Top advisors focused on military & veterans 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.

Craig Schwegman is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Antony Fisher is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families align their current financial situation with their retirement goals through comprehensive wealth management planning. His client focus areas include college education planning, family wealth management strategies, employee financial health, managing new wealth, sports and entertainment, and retirement income. Antony holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Southern University. He served three years at Ft Hood in Killeen, TX, prior to his financial advisory career. Antony is a member of Kappa Alpha Psi and is involved with the Phyllis Wheatley Community Center. Outside of work, he enjoys adventure sports, baseball, basketball, chess, football, music, pickleball, reading, watching movies, and yoga.

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at arnie@achievablewealthfp.com—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.