Michael Berry is a ChFC® with 26 years of experience in the financial advisory industry. He is currently with Apricity Financial, LLC and its affiliates, having previously worked at firms including Northwestern Mutual Investment Management and MSF Investment Advisory LLC. Berry holds Series 63 and Series 66 registrations and is also active as a licensed insurance agent through 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 approach emphasizes fundamental analysis and long-term investing, primarily using diversified, low-cost exchange-traded funds alongside individual securities and alternative investments when appropriate.

Lindsey Cruz is a financial advisor at Apricity Financial, LLC with Series 65 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Addicus Advisory, LLC and Michael Scott Financial, LLC. She also serves as president of Apricity Advisors, LLC, where she works as a licensed insurance agent. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, specializing in discretionary investment management and comprehensive financial planning. The firm employs a fundamental-analysis driven, long-term investment approach, focusing on diversified, low-cost exchange-traded funds alongside other securities as appropriate.