Maria Ursu Roman is a CFP® credentialed financial advisor with seven years of industry experience. She has been with IHT Wealth Management LLC since 2019 and previously worked at LPL Financial, Symphony Financial, and Prospect Equities. Outside of her advisory role, she provides administrative support to IHT Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach includes proprietary model portfolios, third-party managers, and a combination of fundamental value screening and quantitative optimization.

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.

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.

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.

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.

Emil Mokhtarian is a CFP® with 28 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and outsourced CIO services. The firm delivers advice through a network of investment adviser representatives using proprietary model portfolios and third-party managers, combining fundamental value screening, quantitative optimization, and periodic rebalancing.

Peter Hass is a Certified Financial Planner® with 39 years of industry experience. He is currently with IHT Wealth Management LLC, where he has worked since 2020. His prior experience includes roles at Sheridan Road Advisors, LPL Financial, and Independent Financial Partners. 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 using ETFs, mutual funds, third-party managers, fixed income, and option strategies, and offers a range of fiduciary and consulting services through a network of approximately 153 advisors.

Nikki Walton is a financial advisor at IHT Wealth Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at LPL Financial LLC, Plexus Financial Services, LLC, and StanCorp entities. Outside of advisory services, she is involved in mortgage and real estate services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm uses proprietary model portfolios combined with quantitative and fundamental analysis to tailor investment strategies aligned with clients’ objectives and risk profiles.

Dario Kerkez is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining IHT Wealth Management in 2018, he worked at firms including LPL Financial, Private Advisor Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is involved in soliciting health insurance and Medicare supplement plans. 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, supported by discretionary asset management and financial planning services.

Nicole Meihofer is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently with IHT Wealth Management LLC and has previously worked at Aurelien Capital Partners LLC, Annie & Oliver, LLC, Fort Point Capital Partners LLC, and Merrill. Meihofer is also licensed as an insurance agent. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a proprietary investment process combining fundamental value screening, quantitative optimization, and periodic rebalancing, and offers tailored portfolios through a network of investment adviser representatives.

Steven Dudash is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial and Lpl Insurance Associates since 2014. Outside of his advisory role, Dudash serves as CEO and Principal of Riverwalk Capital Partners LLC. 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, and ERISA fiduciary services through a large network of advisors.

Alexander Blashewski is a financial advisor at IHT Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and IHT Wealth Management since 2012. In addition to his advisory role, he provides tax preparation and accounting services through related 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, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Peter Arboleda is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Lpl Insurance Associates, LPL Financial, and IHT Wealth Management since 2014. Outside of his advisory role, he provides business strategy support for a family-operated flower shop. 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 diversified investment approach that combines fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Susan Garbarino is a Certified Financial Planner® with 23 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC in Chicago. Her prior roles include positions at LPL Financial, Independent Financial Partners, and multiple entities related to Mueller Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients with discretionary asset management, financial planning, and ERISA plan consulting services. The firm’s investment process utilizes proprietary model portfolios, third-party managers, and discretionary OCIO mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.

Ryan Wittig is a financial advisor at IHT Wealth Management LLC with 26 years of industry experience. He holds a 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 consulting through a network of approximately 153 advisors.

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.

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.