Ashton Thomas Private Wealth

Daniel Bauers is a financial advisor at Ashton Thomas Private Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Daniel is based in New York, NY. 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, utilizing a range of investment strategies and proprietary platforms.

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.

Arthur Day 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 been with Ashton Thomas since 2025. Prior to this, he co-founded and has managed Day Hagan Asset Management since 2006. Outside of his advisory work, Day serves on the board of the Team Tony Cancer Foundation and the Richard A. Riffel Philanthropic 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 employs a diversified investment approach using mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform to provide back-office support and access to program managers.

April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.

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.

Richard Westhelle is a CFP® professional with 16 years of industry experience. He currently works at Ashton Thomas Private Wealth and previously spent ten years at Goldman Sachs Personal Financial Management. 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 the Amplify Platform for back-office support and program access.

Nicolaus Hansen is a financial advisor at Ashton Thomas Private Wealth with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WealthSource Partners, LLC, Northwestern Mutual, and FedEx Corporation. Outside of financial advising, Hansen owns and operates several businesses, including a mobile golf simulator company and an e-commerce apparel business. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting. The firm utilizes a range of investment strategies and operates the Amplify Platform, providing access to program managers and model design services.

Rebecca Dammann is a CFP® professional with 13 years of experience in financial advising. She is currently with Ashton Thomas Private Wealth and has previously worked at M.S. Howells & CO and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as treasurer and secretary for the Flanders Creek Homeowners Association in Bozeman, MT. 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, utilizing a range of investment strategies and offering access to the Amplify Platform for program management and model design.

Donald Hagan is a CFA® charterholder with 20 years of industry experience. He is currently with Ashton Thomas Private Wealth and has been managing member of Day Hagan Asset Management since 2006. Outside of investment management, he is a passive investor in a clothing line called Saaka. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a range of investment strategies and provides access to program managers and model design 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.

Gaylord Lyman is a CFA® charterholder with 17 years of industry experience. He has worked at Ashton Thomas Private Wealth since 2023, following six years at Affinity Investment Advisors and five years at Kohala Capital Partners. Outside of his advisory role, he serves as an independent trustee for a family of mutual funds and provides strategic advisory services to a creative media agency. 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 model design and program manager access.

Theodore Mcdonagh is a financial advisor with Ashton Thomas Private Wealth in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates and Deutsche Bank Securities Inc. He serves on the Board of Trustees at Seton Hall Prep. 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 platforms.

Jody Swapp is a financial advisor at Ashton Thomas Securities, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of finance, he is co-owner and vice president of Hawk Mountain Drywall Inc., a drywall company based in Durango, Colorado. Ashton Thomas Securities serves individuals, business entities, 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 mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

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.