Corianne Leyton is a financial advisor with IHT Wealth Management LLC in Costa Mesa, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at Riverwalk Capital Partners, IHT Securities, LLC, IHT Wealth Management LLC, and LPL Financial. 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 employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, alongside affiliated broker-dealer services and comprehensive fiduciary solutions.

Jeannine Edmonds is a CFP® professional with 21 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2017. She has also held roles at NVISION WEALTH GROUP, LLC and LPL Financial, LLC. Edmonds operates a separate wealth management business in Overland Park, KS. 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 blended investment approach combining fundamental stock selection with quantitative tools, utilizing diversified model portfolios alongside fixed-income and option strategies.

Daniel Riesmeyer is a CFP® professional with 13 years of industry experience, currently serving at IHT Wealth Management LLC since 2017. He also has a background with LPL Financial dating back to 2012. 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, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Theodore Jones is a CFP® credentialed financial advisor with 40 years of industry experience. He is affiliated with IHT Wealth Management LLC and has held roles at Fieldstone Forty LLC, United Planners' Financial Services, and Ringenberg Financial Group. Outside of his advisory work, he is involved as a shareholder in the Chequamegon Bay Golf Club and is a member of Delta Diner LLC. IHT Wealth Management serves individual, corporate, and institutional clients with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach incorporates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.

Ian Crowley is a financial advisor at IHT Wealth Management LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and PKF Mueller. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, with access to proprietary model portfolios, third-party managers, and discretionary mandates.

Suzana Bogoevska is a financial advisor with IHT Wealth Management LLC, holding CFP® and CFA® designations and bringing 16 years of industry experience. She worked previously at Portfolio Solutions, LLC before joining IHT Wealth Management in 2021. Outside of her advisory role, she is involved with Venice Wealth Partners LLC, which operates in advisory and insurance business activities. 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 combined with quantitative tools and diversified model portfolios, and it offers a range of fiduciary and consulting services through a network of over 150 advisors.

Bryan Hays is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals—including high-net-worth clients—corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Aaron Windhorst is a financial advisor at IHT Wealth Management LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including WCG Wealth Advisors, LPL Financial, and Stewart Advisory Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm uses a mix of proprietary model portfolios, third-party managers, and discretionary OCIO mandates, combining value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Daniel Nessim is a financial advisor at IHT Wealth Management LLC with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Advisor Group, LPL Financial, and Ameritas Life Insurance Corp of New York. Nessim also has a background with A & C Management Group, where he was involved for over a decade. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach, managing approximately $9.8 billion in assets through a large network of advisors.

David Hooks is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at Cetera Advisor Networks, Summit Financial Group, 1st Global Capital Corp., and Folino Tax & Financial Network. He owns Hooks Wealth & Tax Solutions, a tax preparation and accounting business based in Camarillo, CA. 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 variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Christopher Handlee is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with LPL Financial since 2008. Handlee is involved with Keystone Financial Strategies Group, where he dedicates part of his time to non-variable insurance activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and other portfolio management techniques.

Erica Tipton is a financial advisor at IHT Wealth Management LLC with a Series 66 designation. She has experience working at LPL Financial, W Investments, and INTRUST Bank, N.A., and she provides administrative support to IHT Wealth Management. Prior to her financial services roles, she worked in education and retail, including positions at Wichita State University and Red Robin Restaurant Company. 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 and optimization tools, offering diversified model portfolios and an advisor-enhanced algorithmic investment option, supported by a network of approximately 153 investment adviser representatives.

Randall Johnson is a financial advisor at IHT Wealth Management LLC in Fort Collins, CO, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining IHT Wealth Management in 2021. 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 in diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Christopher Davidson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with LPL Financial and has previously worked at Ameriprise Financial Services, Inc., Flaharty Asset Management, LLC, and currently leads IHT Wealth Management LLC. Davidson also manages several business entities for tax and investment purposes. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Hilding is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at DWS Distributors, Inc., BlackRock Investments, LLC, and DWS Scudder Distributors. Outside of his advisory role, he is the owner of Hilding Brothers LLC, an entity established to hold an investment in a real estate fund. 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 within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 investment adviser representatives.

Keith Svendby Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial since 2011 and has been associated with IHT Wealth Management LLC since 2019. His career also includes eight years at Independent Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Maria Ursu Roman is a CFP®-certified financial advisor with six years of industry experience. She is currently affiliated with IHT Wealth Management LLC and LPL Financial, with prior roles at Symphony Financial and Prospect Equities. Roman also has experience teaching at Wilbur Wright College. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment processes tailored to clients’ objectives and risk tolerances.

Denzil Dias is a financial advisor at IHT Wealth Management LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach and manages approximately $9.8 billion in assets through a network of about 159 advisors.

Gregory Tong is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2007 and joined IHT Wealth Management in 2017. Tong is based in Chicago, IL. 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, diversified model portfolios, and option strategies, while offering discretionary asset management and ERISA fiduciary services through a network of approximately 153 advisors.

Veronica Smith is a CFP® with seven years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC and LPL Financial since 2021. Her prior roles include positions at Naviture, Principal Life Insurance Company, and Principal Securities. Before transitioning into finance, she worked in the education sector with the Perry and Urbandale Community School Districts. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.