Taylor Dakota Navel

Brian Campbell is the founder and Managing Director of Campbell Wealth Partners LLC. He provides clients with individually tailored investment and risk management strategies. Brian's expertise includes family wealth management, personal retirement planning, education funding planning, and specialized focus with government or former government employees. Brian holds Series 7, 63 and 65 FINRA registrations and the Certified Plan Fiduciary Advisor (CPFA®), Accredited Wealth Management Advisor℠ (AWMA®), and Chartered Retirement Planning Counselor™ (CRPC™) designations. A graduate of the University of Houston, and University of Houston - Downtown and a former United States Army Officer, Brian combines his education and military experience to deliver disciplined, math-based investment processes. Active in community and professional organizations, Brian actively supports the USO, the Wounded Warrior Project and is a member of the Rotary Club of Greater Houston Veterans and American Legion. Outside of work, he enjoys tinkering with computers, golf, online games and spending time with his family.

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our branch will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I began my Financial Planning career in 2012 in Sugar Land, Texas. At Sync Wealth Group, we invest in our knowledge so we can have a positive impact on your whole financial picture, so I hold the AAMS™ and CRPC™ designations. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio management tools.

William Blackmon is a CFP® with 10 years of experience in the financial industry, all spent at Edward Jones since 2016. He is based in Katy, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mukul Khandelia is a financial advisor at Quantwealth Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, Merrill Lynch. He is also the managing member of Quantroll Capital LLC, a currently dormant entity. Quantwealth Advisors LLC provides discretionary and non-discretionary asset management primarily for high-net-worth individuals, using a combination of quantitative and traditional investment methods. The firm focuses on ongoing portfolio management with quarterly reviews and employs a broad range of strategies tailored to client goals and risk tolerance.

Sanjay Gupta is a financial advisor at 584 North LLC in Sugarland, TX, holding a Series 65 designation with one year of industry experience. Before founding 584 North LLC in 2025, he worked at Shell for 11 years. 584 North LLC is an independent investment manager that offers discretionary investment advisory services focused on U.S.-listed equity securities. The firm serves both individual retail clients and qualified clients using a uniform long/short equity strategy based on technical analysis, momentum, and market timing.

Neal Carlson is a financial advisor at Forthright Family Wealth Advisory LLC in Houston, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked at Credit Suisse Securities and Wells Fargo Clearing prior to joining Forthright in 2019. Forthright Family Wealth Advisory LLC provides fee-only, discretionary investment management and comprehensive private wealth planning to individuals, families, foundations, and businesses. The firm generally serves clients with account minimums around $1 million and employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios across multiple asset classes.