Independent advisors focused on long-term care insurance in Montana

David Greenberg is a financial advisor with Primerica Advisors in Warren, NJ, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Guardian Life Insurance and Park Avenue Securities during his career. Greenberg also serves as president of Integrated Planning Concepts LLC, where he advises clients on health insurance matters, and is an ambassador for the Morris County Chamber of Commerce. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Louis Dilello is a CFA® charterholder with 26 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2016. Outside of his advisory role, he manages rental property in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies, retirement plans, and trusts. The firm uses a centralized investment process that combines fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, emphasizing active, long-term management with tax-aware services.

Andrew Fortuna is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience in various roles including involvement with community organizations such as Rotary of Rock Springs and United Way of Southwest Wyoming. Fortuna has also been engaged in entrepreneurial activities, including ownership of Ken Fortuna LLC and Tuna Holdings LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, allowing advisors to utilize model portfolios, third-party managers, or customized strategies tailored to client needs.

Mark Weatherly is a ChFC® and holds a Series 66 license with 10 years of industry experience. He is currently with IP Financial Advisory Services LLC and has prior experience at Edward Jones. Outside of his advisory work, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non‑high-net-worth individuals and utilizes a range of analyses and third-party investment advisors to construct and monitor customized portfolios.

Scott Schiffer is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding a Series 63 designation and 27 years of industry experience. He has been with Centaurus Financial since 1998 and is also a senior partner at Kieckhafer Schiffer LLP, a certified public accounting firm where he oversees client tax matters and supervises subordinate CPAs and accountants. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutions, providing financial planning, asset management, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and manages both discretionary and non-discretionary accounts.

Aden Partee is a financial advisor at JEHM Wealth & Retirement, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and Chick-fil-A in various roles. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has served as president and co-owner of Truewealth Advising Group since 2014 and is a board member of the Legacy Foundation, a local charitable community organization. Additionally, he provides financial fitness instruction and coaching through workshops and courses. Equity Services, Inc. (doing business as ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, using client profiles to guide asset allocation and offering both discretionary and client-approved trading options.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 credential and 15 years of industry experience. He has worked with Safeguard since 2020 and previously held roles at LifePro Asset Management, LLC, Martin and Associates Insurance Services, Inc., and Martin Wealth Management, LLC. Hart is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education (NACFF), providing unbiased fiduciary financial education. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm employs a fundamental-analysis investment process with a preferred horizon of two to ten years and manages over $600 million across approximately 1,800 client relationships.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.