Nathaniel Facarazzo is a financial advisor with Sequent Planning, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at USAA Financial Planning Services and Regal Investment Advisors LLC. He is also involved in the solicitation of fixed and indexed life and annuity products through various communication methods. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework with diversified manager exposures and offers services including asset management, financial planning, and retirement-plan consulting.

Jill Facarazzo is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Sequent Planning since 2020 and has also been affiliated with Alphalight Capital and Futurity First Insurance Group since 2020. Outside of advisory roles, she provides customer service for insurance products. Sequent Planning, LLC serves individuals, 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 advisers who utilize a mix of firm-developed models, third-party managers, and customized allocations.

Bernadette Broek is a financial advisor at Sequent Planning, LLC with three years of industry experience. She holds a Series 65 credential and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Outside of her advisory role, she is also an insurance agent affiliated with Futurity First Insurance Group. 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, access to third-party model managers, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Kristina Stetson is a Series 65-licensed advisor at Sequent Planning, LLC with two years of industry experience. Prior to joining Sequent Planning in 2024, she worked at TD SYNNEX and Insight. Outside of her advisory role, she owns a small business selling gemstones and costume jewelry. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and provides ongoing investment communications uncommon among firms its size.

Thomas Bugbee is a CFP® professional with 20 years of experience in financial advising. He has worked at Sequent Planning, LLC since 2020 and previously held roles at Securities America Advisors, Investment Advisors, and ProEquities, Inc. In addition to his advisory work, he is involved with Futurity First Insurance Group as a financial planner, though he receives no compensation from them. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.