John Sherrill Jr. is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 license and 18 years of industry experience. He previously worked at Edward Jones for 18 years before joining Elevatus Wealth Management. Elevatus Wealth Management serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, providing discretionary investment management, financial planning, and separately managed account servicing. The firm employs both active and passive investment strategies and offers services including financial consulting, trustee roles, and advisory relationships with broker-dealers.

Megan Horvat is a CFP® with 13 years of industry experience, currently serving at Elevatus Wealth Management, LLC. Her prior roles include positions at Thorley Wealth Management, Commonwealth Financial Network, Bank of America, and Merrill. She holds Series 63 and Series 65 licenses. Elevatus Wealth Management serves individual and high-net-worth clients, institutional clients, and retirement plan sponsors with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive investment strategies and offers access to a range of alternative and digital-asset solutions.

Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TRU Independence Asset Management. Outside of advising, he owns an LLC involved in buying and racing harness horses at Buffalo and Batavia Raceway. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive strategies and offers access to alternative investments, performance-based fees, and trustee and consulting services.

Peter Newman is a financial advisor at Elevatus Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. In addition to his advisory role, he is a licensed insurance agent servicing clients with insurance needs. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and trustee services. The firm employs both active and passive strategies, including access to third-party models, alternatives, options, and digital assets.