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.

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.

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.

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.

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.

Stewart Preziose is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management, LLC. He serves as treasurer for the Rockwell Owners Association. 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 and allocates client assets across mutual funds, ETFs, independent managers, and various alternative strategies, including cryptocurrency exposure through specialist managers.

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.

Shawn Porter is a CFP® professional with 23 years of industry experience, currently affiliated with Ashton Thomas Private Wealth in Scottsdale, AZ. His prior work history includes roles at LPL Financial and First Interstate Bank. Porter also serves in a fiduciary capacity for the Porter Family Irrevocable Trust. 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 diverse investment approach that includes mutual funds, ETFs, independent managers, sub-advisers, and strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

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.

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 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 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.

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 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 De La Vara is a CFA charterholder and financial advisor with six years of industry experience. He is currently with Ashton Thomas Private Wealth and has previously worked at The Vanguard Group and M. S. Howells & Co. Outside of advisory work, he is also active as a real estate agent with Homestart (Helios Realty Team) in Scottsdale, AZ. 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 diversified investment approach using mutual funds, ETFs, independent managers, and various strategies, supported by its Amplify Platform and affiliated boutique advisers.

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 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.

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 Murphy is a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Ashton Thomas, he worked at Schwab Wealth Advisory and Charles Schwab. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, businesses, trusts, family offices, retirement plans, and institutional accounts, employing a platform model that includes discretionary and non-discretionary portfolio management and access to third-party managers through its Amplify Platform.

Teresa Flores is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, Ameriprise, and Robert Baird & Co. Outside of her advisory work, she is involved with an Amazon Locker facility in Scottsdale, AZ. 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 incorporates third-party managers, mutual funds, ETFs, and alternative strategies such as options and structured products.

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.

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.

Michael Porter is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ashton Thomas since 2021 and previously held positions with Wells Fargo Clearing and Wells Fargo Investments. Outside of advising, he is a 75% owner of Rivers Edge RV and Cabins Resort 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, employing a platform model that includes discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Nicolas De La Fuente is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential and one year of industry experience. Prior to joining Ashton Thomas, he worked at Morgan Stanley for four years and held positions at ADP and ABC Nissan. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts, utilizing a platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Edward Hable is a financial advisor at Ashton Thomas Private Wealth with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triumph Capital Management, Equity Advisor Solutions, and now Ashton Thomas Private Wealth since 2025. Ashton Thomas Private Wealth provides advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies through its Amplify Platform.

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.

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.

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.

Scott Knutson 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 worked previously at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of his advisory role, Knutson manages ranch and land-related business activities through ownership and management roles in Montana-based enterprises. 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 multi-manager approach with discretionary and non-discretionary portfolio management, incorporating mutual funds, ETFs, independent managers, and alternative strategies through its Amplify Platform.

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.

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.