Caroline Toniolo

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.