Hannah Amell

Conrad Seastrunk is a CFP® with nine years of industry experience and is the principal advisor at Seastrunk Financial Management, LLC in Florence, SC. He previously worked at Francis Marion University before founding his current firm in 2016. Seastrunk Financial Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers tailored portfolio management and wealth counseling using a fundamental analysis approach, combining fee-only advisory services with in-house personal income tax preparation.

Conrad Seastrunk is a financial advisor at Seastrunk Financial Management, LLC in Florence, SC, holding the CFP® designation and a Series 63 license with 15 years of industry experience. He has been affiliated with Seastrunk Financial Management Co. since 1994. Seastrunk Financial Management, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers discretionary and non-discretionary portfolio management and wealth counseling, utilizing a tax-aware investment approach and combining fee-only advisory services with in-house personal income tax preparation.

Robert Timms is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Truist Advisory Services and related Truist entities since 2018, following several years at BB&T in various investment and banking roles. Timms serves as Vice President of Greater Florence Habitat for Humanity, participating in board meetings and committees for the nonprofit organization. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Jason Thompson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Janney in 2025. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a range of services including portfolio management, financial planning, retirement advisory, and brokerage.

Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Jacob Davidson is a financial advisor with Kestra Advisory who holds a Series 66 license and has five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also affiliated with Define Wealth Financial Group, where he advises clients on financial goals and manages service work related to annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, overseeing approximately $79.8 billion in assets under management.