John Erwin is a financial advisor with Equitable Advisors in Southport, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 1999, including during its affiliation with AXA Advisors. Outside of advising, Erwin serves as a board member for The Heritage Foundation and Dosher Memorial Hospital Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs, including third-party models and discretionary management, offering investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Gauldin III is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Fidelity Investments, The Vanguard Group, and several other firms. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.