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Teresa F

Series 63, Series 66

Scottsdale, AZ

Ashton Thomas Private Wealth

Teresa Flores is a financial advisor at Ashton Thomas Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group, where she was also a partner and operations manager. Outside of her advisory role, she operates an Amazon Locker and Customer Service Associate position. 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 using the Amplify Platform and allocates client assets across a range of mutual funds, ETFs, sub-advisers, and alternative strategies including options and selective cryptocurrency exposure.

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

Series 66

Midland, TX

Ashton Thomas Private Wealth

Marcel Campos is a financial advisor at Ashton Thomas Private Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for 11 years. Outside of his advisory role, he owns and operates Campos Family Properties, LLC, which manages real estate and related services. 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 platforms.

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

Series 65, Series 63

San Francisco, CA

Ashton Thomas Private Wealth

Rebecca Douglass is an advisor at Ashton Thomas Private Wealth with a Series 65 and Series 63 designation. She has extensive industry experience, having worked at Banc of America Investment Services and Bank of America from 2004 to 2022, followed by First Citizens Bank until 2025. Rebecca joined Ashton Thomas Private Wealth in 2025. 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 platform model with access to third-party managers and utilizes a range of investment strategies, including mutual funds, ETFs, and specialized products such as options and structured notes.

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

Series 63, Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Howard Cox is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Ashton Thomas Insurance Agency, Cox and Company, LLC, and Redhawk Wealth Advisors, Inc. He has been with Ashton Thomas since 2019. 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 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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Justin L

Series 63, Series 66

Tuscon, AZ

Ashton Thomas Private Wealth

Justin Limmer is a financial advisor with Ashton Thomas Private Wealth in Tucson, AZ. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior roles include positions at Securian Financial Services, CRI Securities, and North Star Consultants. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using the Amplify Platform and allocates assets across mutual funds, ETFs, independent managers, and sub-advisers, incorporating 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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Martin L

Series 63, Series 65, Series 66

Scottsdale, AZ

Ashton Thomas Private Wealth

Martin Lewis is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Private Bank and Mount Helena Private Wealth. Lewis serves on the University of Montana Tax Institute Advisory Board. 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, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and platforms including the Amplify Platform.

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

Series 65

Honolulu, HI

Ashton Thomas Private Wealth

Benny Tran is a Series 65-licensed financial advisor with seven years of industry experience, currently with Ashton Thomas Private Wealth. He has previously worked with Shuster Advisory Group and maintains roles with Pan Pacific Partners and Kobo Wealth Conservancy, where he is involved in portfolio management and client services. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model utilizing discretionary and non-discretionary portfolio management, incorporating a range of strategies and third-party managers through its Amplify Platform.

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

Series 63, Series 65

Denver, CO

Ashton Thomas Private Wealth

Karl Schwinck is a financial advisor at Ashton Thomas Private Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at USCA Securities LLC, M. S. Howells & Co, and Wells Fargo Clearing. Outside of advisory work, he is involved in a holding firm, Single Track Attack LLC, which manages revenue flows for his affiliated businesses. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model with access to third-party managers and employs a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

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

Series 63, Series 66

Scottsdale, AZ

Ashton Thomas Private Wealth

Michael Porter is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 75% owner of Rivers Edge RV and Cabins Resort in Wyoming and serves on the charitable board of Wyo Sports Ranch. 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 utilizing sub-advisers and third-party managers, offering a range of strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

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

Series 63, Series 65

Aberdeen, WA

Ashton Thomas Private Wealth

Garett Folkers is a financial advisor with Ashton Thomas Private Wealth, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years before joining Ashton Thomas, and he is also involved in a music entertainment business outside of his advisory role. 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 platform model featuring discretionary portfolio management and access to third-party managers, with a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

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

Series 66

Marietta, GA

Ashton Thomas Private Wealth

Charles Burns is a financial advisor at Ashton Thomas Private Wealth with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Pinnacle Peak Private Client Group and Insight Benefit Counselors. Burns is also president of CRB Financial Inc., a tax entity for independent contracting activities unrelated to investment management. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model that emphasizes access to third-party managers and a range of investment strategies, including mutual funds, ETFs, and specialist managers.

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

Series 66

Midland, TX

Ashton Thomas Private Wealth

Jesus Hirohito Yamaguchi Esquivel is a financial advisor with Ashton Thomas Private Wealth in Midland, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Ashton Thomas in 2024. 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 fiduciary consulting, utilizing a range of investment strategies and proprietary platforms.

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

CFP®, CFA®, Series 65

Sarasota, FL

Ashton Thomas Private Wealth

Regan Teague is a CFP®, CFA®, and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Ashton Thomas Private Wealth and has been associated with Day Hagan Asset Management since 2012. Teague contributes articles on securities to SeekingAlpha.com. 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 diverse range of investment strategies and proprietary platforms.

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

Series 65, Series 63

Scottsdale, AZ

Ashton Thomas Private Wealth

Edward Hable is a financial advisor at Ashton Thomas Private Wealth with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Triumph Capital Management and Equity Advisor Solutions prior to joining Ashton Thomas. 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 approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

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

Series 65

Casper, WY

Ashton Thomas Private Wealth

Morgan Amos is a financial advisor at Ashton Thomas Private Wealth with Series 65 registration and four years of industry experience. Prior to joining the firm, he worked in heating and cooling services and homecare. Outside of his advisory role, Morgan owns a business selling antlers and handmade antler products and contributes as a freelance writer for Proven Winners, providing plant descriptions and care instructions. 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 expanded family office services. The firm employs a diverse investment approach that includes mutual funds, ETFs, independent managers, and alternative 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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Matthew F

Series 63, Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Matthew Figueroa is a financial advisor at Ashton Thomas Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, Inc., and Pinnacle Peak Private Client Group. He serves as a board member of the Vista Monterey Homeowners Association. 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 platform model and utilizes a range of investment strategies, including mutual funds, ETFs, independent managers, and specialized products.

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

Series 66, Series 65

Grand Junction, CO

Ashton Thomas Private Wealth

Angela Johnson is a financial advisor with Ashton Thomas Private Wealth, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at WealthSource Partners, Timberline Bank, and Wells Fargo, spanning over 17 years. She is also a managing member of Confluence Private Wealth, LLC, where she performs investment adviser representative duties and oversees budget and tax matters. 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 diversified investment approach utilizing mutual funds, ETFs, independent managers, and sub-advisers, including strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

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

Series 65

Scottsdale, AZ

Ashton Thomas Private Wealth

Brianna Miller is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential and two years of industry experience. Her prior roles include positions at CI Global Asset Management and BMO Investment Counsel, along with experience in e-commerce. 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 specialized strategies through its Amplify Platform.

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

Series 65

Grand Junction, CO

Ashton Thomas Private Wealth

Joshua May is a financial advisor at Ashton Thomas Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at US Bank. 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, utilizing a range of investment strategies and offering back-office support through its Amplify Platform.

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

Series 65

Honolulu, HI

Ashton Thomas Private Wealth

Cristopher Borden is a Series 65-credentialed financial advisor with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth and has held roles at Pan Pacific Partners, KOBO Retirement Strategies, Shuster Advisor Group, and Daniel Investment Associates. Borden is also owner and Chief Investment Officer of Kobo Wealth Conservancy, where he manages portfolios and client service. Additionally, he owns Pan Pacific Partners, providing trust and fiduciary administrative services. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm offers 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 model management.

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