Conrad Seastrunk Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Seastrunk Financial Management, LLC since 2016. He holds a Series 65 license and is based in Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm combines portfolio construction with ongoing monitoring, integrating tax preparation and client education through digital collaboration tools.

Conrad Seastrunk is a CFP® professional with 15 years of industry experience and has been leading Seastrunk Financial Management Co. since 1994. He holds a Series 63 license and operates from Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm integrates tax preparation into its wealth management approach and emphasizes client education and digital collaboration through platforms like eMoney Advisor™ and webinars.

Amy Fisher is a CFP® with 19 years of industry experience, currently serving at Websterrogers Financial Advisors, LLC since 2007. She has also been associated with Webster Rogers LLP since 2004. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and consulting on tax, estate, and cash-flow matters. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations across mutual funds, ETFs, fixed-income securities, and alternatives.

Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with Websterrogers Financial Advisors, LLC since 2016, currently serving as part of a seven-advisor team based in Florence, SC. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and diversified allocations implemented through mutual funds, ETFs, fixed-income securities, and alternatives.

Jessica Harrington is a financial advisor at Websterrogers Financial Advisors, LLC with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Websterrogers since 2015. Websterrogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified allocations primarily with mutual funds, ETFs, and select fixed-income securities or alternatives.

Drake Wright is a financial advisor at Websterrogers Financial Advisors, LLC in Florence, SC, holding a Series 65 designation with seven years of industry experience. He has been with Webster Rogers since 2016. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term, diversified investment strategies using Modern Portfolio Theory and employs tools such as risk-tolerance questionnaires and Monte Carlo simulations to guide portfolio allocation.

William Hardaway III is a CFP® and PFS™ with eight years of industry experience. He is currently with Websterrogers Financial Advisors, LLC, where he has worked since 2013. Outside of his advisory role, he serves as a tax associate at WebsterRogers LLP. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, charitable organizations, and plan sponsors. The firm employs long-term strategies based on Modern Portfolio Theory and diversified allocations using mutual funds, ETFs, and fixed-income securities, and offers consulting on tax, estate, and cash-flow matters.

Roy Jones Jr. is a financial advisor at Financial & Tax Architects, LLC with five years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his current role, he has worked at 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, especially those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly reviews and rebalancing, offering customizable portfolios across different risk levels and also provides sub-advisory services to other registered investment adviser firms.

Caroline Toniolo is a financial advisor at &Partners with eight years of industry experience. She previously worked at Edward Jones and McLeod Health. Caroline serves as a board member for the First Presbyterian Church Child Development Center and as treasurer and board member for All Saints Episcopal Day School in Florence, SC. &Partners serves a broad mix of individual and institutional clients, providing investment management and financial planning through discretionary and non-discretionary approaches that include both proprietary and third-party strategies.

Robert Timms is a financial advisor with Truist Advisory Services in Florence, SC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked across multiple Truist and BB&T entities since 2014. Timms serves as Vice President of Greater Florence Habitat for Humanity, a nonprofit organization assisting families in need of safer homes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management with AI-enabled research tools and offers a manager-selection program supported by robust inter-affiliate integration.

Jennifer Dauphin Gregg is a financial advisor at First Citizens Investor Services, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for seven years. Outside of her advisory role, she serves as Treasurer of the Old South Plantation Homeowners Association in Timmonsville, SC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-centered process that incorporates fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Jason Thompson is a financial advisor with Janney Montgomery Scott in Florence, SC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Charles Dutil is a financial advisor with OSAIC Institutions, Inc. based in Florence, SC. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and CUNA Mutual Group. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary management.

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 Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also involved with Define Wealth Financial Group, where he provides wealth advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors.

John Chase Jr. is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current tenure at Janney Montgomery Scott, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the finance committee at Central United Methodist Church in Florence, SC. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services.

Wendell Jones Jr. is a CFP®-designated financial advisor with over 31 years of industry experience. He joined &Partners in 2023 after 29 years with Edward D. Jones & Co., L.P. He serves as vice chairman of the Dee Dee Land Trust, a land conservation organization in Florence, SC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, providing investment management and financial planning services alongside brokerage offerings. The firm employs a mix of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies.

Virginia Allen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional entities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.