James Clancy

I work with two types of clients: small business owners who need financial clarity, and families who want to make smarter decisions with their wealth. For business owners, I act as a Fractional CFO—helping you understand your numbers, improve cash flow, plan for taxes, and make better strategic decisions. Most owners don’t fail because of a lack of effort—they struggle because they’re making big decisions without a clear financial framework. That’s where I come in. For families, I serve as a long-term financial partner. Whether you're approaching retirement, building wealth, or navigating a major life transition, I help you align your investments, tax strategy, and long-term goals into one cohesive plan. At the end of the day, my job is to help you see clearly, act confidently, and build a life that actually works—not just one that looks good on paper.

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.

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 with 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Addicus Advisory, LLC, Lion Street Financial, MSF Investment Advisory LLC, and Michael Scott Financial Group, LLC. Berry is also a managing member and licensed insurance agent at Apricity Advisors, LLC. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, employing fundamental analysis to build primarily long-term portfolios focused on low-cost, diversified ETFs, while maintaining flexibility to use other investment vehicles when appropriate.

Lindsey Cruz is a financial advisor at Apricity Financial, LLC with two years of industry experience. She holds 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, where she is a licensed insurance agent involved in insurance sales and implementation. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm primarily employs fundamental analysis to build long-term, low-cost, diversified portfolios, with discretionary management and regular account monitoring.

Bryan Watts is a financial advisor at Sound Portfolio Advisors, LLC with eight years of industry experience. He holds the Series 65 designation and has worked at Parker Financial Planning, LLC since 2018, following three years at BondEdge Solutions. Sound Portfolio Advisors provides discretionary investment management and related advisory services to individuals, high net worth clients, trusts, and estates. The firm employs an asset-allocation driven investment process focused on low-cost mutual funds and ETFs, tailoring portfolios to client goals and tax considerations.