Russell C. Bilsky

James Welch III is a financial advisor at Capco Asset Management, LLC with a Series 65 designation and one year of industry experience. Before joining Capco, he worked at several firms including MetaMetrics, Verint Systems, Cogito Corp., Availity, and Web.com. Capco Asset Management is a small team adviser providing discretionary portfolio management to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments primarily in public equities, selected based on business quality, management quality, and valuation, while maintaining a broad investment approach.

Ryan Burk is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has held prior roles at firms including Nationwide Investment Advisors, LPL Financial, and Wells Fargo. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual and high-net-worth clients to institutional and charitable organizations. The firm provides tailored financial planning and investment consulting using risk profiling and analytical tools, supported by advisory programs and a large affiliated advisor network.

Alexander Hinson Jr. is a financial advisor with LPL Financial in Quincy, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Capital City Banc, Invest Financial Corporation, and Morgan Stanley. Outside of his advisory work, he is involved in an art and design venture called ALH STUDIO. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with its advisors utilizing both proprietary research and third-party strategies.

Thomas Wang is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized operational support with access to alternative investments and a multi-asset model portfolio approach.