Sequent Planning, LLC

Jared Baker is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and also works as a marketing consultant and insurance agent at Senior Market Sales. Jared is based in Omaha, NE. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and tax-aware strategies.

Fraser Allport is a financial advisor at Sequent Planning, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Coppell Advisory Solutions LLC and Sound Income Strategies, LLC. He is also the sole managing member of The Total Advisor, LLC, where he is involved in fixed insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and combines firm-developed models with third-party managers, offering ongoing investment communications uncommon among similar multi-team firms.

Jesse Brownfield is a financial advisor at Sequent Planning, LLC in Tampa, FL, holding a Series 65 designation. He has experience working with several firms since 2018, including Phase Financial and BayTrust Financial, and has served as an insurance agent specializing in fixed annuities and life insurance since 2020. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes diversified investment strategies and risk management.

Roger Malcolm is a financial advisor with Sequent Planning, LLC and KDM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He also serves as President and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services using a diversified, risk-structured approach implemented by a network of independent investment adviser representatives.

Mose Witt is a financial advisor at Sequent Planning, LLC with 28 years of industry experience. He holds the ChFC® designation and the Series 63 license. Witt’s prior roles include work at Allstate Insurance Company and periods of self-employment in financial services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.

Brian Eltzeroth is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has previously been involved with his own businesses, including Eltzeroth Services, LLC and Integrity Home Improvement, LLC. He has also worked with Samaritan's Purse. Additionally, Brian is licensed as an insurance agent offering health and life insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, written financial planning, access to third-party model managers, and a comprehensive range of retirement-plan services through a network of investment adviser representatives.

James Crooks Jr. is a Series 65-licensed advisor with Sequent Planning, LLC in Richmond, VA, with one year of experience at the firm and over a decade of prior experience at SurePoint Financial, LLC. He also serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery business, where he manages HR and fleet operations. Additionally, he spends part of his time as an insurance agent offering insurance products to clients. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser that 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 through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.

Jacob Turner is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Futurity First Insurance Group and Mutual of Omaha in insurance and investment roles. He is licensed as an insurance agent, offering health and life insurance products. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and retirement-plan services through a network of independent investment adviser representatives using a structured risk framework and diversified investment approaches.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.

Kenneth Winder is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sequent Planning since 2018. He is also involved in insurance sales through Bankers Life and Casualty. 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 investment adviser representatives using a structured risk framework and diversified investment strategies.

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.

Daniel Goodman is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 designations. He has 15 years of industry experience and has worked at firms including DEG Financial Services and Futurity First Insurance Group. His current tenure at Sequent Planning spans multiple periods since 2021. Sequent Planning, LLC serves individuals, high-net-worth clients, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations.

Stanley Stanek is a financial advisor with Sequent Planning, LLC in Breinigsville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Center Street Securities, and Lincoln Financial Advisors. He is also the sole proprietor of an insurance business specializing in accident and health insurance, disability, fixed annuities, and property and casualty insurance. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations by offering asset management, financial planning, and retirement plan services. The firm employs a mix of firm-developed models, third-party managers, and customized allocations within a structured risk framework.

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked as an insurance agent since 2015. Outside of his advisory role, he owns an online home decor store on eBay. Sequent Planning, LLC serves individual clients, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and offers a combination of firm-developed investment models, third-party managers, and customized allocations.

Daniel Zeiger is a financial advisor at Sequent Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. Outside of his advisory role, he operates as an independent contractor selling life, annuities, health, LTC, and Medicare products. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and provides clients with ongoing investment communications and newsletters.