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Craig C
Series 63, Series 65
Midland, TX
Ashton Thomas Private Wealth
Craig Campbell is a financial advisor at Ashton Thomas Private Wealth with Series 63 and Series 65 credentials and 47 years of industry experience. Prior to joining Ashton Thomas in 2024, he worked for Wells Fargo Advisors Financial Network LLC for 14 years. He serves on the investment committee of the Midland Memorial Foundation Board of Governors and manages family assets including limited partnerships focused on oil, gas, and real estate investments. 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 maintaining formal affiliations with broker-dealer, tax advisory, and insurance entities.
Wills M
Series 65
Scottsdale, AZ
Ashton Thomas Private Wealth
Wills Marcello is a financial advisor at Ashton Thomas Private Wealth with six years of industry experience. He has been with Ashton Thomas since 2019 and previously worked at VThree Solutions and Bspoke Investment Group. Marcello holds a Series 65 designation. 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 that uses third-party managers and sub-advisers and allocates client assets across mutual funds, ETFs, and alternative strategies including options and selective cryptocurrency exposure.
Killian G
Series 65
Scottsdale, AZ
Ashton Thomas Private Wealth
Killian Gorman is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and the State of Kentucky Transportation Cabinet. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities, offering discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm utilizes a range of investment strategies and operates the Amplify Platform to provide back-office support and access to program managers and UMA/SMA solutions.
Richard G
Series 63, Series 65
Scottsdale, AZ
Ashton Thomas Private Wealth
Richard Garber is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and M.S. Howells & Co. Outside of his advisory work, he serves as board chairman of Cinema Napa Valley and treasurer on the board of Nimbus Arts. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model with diverse strategies including mutual funds, ETFs, sub-advisers, and specialist approaches such as options and selective cryptocurrency exposure.
John D
CFP®, Series 63, Series 65
Bozeman, MT
Ashton Thomas Private Wealth
John Dubose IV is a CFP® with 32 years of industry experience, currently serving as a senior wealth advisor at Ashton Thomas Private Wealth in Bozeman, MT. His prior experience includes roles at Wells Fargo Advisors, LLC and M.S. Howells & Co. Outside his advisory work, he is the manager of a single-member LLC and owns residential rental properties in Bozeman, MT, and Georgetown, SC. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a wide range of clients, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model with access to third-party managers and uses diversified investment strategies across mutual funds, ETFs, and specialized products.
Caleb D
Series 65, Series 63
San Francisco, CA
Ashton Thomas Private Wealth
Caleb Dupree is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. 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 that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.
Stephanie W
Series 63, Series 65
San Francisco, CA
Ashton Thomas Private Wealth
Stephanie Wei is a financial advisor with Ashton Thomas Private Wealth and holds Series 63 and Series 65 credentials. She has 23 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Securities. Ashton Thomas Private Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm employs a diverse investment approach, including mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform for program management and model design.
Kristine L
Series 63, Series 66
Scottsdale, AZ
Ashton Thomas Private Wealth
Kristine Lantz is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management Company, and M. S. Howells & Co. 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 offers portfolio management, financial planning, and retirement-plan consulting, utilizing a platform that incorporates mutual funds, ETFs, independent managers, and specialized strategies.
Anastasia P
Series 66
Scottsdale, AZ
Ashton Thomas Private Wealth
Anastasia Pavlova is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and has held various roles in financial services and other industries. 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 employs a range of investment strategies and utilizes a platform model with access to third-party managers through its Amplify Platform.
Nicholas D
CFA®, Series 65, Series 63
Scottsdale, AZ
Ashton Thomas Private Wealth
Nicholas De La Vara is a CFA® charterholder with six years of industry experience, currently serving as a wealth advisor at Ashton Thomas Private Wealth. His career includes roles at The Vanguard Group and M. S. Howells & Co, among others. In addition to his advisory work, he is active as a real estate agent with Homestart (Helios Realty Team) in Scottsdale, Arizona. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse range of clients, including individuals, trusts, business entities, and institutional accounts. The firm employs a multi-manager platform approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies such as options and selective cryptocurrency exposure.
Jason B
CFP®, Series 63, Series 65
Scottsdale, AZ
Ashton Thomas Private Wealth
Jason Buchanan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ. His prior roles include positions at J.P. Morgan Securities LLC and M.S. Howells & CO. Outside of advising, he is involved in managing a rental property. Ashton Thomas Private Wealth serves a diverse client base, including high-net-worth households, trusts, estates, employer-sponsored retirement plans, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering expanded family office services.
Karen M
CFP®, Series 63, Series 65
Scottsdale, AZ
Ashton Thomas Private Wealth
Karen Mcdade is a CFP® professional with 34 years of industry experience, currently serving as an investment adviser representative at Ashton Thomas Private Wealth in Scottsdale, AZ. She has worked at several firms, including M. S. Howells & Co. and Geneos Wealth Management, and has been affiliated with Ashton Thomas entities since 2016 across multiple roles. 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 utilizes a diversified approach that includes mutual funds, ETFs, independent managers, and specialized strategies such as options and cryptocurrency exposure, supported by its Amplify Platform and sub-adviser relationships.
Deanna T
Series 66
Helena, MT
Ashton Thomas Private Wealth
Deanna Tierney is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and M. S. HOWELLS & Co. She also serves as a Senior Private Client Banking Consultant, working with investment clients on advanced banking needs. 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, using a range of investment strategies and proprietary platforms.
James S
Series 63, Series 66
Portland, OR
Ashton Thomas Private Wealth
James Sumner is a financial advisor at Ashton Thomas Private Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fortitude Advisory Group, Cetera Investment Services, Washington Trust Bank, and KeyBanc Capital Markets. Outside of his advisory role, he serves as a director for the Western Golf Association/Evans Scholars Foundation, participating in board activities related to the Portland Golf Club caddie program. 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, and expanded family office services, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to various program managers.
Ryan L
CFP®, Series 66
Scottsdale, AZ
Ashton Thomas Private Wealth
Ryan Lovett is a CFP® with 15 years of experience in financial advisory. He is currently with Ashton Thomas Private Wealth and has previously worked at M.S. Howells & Co., PeachCap, Accelerated Capital Group, and Gentry Wealth Management. Outside of his advisory work, he has a minority ownership interest in a local convection business, Kelli's Kupcakes, LLC. 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 incorporating multiple investment strategies and sub-advisers, offering discretionary and non-discretionary portfolio management along with financial planning and fiduciary consulting.
Tyson M
Series 66, Series 63
Scottsdale, AZ
Ashton Thomas Private Wealth
Tyson Murphy is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. 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 uses a variety of investment strategies and a platform model that incorporates third-party managers and sub-advisers.
John L
Series 66
San Francisco, CA
Ashton Thomas Private Wealth
John Lauritano is a financial advisor at Ashton Thomas Private Wealth with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Stepstone Group LP. Outside of his advisory role, he assists part-time with technology support for a family technology sales business. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a platform model utilizing a range of investment strategies and sub-advisers, including proprietary affiliates and third-party managers.
Cary C
CFP®, Series 65
Winter Garden, FL
Ashton Thomas Private Wealth
Cary Carbonaro is a CFP® and Series 65 licensed advisor with 24 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. Her prior roles include positions at Advisors Capital Management and United Capital Financial Advisers. Outside of advisory work, she is an author and professional speaker through Money Queen LLC, serves on the Cortland College Foundation Board, and is a member of advisory councils for NASDAQ and the CFP Board. 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 employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, and incorporates strategies such as options and selective cryptocurrency exposure.
Tyler H
Series 65
Sarasota, FL
Ashton Thomas Private Wealth
Tyler Hagan is a financial advisor at Ashton Thomas Private Wealth with two years of industry experience. He holds a Series 65 designation and has previously worked at Day Hagan Asset Management and Fortune Builders. Outside of advising, he is the owner of Hagan Health Partners, LLC, a business that distributes biologics for experimental use to local doctors. 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, and expanded family office services, using a variety of investment strategies and operating the Amplify Platform to support advisers and clients.
Raeann Y
Series 63, Series 65
Helena, MT
Ashton Thomas Private Wealth
Raeann Yarn is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ashton Thomas in 2024, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she participates in the TikTok Creator Program as a content creator focused on fashion and also works as a food delivery driver for Door Dash. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and family office services, utilizing a range of investment strategies and the Amplify Platform for back-office support and access to program managers.
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