Robert Kerch Jr. is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Hodges Capital Management and First Dallas Securities, each spanning a decade. He has been with Equitable Advisors and related entities since 2019. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and works with both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Caddie Cox is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cox worked in public education with Spring Branch Independent School District, Katy ISD, and Norman Public Schools for a total of 12 years. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes various advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Carla Marsh is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Keuka College from 2015 to 2018. Outside of her advisory role, she operates a small business called Carla's Treats & Sweets. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm employs a range of advisory models and third-party programs, offering services through a network of Investment Adviser Representatives.