Gretchen Rochelle Morse

Emil Huck IV is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Ameritas, he worked for the Defense Finance and Accounting Service for 15 years. Outside of his advisory role, he owns and manages Moose Ridge Cabins, handling renter communications and maintenance. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a diverse investment approach, including in-house and third-party model portfolios, discretionary and non-discretionary programs, and integration with Ameritas affiliates across financial services.

Benjamin Shaw is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He has worked with Ameritas since 2021 and serves as Chief Operating Officer at Thompson Financial Group, where he assists with business management and operations. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers, with a platform that integrates co-advisory relationships and various managed account solutions.

Michael Marquis is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Ameritas since 2017 across multiple affiliated entities and also maintains a role with Thompson Financial Group. Outside of finance, Marquis operates small businesses in dog sitting and landscaping, and co-hosts a television show, MaineLife, which features travel and leisure in Maine. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing both in-house model portfolios and third-party managers, with a platform that includes co-advisory relationships and integrated solutions alongside affiliated Ameritas entities.

Tanya Lapointe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. Her career includes over three decades with KeyBank from 1985 to 2020 and continuous service at Key Investment Services LLC since 2006. Key Investment Services LLC provides a range of advisory programs, model portfolios, and managed accounts to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Madison Staples is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Ameritas, Madison has held roles at Thompson Financial Group and Ameritas Life Insurance Corp. Outside of financial advising, Madison has professional experience in the hospitality and retail sectors, including roles at Boondocks Grill and Blush Bridal & Formal. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, with a platform that integrates with various Ameritas affiliates.

Elise Browning is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2020. Prior to her advisory role, she worked at the College of Charleston for nine years. Outside of her advisory work, Browning is an owner of a consulting business, serves on the board of the Children's Museum of Aroostook County, and teaches organization and leadership courses at the University of Maine, Presque Isle, as well as an online MBA course for The Citadel. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.