Blue Horizon Equity, Inc.

Daniel Dipaola is a CFP®-certified financial advisor with 23 years of industry experience. He is currently part of Blue Horizon Equity, Inc., a multi-advisor team based in Pittsford, NY. His prior experience includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advising, he is a minority owner in a family-run farm business that operates seasonally. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers a range of investment programs including wrap-fee Unified Managed Accounts and access to third-party money managers, delivering both discretionary and non-discretionary management across multiple offices.

Robert Sansone is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding 53 years of industry experience. He has worked with firms including American Portfolios Advisors, ITP Partners LLC, and ITRUST Advisors LLC. He serves as a board member for the Jim & Juli Boeheim Foundation, assisting in the selection of grant recipients. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified plans, and institutions. The firm offers wrap-fee Unified Managed Accounts and access to third-party money manager programs, with a multi-advisor team structure across multiple offices.

Ernest Cave is a CFP® with 18 years of industry experience, currently serving at Blue Horizon Equity, Inc. He has worked at multiple firms, including Cetera Wealth Services and Osaic Wealth. Cave is also the manager of Cave Wealth Management, a DBA LLC. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides both discretionary and non-discretionary management through wrap-fee Unified Managed Accounts and an Advisor-as-Portfolio-Manager program, alongside access to third-party money manager platforms.

Christopher Bryan is a financial advisor at Blue Horizon Equity, Inc. with 26 years of industry experience. He holds the Series 66 credential and has worked at firms including Merrill, American Portfolios Advisors, and ITP Partners. Bryan serves on the board of the Exchange Club of Jacksonville Beach, a nonprofit focused on the prevention of child abuse. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers both discretionary and non-discretionary management through wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms.

Richard Collins is a financial advisor with Blue Horizon Equity, Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Cetera Wealth Services, OSAIC, and American Portfolios Advisors, among others. Outside of his advisory work, he manages Oak Park Pecan Co., LLC, where he oversees cultivation and conducts research related to habitat protection. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified plans, and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, operating as a multi-advisor team across multiple offices with both discretionary and non-discretionary management options.

Thomas Beam is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advisory work, he is a partner at ITP Partners, LLC, which provides insurance services. Blue Horizon Equity, Inc. manages approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs while delivering both discretionary and non-discretionary management solutions.

Russell Wingate is a financial advisor at Blue Horizon Equity, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill for 26 years. His other business activities include insurance sales focused on fixed life insurance and annuity products. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and other institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

Reagan Wright is a financial advisor with Blue Horizon Equity, Inc. in Ponte Vedra, FL, holding a Series 66 license and having seven years of industry experience. He has worked at several firms including Cetera Wealth Services, Nassau Wealth Partners, and American Portfolios Financial Services. Outside of advising, he is involved in fixed insurance sales through Nassau Wealth Partners and ITP Partners. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs, delivering both discretionary and non-discretionary management with customized financial plans and ERISA-focused consulting services.

Granville Knowles is a financial advisor with Blue Horizon Equity, Inc. holding a Series 66 credential and 12 years of industry experience. He has worked at firms including American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory role, Knowles serves as a Fire Lieutenant with the Tallahassee Fire Department. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts and Advisor-as-Portfolio-Manager programs, delivering both discretionary and non-discretionary management tailored to client needs.

Kevin Dempsey is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His career includes long tenures at Cadaret, Grant & Co., Inc. and The Partners Eebb & Co., Inc., as well as roles at Aspire Financial Group, American Portfolios Financial Services, Inc., and OSAIC. Outside of advising, he owns and operates a tax preparation business. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, serving individuals, tax-qualified retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory services, and utilizes wrap-fee Unified Managed Accounts and third-party money manager programs, providing both discretionary and non-discretionary management tailored to client needs.

Thomas Queri is a ChFC® credentialed financial advisor at Blue Horizon Equity, Inc. with 31 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, and APFS Wealth Management. He serves on the board of the Society of Financial Services Professionals’ Rochester chapter and is a volunteer advisory board member for Make-A-Wish of Western New York. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, delivering both discretionary and non-discretionary management through a multi-advisor team structure.

Scot Regner is a financial advisor at Blue Horizon Equity, Inc. with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and American Portfolios Advisors, Inc. In addition to his advisory role, he is involved in insurance and annuity sales through a separate business activity. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm provides wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms, operating as a multi-advisor team across several offices.

Tricia Liller is a financial advisor at Blue Horizon Equity, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, among other firms. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, delivering both discretionary and non-discretionary management through a multi-advisor team structure.

Olivia Queri is a financial advisor at Blue Horizon Equity, Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Cetera Wealth Services, LLC, Omne Planning & Wealth LLC, and Cambridge Investment Research Inc. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers a range of investment programs, including wrap-fee Unified Managed Accounts and access to third-party money managers, operating as a multi-advisor team across multiple offices.

Janice Cobb is a financial advisor at Blue Horizon Equity, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Cobb serves as a board member of The Donna Foundation, a 501(c)(3) organization supporting those affected by breast cancer. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm utilizes a multi-advisor team approach and provides access to wrap-fee Unified Managed Accounts and third-party money manager programs.