StewardWell LLC

Bryan Thompson is a financial advisor at StewardWell LLC in Franklin, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and serves as CEO of Thompson Financial Group, a business involved in financial services and payroll processing. Prior to StewardWell, he worked at Ameritas Advisory Services and Ameritas Investment Company. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios mainly composed of ETFs and bonds, applying both fundamental and technical analysis with a generally long-term investment orientation.

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.

Brian Hamel is a financial advisor at StewardWell LLC in Bangor, ME, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameritas Advisory Services, LLC and Thompson Financial Group. In addition to his advisory role, Hamel serves as Chief Operating Officer at Thompson Financial Group and Thompson-Hamel LLC, overseeing fixed insurance sales and payroll processing services. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm utilizes model portfolios primarily composed of exchange-traded funds and bonds, employing both fundamental and technical analysis with a long-term orientation while adjusting allocations as needed for client objectives.

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.

Jacob Mc Nally is a financial advisor at StewardWell LLC with Series 66 designation and one year of industry experience. His prior work includes roles at Ameritas Life Insurance Corp, Ameritas Advisory Services, and Thompson Financial Group. He also serves as a resident director at Liberty University, overseeing resident assistants and students. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios primarily composed of exchange-traded funds and bonds, employing both fundamental and technical analysis with a long-term orientation while adjusting portfolios as needed for client objectives, tax considerations, or liquidity.

Landon Thompson is a financial advisor at StewardWell LLC with one year of industry experience. He holds a Series 66 designation and has prior roles at Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Outside of his advisory work, he is involved with Thompson Financial Group, providing insurance services and client support. StewardWell LLC offers discretionary wealth management and financial planning services to individuals, high net worth individuals, 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 fundamental and technical analysis to manage client portfolios.

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.