Jonathan Smith is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. He currently works at Ashton Thomas Securities, LLC and Ashton Thomas Private Wealth, LLC, having joined both firms in 2025. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Merrill. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across multiple office locations, offering a range of investment management and financial planning services with various program structures and third-party sub-advisers.

Gregory Weiss is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and over 24 years of industry experience. He previously worked at Wells Fargo Clearing, Lehman Brothers Inc., and AllianceBernstein L.P. Outside of advising, he owns a vineyard through Alan Astor LLC. Ashton Thomas Securities is a multi-office registered investment adviser and broker-dealer managing approximately $1.86 billion for a diverse client base, offering a range of investment management and financial planning services alongside retirement plan consulting.

Mark Cavalier is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC for a combined total of 19 years. Outside of financial advising, he is involved with Cavalier Equestrians LLC, a business focused on acquiring, training, showing, and selling performance horses. Ashton Thomas Securities is a registered investment adviser and broker-dealer offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages about $1.86 billion for over 2,200 clients through a team of 18 advisors operating across six offices, providing multiple program structures and retirement plan ERISA fiduciary services.