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.