Rochester, NY Meridian Centre Blvd Office

Justin Cuvelier is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Excel Securities & Associates Inc since 2013. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options and ongoing account reviews.

Tami Lanzisera is a financial advisor at Ashton Thomas Securities, LLC with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Ashton Thomas Securities since 1996. In addition to her advisory role, she has been associated with The Daily Record Newspaper since 1995. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices and provides a variety of program structures including wrap and non-wrap offerings, model portfolios, and managed ETF options.

Josy Reid Espinal is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 credential and two years of industry experience. Prior to joining Ashton Thomas in 2022, she worked at Fallon Moving & Storage and Raymour & Flanigan. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers various investment management programs and retirement plan consulting through a team of 18 advisors across six offices.

Christine Lanzisera is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. She has been affiliated with Excel Securities & Associates, Inc since 1996. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options and multiple program platforms.

Joseph Lanzisera is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 65 designation and bringing 43 years of industry experience. He has worked at Excel Securities & Associates, Inc. since 1985. Ashton Thomas Securities serves individuals, businesses, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, and third-party models.