Top business succession planning financial advisors in Montana

Louis Dilello is a CFA® charterholder with 27 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2016. Outside his advisory role, he manages a rental property in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity, taxable fixed income, and municipal fixed income strategies. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income portfolios, emphasizing active, long-term management and tax-related services.

Susan Green is a CFP® professional with 33 years of industry experience. She currently works at Osaic Wealth, Inc. and previously held positions at SagePoint Financial, Inc. and Independent Capital Management, Inc. Her other business activities include providing consulting and OSJ services to representatives in her sole proprietorship. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and access to third-party money managers and wrap programs.

Gregory Ferriter is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones in Great Falls, MT since 2016. Outside of his advisory role, he is involved with GMF Properties and a freelance court reporting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sean Sturges is a CFP® professional with 21 years of industry experience, currently serving at D.A. Davidson & Co. since 2015. He is based in Great Falls, MT, and holds the Series 66 designation. Outside of his advisory role, Sturges is active in his community, serving on multiple nonprofit boards including as president of the Montana Council on Economic Education and NeighborWorks Great Falls, and is involved in youth baseball as a coach and club officer. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for ultra-high-net-worth clients.

Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Southern Style Financial, Inc. doing business as Mission Trails Financial, and BWK, Inc. Ms. Kline provides advisory services through NewEdge Advisors, LLC under the Mission Trails Financial name. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, combining centralized due diligence with technology-supported solutions.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.