Top charitable giving tax strategies 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.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Mark Kebodeaux is a financial advisor at Meridian Wealth Management, LLC with 34 years of industry experience. He previously worked for First Financial for 10 years before joining Meridian in 2023. Kebodeaux holds Series 63 and Series 65 licenses. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.

Angelo Romano is a CFP® with six years of experience in the financial services industry, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at MECU, ADP, and APGFCU. In addition to his advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide tailored financial planning, asset management, retirement consulting, and tax preparation services.