Raymond James welcomes financial advisors managing approximately $180 million in Montana
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Arlis Ortman, CPFA®, and Sean Pahut to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Theresa Schnetz, Western division director for RJFS.
Operating as Montana Wealth Management, Ortman and Pahut provide personalized financial planning and investment guidance to business owners, families, individuals, retirees and clients experiencing sudden wealth through offices in Great Falls and Bozeman, Montana. The advisors arrive from LPL Financial where they managed approximately $180 million in client assets.
“Raymond James’ leadership has built a culture that supports advisors while keeping client service at the center,” said Ortman. “That combination of experienced guidance, practical resources and a service-minded approach provides a strong foundation as we continue serving clients’ best interests.”
Ortman began his financial services career in 2007 and joins RJFS after nine years at his previous firm. His experience is backed by the Certified Plan Fiduciary Advisor® professional designation.
Pahut has 28 years of financial services industry experience and joins RJFS after five years at his previous firm. He holds a bachelor’s degree in finance from Carroll College.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.97 trillion as of August 31, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Montana Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
CPFA® is a registered trademark of the National Association of Plan Advisors.