Stephen Thompson III is a financial advisor with Charles Schwab in Portland, ME, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management with access to multi-asset portfolios, alternative investments, and integrated custody and brokerage services.

Ian Stevens is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he assists clients in preparing for and protecting their retirement goals. Prior to his current role, Ian worked as a Market Development Consultant at MassMutual from 2023 to 2024. He also held positions as a Senior Conversion Consultant at LPL Financial from 2022 to 2023, Regional Advisor Consultant at Columbia Threadneedle from 2020 to 2022, and Associate Regional Director at Wells Fargo Asset Management from 2014 to 2020. Outside of his professional career, Ian has interests in fitness, football, hiking, spending time at the lake, music, and snowboarding.