user avatar

Gina Martin

Advisor at Sequent Planning, LLC

Updated today

Location

Knoxville, IL 61448

Credentials

Series 63, Series 65

Industry experience

13 years

About

Gina Martin is a financial advisor at Sequent Planning, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Inc. and Farmers Financial Solutions. Martin serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets, employing ETF-based strategic models for discretionary asset management and offering a range of financial planning and retirement consulting services.

Client services

Based on Sequent Planning, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Sequent Planning, LLC

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

Occupation focus

Based on Sequent Planning, LLC

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning services range from $500 to $5,000

Percentage

Negotiable up to 1.75% annually for Asset Management Services

Commissions

IARs who are insurance agents may receive commissions on insurance products sold separately from advisory fees

Project-based

Hourly fees capped at $500 per hour for financial planning services

Other

Fee-only: Asset Management and Financial Planning fees are negotiable; Financial Planning fees can be hourly (up to $500/hour) or fixed ($500 to $5,000)

Location

110 S. Broad Street

Knoxville, IL 61448

Most active in

Illinois

Work history

Sequent Planning, LLC

2023 - Present (3 years)

Cambridge Investment Research, Inc.

2021 - 2023 (2 years)

Cambridge Investment Research Advisors

2021 - 2023 (2 years)

GFDM LLC

2017 - Present (9 years)

FARMERS FINANCIAL SOLUTIONS

2015 - 2021 (6 years)

Farmers insurance

2015 - 2021 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jean S

CFP®, Series 63, Series 65

Galesburg, IL

Berthel, Fisher & Company Financial Services, Inc.

Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Timothy L

Series 63, Series 65

Galesburg, IL

CG Advisory Services

Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Debra G

Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

Debra Goodwin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of her advisory role, she owns and operates a home-based rug weaving and stained glass business called Prairie Rugs USA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Thomas E

Series 63, Series 65

Victoria, IL

J. W. Cole Advisors, Inc.

Thomas Eacott is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been self-employed in accounting through T & C Financial Inc. since 2005, serving as its president. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar

John C

Series 63, Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, IL. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with roughly 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that utilize a mix of firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Kevin R

Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

Kevin Rodeffer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following eight years at LPL Financial and twelve years at First Midwest Bank. Outside of his advisory role, he serves as treasurer for Fields Church in Galesburg, IL, managing financial contributions and providing updates to church leadership. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")