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.

Amy Fisher is a CFP® professional with 18 years of experience in financial advising. She has been with WebsterRogers Financial Advisors, LLC since 2007 and is also associated with Webster Rogers LLP. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs long-term strategies based on Modern Portfolio Theory, utilizing diversified portfolios and risk-management tools, and integrates advisory and accounting services through its affiliation with WebsterRogers LLP.

Alexander Rasmussen is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at WebsterRogers Financial Advisors, LLC since 2016, with prior experience at BMO Private Bank. He holds Series 63 and 65 licenses. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses, providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified portfolios and risk management tools, and integrates advisory services with accounting relationships through its ownership by WebsterRogers LLP partners.

Jessica Harrington is a financial advisor at WebsterRogers Financial Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with WebsterRogers since 2015. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, using diversified portfolios and risk management tools, and integrates advisory services with accounting through its ownership by partners of WebsterRogers LLP.

Drake Wright is a financial advisor at WebsterRogers Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has been with Webster Rogers since 2016. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on long-term strategies using diversified portfolios aligned with Modern Portfolio Theory and incorporates tax-aware allocation and opportunistic rebalancing.

William Hardaway is a CFP® and PFS™ credentialed advisor with eight years of industry experience, currently serving at WebsterRogers Financial Advisors, LLC. He has been with WebsterRogers in various capacities since 2013. In addition to his advisory role, he works as a tax associate outside of investment activities. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory and integrates advisory and accounting services through its affiliation with WebsterRogers LLP.

Roy Jones is a financial advisor at Financial & Tax Architects, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been affiliated with The Master's Choice, Inc. since 2001. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting, educational seminars, and ancillary estate-planning services.

Caroline Toniolo is a financial advisor at &Partners with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and McLeod Health. Outside of her advisory role, she serves on the boards of the First Presbyterian Church Child Development Center and All Saints Episcopal Day School, where she also acts as treasurer. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan advisory services, combining platform technology with proprietary and third-party strategies to deliver customized solutions.

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.

Charles Dutil is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and CUNA Mutual Group. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm utilizes a network of investment adviser representatives who offer both advisory and brokerage solutions, with a notable emphasis on non-discretionary assets.

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.

Paul Moffett is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1999. Outside of his advisory role, he is involved in watch restoration, purchasing, restoring, and selling watches. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by comprehensive operations, trading, technology, compliance, and practice-management resources.

James Lingle Jr. is a financial advisor with TLG Advisors, Inc. in Florence, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at The Leaders Group, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. Outside of advisory work, he serves as president of iFinancial Insurance Group and Financial Services Consulting Inc., and is a director on the board of First Reliance Bank. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

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.

John Chase Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His career includes extensive tenure at Janney and its affiliated entities, as well as Wells Fargo Clearing and Wells Fargo Advisors. He serves on the Finance Committee of Central United Methodist Church in Florence, SC. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing over $100 billion in client assets, offering a wide range of portfolio management, financial planning, and retirement advisory services to individuals, institutions, and charities.

Wendell Jones Jr. is a CFP® with 31 years of industry experience, currently serving at &Partners since 2023. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Jones is vice chairman of Dee Dee Land Trust, a land conservation organization based in Florence, SC. &Partners serves a wide range of clients including individuals, retirement plans, charitable organizations, and private business owners. The firm offers services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Virginia Allen is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. 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 multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Phillip Hobbs is a financial advisor with Janney Montgomery Scott in Florence, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at State Farm VP Management Corp and various insurance agencies. He also served in the South Carolina House of Representatives from 2015 to 2018. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving more than 235,000 clients. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage across individual, corporate, charitable, and institutional accounts.