Kenneth Cappelli is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, Equitable Advisors, Mutual of Omaha Investor Services, LPL Financial, and Wells Fargo Clearing. Cappelli also holds an insurance agent role alongside his advisory work. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and diversified manager exposures through a network of independent adviser representatives.

Anthony Poblador is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at Securities America Inc., AXA Advisors LLC, and Mutual of Omaha. In addition to his advisory work, he serves as a public adjuster, assisting homeowners with property damage claims, and is active as an insurance agent with Futurity First Insurance Group. Sequent Planning, LLC provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisers. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.

David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.