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Michael O

Series 63

Maumee, OH

Sequent Planning, LLC

Michael Ohlemacher is a financial advisor with Sequent Planning, LLC, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Peak Brokerage Services, LLC, W&S Brokerage Services Inc., and Western Southern Life. Outside of advising, he owns a fast-food franchise, Pita Pit, in Maumee, Ohio. Sequent Planning, operating as Futurity First Wealth Management, 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 through a network of approximately 97 advisers, using a structured risk framework and diversified manager exposures.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Hallah F

Series 66

Maumee, OH

Sequent Planning, LLC

Hallah Fonseca is a financial advisor at Sequent Planning, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including OSAIC Wealth, Inc and Hantz Financial Services. She also serves as a registered assistant at Karban Financial, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and a mix of internally developed models, third-party managers, and customized allocations to deliver advisory services.

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