Anthony Williams is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, he worked in various roles across retail and education sectors. He serves on the Board of Directors for the University of North Carolina Greensboro - Bryan School Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives and third-party managers, offering a range of investment programs including mutual funds, ETFs, and alternative investments.

Adrian Caspar is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Equitable Advisors since 2016, including the period when the firm operated as AXA Advisors. Outside of his advisory role, Adrian is involved with Business Network International as a member and visitor host, where he facilitates professional networking and supports new members in acclimating to meetings. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, offering access to various advisory programs and third-party asset managers.

Montserrat Mendez Prudente is a financial advisor with Equitable Advisors based in Charlotte, NC, holding a Series 66 designation and four years of industry experience. She has held various roles including catering manager at Noble Smoke and involvement with The Association of Latino Professionals for America, where she serves as Chief of Staff to the Treasurer. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives. The firm offers a variety of advisory models supported by third-party asset managers and focuses on matching clients to appropriate program models based on their personal and plan information.