Bogart Wealth, LLC

Allen Eickelberg is a CFP® with 14 years of industry experience, currently serving as an advisor at Bogart Wealth, LLC. His prior roles include positions at Spire Investment Partners, Redbrick LMD, LLC, and Foreside Fund Services, LLC. Outside of his advisory work, he is a sole proprietor landlord of a rental property in Arlington, VA. Bogart Wealth, LLC provides comprehensive wealth management, financial planning, and discretionary portfolio management to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and employs a model portfolio approach combining passive and active funds, with additional strategies including ETF-only models, direct indexing SMAs, structured notes, and interval funds.

Michael Camara is a CFP® professional with 18 years of experience in the financial advisory industry. He has been with Bogart Wealth, LLC since 2020 and previously worked at Cetera Advisor Networks, United Capital Financial Advisers, and Fidelity Brokerage Services. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and employs a range of model portfolios blending passive and active funds, alongside differentiated strategies such as ETF-only models, direct indexing SMAs, and structured-note models.

Sydney Rutledge is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. Prior to joining Bogart Wealth, Rutledge held roles at Silverstar Wealth Management and spent four years at Texas A&M University. Bogart Wealth, LLC serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and offers a range of investment strategies including model portfolios, ETF-only models, direct indexing SMAs, and structured-note approaches.

Jung Seh is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC since 2022. Prior to joining Bogart Wealth, he worked at TIAA from 2013 to 2020. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and offers a broad range of investment strategies, including model portfolios that blend passive and active funds, direct indexing, and specialized allocations such as structured notes and interval funds.

Austin Hilscher is a CFP® professional with one year of industry experience, currently serving at Bogart Wealth, LLC. His prior roles include positions at Willis Johnson & Associates, Avion Wealth, Stone Wealth Management, Avidian Wealth Solutions, and Chisholm Trail Financial Group. Bogart Wealth, LLC serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and employs a range of model portfolios that combine passive and selective active funds, offering differentiated strategies such as ETF-only models, direct indexing SMAs, and structured-note models.

James Bogart is a CFP® and ChFC® with 18 years of industry experience. He has worked at Bogart Wealth, LLC since 2016 and previously held roles at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of his advisory work, he serves as Treasurer of the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth, LLC serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management and discretionary portfolio management. The firm employs a model-based investment approach combining passive and active funds and offers a variety of specialized strategies, including ETF-only models and direct indexing.

Chaz Billak is a CFP® professional with four years of experience, currently serving as an advisor at Bogart Wealth, LLC. His prior experience includes roles at Avenue Wealth and Carahsoft, as well as a background at Virginia Tech. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and employs a blend of passive and active investment strategies delivered primarily through model portfolios overseen by an Investment Portfolio Committee.

Daniel Evans is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC since 2022. Prior to joining Bogart Wealth, he worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC from 2015 to 2022. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team, offering a range of investment strategies including model portfolios that blend passive and active funds, as well as differentiated options such as ETF-only models, direct indexing SMAs, structured notes, and interval-fund alternatives.

Carrie Malatesta is a financial advisor at Bogart Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Evermay Wealth Management, LLC and State Street Corporation. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and employs a model portfolio approach combining passive and active funds across global asset-allocation and equity-focused strategies.

Geraldo Olivo is a CFP® professional with seven years of experience in financial advising. He is currently with Bogart Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, FCA Corp, and Raymond James & Associates. Outside of his advisory roles, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management and discretionary portfolio management. The firm employs a combination of passive and active investment models and offers a broad range of strategies including ETF-only models, direct indexing SMAs, and structured-note approaches.

Nathan Vandemeulebroecke is a CFP® professional with Bogart Wealth, LLC, based in McLean, VA. He joined the firm in 2023 and has prior experience at Virginia Polytechnic Institute and State University, as well as Severna Park High School. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with wealth management, financial planning, and discretionary portfolio management. The firm employs a model portfolio approach combining passive and active funds, offering a range of strategies including ETF-only models, direct indexing SMAs, structured notes, and interval-fund alternatives.

Nicolas Conforti is a CFP® professional at Bogart Wealth, LLC with two years of industry experience. His prior roles include positions at Clarendon Wealth Management and Vector Marketing. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management, managing approximately $2.68 billion in client assets through a 23-advisor team. The firm employs a blend of passive and active investment strategies across global asset-allocation and equity models, offering differentiated options such as ETF-only models, direct indexing, structured notes, and interval funds.

Patrick Marcinko is a CFP® with four years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. His prior experience includes roles at Goldman Sachs & Co. LLC. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in assets across a 23-advisor team, utilizing model portfolios that combine passive and select active funds alongside differentiated strategies such as ETF-only models, direct indexing SMAs, and interval-fund alternatives.

Misty Garza is a CFP® professional with 24 years of industry experience, currently serving at Bogart Wealth, LLC since 2022. Prior to joining Bogart Wealth, she worked at Selah Financial Services for eight years. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and offers a range of investment strategies, including model portfolios that blend passive and active funds, as well as differentiated approaches like ETF-only models, direct indexing SMAs, and interval-fund alternatives.

Suzanne Kellogg is a Series 65 licensed financial advisor with 11 years of industry experience. She is currently a Director at Vigilant Compliance, LLC, where she provides compliance support to Registered Investment Advisers. Her prior roles include positions at Bogart Wealth, LLC, Torray LLC, FINRA, and TAMRO Capital Partners LLC. Bogart Wealth, LLC serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and offers a range of model portfolios blending passive and active strategies, along with differentiated investment options such as ETF-only models, direct indexing SMAs, and structured-note strategies.