Jacksonville, FL Water Street Office

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.