Linda Clarkson is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior roles include two years at Redhawk Wealth Advisors and ongoing involvement with Futurity First Insurance Group since 2013. Outside of her advisory work, she is a partner in Big Town Deli in Central Point, Oregon. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and delivers advisory services through a network of representatives using firm-developed models, third-party managers, and customized allocations.

Melissa Mlasko is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Sequent Planning since 2017 and previously at Proequities Inc from 2015 to 2017. Mlasko is also involved with Futurity First Insurance Group, where she has served since 2009. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and a combination of firm-developed and third-party investment models.

Kelly Bales is an advisor at Sequent Planning, LLC based in Medford, OR, holding a Series 65 designation with two years of industry experience. Prior to joining Futurity Retirement Advisors, affiliated with Sequent Planning, Kelly worked in healthcare and retail roles. Sequent Planning, LLC serves individuals including high-net-worth clients, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and a structured risk framework.