Tampa, FL N Rocky Point Drive Office

Nicolas Toadvine is a CFP® professional with 26 years of industry experience, currently with Calton & Associates, Inc. since 2016. His prior roles include positions at Wall Advisors, Inc., Brookstone Securities, Inc., Investors Capital Corp., and Ingram Advisory Services, LLC. Outside of advising, he teaches a personal finance course at Florida Southern College, serves on the board of the YMCA of West Central Florida, and offers financial education to employees through employer-sponsored programs. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products, employing a variety of analytical investment approaches and performing due diligence on third-party money managers.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 49 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Calton & Associates for 39 years. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates is a multi-team firm serving individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning alongside brokerage and insurance products, using a combination of analytical approaches and third-party managers to build client portfolios.

Michael Strahm is an advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including E*Trade Securities, Fidelity, and TD Ameritrade. He has been with Calton & Associates since 2021. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and other business entities. The firm provides fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and offering both firm-sponsored and third-party investment management solutions.

Jeffrey Marston is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He spent 22 years at Cadaret, Grant & Co., Inc. before joining Calton & Associates. Outside of his firm role, he owns and manages client accounts at Marston & Burton Inc., an investment-related business. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products, using a range of analytical approaches and offering firm-sponsored and third-party managed account programs.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Trust Company of America Securities, Freedom Investors Corp, and operates Gaston Financial Group. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and multiple platforms for asset management.

Saad Rahmouni Idrissi is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Calton in 2023, he worked at Raymond James Financial Services and T. Rowe Price Advisory Services. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 school. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products. The firm employs a variety of analytical approaches and offers access to firm-sponsored programs, third-party money managers, and alternative investment strategies.

Rameshwar Singh is a financial advisor at Calton & Associates, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Calton & Associates since 2012. Outside of his advisory role, he is involved in product development through DynamicShares LLC, which develops and distributes investment products including mutual funds, ETFs, private placements, and alternatives. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizes multiple analytical approaches, and provides access to third-party money managers through its platforms.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2020, following two years at Paulson Investment Company, LLC. Outside of financial advising, he uses his past connections in the auto industry to assist clients and their families in negotiating vehicle purchases. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management, financial planning, and brokerage and insurance products. The firm employs a variety of analytical approaches and offers both firm-sponsored programs and third-party manager solutions.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes prior roles at Newport Coast Securities, Inc. and J P Turner & Company Capital Management, LLC. Outside of advising, he is involved as a director of Viking F Construction, a homebuilding financing venture. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a combination of analytical investment approaches, including fundamental, technical, charting, and cyclical methods, with formal due diligence on third-party money managers and model portfolios.

Daniel Clements is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Swan Financial, Independent Financial Partners, and teaching positions at the University of Tampa and Florida State University. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizes multiple investment approaches, and manages accounts through firm-sponsored programs or third-party managers.

Austin Schrock is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Calton, he worked at GWN Securities, Inc. and held various positions at Winn Dixie. Outside of his advisory role, he is a registered representative under the DBA Loggerhead Wealth Management, providing life insurance and financial services. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency, serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products, utilizing a mix of analytical approaches and third-party sub-advisers.

Kyle Klatt is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds a Series 66 credential and has two years of industry experience, including roles at multiple firms such as MassMutual Life Insurance Co. and RedHawk Wealth Advisors. Outside of his advisory work, he is the CEO and owner of Pylon Ventures LLC, an independently owned LLC. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and commission-based brokerage and insurance products. The firm utilizes a combination of proprietary programs and third-party money managers, applying various analytical approaches to build client portfolios.

Benjamin Brown is a financial advisor at Calton & Associates, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. and CORE Capital Markets LLC. Before his career in finance, he spent four years in full-time education and three years working at Garden Hills Pool. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical approaches and managing accounts through both firm-sponsored programs and third-party money managers.

Lynn Stebbins is a CFP®-certified financial advisor with 10 years of industry experience, currently with Calton & Associates, Inc. in Tampa, FL. Her prior experience includes roles at Gwn Securities, Inc., Securian Financial Services Inc., and David Lerner Associates, Inc. She serves as secretary for the West Palm Beach New Business Leader Chapter of Networking Professionals International. Calton & Associates is a registered investment adviser, broker‑dealer, and insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and commission-based brokerage and insurance products, using a mix of analytical strategies and both firm-sponsored and third-party money managers.

Gerald Glick Jr. is a CFP® with 30 years of industry experience, currently serving at Calton & Associates, Inc. since 2009. Prior to this, he worked at Transamerica Financial Advisors and Boyd Senior Planning, Ltd. He is the owner of Advanced Retirement Planning, Inc., a business focused on fixed and traditional insurance sales, including fixed annuities, long-term care, and life insurance. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.