Steven Dudash
Steven Dudash, CFP®, CRPC®
President, Financial Advisor
steven.dudash@ihtwm.com
312.754.1310
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Steve began his career as a Financial Advisor in the 90’s. His experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. […]

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Alex Papadopoulos
Alex Papadopoulos, CRPS®
Financial Advisor, Senior Vice President
alex.papadopoulos@ihtwm.com
312.754.1315
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Alex Papadopoulos has been providing financial and wealth management advice to his clients since 1999. He provides individuals, families, and small businesses with guidance and education in all areas of […]

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Orlando Ochoa
Orlando Ochoa
Financial Advisor, Senior Vice President
orlando.ochoa@ihtwm.com
312.754.1312
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Orlando Ochoa has worked in the financial services industry as an advisor since 2002. He is a detail-oriented financial advisor who provides individuals, families, and small businesses with guidance and education […]

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Peter Arboleda
Peter Arboleda, CRPC®
Financial Advisor, Senior Vice President
peter.arboleda@ihtwm.com
312.754.1311
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Peter Arboleda leverages his extensive experience of over 15 years in the financial services industry, focused on financial planning and wealth management, to assist his clients in pursuing their financial […]

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Ryan Wittig
Ryan Wittig, CFP®
Financial Advisor, Senior Vice President
ryan.wittig@ihtwm.com
312.754.1313
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Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their […]

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Scott Staley
Scott Staley, CFP®
Financial Advisor, Senior Vice President
scott.staley@ihtwm.com
312.754.1314
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With over 10 years of experience, Scott Staley specializes in providing financial and wealth management, advice, and guidance. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is one of the […]

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Michael A. Porrey, Jr.
Michael A. Porrey, Jr., MBA, CFP®
Financial Planner
mike.porrey@ihtwm.com
312.895.7500
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Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner™ professional. Experience and a comprehensive approach to financial planning have helped him build multi-generational relationships with […]

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Tom Brdecka
Tom Brdecka
Financial Advisor, Senior Vice President
tom.brdecka@ihtwm.com
630.303.9105

Tom Brdecka has worked in financial services since 2003. Tom joined IHT Wealth Management in 2015 as a Financial Advisor and Senior Vice President. He started his career at Transamerica […]

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Jim Koliatsis
Jim Koliatsis, CFP®
KMG Group|Partner
jim@kmgprivatewealth.com
847.679.7808

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Ryan W. McCain
Ryan W. McCain, CFP®
KMG Group|Partner
ryan@kmgprivatewealth.com
847.679.7807

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Greg S. Tong
Greg S. Tong, CIMA®
KMG Group|Partner
greg@kmgprivatewealth.com
847.679.7892

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Ed Hauad
Ed Hauad, CRPC®
Financial Advisor, Senior Vice President
edhauad@ihtwm.com
847.929.5358

Ed has worked in financial services since earning his B.S.B.A. from Valparaiso University in 2004. As a designated Chartered Retirement Planning Counselor CRPC®, Ed’s main focus is helping individuals and […]

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Jeffrey A. Kocis
Jeffrey A. Kocis, CFP®
Managing Director, Senior Vice President
jeffrey.kocis@ihtwm.com
630.560.3664

Our clients are comprised of affluent families, individuals, and business owners who value the disciplined approach we bring to each relationship. We seek to help clients accomplish both their short […]

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Richard Rohlfing
Richard Rohlfing
Financial Advisor, Senior Vice President
richard.rohlfing@ihtwm.com
630.560.3666

With over 25 years experience in the financial services industry I joined IHT Wealth Management in 2015 in the Oakbrook office. I focus on developing retirement income planning and other […]

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John P. Kinsella
John P. Kinsella, CRPC®
Financial Advisor, Senior Vice President
john.kinsella@ihtwm.com
630.560.3665

Since 1980, John Kinsella has dedicated himself to providing clients an individually tailored approach to financial and investment strategies. John concentrates on your needs by helping you develop strategies to […]

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Thomas Ireland
Thomas Ireland
Financial Advisor, Senior Vice President
thomas.ireland@ihtwm.com
660.707.3566

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Michael Glavin
Michael Glavin
Financial Advisor, Vice President
michael.glavin@ihtwm.com
630.496.8190

Michael Glavin joined IHT in 2016.  Mike’s focus at IHT is on holistic wealth planning to help clients build personal financial security.  He holds himself to a fiduciary standard and […]

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Scott Kurkjian
Scott Kurkjian, MBA
Wealth Management Advisor, Senior Vice President
scott.kurkjian@ihtwm.com
630.560.3668

Scott Kurkjian has worked in the Financial Services Industry for 30 years.  His work includes Retirement and Income planning for individuals and families, Wealth and Asset protection through Estate planning, and helping […]

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Edilberto C. Ortiz
Edilberto C. Ortiz, CPA, CGMA
E.C. Ortiz & Co., LLP
edilberto.ortiz@lpl.com
312.876.1900

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David Barkley
David Barkley, AAMS
J. David Barkley & Associates, Financial Advisor
david.barkley@ihtwm.com
815.776.0232
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David Barkley is an Accredited Asset Management Specialist, AAMS, and has been working in the Securities Industry for over 20 plus years.  He brings a wealth of knowledge and hands […]

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Jimmy Cochran
Jimmy Cochran, CFP®
Senior Vice President
jimmy.cochran@ihtwm.com
216.695.5526

James Cochran (Jimmy) has over 12 years of experience as a financial advisor to individuals and small businesses.  He takes on a fiduciary role with his clients to design custom […]

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Randall B. Cohen
Randall B. Cohen, CRPC®
Financial Advisor
randy.cohen@ihtwm.com
847.929.5359

Randy Cohen, a Charleston native, graduated from Indiana University in 1993 with a degree in Finance. He began his financial advisory career in Cleveland, Ohio and spent five years working […]

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David L. Cohen
David L. Cohen, CFP ®
Vice President|Financial Advisor
DAVID.L.COHEN@IHTWM.COM
843.800.5551

David Cohen was a Phi Beta Kappa at the University of North Carolina-Chapel Hill, and has a degree in Business Administration. In the Jewish community, he served as chairman of […]

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Emil Mokhtarian
Emil Mokhtarian, CFP®
Financial Advisor, Vice President-Investments
emil.mokhtarian@ihtwm.com
312.754.1332

Emil Mokhtarian, CFP® Financial Advisor, Vice President Emil Mokhtarian provides every client with comprehensive financial advice, education, and portfolio management delivered with a highly personalized level of service and professional […]

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David Stone
David Stone
Financial Advisor-Vice President
david.stone@ihtwm.com
312.754.1331

Dave Stone brings 40 years of extensive experience in the Financial Services industry to IHT Wealth Management. Prior to joining IHT, Dave was a Vice President at Morgan Stanley in […]

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William Campbell
William Campbell
Sr. Vice President, Financial Advisor
william.campbell@ihtwm.com
925.457.3160

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Christopher Stein
Christopher Stein
CRS Comprehensive Wealth Management|President, Wealth Manager
christopher.stein@lpl.com
847.677.3108

I started working as a Financial Advisor in 1986.  My passion then and now is to help my clients pursue their financial and life goals.  Our firm is dedicated to […]

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Mike Osborne
Mike Osborne
Managing Partner, Financial Advisor
mike.osborne@lpl.com
913.956.4000

Mike is a Managing Partner and Financial Advisor with nVision Wealth. He provides a personalized, hands-on approach designed to offer his clients services which are above and beyond the traditional […]

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Paul Ward
Paul Ward
Managing Partner, Financial Advisor
paul.e.ward@lpl.com
913.956.4000

Paul is a born and raised Kansan. When not at the office crunching numbers, he enjoys time at home with his wife Ashley, his son, Ty (4) and daughter Lorelei […]

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Bryan Hays
Bryan Hays
Financial Advisor
bryan.hays@lpl.com
913.956.4000

Bryan has served his clients in the financial services industry since 2008 he focuses on Retirement Income, Wealth Management, Maximizing Social Security, Tax Analysis, and Insurance. He works with clients to […]

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Derick Walters
Derick Walters
Financial Advisor
derick.walters@lpl.com
913.956.4000

Derick grew up in Paola, Kansas and graduated from Pittsburg State University where he double majored in Finance and Economics. Derick earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in […]

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Don Morse
Don Morse
Financial Advisor
don.morse@lpl.com
913.956.4000

Don was raised in southwest Missouri and spent as much time as he could with friends at Table Rock Lake where he enjoyed water skiing, fishing, and boating. He moved […]

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Jay Cummings
Jay Cummings
Financial Advisor
jacob.cummings@lpl.com
913.956.4000

Jay grew up in the Overland Park area of Kansas City and attended Bishop Miege High School. Growing up, his family ran a small business and he witnessed first-hand how […]

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Jeannine Edmonds
Jeannine Edmonds
Financial Advisor
jeannine.edmonds@lpl.com
913.956.4000

Jeannine grew up in Leavenworth, Kansas and graduated from the University of St. Mary in Leavenworth, with degrees in Business and Accounting. She earned her MBA at Keller Graduate School […]

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Mike Russell
Mike Russell
Financial Advisor
mike.russell@lpl.com
913.956.4000

Mike has built his practice by cultivating long-term relationships, coaching clients through the discovery and personal planning process, and reinforcing his core belief of mutual trust and transparency. Mike does […]

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Stephen Brimacombe
Stephen Brimacombe
LPL Registered Principal
stephen.brimacombe@ihtwm.com
913.207.6529

Steve has been a financial advisor since 1995, where he began his career with Painwebber, Inc. His focus is working with high-net worth individuals on asset-allocation strategies emphasizing the use […]

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Tom Cavaliere
Tom Cavaliere
Financial Advisor
thomas.cavaliere@lpl.com
913.735.4246

Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans. Tom was born in […]

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Mitch Carlson
Mitch Carlson
Wealth Manager
mcarlson@omniwm.com
913.274.1452

Mitch is a service professional who focuses on guiding families through the financial complexities of their lives. He believes delivering tailored solutions for clients’ unique lifestyles requires taking the time […]

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Craig Fisch
Craig Fisch
Wealth Manager
cfisch@omniwm.com
913.274.1452

Craig is a co-founder of Omni Wealth Management. He works with families and businesses on investing, retirement income, and overall wealth management. Craig is a graduate of Lamar University, was an All-Conference pitcher […]

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Stephen M. Wendt
Stephen M. Wendt, AIF®
Financial Consultant
Stephen.Wendt@ihtwm.com
630.887.8400

Steve Wendt is a financial consultant at IHT Wealth Management and joined the firm in November of 2017. Prior to joining, Steve was acting president and owner of Wendt Financial […]

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Nicholas Delgado
Nicholas Delgado
Founder and Principal of Dignitas, LLC
nick@mydignitas.com
312.343.6979

Nicholas Delgado is the founder and principal of Dignitas, an investment banking platform for growth oriented founder and family run businesses.  Nick is a thought leader and go-to advisor for high growth companies and their […]

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Haydee Caldero
Haydee Caldero
Principal of Dignitas, LLC
hc@mydignitas.com
312.350.0623

Haydee Caldero is a Principal and co-founder of Dignitas, LLC. Ms. Caldero is responsible for designing the firm’s real estate and private asset investment models. She also advises business owners […]

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Gregory D. “Ike” Eicher
Gregory D. “Ike” Eicher
Financial Advisor
ike.eicher@ihtwm.com
815.656.4121

Ike joins IHT Wealth Management continuing to serve his clients with over 25 years experience in Financial Services. He considers himself very fortunate to serve as a trusted partner and […]

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William D. Burke, Jr.
William D. Burke, Jr., CFP®
Vice President
bill.burke@ihtwm.com
312.754.1328

Bill’s goal is to provide families and business owners with assistance in building their financial freedom. He has the skills, knowledge and experience required to help meet his client’s established […]

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Ric Kellogg
Ric Kellogg, CFP®, CRPS®
Vice President, Wealth Management Advisor
ric.kellogg@ihtwm.com
682.712.1345

Ric is a veteran financial advisor experienced with developing strategies for the accumulation, protection, distribution, and transfer of private wealth. His business presents a deep specialization in ERISA qualified plan […]

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Jim Ray
Jim Ray, CFP®, CPA, CIMA®, CPWA®
Wealth Advisor
jim.ray@ihtwm.com
847.929.5361

Jim specializes in understanding the complex wealth management needs of high net worth individuals and families and orchestrating the delivery of customized solutions to meet overall financial, wealth management and […]

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Gregory Chona
Gregory Chona, CFP®
Wealth Manager, Investment Executive
gregory.chona@ihtwm.com
312.334.1337

Greg began his career with MetLife in 1987. He has been security licensed since 1991. He also obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2000. Greg follows a disciplined process […]

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Thomas Muscarella
Thomas Muscarella, CFP®
KMG Group| Financial Consultant
tom@kmgprivatewealth.com
847.679.7893

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Robert Makela
Robert Makela
Financial Advisor
rob.makela@lpl.com
847-244-4666

Before entering the securities industry, Robert spent 12 years in the manufacturing industry. Robert held numerous positions with Outboard Marine Corporation, Honeywell, and concluded his manufacturing career with General Electric […]

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Marilyn Friedman
Marilyn Friedman, CFP®
Financial Advisor
marilyn.friedman@ihtwm.com
312.754.1333

Marilyn Friedman has more than 30 years of experience in the financial services industry and received the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards […]

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F. Maximilian Kort
F. Maximilian Kort, CFP®, CIMA®
Senior Vice President, Financial Advisor
max.kort@ihtwealth.com
312.754.1320

Max Kort began his career as a financial advisor in 2007. He was drawn to wealth management after observing how the financial decisions people made, especially their mistakes, had tremendous repercussions […]

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Adam S. Kaplan and Daniel E. Kaplan
Adam S. Kaplan and Daniel E. Kaplan
Vice President, Financial Advisor, NY Directors
adam.kaplan@ihtwealth.com; daniel.kaplan@ihtwealth.com
646.979.3744

Adam Kaplan and Daniel Kaplan are identical twins who serve together as a team of financial advisors in New York City. The dynamic duo has extensive market expertise from having […]

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Chad Sewell
Chad Sewell, CFP®
Senior Vice President, Financial Advisor
chad.sewell@ihtwealth.com
480.420.4501

Chad has been a financial advisor since 2008. Chad chose to be a financial advisor because of the importance a well-designed plan has on a client’s retirement goals and eventual […]

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Felipe Medina
Felipe Medina, CFP®
Senior Vice President, Financial Advisor
felipe.medina@ihtwealth.com
480.420.4501

Felipe began his career in financial advising as an intern at local advisory firm, while attending Arizona State University. He quickly learned the importance of having a well-thought-out financial plan […]

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John Rossitto
John Rossitto, CFP®, ChFC
LPL Registered Principal
John.rossitto@lpl.com
619.461.1199

John Rossitto works with clients in Life Planning.  He first works with his clients to identify the foundational values that are most important to them.  Having laid the foundation, he […]

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Shireen Daniels
Shireen Daniels, CFP®, CDFA™
Financial Advisor
shireen.daniels@lpl.com
312.379.0466

Shireen Daniels is a CERTIFIED FINANCIAL PLANNER™ Professional who provides comprehensive financial planning and wealth management with specialty concentrations.  As a Certified Divorce Financial Analyst™, she provides specific advice on […]

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John Groleau
John Groleau, MSFS, RICP
Financial Planner
john.groleau@lpl.com
630.907.9830

For over 25 years, John Groleau has been fully invested in providing highly personalized financial planning and wealth management services for his clients. John is a lecturer and author of Parents’ […]

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Debra Nadeau
Debra Nadeau
Financial Advisor
debra.nadeau@ihtwm.com
312.754.1321

Debra started her financial career 9 years ago working in retirement planning at Chicago hospitals for MetLife Pensions.  Debra joined LPL Financial – Unique Wealth Strategies in November 2017. She […]

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Dominic Nadeau
Dominic Nadeau
Wealth Manager
dominic.nadeau@ihtwm.com
312.754.1321

As a Wealth Advisor, Dom feels that the foundation of retirement planning is the recognition that everyone’s life situation is unique.   Dom has over 30 years of experience in the […]

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Dario Kerkez
Dario Kerkez
Wealth Manager
dario.kerkez@ihtwm.com
312.754.1323

For over a decade, Dario has provided holistic advice to individuals, families and businesses looking to overcome the challenges they face today while planning for tomorrow, understanding their needs and […]

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Karim “KP” Poonawala
Karim “KP” Poonawala, CFP®, MBA
Wealth Manager
karim.poonawala@lpl.com
407.377.0060

Karim Poonawala, or KP as his clients lovingly call him, is a wealth manager living and working in Orlando, FL. He moved to Orlando (from East Lansing, Michigan) in 1985 […]

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Dave Balmelli
Dave Balmelli
EVP, Corporate Strategy and Market Development
dave.balmelli@ihtwealth.com
312.754.1326

David has over 23 years of hands-on experience in brokerage, banking and insurance, developing an expertise in capital markets, risk management and macro-investing.  Early in his career he served as […]

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Corianne N. Leyton
Corianne N. Leyton
Vice President of Operations
corianne.leyton@ihtwm.com
312.754.1316

Responsible for implementing the firm’s strategic initiatives, compliance oversight for the RIA, managing high-level financials and compensation, advisor acquisition and working directly with advisors to ensure a seamless transition. Cori […]

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Karla Hernandez
Karla Hernandez
Client Relationship Manager
karla.hernandez@ihtwm.com
312.754.1317

As client relationship manager, Karla Hernandez prides herself in providing excellent client service, based on her in-depth knowledge of her clients’ financial needs. One of her main business philosophies is […]

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Matthew J. Zivick
Matthew J. Zivick
Client Relationship Manager
matthew.zivick@ihtwm.com
312.754.1318

Matt Zivick started working with Bank of America/Merrill Lynch in 2007 and had over 20 years of overall customer service management experience before joining IHT Wealth Management. As the first […]

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Nora Dudash
Nora Dudash
Branch Operations Manager, Assistant Vice President
nora.dudash@ihtwm.com
630.560.3667

Nora Dudash began her industry career in 1999 at State Farm Insurance & Financial Services. She joined Merrill Lynch in 2013, where she furthered her knowledge in the financial planning […]

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Diana Giese
Diana Giese
Client Relationship Manager
diana.giese@ihtwm.com
312.754.1323

Diana completed her undergraduate degree in Finance and MBA in Management at the University of Illinois at Chicago (UIC). She has been in the financial services industry since 1999, making […]

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Dan Riesmeyer
Dan Riesmeyer
KMG Group|Operations Manager
dan@kmgprivatewealth.com
847.929.5355

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Amanda Psujek
Amanda Psujek
Shard Financial Services | Executive Assistant
amanda.psujek@shardfinancial.com
810.714.5566

Amanda joined our firm in September 2011 after graduating from Ferris State University and strives to provide a high level of client service and satisfaction. Her friendly and outgoing nature makes […]

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Yussef Gheriani
Yussef Gheriani
Operations
yussef.gheriani@ihtwm.com
312.754.1327

Prior to joining IHT in 2016, Yussef worked with an investment team in Michigan where he focused on portfolio research and client services. Now, with IHT, he focuses on problem-solving and […]

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Jill Nack
Jill Nack
Client Relationship Manager
jill.nack@ihtwm.com
815.776.0232

Jill is new to the financial industry, but brings with her vast knowledge and experience in customer service, sales, marketing, and recruiting. She is a graduate of Upper Iowa University.  […]

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Catarina Naro
Catarina Naro
Client Relationship Manager
catarina.naro@ihtwm.com
312.754.1325

Catarina began her career in finance in 2014, when she joined a large team at Merrill Lynch as a Registered Client Associate. Prior to working at Merrill Lynch, she acted […]

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Rebecca Galey
Rebecca Galey
Client Relationship Manager
rebecca.galey@ihtwm.com
843.800.5155

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Jamie Hornback
Jamie Hornback
Branch Operations Manager
jamie.hornback@lpl.com
913.956.4000

As a young child, Jamie spent time in California, Colorado, and Kansas. Jamie’s family finally settled in Ottawa, Kansas where she grew up and graduated from Ottawa High School.  Jamie […]

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Julie Norman
Julie Norman
Marketing Associate
julie.norman@lpl.com
913.956.4000

As Marketing Associate, Julie utilizes her life experiences to connect with clients through social media and in person at the nVision Wealth office. After growing up in Des Moines, IA […]

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Seth Schumacher
Seth Schumacher
LPL Registered Sales Associate
seth.schumacher@lpl.com
913.956.4000

Seth was raised in Clinton, MO and attended William Jewell College where he studied biology, played basketball and met his wife Amanda. After graduating from William Jewell in 2002 he worked […]

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Jennifer Siebenaler
Jennifer Siebenaler
Client Relationship Manager
Jennifer.Siebenaler@ihtwm.com
630.887.8400

Jennifer Siebenaler is currently a Client Relationship Manager at IHT Wealth Management.  She started her career at Wendt Financial Group in 2006, and joined IHT in November of 2017.  Her […]

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Frank Diliberto
Frank Diliberto
Business Relationship Manager
frank.diliberto@ihtwealth.com

Frank began his career over 25 years ago, in a highly disciplined sector of the investment real estate industry; real estate auctions. As Head of Advisory for one of the […]

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Justine Ochoa
Justine Ochoa
Client Relationship Manager
justine.ochoa@ihtwm.com
312.334.1336

Justine is new to the financial industry, but carries a strong background in customer service and business development. As a client relationship manager, Justine is responsible for providing a seamless […]

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Christopher D. Collins
Christopher D. Collins
Client Relationship Manager
chris.collins@ihtwealth.com
312.334.1338

Chris joined IHT Wealth Management after eight years with Merrill Lynch Global Wealth and Investment Management.  Chris enjoys providing clients with the proper solutions to their short-term and long-terms needs […]

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Vivian Li
Vivian Li
Client Relationship Manager
vivian.li@ihtwm.com
312.334.1339

Vivian is new to the financial industry but carries a strong background in sales and customer service. As a client relationship manager, Vivian is responsible for providing excellent client service […]

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