Robert Kerch Jr. is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes a decade at Hodges Capital Management and First Dallas Securities, Inc. prior to joining Equitable Advisors in 2019. 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 advisory and brokerage model, offering tailored services based on client goals, risk tolerance, and time horizon.

Caddie Cox is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 designation and previously worked in education with Spring Branch Independent School District, Katy ISD, and Norman Public Schools. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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 provides both advisory and brokerage/insurance channels to implement client recommendations.

Carla Marsh is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Keuka College. Outside of advising, she operates a small business called Carla's Treats & Sweets. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers and LPL programs. The firm uses a hybrid referral and implementation model to tailor services based on client goals and risk tolerance.