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.

Stephen Dold is a financial advisor with Blue Horizon Equity, Inc. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Blue Horizon Equity and Cetera Wealth Services in 2026, he worked at Cambridge Investment Research Advisors and Lincoln Financial Advisors. Outside of his financial advisory work, he serves as a basketball and football coach at Twin Lakes School Corporation. 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, retirement plans, and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts and access to third-party money manager programs, operating as a multi-advisor team across multiple offices while acting as sponsor and investment adviser for its wrap-fee programs.

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 with Blue Horizon Equity, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes positions at Merrill and American Portfolios Financial Services, with over two decades in the field. Bryan serves on the board of the Exchange Club of Jacksonville Beach, a charity focused on the prevention of child abuse. Blue Horizon Equity, Inc. manages approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides discretionary and non-discretionary management through wrap-fee Unified Managed Accounts and third-party money manager programs, operating as a multi-advisor team across multiple offices.

Richard Collins is a financial advisor at Blue Horizon Equity, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including American Portfolios Advisors and OSAIC. Outside of advisory work, he manages Oak Park Pecan Co., an LLC involved in pecan tree care and habitat research. 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 and third-party money manager programs, operating as a multi-advisor team across several offices.

Thomas Beam is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work includes roles at Cetera Wealth Services, American Portfolios Advisors, and Wall Street Financial Group. Outside of advising, he is a partner in 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 and institutions. The firm provides 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.

Christopher Dold is a CFP®-certified financial advisor with 28 years of industry experience, currently serving at Blue Horizon Equity, Inc. He has held previous roles at Lincoln Financial Advisors Corporation and Cambridge Investment Research. Dold is a board member and volunteer at the Lafayette Adult Resource Academy. 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, retirement plans, and other institutions. The firm offers unified managed accounts, advisor-as-portfolio-manager programs, and access to third-party money managers, operating as a multi-advisor team across multiple offices.

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.

Gary Gruss is a financial advisor with Blue Horizon Equity, Inc. in Tiffin, Ohio, holding a Series 63 designation and bringing 28 years of industry experience. His prior career experience includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advising, he serves as president of CF Professional, Inc., a tax preparation and accounting firm. 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, 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.

Perry Noun III is a CFP® with 12 years of industry experience currently advising at Blue Horizon Equity, Inc. He has previously worked at firms including Merrill Gilliland, Avantax, Cambridge Investment Research, and Cetera Wealth Services. Perry holds a Series 63 license and operates out of Pittsford, NY. 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 unified managed accounts, advisor-as-portfolio-manager programs, and third-party money manager access, operating as a multi-advisor team across multiple offices.

John Enright is a financial advisor at Blue Horizon Equity, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research and Custom Wealth Companies. He serves as treasurer for Forsgate Study Group, Inc., a volunteer role. 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, 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 through a multi-advisor team structure.

Kevin Dempsey is a financial advisor at Blue Horizon Equity, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, OSAIC, American Portfolios Financial Services, Aspire Financial Group, and Cadaret, Grant & Co. Outside of advising, he operates a tax preparation business. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million in assets, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers 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.