Alexander Mc Bain is a Series 65-credentialed advisor at Ashton Thomas Private Wealth with experience beginning in 2024. Prior to joining Ashton Thomas, he worked at Coldstream Wealth Management from 2021 to 2024 and has held various roles outside the financial industry. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, and retirement plans. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment approaches and proprietary platforms.

John McCloskey is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Ashton Thomas Private Wealth and has prior experience at Wells Fargo Clearing and M. S. Howells & Co. In addition to his advisory role, he is involved in life insurance sales through Ashton Thomas Insurance Agency. 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 fiduciary consulting, utilizing a platform that includes mutual funds, ETFs, independent managers, and alternative investment strategies.

Natalie Brown is a CFP® professional with seven years of industry experience. She currently works at Ashton Thomas Private Wealth and previously spent ten years at Day Hagan Asset Management. In addition to her advisory role, she contributes financial articles for retail investors to The Street Retirement Daily, a financial publication. 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 access to specialized platforms and solutions.

Daniel Meier is a financial advisor with Ashton Thomas Private Wealth in Middleton, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Advisornet Financial Partners, Wealth Management International Ltd., and Insight Financial Group, as well as operating his own sole proprietorship. Outside of his advisory work, Meier serves as President of the Board of Directors for the Camp Randall Rowing Club in Madison, WI. 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 consulting, employing a range of investment strategies and operating the Amplify Platform for adviser support and model management.

Scott Knutson is a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and M. S. Howells & Co. Outside of his advisory role, he manages ranch operations through Budger Enterprises, LLC, and Shields Valley Land and Cattle, LLC. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diversified investment approach that includes mutual funds, ETFs, independent managers, and alternative strategies, supported by its Amplify Platform for program manager access and model design.

Steven Spare is a CFA® charterholder with eight years of industry experience. He is currently with Ashton Thomas Private Wealth and previously worked at Affinity Investment Advisors. 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 operating the Amplify Platform for program management and model design.

Daniel Fontenot is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding Series 65 and Series 63 designations and four years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo Bank, N.A. He is currently associated with Ashton Thomas Private Wealth, LLC in a client service capacity. 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, using mutual funds, ETFs, independent managers, sub-advisers, and strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

Lance Knight is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds the Series 66 designation and has worked at Ashton Thomas Private Wealth since 2018, with prior experience at firms including M. S. Howells & Co. Outside of his advisory role, Knight serves as chairman of the board for St. Jude’s Ranch for Children, a nonprofit organization. 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, and family office services, using a range of investment strategies and platforms including mutual funds, ETFs, independent managers, and alternative investments.

Aaron Brodt is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds the Series 63 and Series 65 designations and has 21 years of industry experience. His work history includes roles at Amplify Financial, Amplify Technology, Peachtree Capital Corporation, and GFA Wealth Design. Outside of advising, he is a member and owner of GFA Wealth Design, an insurance sales business. 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 multi-strategy approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, alongside options and selective cryptocurrency exposure, supported by its Amplify Platform.

Tyler Soria is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential. He began his advisory career in 2026 and has prior experience in logistics and fitness industries. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, employing a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Jason Gambaiani is a financial advisor at Ashton Thomas Private Wealth with 10 years of industry experience. He holds a Series 66 credential and previously worked at Voya Financial Advisors for a decade. In addition to his advisory role, he serves as Director of Trading and Investments for Amplify Technology, 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, family office services, and retirement-plan fiduciary consulting, typically utilizing a diversified investment approach across mutual funds, ETFs, independent managers, and alternative strategies.

Brian Jack is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group. Outside of his advisory work, he serves as Managing Director at Pinnacle Peak Client Group and acts as a fixed insurance agent. 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 centered on its Amplify Platform, offering discretionary and non-discretionary portfolio management across a broad range of asset classes and strategies.

Steven Leland is a CFP® and ChFC® with 23 years of experience in financial advising. He currently works at Ashton Thomas Private Wealth and has previously held roles at US Bank, Brightside, Northwestern Mutual, LearnVest, and TIAA-CREF. 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 program management and model design.

John Morzelewski is a financial advisor at Ashton Thomas Private Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M. S. Howells & Co. and Peachtree Capital Corp. Outside of his advisory role, he serves as president of Morzelewski Investments Inc., a non-investment income passthrough entity. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and charitable entities. The firm provides discretionary portfolio management, financial planning, and expanded family office services, utilizing a range of investment strategies and platforms to meet client needs.

Stefan Pereira Faria is a CFP® professional with four years of industry experience, currently affiliated with Ashton Thomas Private Wealth. He previously worked at Wells Fargo Advisors and spent several years at the University of Texas of the Permian Basin. Outside of his advisory role, he holds a 50% ownership in MSP Family1 LLC, a family business involved in an Amazon e-commerce store. Ashton Thomas Private Wealth provides 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 approach, utilizing mutual funds, ETFs, sub-advisers, and alternative strategies, alongside access to third-party managers via its Amplify Platform.

Christopher Quincy is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds a Series 66 credential and previously worked at United Planners Financial Services for 10 years. Outside of his advisory role, he serves as an executor in a fiduciary capacity and owns CAQ Enterprises LLC. Ashton Thomas Private Wealth offers 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 that incorporates discretionary and non-discretionary portfolio management, access to third-party managers, and a range of investment strategies including ETFs, mutual funds, and specialist products.

Katherine Gillette is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. She currently works at Ashton Thomas Private Wealth and has previously held roles at Moneta Group Investment Advisors, IWP Wealth Management, and Wipfli Financial Advisors. 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 approach that incorporates mutual funds, ETFs, independent managers, and alternative strategies, with access to third-party managers via its Amplify Platform.