Chelsea Kiehler is a CFA® charterholder with 16 years of industry experience. She is currently affiliated with Sequent Planning, LLC and has held roles there since 2023. Prior to that, she spent 11 years with Bank of America, N.A. and Merrill. Outside of her advisory work, she volunteers with the nonprofit organization BEATs Inc. and serves on the finance and pool & park subcommittees of the Laural Springs HOA board. Sequent Planning, LLC operates under the name Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors using a structured risk framework and diversified manager exposures.

William Tucker is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Catalyst Wealth Management and Retirement Wealth Advisors, Inc. He is also the owner of The Woodville Group LLC, an insurance sales business focused on life insurance, long-term care, and annuities. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of approximately 97 advisors. The firm emphasizes a structured risk framework, diversified manager exposures, and provides ongoing investment communications to clients.