EMILY CARLTON - Key Persons


Alexander Alfonso

Job Titles:
  • Financial Advisor
  • Financial Advisor Alexander Alfonso
I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Alma Otero

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Ashley Arrington

Let's join forces and plan for success! Our collaboration will help safeguard the future of your business by establishing comprehensive, customized strategies tailored to meet your needs. With holistic planning services, we can make sure that both personal and professional goals are fulfilled. Let's work together and build a secure plan today!

Bina Kalidas

Job Titles:
  • Financial Advisor
  • Bina / Financial Advisor Bina Kalidas
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Cesar Cenzano

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Cori Sinclair

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

David Wright

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Ed Deering

Job Titles:
  • Registered Representative

Fred Lacey

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Jason Puig

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Joshua Meyer


Kyle Frank

Job Titles:
  • Financial Representative
I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Marvin Leonard


Mike Chojnacki

Job Titles:
  • Financial Advisor
  • Mike / Financial Advisor Mike Chojnacki

Nick Palmieri

Job Titles:
  • Registered Representative
I am committed to providing my clients with guidance and consistent service needed to develop, implement and maintain a comprehensive business and individual strategy vital to my client's needs and success.

Patrick McGarry


Paul Alongi

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Rafael Casillas

Job Titles:
  • Financial Advisor
I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Sheldon Turner

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Stephen Pease

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Susan Matthews

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Theresa Pangborn

Job Titles:
  • Registered Representative
  • Theresa / Registered Representative Theresa Pangborn
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.