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Bobbie M

CFP®, Series 63, Series 65

Havana, FL

Supporting Your Choices Inc.

Bobbie Munroe is a CFP® professional with 23 years of industry experience and has been principal at Supporting Your Choices Inc. since 2014. She holds Series 63 and Series 65 licenses. Outside of her advisory work, Munroe serves as secretary and treasurer of a licensed hunting preserve and is a director of a local nonprofit foundation. Supporting Your Choices Inc. is a single-advisor firm serving individual and couple clients on a fee-only basis, focusing on comprehensive financial planning, investment management, and tax preparation. The firm employs a core-and-satellite investment approach with globally diversified portfolios and conducts non-discretionary trading requiring client approval.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Mid-Career Professionals
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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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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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Thomas W

Series 63, Series 66

Midway, FL

Charles Schwab

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.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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