John David is a CFP® and Series 63–registered financial advisor at Bogart Wealth, LLC in Houston, TX, with one year of industry experience. Before joining Bogart Wealth in 2026, he worked at Charles Schwab & Co., Inc for three years. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of fundamental and technical analysis along with top-down asset allocation, offering both traditional model portfolios and specialized investment options such as direct indexing, structured notes, and private-market alternatives.

Misty Garza is a CFP® professional with 25 years of industry experience. She currently works at Bogart Wealth, LLC and previously spent eight years at Selah Financial Services. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management, utilizing model portfolios and specialized investment options such as direct indexing SMAs, structured notes, interval funds, and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools under formal policies to support investment decisions.

Peter Knoer is a CFP® with 13 years of experience in financial advising. He has been with Bogart Wealth, LLC since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, using model portfolios alongside specialized options such as direct indexing SMAs and private-market alternative exposures. The firm employs a combination of fundamental equity analysis, technical factors, and top-down asset allocation, implementing investment decisions primarily on a discretionary basis.