Scottsdale, AZ East Raintree Drive Office

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 with Ashton Thomas Private Wealth in Scottsdale, AZ, holding the ChFC® designation and Series 65 license, with 10 years of industry experience. He previously worked at Wellspring Financial Partners for seven years before joining Ashton Thomas in 2022. Outside of advising, he is involved in tax preparation and operates an online clothing retail business. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and expanded family office services, using a range of investment strategies and offering back-office support through its 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 with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 65 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management. He serves as treasurer of the Rockwell Owners Association, a homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a platform model incorporating discretionary and non-discretionary portfolio management, access to third-party managers through its Amplify Platform, and a range of investment strategies across mutual funds, ETFs, sub-advisers, and specialist products.

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® with 23 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. His prior experience includes roles at LPL Financial, Cetera Investment Services, and First Interstate Bank. He is also involved in fiduciary activities through the Porter Family Irrevocable Trust. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and charitable entities, offering discretionary portfolio management, financial planning, and family office services. The firm utilizes a diverse investment approach incorporating mutual funds, ETFs, alternative investments, and options strategies, supported by its Amplify Platform for program management and model design.

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 with six years of industry experience, currently serving as a wealth advisor at Ashton Thomas Private Wealth. His career includes roles at The Vanguard Group and M. S. Howells & Co, among others. In addition to his advisory work, he is active as a real estate agent with Homestart (Helios Realty Team) in Scottsdale, Arizona. Ashton Thomas Private Wealth offers 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 platform approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies such as options and selective cryptocurrency exposure.