Henry Markwardt

Principal

Principal responsible for overall firm leadership, strategy, and client relationship oversight.

SENTRY ADVISORS, LLC

Principal

Principal who helps guide the firm's investment approach and oversees client advisory services.

SENTRY ADVISORS, LLC

CCO | Associate

Chief Compliance Officer managing regulatory compliance and risk oversight.

SENTRY ADVISORS, LLC

Associate

Associate involved in investment analysis and client service support.

SENTRY ADVISORS, LLC

Founder, Chief Investment and Compliance Officer

Co-founded Sequent in 2008; leads investment strategy, compliance, and overall firm direction.

SEQUENT ASSET MANAGEMENT, LLC

Co-Founder

Co-founded Sequent Asset Management; contributes to strategic leadership.

SEQUENT ASSET MANAGEMENT, LLC

Founder & Managing Partner

Founded Talbot Financial in 2010; sets overall firm strategy and investment philosophy.

TALBOT FINANCIAL, LLC

Partner, COO & CCO

Oversees operations, ensures regulatory compliance, leads marketing and investor relations.

TALBOT FINANCIAL, LLC

Partner, CIO & Portfolio Manager

Directs investment strategy, conducts equity research, and manages client portfolios.

TALBOT FINANCIAL, LLC

Senior Vice President and Treasurer

Oversees firm's strategic direction and treasury functions.

DREXEL MORGAN & CO.

President

Leads The Wealth Collaborative; provides wealth-management and estate-planning services.

THE WEALTH COLLABORATIVE, INC.

Assurance & Advisory Partner

Partner-In-Charge of Public Company Services Practice and Assurance Quality Control Group.

FRANK, RIMERMAN ADVISORS LLC

Partner

Partner responsible for overall firm strategy and client relationships.

NEW WORLD ADVISORS LLC

Partner & CIO

Chief Investment Officer leading investment strategy and portfolio construction.

NEW WORLD ADVISORS LLC

Partner

Partner contributing to firm governance and client advisory services.

NEW WORLD ADVISORS LLC

Senior Analyst

Senior Analyst conducting investment research and quantitative analysis.

NEW WORLD ADVISORS LLC

Client Service Associate

Handles client inquiries, account administration, and day-to-day service support.

NEW WORLD ADVISORS LLC

Sentry Advisors, LLC is a registered investment adviser that focuses on delivering high-quality financial advice to retail investors. The firm emphasizes a thoughtful understanding of client needs and risk tolerance, partnering with research-focused technology firms to provide objective, transparent, and confidential solutions.

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Sequent Asset Management, LLC is a fee-only multi-family office that serves families with closely held businesses, multi-generational owners, senior corporate executives, professionals, retirees, trusts, estates and charitable organizations. The firm emphasizes a customized, client-first approach, acting as a personal chief financial officer and providing holistic wealth management, financial counseling, investment management and fiduciary coordination without model portfolios.

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In 2023 Sequent celebrated its fifteen-year anniversary, marking a milestone of fifteen years of operation as a boutique multi-family office.

Talbot Financial, LLC is an independent, fee-only wealth management firm based in Bellevue, Washington that serves high-net-worth families and individuals with a minimum investment of $500,000. The firm follows a value-style, active portfolio management approach emphasizing fundamental analysis, balance-sheet strength, free cash flow and tax-efficient trading, and it invests alongside its clients.

The firm uses Charles Schwab & Co., Inc. as its custodian and provides clients online account access via Schwab's portal. AI is mentioned only in the 2026 quarterly review as a market factor affecting technology stocks, but the firm does not indicate any internal AI-driven tools or platforms.

In 2025 Talbot Financial released a series of quarterly portfolio review newsletters (Q1-Q4 2025). The 2026 Q1 Review highlighted an AI-induced pullback in technology stocks and other macro-economic headwinds.

Drexel Morgan & Co. is a registered investment adviser and bank holding company that provides personalized investment management focused on high-net-worth clients seeking conservative, long-term equity exposure. Their core strategy centers on large-cap, dividend-paying, primarily A+ rated stocks with strong balance sheets.

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The Wealth Collaborative, Inc. is a wealth-management firm that serves affluent individuals and families, focusing on aligning clients' values, desires, and behavior with their financial resources. Their approach combines purpose-driven portfolios built on Nobel-prize-winning financial science with a four-pillar framework incorporating financial science, behavioral finance, neuro-finance, and coaching.

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Topsail Wealth Management LLC provides comprehensive wealth management services.

Topsail uses Charles Schwab as its custodian, SS&C Black Diamond for client-portal access and performance reporting, and eMoney's financial-planning suite for integrated planning and client relationship management. No specific AI tools or initiatives are mentioned.

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Frank, Rimerman Advisors LLC (FRA) is an SEC-registered investment advisor that provides private wealth management services to individual clients. The firm emphasizes the distinction between brokerage and advisory services.

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New World Advisors is a boutique private-wealth RIA that serves high-net-worth individuals and families with conflict-free portfolio management, holistic financial planning, tailored private-market programs, philanthropic advising, and multigenerational wealth-transfer services. The firm emphasizes a client-centric, transparent approach, positioning itself as the trusted 'quarterback' for clients' financial lives.

The site references artificial-intelligence as a major market driver, noting AI-benefiting companies and AI-driven investment themes in its 2024-2025 market commentaries. No specific portfolio-management software or CRM platforms are mentioned beyond these AI market observations.

In 2023 the firm began publishing quarterly market commentary reports highlighting themes such as the Fed pivot and AI-driven investment opportunities; the series continued with quarterly updates throughout 2024 and 2025.