Pittsford, NY Office

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.

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.

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.

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.

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.

Robert St. George is a financial advisor at Blue Horizon Equity, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, Inc. and OSAIC. 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 other institutions. The firm offers both discretionary and non-discretionary management through sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

Samuel Capilli is a financial advisor at Blue Horizon Equity, Inc. with two years of industry experience. He holds a Series 66 designation and serves as a board member of The Cus Foundation. Capilli has previously worked with Cambridge Investment Research and Cetera Wealth Services, 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 and institutions. The firm offers 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 multiple offices.