Ashton Thomas Securities, LLC

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.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Arax Investment Partners, Raymond James & Associates, and Deutsche Bank Securities. He serves as CEO of Arax Investment Partners and holds leadership roles as chairman of multiple affiliated firms’ boards and investment committees. Ariyan also participates in charitable foundation portfolio reviews as a volunteer. Ashton Thomas Securities, LLC 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 a range of mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

Emil Bielecki is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2009. Outside of his advisory role, Emil serves as a Town Clerk in the Town of Vestal. 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, retirement plan consulting, and utilizes a range of investment models and third-party managers tailored to client profiles.

Robert Lee is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2011. Ashton Thomas Securities, LLC 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 a range of investment options and multiple program versions with ongoing account review and rebalancing.

Zbynek Kozelsky is a financial advisor at Ashton Thomas Securities, LLC with 23 years of industry experience. He has held positions at Arax Investment Partners and Deutsche Bank Securities Inc. Kozelsky is the managing member of DN Athletics, LLC, an apparel and retail business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach utilizing mutual funds, ETFs, independent managers, and third-party models.

Jennifer Beals is a financial advisor at Ashton Thomas Securities, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Intrepid Financial Services, LLC. Beals also serves as Director of Operations at Ashton Thomas Private Wealth, LLC. Ashton Thomas Securities, LLC manages approximately $1.72 billion for about 2,600 clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm serves individuals, business entities, trusts, estates, and charitable organizations, utilizing a range of investment options and multiple program versions guided by client profiles.

Tami Lanzisera is a financial advisor at Ashton Thomas Securities, LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Excel Securities & Associates, Inc. since 1996 and Capitas Financial, LLC/Pittsburgh Brokerage Services since 2024. Lanzisera is also involved in insurance activities through an independent representative role. Ashton Thomas Securities, LLC 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 to construct client portfolios.

Josy Reid Espinal is a financial advisor at Ashton Thomas Securities, LLC with one year of industry experience. She holds the Series 66 designation and has prior work experience at Excel Securities & Associates Inc, Fallon Moving & Storage, and Raymour & Flanigan. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options including mutual funds, ETFs, and third-party models.

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.

Lorna Erb is a financial advisor at Ashton Thomas Securities, LLC with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Sephora, and Ulta Beauty. 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.

Aileen De Froda is a financial advisor at Ashton Thomas Securities, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital One Investing LLC. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and third-party models tailored to client profiles.

Peter Sartori is a financial advisor at Ashton Thomas Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Excel Securities & Associates, Inc. since 2014. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers a range of portfolio management services, financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

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.

Terrence Britt is a financial advisor at Ashton Thomas Securities, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Excel Securities & Associates, Inc. since 1991. 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, retirement plan consulting, and sub-account/variable product model services, utilizing a range of investment vehicles and third-party models tailored to client profiles.

David Prull II is a financial advisor with Ashton Thomas Securities, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Ashton Thomas Securities since 2005 and concurrently serves as a Deputy Sheriff Investigator with the Monroe County Sheriff’s Office since 2003. 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, retirement plan consulting, and uses a diverse range of investment options including mutual funds, ETFs, and third-party models.