Debra Nadeau is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at LPL Financial, Private Advisor Group, Mass Mutual Investors Services, and MSI Financial Services. She is also involved with ChenoaZuri, Corp, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Karim Poonawala is a CFP® professional with 38 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2018. His prior experience includes roles at Independent Financial Partners and LPL Financial, where he has been active since 2014. Outside of his advisory work, he is involved in a family-owned gas station 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, and it offers a range of services including discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a broad network of advisors.

Brian Falls is a financial advisor with IHT Wealth Management LLC in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Merrill, and Bank of America. 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 approximately 153 advisors.

Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Valic Financial Advisors for seven years before joining IHT Wealth Management and LPL Financial in 2022. Outside of his advisory roles, he operates Ryan DeWitt Financial, LLC, a business entity established for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates tailored to client objectives and risk tolerances.

Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. 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 employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Randall Powell is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2019, and previously at Waterfront Wealth, Inc. and Wells Fargo Advisors. Powell volunteers with Modern Day Missions, contributing approximately eight hours per month. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a combination of fundamental value screening and quantitative optimization in its investment process and operates through a network of advisers tailoring portfolios to client objectives.

Nora Dudash is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. She holds the Series 66 designation and 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 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.

Scott Staley is a financial advisor with IHT Wealth Management LLC in Queen Creek, AZ, holding a Series 66 designation and 23 years of industry experience. His prior work history includes roles at Merrill, Banc of America Investment Services, and LaSalle Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing, delivering advice through a network of investment advisers who customize portfolios to client objectives and tax circumstances.

Michael Jensen is a financial advisor at IHT Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Jensen is also an agent for The Guardian Network®, selling Guardian Disability insurance. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm delivers tailored advice through a network of advisors using proprietary model portfolios and third-party managers, employing strategies such as fundamental value screening, quantitative optimization, and periodic rebalancing.

Timothy Pitera is a financial advisor at IHT Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Investments. He provides investment advisory services exclusively through IHT Wealth Management. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes a combination of proprietary model portfolios, third-party managers, and quantitative methods tailored to clients’ objectives and risk tolerances.

Edilberto Ortiz is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 15 years and was a partner at E.C. Ortiz & Co. LLP, where he provided accounting and auditing services. Ortiz continues to maintain a role at E.C. Ortiz & Co. LLP as a CPA and tax preparer. IHT Wealth Management serves individuals, corporations, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s approach combines fundamental value screening with quantitative optimization and employs strategies such as tax-lot harvesting and covered-call options.

Brian Gaffney is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IHT Wealth Management since 2020 and has been associated with LPL Financial since 2012. 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 that include ETFs, mutual funds, third-party managers, fixed income, and option strategies, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Paul Ward is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously was with NVISION Wealth Group and LPL Financial. Outside of his advisory role, he is a managing partner of Friends and Family Homes, a mortgage and real estate services business. 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 advisor-enhanced algorithmic investment options through a network of approximately 153 advisors.

Orlando Ochoa is a financial advisor with IHT Wealth Management LLC in Chicago, holding a Series 66 license and 24 years of industry experience. His prior work includes roles at Merrill, Banc of America Investment Services, and LaSalle Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment process and integrates broker-dealer activities alongside advisory services.

James Sexton is a financial advisor with LPL Financial in El Dorado, Kansas, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2010 and previously was with nVision Wealth Group, LLC. Sexton also operates IHT Wealth Management LLC, an independent registered investment advisory firm. 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 advisory delivery options supported by in-house research and combines large-scale advisory capabilities with non-advisory product offerings.

Donna Curtis is a Series 65-licensed financial advisor with 13 years of industry experience. She currently works at IHT Wealth Management LLC and previously spent 13 years at Roxie Webb Securities Management. 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 customizes portfolios through a network of advisers using proprietary models and combines fundamental value screening with quantitative optimization and periodic rebalancing.

Keith Hamann is a financial advisor with IHT Wealth Management LLC in Deer Park, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at PLEXUS Financial Solutions since 2014 and joined both IHT Wealth Management and LPL Financial in 2025. 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 consulting through a network of approximately 153 advisors.

Lance Gorsuch 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. His career includes roles at LPL Financial and Waddell & Reed Inc., as well as work with various insurance carriers. 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 to manage diversified portfolios incorporating ETFs, mutual funds, fixed income, and option strategies, supported by a network of approximately 153 investment adviser representatives.

Joseph Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC, where he has worked since 2021. His prior experience includes roles at Laidlaw & Company, Laidlaw Wealth Management, and HSBC Bank USA. Outside of his advisory work, he is involved with Stonebriar Investments, LLC, an advisory business for which he holds life and health insurance licenses. 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 advisor-enhanced algorithmic investment options, supported by a network of approximately 153 investment adviser representatives.

Jarrod Rutledge is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. He previously worked at Independent Financial Partners and has been associated with LPL Financial since 2010. Rutledge markets fixed insurance products through his DBA, Provident Wealth Management Group. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios, third-party managers, and option strategies, supported by a network of approximately 153 advisors operating under various trade names.