Mitchell Woods is a financial advisor with Sequent Planning, LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior work includes roles at Edward Jones, AXA Advisors, Tom Lange Company, and Enterprise Rent-A-Car. He also works as an insurance agent, offering insurance products alongside his advisory services. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services, employing a structured risk framework and diversified manager exposure supported by platforms like AdvisorEngine and Charles Schwab custody.

Todd Luniewski is a financial advisor with Sequent Planning, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual United Of Omaha Insurance Company for 27 years and has been affiliated with Futurity First Insurance Group since 2018. He also conducts insurance agency activities alongside his advisory role. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, access to third-party model managers, and retirement-plan services. The firm employs a structured risk framework and provides diversified investment solutions through a network of independent adviser representatives.