Horizon Investment Services, LLC.

Margaret Blackman is a Series 65-licensed financial advisor at Horizon Investment Services, LLC, with 17 years of industry experience. She has been with Horizon since 2009. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, and socially/faith-based approaches.

David Walle is a CFA® charterholder with 18 years at Horizon Investment Services, LLC, based in Hammond, IN. He has seven years of industry experience and works within a six-advisor team at the firm. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to manage client portfolios and model portfolios used by other financial institutions.

Shelby Cavanaugh is a financial advisor at Horizon Investment Services, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Horizon since 2006. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm combines fundamental research with a proprietary quantitative stock-rating system and offers a range of strategies, including equity, equity/income, and socially/faith-based overlays.

Richard Moroney is a CFA® charterholder with 24 years of industry experience. He has worked at Horizon Investment Services, LLC. since 1997 and also has been involved with Horizon Publishing Company since 1989. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions and offers a range of equity and income strategies, including socially and faith-based overlays.

Charles Carlson is a CFA® charterholder with 24 years of industry experience. He has worked at Horizon Investment Services, LLC since 1997 and has been involved with Horizon Management Services since 1995 and Horizon Publishing Company since 1982. Carlson is also a member of Highland Park Equity, LLC, an investment holding company. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a quantitative stock-rating system and a documented research workflow to manage a range of equity-focused strategies and also licenses model portfolios and acts as a sub-advisor in wrap fee programs.

David Wright is a CFA® charterholder with 14 years of industry experience, currently serving at Horizon Investment Services, LLC. He has been with Horizon since 1997. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, ETF-based, and socially/faith-based approaches.

Robert Sweet is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Horizon Investment Services, LLC. He has been with Horizon since 1999. Outside of his advisory role, he is involved in editorial consulting through his ownership of Innovations, where he edits copy for clients. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a fundamental research process combined with a proprietary quantitative stock-rating system and offers a range of strategies including equity, income, ETF-based, and socially/faith-based overlays.