Apricity Financial, LLC

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.

Kevin Matson is a financial advisor at Apricity Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Instinet, LLC and INTL FCStone Financial, Inc. Prior to joining Apricity Financial in 2024, he held advisory roles at Addicus Advisory, LLC and Msf Investment Advisory, LLC. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm uses fundamental analysis to build primarily long-term, low-cost, diversified ETF portfolios while retaining flexibility to include individual stocks, bonds, mutual funds, and alternative investments.

Randy Long is a financial advisor at Apricity Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Addicus Advisory, LLC and First Horizon Bank. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm focuses on fundamental analysis and long-term portfolios primarily composed of low-cost, diversified ETFs, while maintaining flexibility to include individual securities and alternative investments when appropriate.