Will G. Ortiz

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 nine years of industry experience and has been with Edward Jones since 2016. He is based in Katy, TX and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

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.

Benjamin Simiskey is a CFP® with 18 years of industry experience and serves as the sole advisor at Lakes Wealth Advisory, LLC. He previously worked at Cornelius, Stegent & Price, LLP and Stegent Equity Advisors Inc., and has been an adjunct instructor at Rice University since 2017. Lakes Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and corporations. The firm employs a long-term investment approach using mutual funds, ETFs, individual stocks and bonds, and offers customized solutions with ongoing portfolio monitoring and oversight.

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.

Jose Manstretta Cardozo is a CFA® charterholder with five years of experience in the financial industry. He has worked at Open Wealth Management LLC since 2021 and previously held positions at Proman US and Royal Dutch Shell. Open Wealth Management LLC serves individuals and families, including senior corporate executives and owners of closely held businesses, providing wealth management, discretionary portfolio management, financial planning, and portfolio analysis. The firm employs a long-term, asset-allocation driven investment approach, constructing customized portfolios primarily using mutual funds, ETFs, ETNs, and individual securities, and serves a notable non-U.S. client segment.