We are proud to share that Clarity Wealth have been recognized with multiple industry honors this past year: 

• 2025 Barron’s Top 250 Private Wealth Management Teams 
• 2025 Forbes Best-In-State Wealth Advisors 
• 2025 Forbes Best-In-State Wealth Management Teams 
• 2025 Forbes Top Wealth Management Teams High-Net-Worth 

These awards reflect the expertise, dedication, and teamwork of our professionals. More importantly, they reflect the confidence you place in us every day. Your partnership is the reason we have achieved this level of recognition.  

While these honors are significant, our true measure of success is the long-standing relationships we’ve built with our clients. We are deeply grateful for your trust in our team and look forward to continuing to serve you and your family with the highest level of care and commitment. 

On behalf of all of us at Clarity Wealth, thank you. 

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Clarity Wealth is a separate entity from WFAFN. 

2025 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron’s based on the time period from Jan. 2024 – Dec. 2024 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. 

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Keith Jacoby, CEO, Michael McCain, Managing Director-Wealth Advisor, Mark Pittman, Managing Director-Wealth Advisor, Kevin Wolf, Managing Director-Wealth Advisor, Scott Metzger, Managing Director-Wealth Advisor. Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. 

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. Fee paid for use of marketing materials. 

2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Top Wealth Management Teams High Net Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. PM-06232027-8680080.1.1