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James W

Series 65

Saint John, FL

Capco Asset Management, LLC

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.

Concentrated stock management
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Russell B

Series 63, Series 66

Saint John, FL

Empower Advisory Group

Russell Bilsky is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining Empower Advisory Group in 2026, he worked at Fidelity Investments for six years and has held positions at several other financial and corporate firms including Duke Energy Corporation and Charles Schwab & Co., Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage accounts. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, operating within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ryan B

ChFC®, Series 63, Series 66

Chattahoochee, FL

Raymond James Financial

Ryan Burk is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 and 66 licenses. He has 28 years of experience in the financial industry, having previously worked at firms including Nationwide Investment Advisors, LPL Financial, Wells Fargo, and Scottrade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of affiliated advisory firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alexander H

Series 63, Series 65

Quincy, FL

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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