user avatar

Gina Faye Martin

Advisor at Sequent Planning, Llc — Knoxville, IL

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Knoxville, IL 61448

Sequent Planning, Llc logo

Sequent Planning, Llc

Multi-team

Total advisors

98

Across 72 offices

Clients per advisor

61 Typical

Avg AUM per client

$98,000 Very Low

HNW client ratio

1% Very Low

About

Gina Martin is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Farmers Financial Solutions, and ownership of GFDM LLC. She serves as a board member of the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers a mix of firm-developed models, third-party managers, and customized allocations delivered by a network of independent advisers.

Client services

Based on Sequent Planning, Llc

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Sequent Planning, Llc

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Occupation focus

Based on Sequent Planning, Llc

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed financial planning fees, minimum $500 (limited) to $1,000 (comprehensive), maximum $5,000

Percentage

$0+: up to 1.75% annually (negotiable, varies by IAR and client) $0 - $5,000,000: up to 0.75% annually (Non-Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.50% on Tier 2 balance (Non-Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Non-Fiduciary Retirement Plan Services) $0 - $5,000,000: up to 1.00% annually (Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.75% on Tier 2 balance (Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Fiduciary Retirement Plan Services)

Commissions

Commissions earned by IARs acting as insurance agents on insurance products sold, separate from advisory fees

Project-based

Hourly fee capped at $500 per hour, negotiable per IAR

Other

Fee-only: Financial planning - hourly fees up to $500/hour; fixed fees from $500 to $5,000 depending on scope

Location

See office

Knoxville, IL

110 S. Broad Street

Knoxville IL 61448

Advisors at this office

1

Most active in

Illinois

Work history

13 years of industry experience

Sequent Planning, LLC

2023 - Present • 3 years

Knoxville, IL

Cambridge Investment Research, Inc.

2021 - 2023 • 2 years

Fairfield, IA

Cambridge Investment Research Advisors

2021 - 2023 • 2 years

Fairfield, IA

GFDM LLC

2017 - Present • 9 years

Knoxville, IL

FARMERS FINANCIAL SOLUTIONS

2015 - 2021 • 6 years

Morton, IL

Farmers insurance

2015 - 2021 • 6 years

Morton, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy L

Series 63, Series 65

Galesburg, IL

CG Advisory Services

Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jean S

CFP®, Series 63, Series 65

Galesburg, IL

Berthel, Fisher & Company Financial Services, Inc.

Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Elijah L

Series 65

Galesburg, IL

CG Advisory Services

Elijah Loving is a financial advisor with CG Advisory Services holding a Series 65 credential and has been with the firm since 2024. He has no prior industry experience and holds an educational background from Western Illinois University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary model programs and customized arrangements, supplemented by financial planning, retirement plan consulting, and fiduciary advice.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Debra G

Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

Debra Goodwin is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 credential and has 26 years of industry experience. She has been with Benjamin F. Edwards since 2015. Outside of her advisory work, she owns and operates a home-based business specializing in hand-woven rugs and stained glass. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies along with financial planning and consulting services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Thomas E

Series 63, Series 65

Victoria, IL

J. W. Cole Advisors, Inc.

Thomas Eacott is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been self-employed in accounting through T & C Financial Inc. since 2005, serving as its president. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar

John C

Series 63, Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, IL. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with roughly 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that utilize a mix of firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")