James Cox is a financial advisor at Calton & Associates, Inc. in Tallahassee, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Calton & Associates since 1998 and also owns a business offering insurance products. Additionally, he operates a public accounting practice focused on tax consulting and preparation. 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 with a range of analytic approaches, alongside commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker-dealer.

Marc Alvis is a financial advisor with Calton & Associates, Inc. in Tallahassee, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Calton & Associates since 2013. Outside of his primary role, Alvis is a partner at Rosenberg Alvis Ambrose Wealth Management. 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 investment program structures and combines brokerage, insurance, and advisory services.

Eliot Rosenberg is a ChFC® credentialed financial advisor with 43 years of industry experience, currently serving at Calton & Associates, Inc. since 1990. He is also the owner of Rosenberg Alvis Ambrose Wealth Management and has been a member of the finance committee at Lifepoint Church since 1996. 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 both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.