Christopher Gongola is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at LPL Financial and Wunderlich Securities. Gongola is also involved with investment-related activities at United Healthcare and Blue Cross Blue Shield of Illinois. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combined investment process of fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models and discretionary mandates tailored to client objectives.

Edwin Gill is a financial advisor at IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation. He has experience with LPL Financial, Raymond James Financial Services Advisors, Inc., and Raymond James Financial. Outside of finance, he operated Lee Fisher International DBA Tarpon Fishing Outfitters for several years. 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, offering diversified model portfolios and algorithmic investment options through a network of approximately 153 advisors.

Ryan Peeler is a financial advisor at IHT Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and has worked at IHT Wealth Management, LPL Financial, Royal Alliance, Midflorida Credit Union, and Boing Jump Center. He also manages Peeler Financial, a separate business entity for 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 to manage diversified portfolios across various asset classes and offers discretionary asset management, financial planning, ERISA consulting, and a proprietary wrap-fee program through a network of approximately 153 advisers.

Alex Helms is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC, J.P. Morgan Securities, LLC, and Fidelity Investments. IHT Wealth Management serves high-net-worth individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a structured investment process combining fundamental and quantitative analysis, and offers access to third-party managers and proprietary model portfolios.

Yussef Gheriani is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IHT Wealth Management since 2016 and previously spent three years at LPL Financial. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm delivers customized advice through a network of advisers using a combination of proprietary models, third-party managers, and various investment strategies.

Debra Schulz is a financial advisor at IHT Wealth Management LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Independent Financial Partners, and 1ST Global Insurance Services. Schulz also provides administrative support to IHT Wealth Management and is involved with Mueller Wealth, a business related to her LPL affiliation. 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 services such as discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Jim Koliatsis is a CFP® with 27 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. In addition to his advisory roles, he manages an accounting practice specializing in tax preparation and CPA services. 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 construct diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of over 150 investment adviser representatives.

Giuseppe Savino is a financial advisor at IHT Wealth Management LLC with five years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial, Bank of America, Merrill Lynch, and UBS Financial Services. IHT Wealth Management serves individual and institutional clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blend of fundamental and quantitative investment strategies, utilizing diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies.

Cain Kobert is a CFP® with 29 years of industry experience, currently serving as an investment advisor at IHT Wealth Management LLC since 2019. His prior roles include positions at Independent Financial Partners and Western Wealth Management, with a longstanding affiliation with LPL Financial dating back to 2006. Outside of financial advising, he owns and operates a bucking bull business involved in agricultural and event activities. 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 services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to client objectives.

Caleb Cetina is a financial advisor at IHT Wealth Management LLC based in Tampa, FL. He holds Series 63 and Series 65 credentials and has recently entered the industry, beginning his career in 2025. Prior to joining IHT Wealth Management, he worked at LPL Financial and has experience in various roles outside finance including education and retail. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities. The firm provides discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, using a combination of proprietary model portfolios, third-party managers, and systematic investment strategies.

Colin Cheaney is a CFA® charterholder with over five years of industry experience. He currently works at IHT Wealth Management LLC and previously held roles at Marquette Associates and Illinois Wesleyan University. 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 blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, supported by various operational features including an affiliated broker-dealer and venture/private equity activities.

David Stone is a financial advisor at IHT Wealth Management LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. He has been with IHT Wealth Management and affiliated with LPL Financial since 2017. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Philip Sherman is a CFP® with 11 years of industry experience and is currently an advisor at IHT Wealth Management LLC. He previously worked at Deschutes Investment Consulting, LLC, and held roles at multiple firms including Carson Wealth, Cetera Advisor Networks, and LPL Financial. Sherman is based in Beaverton, OR. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, OCIO arrangements, and access to third-party managers. The firm’s investment process integrates fundamental value screening, quantitative optimization, and periodic rebalancing, employing various strategies tailored to client objectives through a network of investment adviser representatives.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Christian Harris is a CFP® with five years of industry experience currently advising at IHT Wealth Management LLC. His prior roles include positions at Heritage Family Offices, LLP, Heritage Wealth Management, LLC, Merrill, and Young Life. Harris has also worked at Arizona State University and in digital marketing with ZOG Digital. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios and third-party managers, combining fundamental value screening and quantitative optimization tailored to clients’ objectives and risk tolerances.

Kurt Yndestad is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities Inc. Yndestad has been with IHT Wealth Management and LPL Financial since 2019. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, incorporating proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

Mike Spencer is a financial advisor with IHT Wealth Management LLC in El Dorado, Kansas. He holds a Series 63 designation and has 34 years of industry experience. His prior work includes roles at nVision Wealth Group, LLC and LPL Financial, LLC. 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 model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Felipe Medina is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with IHT Wealth Management LLC since 2018 and previously worked at Fidelity Brokerage Services LLC for five years. Medina is based in Phoenix, AZ. IHT Wealth Management serves individuals, including high-net-worth clients, as well as 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.

Lauren Housel is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2019 before joining IHT Wealth Management and LPL Financial in 2019. 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 across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Rob Bacharach is a CFP® with nine years of industry experience, currently serving as an advisor at IHT Wealth Management LLC in Cornelius, NC. His prior roles include positions at Prudential Insurance Company of America and LPL Financial. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach utilizes proprietary models, third-party managers, and discretionary mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.