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.

Michael Masalehdani is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 registrations and 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, as well as a brief tenure at Merrill. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm utilizes a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to clients’ objectives, risk tolerances, and tax circumstances.

Ryan Hook is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services Inc. Outside of his advisory role, Hook is involved in seasonal fireworks sales through Kovac's Fireworks. 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 across diversified portfolios and offers a range of advisory and fiduciary services through a network of over 150 advisors.

Ryan Mccain is a CFP® professional with 25 years of industry experience, currently serving at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. Outside of his advisory roles, he manages a tax preparation and accounting business. 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, and ERISA fiduciary services through a network of over 150 investment advisor representatives.

David Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2022. His prior experience includes roles at JPMorgan Chase Bank NA and JPMORGAN Securities LLC from 2012 to 2019, as well as a period of self-employment from 2019 to 2022. 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 to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Christopher Klick is a financial advisor at IHT Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including WCG Wealth Advisors, V Wealth Management, and LPL Financial. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening with quantitative optimization and other strategies to tailor portfolios to client objectives through a network of investment adviser representatives.

Eric Hoffman is a Series 66-licensed advisor at IHT Wealth Management LLC with eight years of industry experience. He has worked at several financial institutions, including Morgan Stanley Private Bank and Morgan Stanley, where he was employed for a total of eight and five years respectively. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to client needs through proprietary models, third-party managers, and discretionary OCIO mandates.

Cathleen Stevens is a CFP® with over 33 years of industry experience. She has worked at IHT Wealth Management LLC since 2019 and has been associated with LPL Financial since 2011. Stevens is also involved in non-variable insurance sales, including disability, life, and long-term care insurance. 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 uses a combination of fundamental value screening, quantitative optimization, and tailored portfolio strategies to meet clients’ investment objectives.

Torrey Harris is a financial advisor with IHT Wealth Management LLC based in Tampa, FL. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at LPL Financial LLC, Raymond James Financial Services, Inc., and The Patten Group, Inc. Harris also worked at VXI Global Solutions and the University of Tennessee at Chattanooga. IHT Wealth Management serves a range of clients including individuals, corporations, institutions, 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.

Kira Aduddell is a financial advisor at IHT Wealth Management LLC with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. for a combined total of 18 years before joining IHT Wealth Management in 2022. IHT Wealth Management serves individual, corporate, and institutional clients with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to clients' objectives and risk tolerances.

Brittany Shiflett is a Series 66 licensed financial advisor with IHT Wealth Management LLC, holding two years of industry experience. Prior to joining IHT, she worked at LPL Financial and has held roles in various sectors including healthcare and retail. Outside of financial advising, she works as a wedding coordinator on a part-time basis. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and tailored portfolio management through both proprietary models and third-party managers.

Adrien Brand is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining IHT Wealth Management and LPL Financial in 2022, he worked at Edward Jones from 2018 to 2022. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to clients’ objectives and risk tolerances.

David Wernli is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at nVision Wealth Group and LPL Financial. Outside of advisory work, he is a partner in WOW Human Resource Management LLC, a business unrelated to investment advisory services. 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, and ERISA fiduciary services through a network of approximately 153 advisors.

Anton Antoniadis is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, Antoniadis Financial, and Quality Counts LLC. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA fiduciary consulting through a network of approximately 153 advisors.

Matthew Zivick is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2014. 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, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Paul Etra is a financial advisor with IHT Wealth Management LLC, holding a Series 63 credential and bringing 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held positions at Private Advisor Group, LLC, LPL Financial, LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening and quantitative optimization in its investment approach and delivers advice through a network of investment adviser representatives using proprietary models and third-party managers.

Emil Mokhtarian is a CFP® with 28 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2017. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. based in Chicago, IL. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services through a network of investment adviser representatives utilizing a disciplined investment process that incorporates fundamental value screening, quantitative optimization, and tactical strategies.

David Dewitt is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. He holds a Series 65 designation and has previously worked at Valic Financial Advisors for 17 years before joining IHT Wealth Management and LPL Financial in 2019. Dewitt operates an independent advisory business, David G. DeWitt Financial LLC, focused on tax and investment purposes. 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 advisors.

Kristin Johnson is a financial advisor at IHT Wealth Management LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at IHT Wealth Management since 2019, previously serving at Independent Financial Partners and LPL Financial. IHT Wealth Management serves a range of clients including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Ian Baker is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 credential and 26 years of industry experience. He has worked at IHT Wealth Management since 2020 and has prior experience with Private Advisor Group, LLC, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment process integrates fundamental value screening, quantitative optimization, and periodic rebalancing, delivering tailored portfolios through a network of investment adviser representatives.