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.

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.

Fahd Lakhani is the sole advisor at Quantact Capital Advisors LLC in Sugar Land, TX, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Quantact Capital Advisors since its founding in 2013. Quantact Capital Advisors LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a value-oriented, risk-conscious investment approach with an emphasis on loss avoidance, using tactical asset allocation and technical analysis across various marketable securities.

Salim Nathani is a CFP®-designated financial advisor at Benzer Capital with 25 years of industry experience. He is also president of The Little Village School, an early childhood education organization. Nathani serves on several boards, including Bright Offerings, a nonprofit supporting early childhood education, and participates in advisory roles for startup and e-commerce ventures. Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high-net-worth clients, along with pension consulting for employee benefit plans. The firm employs a tailored investment approach that includes model portfolios, fundamental analysis, trading strategies, and private pooled investment vehicles.

Manishkumar Jain is a financial advisor at BluePrism Wealth Management LLC in Richmond, TX, holding Series 63 and Series 66 credentials with four years of industry experience. Before founding BluePrism Wealth Management in 2025, he worked at Merrill, Wells Fargo Clearing Services, J.P. Morgan Securities, and JPMorgan Chase Bank. He is also a licensed insurance agent involved in selling insurance products. BluePrism Wealth Management LLC is an independent advisory firm providing discretionary asset management and financial planning services to individuals, high net worth clients, trusts, small businesses, and estates. The firm focuses on asset allocation and uses Monte Carlo planning to model financial goal probabilities, managing accounts on a discretionary basis with regular reviews and rebalancing.

Michael Reichek is a CFP®-designated financial advisor with 15 years of industry experience. He has operated Reichek Financial Services since 1991 and has longstanding affiliations with Ameritas Life Insurance and related companies since 2004. He serves as treasurer for two homeowners associations and holds voluntary roles on the investment committees and board of the National Exchange Club and its foundation. Reichek Financial Services offers investment advice, financial planning, and insurance services to individuals, corporations, and retirement plans. The firm emphasizes long-term fundamental analysis with a preference for low-cost mutual funds and ETFs, operates primarily on a non-discretionary basis, and combines investment management with an active insurance brokerage role.

James Marshall is the principal of Marshall Wealth Management, LLC, an independent advisory firm based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Since 2003, he has been president and owner of Mini Moguls Edutainment Company, which provides financial education through comic books to schools nationwide. Marshall Wealth Management serves individual clients, families, trusts, estates, and nonprofit organizations, offering financial planning, portfolio management, and investment supervisory services primarily on a non-discretionary basis. The firm’s approach focuses on asset allocation and long-term strategies, with a documented planning process covering cash flow, tax, retirement, and estate considerations.

Damon Collins is a financial advisor at Collins Wealth Management in Sugar Land, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the United States Army Corps of Engineers. In addition to his advisory role, he maintains a part-time quality assurance position and participates in public speaking and occasional pro-bono education. Collins Wealth Management serves individual clients, including both non–high-net-worth and high-net-worth households, offering tailored investment management and comprehensive financial planning. The firm combines passive and active investment approaches, constructing portfolios focused on managing volatility and aligned with clients’ goals, while providing additional services such as business planning, college savings, insurance reviews, and educational seminars.

David Kolts is a CFP® with 20 years of industry experience and is the principal advisor at Pegasus Wealth Management in Richmond, Texas. He also manages Allied Insurance Agency and operates a CPA practice, David B. Kolts, CPA, PLLC, where he provides accounting, tax compliance, and consulting services. Additionally, he teaches small business tax workshops for the IRS and QuickBooks classes for the Small Business Development Center. Pegasus Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes largely passive, diversified portfolios guided by strategic and tactical asset allocation, operating primarily on a non-discretionary basis with occasional value tilts and model portfolio selections supported by an outsourced chief investment officer.

Vinod Naidu is a financial advisor at SOF Spectrum Capital Management, LLC with a Series 65 designation and four years of industry experience. Prior to founding his firm, he was self-employed for three years and spent 19 years at CDK Global Inc. SOF Spectrum Capital Management serves individual and high-net-worth clients through discretionary asset management and retirement-plan allocation consulting. The firm employs a tactical investment approach using fundamental and technical analysis, including long- and short-term equity positions, ETFs, options, and margin, and offers performance-based fee arrangements for qualified clients.

James Lee is a CFA® charterholder and the sole advisor at AlphaVista Asset Management LLC with two years of industry experience. Prior to founding AlphaVista, he held roles at various Shell entities, including Shell Chemicals & Products and Shell Trading, from 2015 to 2023. AlphaVista Asset Management provides discretionary investment management to individuals, high-net-worth clients, and institutional and organizational clients such as retirement plans and charitable organizations. The firm employs proprietary quantitative models to guide investment decisions, primarily utilizing exchange-traded products, and serves a diverse client base with a standardized risk-tiered approach.

Amit Ganju is a financial advisor at Balai Lagai Wealth Management in Sugar Land, TX, holding a Series 65 credential with one year of industry experience. He has worked at Willis Towers Watson and operated as a self-employed professional prior to founding his current firm. Balai Lagai Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, using a diverse range of investment strategies including fundamental, quantitative, technical, cyclical analysis, and modern portfolio theory. The firm offers a broad investment universe and employs both long-term and short-term trading tactics, including options strategies, operating on a discretionary basis with specified custodians.

Frederick Fogarty is the principal of Fogarty Wealth Management, Inc. in Missouri City, TX, holding a Series 66 designation with 24 years of industry experience. He has been operating his own businesses since 2001 and has held roles at Fogarty Financial Services and Next Financial Group Inc. Outside of advisory work, he serves as president and treasurer on local homeowners association boards. Fogarty Wealth Management provides discretionary asset management, variable annuity management, financial planning, and consulting services. The firm serves individual investors and qualified retirement plans, applying fundamental and cyclical analysis within a client-tailored advisory process that includes pension consulting and ERISA plan support.

Nita Singhal is a financial advisor at New Day Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of her advisory role, she is a passive owner of a software-related consultancy business. New Day Wealth Management, LLC provides fee-based portfolio management and financial planning primarily for individuals, families, trusts, estates, and small businesses. The firm employs a long-term, conservative growth strategy using tactical asset allocation and favors low-cost, no-load mutual funds, while maintaining a primarily non-discretionary asset base.

James McClellan is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at James G. McClellan CPA, a firm he has owned since 1983, providing professional accounting and tax services. The firm offers financial planning and investment management to individuals, trusts, and private foundations on a fee-only basis, with a focus on fundamental security and fund analysis and a generally long-term investment approach. It is notable for combining established CPA services with investment advisory work, often serving clients with both accounting and investment needs.

Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

Arnaud Cocquerel is a financial advisor at Savile Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Asteria Insight LLC, Mauritius Commercial Bank, BNP Paribas, Euronext, and Enedis. Savile Private Wealth LLC provides investment advisory and family office services to a diverse client base, including high-net-worth individuals, institutional clients, and retirement plans. The firm employs fundamental analysis and a long-term investment approach, offering customized discretionary and non-discretionary strategies, as well as financial and estate planning services.

Sonny Blanchard is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Angelus Wealth, LLC in Sugar Land, TX. He has held roles at Titan Wealth Management, Titan Tax, Titan CFO, and previous firms including Blanchard Wealth Partners and Heritage Wealth Management. Outside of investment advisory, he is the Principal of Titan Tax and Titan CFO, providing tax preparation, planning, accounting, and business consulting services. Angelus Wealth is a faith-oriented wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small business owners. The firm offers comprehensive wealth management and financial planning services, integrating Biblical principles and primarily employing passive investment strategies with low-cost, diversified mutual funds and ETFs.