Horizon Financial

Benjamin Chappell is a financial advisor at Horizon Financial with a Series 65 designation and four years of industry experience. He has worked at Horizon Advisory Services, Inc. since 2021 and was previously employed at Haley & Aldrich, Inc. for ten years. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach overseen by an internal investment team and Investment Policy Committee.

Jonathan Blazick is a financial advisor at Horizon Financial with eight years of industry experience. He holds a Series 65 designation and has held positions at Securities America Advisors, SSN Advisory, and Mark Congdon, CFS Inc., as well as prior employment at Kellogg's. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment process focused on diversified, long-term asset allocation.

Mark Congdon is a financial advisor with Horizon Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with several firms, including Private Client Services, Securities America, Inc., and Securities Services Network, and has been involved with Horizon Advisory Services and The Horizon Group since 1993. Congdon also participates in the Putnam Investments Advisory Council, a forum for advisors to provide feedback on investment offerings and industry developments. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm employs a model-driven investment process overseen by an internal team and Investment Policy Committee, focusing on diversified, long-term asset allocation primarily implemented with mutual funds, ETFs, and individual securities.

Donald Kwarta is a financial advisor at Horizon Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Horizon Advisory Services, Inc., SSN Advisory Inc, and Mark A Congdon, among others. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm employs a model-driven investment approach overseen by an internal team and an Investment Policy Committee, focusing on diversified, long-term asset allocation primarily via mutual funds, ETFs, and individual securities.

Timothy Hammond is a financial advisor at Horizon Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Private Client Services and Securities America, Inc. Outside of his advisory role, he serves as treasurer and an alternate warden for the Village of Geneseo Fire Department and manages benevolence funds at the Geneseo United Methodist Church. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management and integrated financial planning. The firm employs a model-driven investment process overseen by an internal team and emphasizes diversified, long-term asset allocation using mutual funds, ETFs, and individual securities for complex accounts.

Michael Congdon is a financial advisor at Horizon Financial with five years of industry experience. He holds the Series 65 designation and has worked within related firms under the Horizon umbrella since 2012. Congdon also serves as an administrator and manager responsible for oversight of an investment brokerage firm. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement services, and integrated financial planning. The firm manages approximately $510 million in assets with a model-driven investment approach overseen by an internal team and Investment Policy Committee.

Brian Novellin is a financial advisor at Horizon Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Horizon Advisory Services Inc., Private Client Services, Securities America, Inc., and Securities Service Network, Inc. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment process overseen by an internal investment team and Investment Policy Committee.

Amanda Heagerty is a financial advisor at Horizon Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Securities America, Inc. and Citizens Securities Inc. Amanda is also affiliated with Horizon Advisory Services, Inc., where she dedicates significant time. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, with discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach overseen by an internal investment team and Investment Policy Committee.

Kenneth Blazick is a financial advisor at Horizon Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securities America Advisors and Securities Service Network. He has been involved with Horizon Advisory Services and The Horizon Group for over a decade. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management and integrated financial planning. The firm employs a model-driven investment process focused on diversified, long-term asset allocation across mutual funds, ETFs, and individual securities for complex accounts.