IHT Wealth Management LLC

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with 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 with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Lindsey Michel is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Independent Financial Partners, and Western Wealth Management. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative investment approaches.

Catarina Edwards is a financial advisor at IHT Wealth Management LLC in Iowa City, IA, holding a Series 66 designation with 11 years of industry experience. She has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s approach combines fundamental value screening, quantitative optimization, and tactical strategies, delivered through a network of advisors who tailor portfolios based on clients’ objectives and risk tolerance.

Derick Walters is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with NVISION WEALTH GROUP, LLC and LPL Financial for over a decade. Walters operates a separate advisory business, DW Wealth Management, on a limited basis. 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, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Kathleen Hosty is a CFP® professional with 36 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. Her prior experience includes roles at LPL Financial, Independent Financial Partners, and J.P. Morgan Securities among others. She also serves as a non-profit board member for the Chicago Finance Exchange. 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 uses a structured investment process involving proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative strategies.

Jonathan Metz is a financial advisor with IHT Wealth Management LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Deschutes Investment Consulting, Aldrich Wealth LP, and The Vanguard Group. 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 utilizes a combination of fundamental value screening, quantitative optimization, and tailored portfolio management through proprietary models and third-party managers.

John Rossitto is a CFP® and ChFC® with 39 years of experience in financial advisory. He has been with IHT Wealth Management LLC since 2018 and also maintains a long-term association with LPL Financial dating back to 2006. In addition to his advisory work, he serves as a teacher at Rock Christian Academy. IHT Wealth Management serves individual, corporate, and institutional clients by offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach integrates fundamental value screening and quantitative optimization, utilizing proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

Brennan Hollenbeck is a CFP® with 17 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. His prior roles include positions at LPL Financial and Independent Financial Partners, among others. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary OCIO mandates.

Alan Nerad is a financial advisor with IHT Wealth Management LLC based in Chicago, IL, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at LPL Financial LLC, Alera Investment Advisors, LLC, Triad Advisors, Inc., GCG Financial, Inc., and Securian Financial Services, Inc. He has been involved in fixed insurance and financial planning services through various affiliated entities. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm utilizes a combination of proprietary model portfolios, third-party managers, and discretionary mandates, employing value-based screening, quantitative optimization, and periodic rebalancing in its investment approach.

Jeff Ross is a financial advisor with IHT Wealth Management LLC in Kalamazoo, MI, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including prior roles at Commonwealth Financial Network and National Planning Corporation. Outside of his advisory work, Ross operates Seven Oaks Performance LLC, a for-profit business unrelated to investment management. IHT Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection, quantitative tools, and diversified model portfolios, offering discretionary asset management and financial planning through a network of approximately 153 advisors.

John Boryk is a Certified Financial Planner® with 23 years of industry experience. He is currently with IHT Wealth Management LLC in Chicago, IL, and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, PNC Wealth Management, and William Blair & Company. 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, outsourced CIO arrangements, and access to third-party managers, employing an investment process that combines fundamental value screening, quantitative optimization, and periodic rebalancing.

Alexandra Herbert is a financial advisor at IHT Wealth Management LLC with Series 63 and Series 65 credentials and two years of industry experience. She has worked at LPL Financial since 2017 and at Jeff K Ross Financial Services, LLC since 2016. Her professional background also includes four years at Western Michigan University. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm tailors portfolios using proprietary model portfolios, quantitative optimization, and various investment strategies, managing approximately $9.8 billion in assets through a network of about 159 advisors.

Jay Warren is a financial advisor with IHT Wealth Management LLC in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Independent Financial Partners, LPL Financial, and Sheridan Road Financial. He serves as a nonprofit board member in addition to his advisory work. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA consulting. The firm employs a blend of fundamental and quantitative investment strategies through diversified model portfolios and provides advisor-enhanced algorithmic options, supported by operational features such as an affiliated broker-dealer and integrated fiduciary services.

Dominic Nadeau Jr. is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as positions at LPL Financial, Private Advisor Group, and Mass Mutual Investors Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary model portfolios and discretionary mandates tailored to client objectives.

William Campbell is a financial advisor at IHT Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and LPL Financial before joining IHT Wealth Management in 2019. Outside of his advisory role, he is involved with w.Reid Campbell LLC, a business entity used 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 model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.