IHT Wealth Management LLC

Lindsey Michel is a financial advisor at IHT Wealth Management LLC in Longmont, CO, with 20 years of industry experience. She holds a Series 66 designation and has worked at several firms including LPL Financial and Western Wealth Management. 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 through diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services delivered by a network of approximately 153 advisors.

Catarina Edwards is a financial advisor with IHT Wealth Management LLC in Iowa City, IA, holding a Series 66 designation and 11 years of industry experience. She has been with IHT Wealth Management and LPL Financial since 2016 and previously worked at Merrill from 2014 to 2016. 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 blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, and offers services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

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 as an advisor at IHT Wealth Management LLC since 2019. Her prior roles include positions at LPL Financial, Independent Financial Partners, and 1 St Global Insurance Services, Inc. She is also a non-profit board member of the Chicago Finance Exchange. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach combines fundamental stock selection with quantitative tools and diversified model portfolios, and it provides advisor-enhanced algorithmic investment options alongside comprehensive fiduciary services.

John Rossitto is a CFP® and ChFC® with 38 years of industry experience. He is currently with IHT Wealth Management LLC and has been associated with LPL Financial since 2006. In addition to his financial advisory work, he serves as a teacher at Rock Christian Academy. 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 that incorporate ETFs, mutual funds, third-party managers, fixed income, and option strategies, while also providing ERISA fiduciary services and a proprietary wrap-fee program through a network of approximately 153 advisors.

Brennan Hollenbeck is a CFP® professional with 16 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. IHT Wealth Management serves a diverse client base, including high-net-worth 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, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of 153 advisors.

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 CFP® professional with 23 years of industry experience, currently serving at J.P. Morgan Securities in Chicago. His prior roles include positions at PNC Wealth Management and William Blair & Company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alexandra Herbert is a financial advisor at IHT Wealth Management LLC in Kalamazoo, MI, holding Series 63 and Series 65 credentials with two years of industry experience. She has worked at LPL Financial since 2017 and is also associated with Jeff K Ross Financial Services, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients through discretionary asset management, financial planning, and ERISA consulting. The firm employs a blended investment approach using diversified model portfolios with ETFs, mutual funds, third-party managers, fixed income, and option strategies, supported by a network of approximately 153 advisers.

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 at IHT Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with MetLife Securities Inc. and LPL Financial. Outside of his advisory role, he is involved in non-variable insurance activities with multiple firms. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Marilyn Friedman is a financial advisor at IHT Wealth Management LLC with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. since 2015. IHT Wealth Management serves individuals, 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 consulting through a network of approximately 153 advisors.

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.

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. 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 advisor representatives.

Benjamin Storm is a Series 66-licensed financial advisor with three years of industry experience. He is currently with IHT Wealth Management LLC and previously worked at LPL Financial and First Watch. Outside of his advisory role, he is involved with Prairie Sky Financial Group, an entity related to his LPL business activities. 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 approximately 153 advisors.