Calton & Associates, Inc.

Jose Quinones Porrata is a financial advisor at Calton & Associates, Inc. with 33 years of industry experience. He holds a Series 66 designation and has worked at firms including Modern Capital Advisors, Modern Capital Securities, and Cetera Advisor Networks LLC. In addition to his advisory role, he has operated as an independent insurance agent since 1982, focusing on disability, fixed annuities, life/accident/health, long-term care, and property & casualty insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by 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 advisory services, with investment recommendations tailored to client goals and multiple program structures including firm-managed wrap programs and separate account platforms.

Nicolas Toadvine is a CFP® with 25 years of industry experience, currently serving at Calton & Associates, Inc. since 2013. He is an adjunct professor teaching Personal Finance at Florida Southern College and serves on the Board of Directors for the YMCA of West Central Florida. Additionally, he teaches a financial planning course for pre-retirees and is involved in educational speaking engagements on financial habits. 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 a range of investment programs and uses various analytic approaches, combining fee-based and commissionable brokerage and insurance products.

Michael Brennan is a CFP® professional with 30 years of experience in financial services, currently serving at Calton & Associates, Inc. since 2012. He has prior experience with RMR Wealth Builders, Inc. in 2022. Outside of advising, he is active as a licensed real estate agent with Weichert Realtors and an independent insurance agent selling fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with discretionary and non-discretionary management options and operates various program structures including firm-managed wrap programs and separate account platforms.

James Crowther is a ChFC® with 57 years of experience in the financial industry. He has been with Calton & Associates, Inc. since 2004 and has operated Spartan Planning as a self-employed advisor since 1975. Crowther is also the owner and president of Spartan Planning Agency Inc., a property and casualty, life, and health insurance business. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines commission-based product sales with asset management fees through its dual registration as both a registered investment adviser and broker-dealer.

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.

Mary Mcalpine is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Calton & Associates since 2019 and previously spent over a decade at H.D. Vest Advisory Services. Outside of her advisory role, she owns an accounting and tax service firm and acts as an agent assisting clients with life, annuities, health, and Medicare insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and access to third-party money managers. The firm offers multiple program structures and investment approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

Jerry Belnap is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent seven years with Waddell & Reed Inc. Outside of his advisory role, he is involved in volunteer work for The Church of Jesus Christ of Latter Day Saints and manages accounting for a small retail business operated by his wife. 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 tailored investment recommendations and multiple program structures, combining fee-based and commissionable brokerage and insurance products.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Crystal Beach, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Calton & Associates since 2003. Outside of his advisory role, he is an independent insurance agent appointed with various companies. 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 with multiple program structures and combines brokerage, insurance, and advisory services.

Robert Dwonch is a financial advisor with Calton & Associates, Inc. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining Calton & Associates in 2019. In addition to his advisory role, he is involved in fixed insurance sales through various insurance companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with tailored investment recommendations and multiple program structures, including firm-managed wrap programs and third-party money manager platforms.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 48 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory work, he is an author who writes for pleasure. 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 both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals with various program structures and analytic approaches.

Stephen Schneider is a financial advisor at Calton & Associates, Inc. in Madison, WI, holding a Series 63 designation with 52 years of industry experience. He previously worked at Capital Financial Services, Inc. for 33 years before joining Calton & Associates in 2019. Outside of his advisory role, he is a partner in Schneider Financial Services, a business managing client accounts and handling life insurance and fixed annuities, though he no longer places new insurance policies. 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 uses a variety of analytic approaches, combining fee-based and commissionable brokerage and insurance products through its dual registration.

Leslie Hale is a financial advisor at Calton & Associates, Inc. in Fort Smith, AR, holding Series 63 and Series 65 designations with 31 years of industry experience. Hale has been with Calton & Associates since 2014. 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 tailored to client goals, risk tolerance, time horizon, and liquidity needs.

Michael Strahm is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at E*Trade Securities LLC and E*Trade Capital Management LLC from 2012 to 2019. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and a broker-dealer, offering multiple program structures and investment approaches tailored to client goals and risk tolerance.

Reed Lengel is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 43 years of industry experience. He previously worked at IFS Advisory and IFS Securities from 2015 to 2019 before joining Calton in 2019. 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 employs a range of analytic approaches tailored to client goals, risk tolerance, time horizon, and liquidity needs.

Rohan Bahri is a financial advisor at Calton & Associates, Inc. with one year of industry experience. He holds a Series 65 designation and has worked with firms including PeakShares, LLC and Babson College Fund. Outside of his advisory role, he is the founder and CEO of Bahri Capital, LLC and serves as co-founder and co-portfolio manager of PeakShares LLC. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing tailored investment recommendations through various program structures and analytic approaches.