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Michael C
CFP®, Series 63, Series 66
The Woodlands, TX
Bogart Wealth, LLC
Michael Camara is a Certified Financial Planner® with 18 years of industry experience. He has worked at Bogart Wealth since 2020 and previously held roles at Cetera Advisor Networks, United Capital Financial Advisers, and Fidelity Brokerage Services. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of bottom-up fundamental equity analysis and top-down asset allocation, utilizing model portfolios and specialized investment options such as direct indexing, structured notes, and private-market alternatives.
Sydney R
CFP®
The Woodlands, TX
Bogart Wealth, LLC
Sydney Rutledge is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. Prior to joining Bogart Wealth, Rutledge worked at Silverstar Wealth Management and spent four years at Texas A&M University. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management, employing a combination of discretionary portfolio management, model portfolios, and specialized investment options such as direct indexing SMAs and private-market alternatives.
Austin H
CFP®
The Woodlands, TX
Bogart Wealth, LLC
Austin Hilscher is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. His prior roles include positions at Willis Johnson & Associates, Inc., Avion Wealth, Stone Wealth Management, Avidian Wealth Solutions, and Chisholm Trail Financial Group. Bogart Wealth provides comprehensive financial planning and wealth management services to individuals, trusts, estates, and charitable organizations, utilizing model portfolios and specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools and third-party managers as part of its discretionary investment approach.
Daniel E
CFP®, Series 66
The Woodlands, TX
Bogart Wealth, LLC
Daniel Evans is a CFP® with 12 years of industry experience. He is currently with Bogart Wealth, LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bogart Wealth, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, utilizing model portfolios as well as specialized investment options such as direct indexing SMAs 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.
Geraldo O
CFP®, Series 66
The Woodlands, TX
Bogart Wealth, LLC
Geraldo Olivo is a CFP® professional with seven years of industry experience, currently serving at Bogart Wealth, LLC since 2025. His previous roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs model portfolios overseen by an Investment Portfolio Committee and incorporates a mix of fundamental equity analysis, technical factors, and top-down asset allocation, offering both traditional and alternative investment options.
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