Daniel Zeiger is a financial advisor at Sequent Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. Outside of his advisory role, he operates as an independent contractor selling life, annuities, health, LTC, and Medicare products. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and provides clients with ongoing investment communications and newsletters.

Daniel Malcolm is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at First National Bank of America. In addition to his advisory role, he is also an insurance agent offering insurance products and services to clients. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations with asset management and financial planning services. The firm employs a structured risk framework and offers access to third-party model managers and retirement-plan fiduciary services.