Christopher Ward is a financial advisor at Calton & Associates, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Dominion Investor Services, Inc. and Lincoln Financial Securities Corporation. Outside of his advisory role, Ward helps operate his family’s cattle and hay farm and serves as a boys' golf coach at Pickens High School. Calton & Associates serves individual investors, retirement plans, trusts, and estates with portfolio management, financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through various program structures and combines fee-based and commissionable products under a dual registration as both a registered investment adviser and broker-dealer.

Steven Heiman is a financial advisor at Calton & Associates, Inc. in Wichita, KS, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cooper Malone Mcclain Inc. for 22 years. Outside of advising, he serves as a referee for college basketball and football during weekends and some evenings. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines registered investment adviser and broker-dealer operations.

Johana Huff is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Calton & Associates since 2012. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and analytic approaches, combining registered investment adviser and broker-dealer services.

Curtis Jones is a financial advisor with Calton & Associates, Inc. in Merritt Island, FL, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2001. Outside of his advisory role, he is involved as an owner in a bookkeeping business and co-partner in a company managing hunting and timberland properties. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products and employs multiple program structures and analytic approaches tailored to client goals and risk tolerances.

Dennis Dachtler is a financial advisor at Calton & Associates, Inc. with over 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameritas Investment Corp. and his own entities, Dachtler Wealth Management and Dennis Dachtler. Outside of advisory work, he is a co-owner of an estate document software licensing business and serves as Vice President on the board of The Vintage at Folsom Building Owner’s Association. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting, alongside access to third-party money managers. The firm offers a variety of program structures and combines advisory services with brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Calton & Associates since 2024 and previously spent seven years at Mutual Trust Company of America Securities and three years at Freedom Investors Corp. He also founded Gaston Financial Group, which he continues to be associated with. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures, including firm-managed wrap programs and separate account platforms, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

James Petkoson is a financial advisor with Calton & Associates, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Calton & Associates since 2010, following earlier roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and brokerage services with tailored investment recommendations and a variety of program structures including firm-managed wrap programs and separate account platforms.

Becky Lynch is a financial advisor with Calton & Associates, Inc. in Hagerstown, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at several firms including CL Wealth Management LLC and Cabot Lodge Securities LLC. Outside of her advisory work, she owns and operates a farm raising sheep and dogs and serves as a livestock show judge. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary management with multiple program structures and combines brokerage, insurance products, and third-party money manager access.

Jacob Bobick is a financial advisor at Calton & Associates, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Advisors LLC and G.S. Newborn and Associates, Inc. He is also licensed as an insurance agent for fixed, life, health, and property & casualty insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both commissionable brokerage and insurance products alongside asset management, utilizing multiple program structures and analytic approaches tailored to client goals and risk tolerance.

Alex Horvath is a financial advisor with Calton & Associates, Inc. holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Calton, he worked in various roles including entrepreneurial and content creation positions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers various program structures and investment approaches, including discretionary and non-discretionary management, with services that combine advisory fees and commission-based product sales.

Archester Neil is a financial advisor at Calton & Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Calton & Associates in 2022, he worked at Sagepoint Financial, Inc., PRUCO Securities, LLC, and The Prudential Insurance Company of America. Outside of his advisory role, Neil is the owner and agent of The Neil Agency, Inc., an insurance agency based in Jacksonville Beach, FL. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines fee-based services with commissionable brokerage and insurance products.

Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Calton & Associates since 2013 and is also a partner in Bear Marsh, LLC, a holding company focused on acquiring financial institutions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside discretionary and non-discretionary investment management through various program structures and analytic approaches.

Steven Blanke is a financial advisor at Calton & Associates, Inc. in Garland, TX, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2017, following an 11-year tenure at Capital Financial Services, Inc. Outside of his advisory role, he owns BAS Advisory Services, LLC, which provides insurance and tax-related services, and he is also involved in fixed annuity and life insurance sales through Insurance Agency Marketing Services, Inc. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based advisory services with commissionable brokerage and insurance products, tailoring investment recommendations to client goals and risk tolerance through a variety of program structures and analytic approaches.

Saad Rahmouni Idrissi is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2022. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 educational institution. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides multiple program structures and combines advisory and commission-based brokerage services.

Patrick Mcmanus is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. in Ocala, FL. His prior roles include positions at SunTrust Robinson Humphrey, Inc., 1st Tennessee Bank, and Cogent Bank. He is also involved with FLC Risk Group, LLC in a capacity outside of his advisory work. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

Joshua Hanby is a financial advisor with Calton & Associates, Inc. in Lady Lake, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Calton & Associates since 2001 and also operates an insurance agency, providing clients with information on various insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment programs and uses multiple analytic approaches tailored to client needs, combining advisory and commission-based products through its dual registration as both a registered investment adviser and broker-dealer.

Brady Dayton is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has been with Calton & Associates since 2024. Outside of his advisory role, he owns and operates a business selling home security alarm systems. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and utilizes a range of analytic approaches tailored to client goals and risk tolerance.

Rameshwar Singh is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Calton & Associates since 2012. Outside of his advisory role, he is a member of DynamicShares LLC, involved in the development and distribution of investment products, and a partner in Rocky Island LLC, which engages in succession planning options for advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of investment program structures and combines advisory and brokerage services, tailoring recommendations to client goals and risk tolerance.

Stephen Meikle is a financial advisor with Calton & Associates, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at International Assets Advisory LLC from 2009 to 2018 before joining Calton & Associates in 2018. In addition to his advisory role, he operates under the brand Investia Financial Services, focusing on client education and relationship development. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals and risk tolerance.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Calton & Associates in 2020, he worked at Paulson Investment Company, LLC. Outside of his advisory role, he provides clients and their families with automotive purchase negotiation services leveraging his past connections in the auto industry. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals, risk tolerance, and liquidity needs.