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Colton L

CFP®, Series 66

Osprey, FL

Ascentis Independent Advisors, LLC

Colton Lightner is a CFP® with six years of industry experience currently with Ascentis Independent Advisors, LLC. He has worked at Golden State Equity Partners and Topwater Capital LLC since 2025 and previously held roles at Four Pillars Financial Planning Group and Raymond James Financial Services Advisors, Inc. Lightner also serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach utilizing discretionary management, third-party managers, and a Private Direct Investments program that includes allocations to illiquid private funds.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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