Joe Brown

Michael Bronson is the principal of MB Financial Planning LLC in Richmond, RI, holding a Series 65 credential with eight years of industry experience. He has served at the South Kingstown Police Department since 2007 and teaches courses on Financial Crimes and Pensions at Roger Williams University School of Justice Studies. MB Financial Planning LLC provides comprehensive financial planning, investment management, and tax preparation services primarily to individual and high-net-worth clients. The firm emphasizes passive, low-cost portfolios with supplemental analytical techniques and offers both ongoing discretionary management and one-time financial plans.

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.

Jeremy Sylvester is the principal advisor at Quahog Investments LLC in Richmond, Rhode Island. He holds a Series 66 designation and has four years of industry experience, including roles at Edward Jones and Sonalysts Inc., as well as service with the US Department of Defense. Sylvester has a technical background with doctoral training in physics and a master’s degree in finance, alongside prior naval service and ongoing part-time academic and reserve roles. Quahog Investments is an independent, fee-only advisory firm serving primarily individual, middle-class clients. The firm offers both discretionary and non-discretionary portfolio management, focusing on low-cost, buy-and-hold strategies diversified across sectors, while incorporating limited derivative techniques and advising on private equity or real estate investment trusts when appropriate.

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.