Sequent Planning, LLC

Jared Baker is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, he works as a marketing consultant and insurance agent at Senior Market Sales, a position he has held since 2014. 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 about 70 advisors and serving over 5,100 clients. Sequent uses ETF-based strategic models for portfolio management and offers comprehensive financial planning and retirement plan consulting services.

Fraser Allport is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Coppell Advisory Solutions LLC and Sound Income Strategies, LLC. Allport is also the sole managing member of The Total Advisor, LLC, where he engages in fixed insurance product sales. 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 across about 70 advisors and 5,100 clients, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting primarily through ETF-based strategic models.

Jesse Brownfield is a financial advisor at BayTrust Wealth Management, LLC with experience dating back to 2018 that includes roles in financial services and the military. He holds a Series 65 designation and has worked at Phase Financial and BayTrust Financial prior to his current position. Brownfield is also a licensed insurance agent involved in fixed annuities and life insurance transactions. BayTrust Wealth Management, LLC is an SEC-registered investment adviser providing discretionary investment management and retirement plan advisory services to institutional and pooled clients. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, utilizing a range of investment vehicles including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.

Roger Malcolm is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He is also president and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $395 million in assets and employs ETF-based strategic models alongside educational programs and newsletters for clients.

Brian Eltzeroth is a financial advisor at Sequent Planning, LLC in Kokomo, IN, holding a Series 65 credential. He has been with Sequent Planning since 2025 and has prior experience running his own business, Eltzeroth Services, LLC, as well as working in home improvement and for Samaritan's Purse. Outside of advisory work, he is also an insurance agent offering health and life insurance products. 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 through a team of about 70 advisors and offers ETF-based strategic investment models alongside comprehensive financial planning and retirement consulting services.

James Crooks Jr. is a financial advisor at Sequent Planning, LLC with a Series 65 credential. He has experience as an insurance agent and serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery company where he oversees human resources and fleet operations. Crooks has been affiliated with SurePoint Financial, LLC since 2013 and joined Sequent Planning in 2025. Sequent Planning, LLC is an SEC-registered advisory firm managing approximately $394.7 million in assets with around 70 advisors serving over 5,100 clients, including high-net-worth individuals and retirement plan sponsors. The firm offers discretionary asset management primarily through ETF-based strategic models, written financial planning, and retirement plan consulting, complemented by regular investment newsletters and client educational programs.

Jacob Turner is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Mutual of Omaha Investor Services and Futurity First Insurance Group. He is also licensed as an insurance agent, focusing on health and life insurance products. 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 and offers ETF-based strategic investment models, discretionary asset management, comprehensive financial planning, and retirement plan consulting services.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC in Raleigh, NC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for 14 years before joining Sequent Planning in 2023. Outside of advising, she is involved in real estate as an agent and property manager and also holds a notary commission and an insurance agent license. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors, with approximately $394.7 million in assets under management. The firm offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing primarily ETF-based strategic models and providing client educational programs at no charge.

Kenneth Winder is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sequent Planning since 2018. In addition to his advisory role, he is involved in insurance sales through Bankers Life and Casualty. 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 through ETF-based strategic models and offers comprehensive financial planning, third-party referrals, and retirement plan consulting services.

Nathaniel Facarazzo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Sequent Planning since 2018 and previously at Futurity First Insurance Group and Regal Investment Advisors. He is also involved in the solicitation of fixed and indexed life and annuities through various communication channels. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors, managing approximately $394.7 million in assets. The firm offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing ETF-based strategic models and providing regular investment newsletters and client education programs.

Daniel Goodman is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at DEG Financial Services since 1997 and Futurity First Insurance Group since 2021. His current tenure at Sequent Planning spans multiple periods beginning in 2021. 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 through about 70 advisors and offers services such as discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting. Its investment approach centers on ETF-based strategic models called SmartRisk, and it provides regular investment newsletters and client educational programs free of charge.

Stanley Stanek is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Brookstone Wealth Advisors and Center Street Securities. Stanek also operates Stanek & Associates, a sole proprietorship focused on selling and servicing accident and health insurance, disability, fixed annuities, traditional fixed insurance, and property and casualty insurance. Sequent Planning, LLC is an SEC-registered advisory firm serving individual and retirement plan clients, managing approximately $394.7 million in assets with around 70 advisors. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing ETF-based strategic models and providing regular investment newsletters and client educational programs.

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked as an insurance agent since 2015. Outside of his advisory role, he owns and operates an online home decor business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors, managing approximately $394.7 million in assets. The firm offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, implementing client portfolios primarily through ETF-based strategic models.

Daniel Zeiger is a financial advisor with Sequent Planning, LLC in Lansing, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Packerland Brokerage Services and Foresters Equity Services, Inc. Outside of his advisory work, he operates Zeiger Financial as an independent contractor, selling life, annuities, health, LTC, and Medicare products. Sequent Planning, LLC is an SEC-registered firm serving individuals, including high-net-worth clients, and retirement plan sponsors, managing approximately $394.7 million in assets with around 70 advisors. The firm offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, implementing client portfolios primarily through ETF-based strategic models called SmartRisk.

Daniel Zuidema is a financial advisor at Sequent Planning, LLC with one year of experience in the industry. He holds Series 63 and Series 65 licenses and has been the owner and insurance agent of Zuidema Insurance since 1990. 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 and offers discretionary asset management, written financial planning, and retirement plan consulting, primarily implementing portfolios through ETF-based strategic models.