Bogart Wealth, LLC

Allen Eickelberg is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Bogart Wealth, LLC since 2025 and previously held roles at Foreside Fund Services, LLC, Redbrick LMD, LLC, and Spire Investment Partners. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm manages portfolios using a combination of passive and select active strategies, guided by an Investment Portfolio Committee, and offers access to alternative investments and specialized estate planning resources.

Michael Camara is a CFP® professional with 18 years of experience in financial advising. He currently works at Bogart Wealth, LLC and previously held roles at Cetera Advisor Networks, United Capital Financial Advisers, and Fidelity. Bogart Wealth provides comprehensive wealth management and financial planning to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm manages approximately $3.19 billion in assets and employs a combination of passive and select active strategies, using formal governance and AI tools to support its investment process.

Sydney Rutledge is a CFP® professional with four years of industry experience, currently serving as an advisor at Bogart Wealth, LLC in The Woodlands, TX. Prior to joining Bogart Wealth, Rutledge worked at Silverstar Wealth Management and held a position at Texas A&M University. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a disciplined investment approach combining firm model portfolios with both passive and active strategies and oversees approximately $3.19 billion in client assets.

Austin Hilscher is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. His prior experience includes roles at Willis Johnson & Associates, Avion Wealth, Stone Wealth Management, Avidian Wealth Solutions, and Chisholm Trail Financial Group. He is based in The Woodlands, TX. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm employs a combination of passive and active investment strategies guided by an Investment Portfolio Committee, managing approximately $3.19 billion in client assets.

James Bogart is a CFP®, ChFC®, and Series 66 credentialed advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2016 and held prior roles at Purshe Kaplan Sterling Investments, Morgan Stanley, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as Treasurer of the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies supported by an Investment Portfolio Committee and offers a range of investment options including direct indexing and alternative strategies.

John David is a CFP®-designated financial advisor at Bogart Wealth, LLC with one year of industry experience. Prior to joining Bogart Wealth in 2026, he worked for Charles Schwab & Co., Inc. from 2022 to 2025. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $3.19 billion in client assets using firm model portfolios that combine passive and active strategies, equity selection through fundamental and technical analysis, and top-down economic asset allocation.

Chaz Billak is a CFP® professional with two years of industry experience, currently advising at Bogart Wealth, LLC. His prior experience includes roles at Avenue Wealth and Carahsoft, as well as time spent at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of passive and active investment strategies overseen by an Investment Portfolio Committee and manages approximately $3.19 billion in client assets.

Daniel Evans is a CFP® professional with 12 years of industry experience. He currently serves as a financial advisor at Bogart Wealth, LLC and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm employs a combination of passive and active investment strategies, using both bottom-up fundamental equity selection and top-down economic asset allocation.

Carrie Malatesta is a CFP® professional with two years of experience in the financial industry. She has worked at Bogart Wealth, LLC since 2026 and previously held roles at Evermay Wealth Management, LLC and State Street Corporation. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm manages approximately $3.19 billion in client assets using a combination of passive and active strategies governed by an Investment Portfolio Committee.

Geraldo Olivo is a CFP® and Series 66-licensed advisor at Bogart Wealth, LLC with seven years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, managing approximately $3.19 billion in assets using a combination of firm model portfolios, equity selection based on fundamental and technical analysis, and various alternative strategies.

Nathan Vandemeulebroecke is a CFP® professional with one year of industry experience, currently advising at Bogart Wealth, LLC. Prior to joining Bogart Wealth in 2023, he was affiliated with Virginia Polytechnic Institute and State University for four years and Severna Park High School for four years. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies, including model portfolios governed by an Investment Portfolio Committee, and offers access to alternatives such as private equity and real estate for qualified clients.

Nicolas Conforti is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. He previously worked at Clarendon Wealth Management and has experience outside financial advising, including roles at Vector Marketing and as a student at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies and employs formal governance and AI tools to support research and operations.

Patrick Marcinko is a CFP® with five years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. Before joining Bogart Wealth, he worked at Goldman Sachs & Co. LLC. The firm provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. Bogart Wealth manages client portfolios using a combination of passive and select active funds, stock-only strategies, and tactical allocations, supported by formal governance and approved AI tools.

Misty Garza is a CFP® with 25 years of industry experience, currently serving at Bogart Wealth, LLC since 2022. Her prior roles include positions at Selah Financial Services, Fidelity, and Ameriprise. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm combines passive and active investment strategies through model portfolios overseen by an Investment Portfolio Committee and offers additional services including direct indexing, structured notes, and alternative strategies.

Thomas Kellogg is a CFP® affiliated with Bogart Wealth, LLC and has been working in the financial industry since 2023. Prior to his current role, he held positions at Homrich Berg and CrossPoint Wealth Partners and has experience in the hospitality sector, including roles at Sharkey's Rib & Wing Joint, Golden Horseshoe Golf Club, and Williamsburg National Golf Club. He also spent four years at Virginia Tech and Jamestown High School. Bogart Wealth provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm combines passive and active strategies through model portfolios and employs a structured approach to equity selection and asset allocation supported by formal governance and AI tools.