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Mary M
Series 63, Series 66
Chicago, IL
IHT Wealth Management LLC
Mary Mulcrone is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at IHT Wealth Management and LPL Financial since 2021 and previously spent 12 years with Cetera Financial Specialists LLC. Mulcrone is also a commissioned notary public in the state of Illinois. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios, and offers discretionary asset management alongside financial planning and ERISA consulting services through a network of approximately 153 advisors.
John K
Series 63, Series 65
Oakbrook Terrace, IL
IHT Wealth Management LLC
John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.
Gregory E
Series 63, Series 66
Freeport, IL
IHT Wealth Management LLC
Gregory Eicher is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2017 and was previously with J.P. Morgan Securities from 2013 to 2017. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services including discretionary asset management, financial planning, and ERISA plan consulting through a network of approximately 153 advisors.
Ryan W
Series 63, Series 65
El Dorado, KS
IHT Wealth Management LLC
Ryan Weyrauch is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and LPL Financial. Outside of his advisory role, he is involved with Briny Deep Diving, LLC, where he serves as a dive master providing scuba instruction. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.
Randall C
Series 63, Series 65
Chicago, IL
IHT Wealth Management LLC
Randall Cohen is a financial advisor with IHT Wealth Management LLC in Skokie, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America, Merrill, and LPL Financial. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA plan consulting through a network of approximately 153 advisors.
Brian E
Series 66
Chicago, IL
IHT Wealth Management LLC
Brian Erickson is a financial advisor at IHT Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked at IHT Wealth Management and LPL Financial, among other roles. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients through discretionary asset management, financial planning, and consulting services. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers proprietary wrap-fee programs through a network of approximately 153 advisors.
Chad S
CFP®, Series 66
Chandler, AZ
IHT Wealth Management LLC
Chad Sewell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. Prior to joining IHT, he worked at Fidelity Brokerage Services LLC from 2012 to 2018. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and a range of investment strategies supported by a network of approximately 153 advisors.
Michael S
Series 66
Chicago, IL
IHT Wealth Management LLC
Michael Sullivan is a financial advisor with LPL Financial in Deer Park, IL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Vestwell Advisors LLC, Raymond James Financial Services, USI Advisors, and OneAmerica, among others. He also provides investment advisory services through his independent firm, IHT Wealth Management, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and wealth management solutions.
Michael O
Series 63, Series 65
Overland Park, KS
IHT Wealth Management LLC
Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.
Jake B
Series 66
Chicago, IL
IHT Wealth Management LLC
Jake Burke is a financial advisor at IHT Wealth Management LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.
Alona A
CFP®, Series 63, Series 65
Chicago, IL
IHT Wealth Management LLC
Alona Anspach is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial in Northbrook, IL. She has held roles at IHT Wealth Management, Sheridan Road Advisors, and Independent Financial Partners. Anspach serves as a trustee on the board of the Jewish Women’s Foundation. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory capabilities with non-advisory product offerings.
Shireen D
CFP®, Series 66
Chicago, IL
IHT Wealth Management LLC
Shireen Daniels is a CFP® professional with 14 years of experience in the financial industry. She is currently with IHT Wealth Management LLC, where she has worked since 2018, and previously was associated with The Lighthouse Institute Inc. and LPL Financial. Outside of advisory services, she owns Lighthouse College Planning, a college planning specialist business. IHT Wealth Management serves a diverse client base including individuals, pension 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, and offers discretionary asset management, financial planning, and comprehensive ERISA fiduciary services through a network of over 150 advisors.
Perry N
Series 66
Lutz, FL
IHT Wealth Management LLC
Perry Nafziger is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes tenures at LPL Financial and Independent Financial Partners before joining IHT Wealth Management in 2018. In addition to his advisory role, he provides tax preparation and accounting services through Perry FG Tax and sells insurance products via Equity Wealth Management. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of over 150 advisors.
Jeffrey K
Series 66
Oakbrook Terrace, IL
IHT Wealth Management LLC
Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.
Michael G
Series 63, Series 65
Chicago, IL
IHT Wealth Management LLC
Michael Glavin is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s investment process combines fundamental value screening, quantitative optimization, and periodic rebalancing, employing proprietary model portfolios and discretionary OCIO mandates.
Thomas B
Series 66
Chicago, IL
IHT Wealth Management LLC
Thomas Brdecka is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015 and is also involved with Producer's Resource Inc., a business related to tax and investment services. In addition to his advisory work, he provides tax preparation and accounting services as a CPA. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.
John S
Series 66
Land O Lakes, FL
IHT Wealth Management LLC
John Sullivan IV is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with IHT Wealth Management since 2018 and previously with Independent Financial Partners and LPL Financial. Sullivan also sells non-variable insurance through various carriers. 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 offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.
Jacob C
Series 66
Overland Park, KS
IHT Wealth Management LLC
Jacob Cummings is a financial advisor at IHT Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at IHT Wealth Management since 2017. Prior to this, he was associated with NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, while also offering ERISA fiduciary services and integrated custodial solutions.
Kendrick W
Series 63, Series 65
Prescott, AZ
IHT Wealth Management LLC
Kendrick Webb is a financial advisor at Roxie Webb Securities Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roxie Webb Securities Management since 2010. Kendrick also worked at IHT Wealth Management starting in 2026. Roxie Webb Securities Management is a small firm with two advisors, providing supported investment services.
Elliott V
CFP®, Series 66
Chicago, IL
IHT Wealth Management LLC
Elliott Vaughn is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with IHT Wealth Management LLC and has previously been associated with Prairie Sky Financial Group, LLC and LPL Financial, LLC. Vaughn operates Prairie Sky Financial Group, an independent investment advisor firm through which he provides advisory services. IHT Wealth Management serves individual, corporate, and institutional clients, including retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm’s investment process integrates fundamental value analysis with quantitative methods and uses proprietary models and third-party managers tailored to client objectives.
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