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Lance M

CFP®, Series 66

Scottsdale, AZ

Ashton Thomas Private Wealth

Lance Millar is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth, where he has worked since 2025, following an 11-year tenure at Boston Private Wealth LLC. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Arthur D

Series 63, Series 65

Sarasota, FL

Ashton Thomas Private Wealth

Arthur Day is a financial advisor at Ashton Thomas Private Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ashton Thomas since 2025. Prior to this, he co-founded and has managed Day Hagan Asset Management since 2006. Outside of his advisory work, Day serves on the board of the Team Tony Cancer Foundation and the Richard A. Riffel Philanthropic Trust. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and charitable entities, offering discretionary portfolio management, financial planning, and family office services. The firm employs a diversified investment approach using mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform to provide back-office support and access to program managers.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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April C

Series 66

Helena, MT

Ashton Thomas Private Wealth

April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Richard P

ChFC®, Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Richard Pyle is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds the ChFC® designation and the Series 65 license. Prior to joining Ashton Thomas in 2022, he worked for Wellspring Financial Partners from 2015 to 2022. Outside of his advisory role, he is involved in tax preparation services and operates an online clothing retail business. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, and institutional accounts. The firm employs a multi-manager approach utilizing mutual funds, ETFs, sub-advisers, and alternative strategies, supported by its proprietary Amplify Platform.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Richard W

CFP®, Series 65, Series 63

Monticello, AR

Ashton Thomas Private Wealth

Richard Westhelle is a CFP® professional with 16 years of experience in financial advisory. He has worked with Goldman Sachs Personal Financial Management for 10 years and most recently joined Ashton Thomas Private Wealth in 2024. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, employing a range of strategies including mutual funds, ETFs, sub-advisers, and selective alternative investments through its Amplify Platform.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Nicolaus H

Series 65, Series 63

Grand Junction, CO

Ashton Thomas Private Wealth

Nicolaus Hansen is a financial advisor at Ashton Thomas Private Wealth in Grand Junction, CO, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Ashton Thomas in 2024, he worked at WealthSource Partners, LLC and held various roles at FedEx Corporation and Northwestern Mutual. Outside of his advisory work, Hansen owns several businesses, including an e-commerce apparel company and a mobile golf simulator service. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, employing a platform model that includes discretionary and non-discretionary portfolio management, access to third-party managers, and a range of investment strategies across mutual funds, ETFs, and alternative products.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Rebecca D

CFP®, Series 66

Bozeman, MT

Ashton Thomas Private Wealth

Rebecca Dammann is a CFP® with 14 years of industry experience, currently serving as an advisor at Ashton Thomas Private Wealth. She has worked at Ashton Thomas Securities, M.S. Howells & CO, and Wells Fargo Advisors during her career. Outside of her advisory role, she serves as treasurer and secretary for a local homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, businesses, trusts, family offices, retirement plans, and institutional clients. The firm employs a diversified investment approach, utilizing mutual funds, ETFs, independent managers, and specialist strategies through its Amplify Platform.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Donald H

CFA®, Series 63, Series 65

Sarasota, FL

Ashton Thomas Private Wealth

Donald Hagan is a CFA® charterholder with 20 years of industry experience. He is currently with Ashton Thomas Private Wealth and has been managing member of Day Hagan Asset Management since 2006. Outside of investment management, he is a passive investor in a clothing line called Saaka. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a range of investment strategies and provides access to program managers and model design through its Amplify Platform.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Katherine J

Series 63, Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Katherine Johnson is a financial advisor with Ashton Thomas Private Wealth in Casper, WY, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She previously worked for Wells Fargo Investments for 20 years. Johnson serves on the boards of several local nonprofit organizations, including Natrona County Meals on Wheels, the Gottsche Foundation, and the Natrona Collective Health Trust. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and providing access to program managers and model portfolio solutions.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Que Chi B

Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Que Chi Bui Nguyen is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and over eight years of experience in the financial industry, including roles at Tempus Wealth Australia, Tyton Capital Advisors, and Viet Capital Securities JSC. Nguyen joined Ashton Thomas Private Wealth in 2025 and is based in Scottsdale, AZ. Ashton Thomas Private Wealth serves a range of individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a variety of investment strategies and platforms.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Gaylord L

CFA®, Series 63

Portland, OR

Ashton Thomas Private Wealth

Gaylord Lyman is a CFA® charterholder with 17 years of industry experience. He has worked at Ashton Thomas Private Wealth since 2023, following six years at Affinity Investment Advisors and five years at Kohala Capital Partners. Outside of his advisory role, he serves as an independent trustee for a family of mutual funds and provides strategic advisory services to a creative media agency. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for model design and program manager access.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Shannon M

Series 63, Series 66

Scottsdale, AZ

Ashton Thomas Private Wealth

Shannon Mc Laughlin is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch, The Leaders Group, and Boulevard Family Wealth Services. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Stewart P

Series 66, Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Stewart Preziose is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 65 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management. He serves as treasurer of the Rockwell Owners Association, a homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a platform model incorporating discretionary and non-discretionary portfolio management, access to third-party managers through its Amplify Platform, and a range of investment strategies across mutual funds, ETFs, sub-advisers, and specialist products.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Michael W

CFA®, PFS™, Series 66

Scottsdale, AZ

Ashton Thomas Private Wealth

Michael Wong is a CFA® and PFS™ credentialed advisor with seven years of industry experience. He is currently with Ashton Thomas Private Wealth and Ashton Thomas Securities, having previously worked at M. S. Howells & Co and Wells Fargo Wealth Management. Outside of his advisory role, he serves as co-trustee of a deceased friend’s education trust for the benefit of the friend’s children. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Everett J

Series 65, Series 63

Bozeman, MT

Ashton Thomas Private Wealth

Everett Jensen is a financial advisor with Ashton Thomas Private Wealth in Bozeman, MT, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Ashton Thomas in 2025, he worked at World Equity Group, WealthVest Marketing, and Edward Jones. Outside of his advisory role, he serves as Vice President of Benchmark Land Surveying in Sidney, MT. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that includes discretionary and non-discretionary portfolio management and utilizes a range of investment strategies across mutual funds, ETFs, independent managers, and sub-advisers.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Kerry S

CFP®, Series 63, Series 66

Draper, UT

Ashton Thomas Private Wealth

Kerry Severn is a CFP® professional with 32 years of industry experience, currently with Ashton Thomas Private Wealth since 2020. Prior to this, he held advisory roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of advising, he occasionally works as a substitute school teacher in the Canyons School District. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm utilizes a platform model with access to mutual funds, ETFs, third-party managers, and various strategies such as options and selective cryptocurrency exposure.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Shawn P

CFP®, Series 63

Scottsdale, AZ

Ashton Thomas Private Wealth

Shawn Porter is a CFP® with 23 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. His prior experience includes roles at LPL Financial, Cetera Investment Services, and First Interstate Bank. He is also involved in fiduciary activities through the Porter Family Irrevocable Trust. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and charitable entities, offering discretionary portfolio management, financial planning, and family office services. The firm utilizes a diverse investment approach incorporating mutual funds, ETFs, alternative investments, and options strategies, supported by its Amplify Platform for program management and model design.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Braden S

Series 63, Series 65

Midland, TX

Ashton Thomas Private Wealth

Braden Schaffner is a financial advisor with Ashton Thomas Private Wealth in Midland, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Fluent Financial, Private Client Services, and Wells Fargo Advisors Financial Network. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform, providing back-office support and access to various program managers and model portfolios.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Bilal L

Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Bilal Lulu is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. Prior to joining Ashton Thomas, he held roles at KPMG, Deloitte, and RSM US LLP among other firms. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using its Amplify Platform and allocates client assets across a variety of strategies including mutual funds, ETFs, independent managers, and sub-advisers.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Oguzhan T

Series 63, Series 65

Midland, TX

Ashton Thomas Private Wealth

Oguzhan Topcu is a financial advisor at Ashton Thomas Private Wealth with credentials including Series 63 and Series 65 licenses. He has one year of experience and previously held positions at the University of Texas - Permian Basin. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, utilizing a platform model that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform. The firm employs various investment strategies and emphasizes the use of sub-advisers for fixed-income management.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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