Jacksonville, FL Water Street Office

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.