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner and managing partner of The Prism Group of North Florida, Inc. and participates in the capital campaign cabinet for Bishop Kenny High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client services based on documented goals, risk tolerance, and time horizon.
Skye H
Series 66
Jacksonville, FL
Equitable Advisors
Skye Hamilton is a Series 66-licensed financial advisor with Equitable Advisors, based in Jacksonville, FL, and has three years of industry experience. Prior to joining Equitable Advisors in 2022, Skye was involved with Tiki Docks Bar + Grill and various roles connected to Florida State University. Outside of advising, Skye serves as Secretary for Uptown Civitan at St. Johns Cathedral in Jacksonville, participating in monthly board meetings and community service activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Patrick R
Series 65, Series 63
Jacksonville, FL
Equitable Advisors
Patrick Ryan is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before his advisory career, he worked at Deerwood Country Club and Florida State College Jacksonville. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.
Rebecca R
Series 66
Jacksonville, FL
Equitable Advisors
Rebecca Rosengard is a financial advisor at Equitable Advisors in Jacksonville, FL, holding a Series 66 designation with one year of experience. Her prior work includes roles at Glory Days Grill and JF Kicks, as well as time at Florida State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm offers a hybrid referral and implementation model combining advisory and brokerage channels tailored to client goals and risk tolerance.
Reed G
Series 66
Jacksonville, FL
Equitable Advisors
Reed Ganey is a financial advisor at Equitable Advisors in Jacksonville, FL, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.
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