A woman in business attire smiles confidently, embodying the professionalism of a Relationship Associate against a neutral backdrop.

Asima Aleem

AGT – Financial Planning

Yvonne Website 3 | Bogart Wealth

Yvonne Allen

Client Concierge

Smiling Human Resources Coordinator in a black blazer and green top against a plain background.

Julia Bachman

SHRM-CP

Human Resources Coordinator

Grant Barlow in a blue suit and tie, smiling against a plain gray background.

Grant Barlow

AGT - Client Services

Smiling Shesh Batni in a suit, wearing glasses, with short hair and a beard, against a plain background.

Shesh Batni

Digital Video Production Specialist

Man in a suit with a blue tie smiling against a plain background, related to AGT – Portfolio Management.

Chaz Billak

CFP®

Associate Financial Advisor

Smiling man in a blue suit and tie against a gray background, identified as James Bogart.

James Bogart

CFP®, ChFC®

CEO & Founder

Michael Camara

Michael Camara

CFP®

Vice President
Financial Advisor

AnnaC for Web | Bogart Wealth

Anna Casserino

Client Services Associate

Clint Chang

Clint Chang

Salesforce Administrator

Nick Conforti

Nick Conforti

CFP®

Associate Financial Advisor

Dom website 3 | Bogart Wealth

Dom Conti

Controller

Woman with long blonde hair, wearing a black blazer and silver necklace, facing forward against a gray background.

Nell Cordick

CFP®

Senior Vice President
Financial Advisor

Alie Cowley

Alie Cowley

SHRM-CP

Human Resources Manager

Brendon Dashiell in a suit and tie, smiling against a plain background.

Brendon Dashiell

CFA®

Senior Portfolio Analyst

Torry Dell smiling, wearing a dark blazer and white top, against a plain background.

Torry Dell

Director of Business Development

Valerie Donely

Valerie Donely

Client Services Manager

Michelle Dubay BW67437 scaled e1640729430375 | Bogart Wealth

Michelle Dubay

Chief Administrative Officer

Michael duffy headshot

Michael Duffy

Vice President
Financial Advisor

Allen E Website 2 | Bogart Wealth

Allen Eickelberg

CFP®

Chief Operating Officer

Daniel Evans profile picture

Daniel Evans

CFP®

Financial Advisor

Hal-Frankel

Hal Frankel

CMT®

Senior Portfolio Analyst

Jeff Fuhrman

Jeff Fuhrman

President

Saro Gahima smiles in a professional headshot, wearing a black blazer and a gold necklace, against a neutral background.

Saro Gahima

Senior Client Services Associate

Misty Garza

Misty Garza

CFP®, MBA

Vice President
Financial Advisor

Stefan Gudjohnsen

Stefan Gudjohnsen

AGT - Client Services

Headshot of Mindy

Mindy Harbour

Business Development Coordinator & Texas Offices Administrator

Screenshot 2025 07 07 125154 | Bogart Wealth

Austin Hilscher

CFP®

Associate Financial Advisor

Victoria-Holcom

Victoria Holcom

CFP®

Associate Financial Advisor

Christine Janaske wearing a black blazer and white top, smiling against a gray background.

Christine Janaske

Director of Marketing

Bogart-Suzanne Kellogg

Suzanne Kellogg

IACCP®

Chief Compliance Officer

Smiling man in a suit and tie against a gray background.

Thomas Kellogg

AGT – Portfolio Management

Man with silver hair in a suit and lavender tie, against a gray background.

Peter Knoer

CFP®

Vice President
Financial Advisor

Luke Leonard

Luke Leonard

AGT – Financial Planning

Jack Loesch smiling, wearing a suit and blue tie against a gray background.

Jack Loesch

Portfolio Analyst

Patrick Marcinko

Patrick Marcinko

CFP®

Financial Advisor

Harrison McQuaig

Harrison McQuaig

CFP®

Financial Planner

Amanda Muse

Amanda Muse

CFP®

Vice President, Director of Advisory

Geraldo Olivo

Geraldo Olivo

CFP®, AAMS®

Financial Advisor

Headshot of Sydney

Sydney Rutledge

CFP®

Financial Advisor

Jung Seh

Jung Seh

CFP®

Financial Advisor

Aleksandr Spencer smiling, wearing glasses, a dark suit, white shirt, and blue tie against a plain gray background.

Aleksandr Spencer

CFA®

Chief Investment Officer

Stephen thorsen

Stephen Thorsen

Portfolio Analyst

Sandra Terronez

Sandra Terronez

CFP®

Financial Planning Manager

Nate Vandemeulebroecke

Nate Vandemeulebroecke

CFP®

AGT – Portfolio Management

Morgan Website 1 | Bogart Wealth

Morgan Veth

CFP®

Vice President, Financial Advisor

Smiling man with a beard in a suit and green tie, against a gray background.

Brian Windsor

CFP®

Vice President
Financial Advisor

Elise Wente smiling, wearing a black blazer and white top, with long blonde hair against a gray background.

Elise Wente

AGT – Financial Planning

Ryan Welsh in a suit with a red tie, smiling, against a plain gray background.

Ryan Welsh

AGT - Business Development

Tye Wydner in a suit with a white shirt and blue striped tie, smiling against a plain background.

Tye Wydner

AGT - Client Services

Violeta Yordanova

Violeta Yordanova

Office Administrator

Smiling Human Resources Coordinator in a black blazer and green top against a plain background.

Julia Bachman

SHRM-CP

Human Resources Coordinator

Grant Barlow in a blue suit and tie, smiling against a plain gray background.

Grant Barlow

AGT - Client Services

Smiling Shesh Batni in a suit, wearing glasses, with short hair and a beard, against a plain background.

Shesh Batni

Digital Video Production Specialist

Man in a suit with a blue tie smiling against a plain background, related to AGT – Portfolio Management.

Chaz Billak

CFP®

Associate Financial Advisor

Smiling man in a blue suit and tie against a gray background, identified as James Bogart.

James Bogart

CFP®, ChFC®

CEO & Founder

AnnaC for Web | Bogart Wealth

Anna Casserino

Client Services Associate

Clint Chang

Clint Chang

Salesforce Administrator

Nick Conforti

Nick Conforti

CFP®

Associate Financial Advisor

Dom website 3 | Bogart Wealth

Dom Conti

Controller

Woman with long blonde hair, wearing a black blazer and silver necklace, facing forward against a gray background.

Nell Cordick

CFP®

Senior Vice President
Financial Advisor

Alie Cowley

Alie Cowley

SHRM-CP

Human Resources Manager

Brendon Dashiell in a suit and tie, smiling against a plain background.

Brendon Dashiell

CFA®

Senior Portfolio Analyst

Torry Dell smiling, wearing a dark blazer and white top, against a plain background.

Torry Dell

Director of Business Development

Valerie Donely

Valerie Donely

Client Services Manager

Michelle Dubay BW67437 scaled e1640729430375 | Bogart Wealth

Michelle Dubay

Chief Administrative Officer

Michael duffy headshot

Michael Duffy

Vice President
Financial Advisor

Allen E Website 2 | Bogart Wealth

Allen Eickelberg

CFP®

Chief Operating Officer

Hal-Frankel

Hal Frankel

CMT®

Senior Portfolio Analyst

Jeff Fuhrman

Jeff Fuhrman

President

Saro Gahima smiles in a professional headshot, wearing a black blazer and a gold necklace, against a neutral background.

Saro Gahima

Senior Client Services Associate

Stefan Gudjohnsen

Stefan Gudjohnsen

AGT - Client Services

Victoria-Holcom

Victoria Holcom

CFP®

Associate Financial Advisor

Christine Janaske wearing a black blazer and white top, smiling against a gray background.

Christine Janaske

Director of Marketing

Bogart-Suzanne Kellogg

Suzanne Kellogg

IACCP®

Chief Compliance Officer

Smiling man in a suit and tie against a gray background.

Thomas Kellogg

AGT – Portfolio Management

Luke Leonard

Luke Leonard

AGT – Financial Planning

Jack Loesch smiling, wearing a suit and blue tie against a gray background.

Jack Loesch

Portfolio Analyst

Patrick Marcinko

Patrick Marcinko

CFP®

Financial Advisor

Harrison McQuaig

Harrison McQuaig

CFP®

Financial Planner

Jung Seh

Jung Seh

CFP®

Financial Advisor

Aleksandr Spencer smiling, wearing glasses, a dark suit, white shirt, and blue tie against a plain gray background.

Aleksandr Spencer

CFA®

Chief Investment Officer

Stephen thorsen

Stephen Thorsen

Portfolio Analyst

Sandra Terronez

Sandra Terronez

CFP®

Financial Planning Manager

Nate Vandemeulebroecke

Nate Vandemeulebroecke

CFP®

AGT – Portfolio Management

Morgan Website 1 | Bogart Wealth

Morgan Veth

CFP®

Vice President, Financial Advisor

Smiling man with a beard in a suit and green tie, against a gray background.

Brian Windsor

CFP®

Vice President
Financial Advisor

Elise Wente smiling, wearing a black blazer and white top, with long blonde hair against a gray background.

Elise Wente

AGT – Financial Planning

Tye Wydner in a suit with a white shirt and blue striped tie, smiling against a plain background.

Tye Wydner

AGT - Client Services

Violeta Yordanova

Violeta Yordanova

Office Administrator

A woman in business attire smiles confidently, embodying the professionalism of a Relationship Associate against a neutral backdrop.

Asima Aleem

AGT – Financial Planning

Yvonne Website 3 | Bogart Wealth

Yvonne Allen

Client Concierge

Smiling man in a blue suit and tie against a gray background, identified as James Bogart.

James Bogart

CFP®, ChFC®

CEO & Founder

Michael Camara

Michael Camara

CFP®

Vice President
Financial Advisor

Daniel Evans profile picture

Daniel Evans

CFP®

Financial Advisor

Misty Garza

Misty Garza

CFP®, MBA

Vice President
Financial Advisor

Headshot of Mindy

Mindy Harbour

Business Development Coordinator & Texas Offices Administrator

Screenshot 2025 07 07 125154 | Bogart Wealth

Austin Hilscher

CFP®

Associate Financial Advisor

Man with silver hair in a suit and lavender tie, against a gray background.

Peter Knoer

CFP®

Vice President
Financial Advisor

Amanda Muse

Amanda Muse

CFP®

Vice President, Director of Advisory

Geraldo Olivo

Geraldo Olivo

CFP®, AAMS®

Financial Advisor

Headshot of Sydney

Sydney Rutledge

CFP®

Financial Advisor

Ryan Welsh in a suit with a red tie, smiling, against a plain gray background.

Ryan Welsh

AGT - Business Development

headshot of Lauren

Lauren Baronaske

Senior Tax Associate

Madeline Brogan

Madeline Brogan

Tax Director

Nicole headshot

Nicole Guidry

EA

Tax Supervisor

headshot of Troy

Troy O’callaghan

MBA, CPA®

Tax Partner

Barbara Richardson

Barbara Richardson

Tax Accountant

Reanna Whitman

Reanna Whitman

Administrative Assistant

Duelce Zamudio

Duelce Zamudio

Senior Accountant

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