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.

Scott Violette is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc. and MassMutual Life Insurance Co. In addition to his advisory role, he serves as a trustee administering a 401(k) plan and offers Medicare supplement products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using collaborative, goal-based approaches.

Zakkary Tracy is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at MassMutual Life Insurance Company since 2024 and currently holds a client support specialist position with United Insurance Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers through financial planning, asset management, and educational programs.

Sabra Tuttle is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Her prior work includes roles at Katahdin Trust Company and Husson University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and resources across various program structures and custodial relationships.

Ryan Shaw is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he serves as a trustee for the Central Aroostook Historical Society and volunteers as a sports coach and referee at Easton Junior-Senior High School. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options from automated allocations to customized strategies.

Gretchen Morse is a CFP®-certified financial advisor with Edward Jones in Presque Isle, ME, bringing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory work, she serves as the executor of her father's estate. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Malachai Willey is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at MassMutual Life Insurance Co and United Insurance Group, where he also holds an outside insurance sales position. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved software and collaborative annual planning engagements.

William Browning III is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 credential and 18 years of industry experience. He previously worked at Key Investment Services LLC for 11 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as vice president of Linear Momentum, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines algorithmic tools with research and advisory oversight to support its clients’ retirement planning needs.

Edward Escobar is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles in construction and self-employment. Outside of his advisory work, he serves as a trustee on the Presque Isle Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices.