Gretchen Rochelle Morse

Emil Huck IV is a financial advisor at StewardWell LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Outside of his advisory role, Huck is involved in operating Moose Ridge Cabins, a rental property in Maine. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using model portfolios primarily composed of exchange-traded funds and bonds, while also incorporating both fundamental and technical analysis.

Benjamin Shaw is a financial advisor with StewardWell LLC, holding a Series 65 credential and five years of industry experience. Prior to joining StewardWell in 2026, he worked at Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. He is also the Chief Operating Officer of Thompson Financial Group, where he assists with management and operations. StewardWell provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios primarily consisting of exchange-traded funds and bonds, combining fundamental and technical analysis with a long-term investment approach.

Michael Marquis is a financial advisor at StewardWell LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. Outside of his advisory role, Marquis co-hosts a TV show called MaineLife, which features episodes related to visiting and vacationing in Maine, and he owns small businesses in dog sitting and landscaping. StewardWell provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm typically uses model portfolios composed mainly of exchange-traded funds and bonds, applying both fundamental and technical analysis with a long-term investment orientation.

Madison Staples is a financial advisor at StewardWell LLC with one year of industry experience. She holds a Series 65 designation and has worked at Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, and Thompson Financial Group. Outside of advisory work, Madison has experience in the restaurant industry, including roles at Boondocks Grill. StewardWell LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs model portfolios primarily composed of ETFs and bonds, combining fundamental and technical analysis with a long-term investment approach adjusted as needed for client circumstances.

Tanya Lapointe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Her career includes extensive tenure at KeyBank from 1985 to 2020, followed by a continuous role at Key Investment Services LLC since 2006. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and ancillary insurance services.

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.