Nicole Printz

Chad Tepe is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with LPL Financial and Independent Financial Partners. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes model portfolios, sub-advisors, and technology platforms to provide asset management and financial planning services through a network of over 200 advisory representatives.

Preston Klick is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, and WCG Wealth Advisors. Outside of advisory work, Klick is a Notary Public. IHT Wealth Management serves a diverse client base including individuals, pension plans, and charitable organizations, offering services such as discretionary asset management and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified portfolios, alongside proprietary programs and algorithmic options through LPL’s Guided Wealth Portfolios.

Aaron Windhorst is a financial advisor at IHT Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, V Wealth Management, and Stewart Advisory Services. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and provides advisor-enhanced algorithmic investment options.

Christopher Klick is a financial advisor at IHT Wealth Management LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including V Wealth Management, LLC and LPL Financial. Klick also provides investment advisory services through WCG Wealth Advisors, LLC, an independent firm. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of 153 advisors.

Clinton Sandmann is a CFP® professional with 18 years of industry experience, currently serving at IHT Wealth Management LLC. He has previously worked with WCG Wealth Advisors, LLC, V Wealth Management, LLC, and Stewart Advisory Services, LLC. Sandmann is also involved in managing an insurance and annuity company and owns KlickSand, LLC for accounting purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools across diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Gail Urban is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2019. She previously worked at Edward Jones for 10 years. Outside of advisory work, Urban is active in her community, serving on several nonprofit boards including the Greater Manhattan Community Foundation and Big Brothers/Big Sisters Community Leadership Council. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with a range of investment options.