Daniel R Adams Jr.

Many blue-collar business owners spend years building successful companies but struggle with inconsistent cash flow, high taxes, and uncertainty about how to turn their business into a secure retirement. Unlike most financial firms that focus primarily on investments, I take a planning-first approach that connects your business strategy with your personal financial goals. As a CFP® professional and fee-only fiduciary advisor with 10+ years of experience, I help business owners integrate cash flow planning, tax strategies, risk management, retirement planning, and investments into one coordinated plan. Having experienced the challenges of business ownership firsthand and growing up in a family business, I understand that your business is often your largest asset. My goal is to provide the guidance and strategy business owners need to protect what they've built and create financial freedom beyond their business.

Richard Nichols is a financial advisor at Dewitt Capital Management LLC with 30 years of industry experience. He holds a Series 65 designation and has been with Dewitt Capital Management since 1995. Dewitt Capital Management provides personalized financial planning and investment management services to individuals, trusts, and estates. The firm operates on a fee-only basis, managing accounts on a discretionary basis using a variety of investment strategies and emphasizes comprehensive reviews of clients’ broader financial affairs.

Lawrence Kaplan is a financial advisor at Summit Investment Management, LLC with 36 years of industry experience. He holds a Series 63 designation and has been with Summit since 2009. Kaplan is also a licensed insurance agent in Lyme, CT, selling insurance products alongside his advisory work. Summit Investment Management provides individualized investment advisory and consulting services to individuals, including high net-worth clients, using tailored portfolios that may include stocks, bonds, mutual funds, ETFs, and private securities. The firm’s investment approach is based on fundamental analysis and asset-allocation principles, offering ongoing asset management, financial planning, and consulting engagements.

William Duvall is a financial advisor at Sightline Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, utilizing ETFs, mutual funds, individual securities, and derivatives where appropriate.

Michael Berry is a financial advisor at Apricity Financial, LLC, holding the ChFC® designation with 26 years of industry experience. His prior roles include work at MSF Investment Advisory LLC and the Michael Scott Financial Group, LLC. He is also a managing member and licensed insurance agent at Apricity Advisors, LLC. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is fundamentally driven and long-term oriented, emphasizing diversified, low-cost ETFs alongside individual securities and alternatives when appropriate.

Lindsey Cruz is a financial advisor at Apricity Financial, LLC with two years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Addicus Advisory, LLC and Michael Scott Financial, LLC. In addition to her advisory role, she serves as President of Apricity Advisors, LLC, a licensed insurance agency. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on fundamental analysis and long-term investment strategies that emphasize diversified, low-cost exchange-traded funds alongside other securities. The firm offers comprehensive financial planning and discretionary portfolio management tailored to client objectives and risk tolerance.