Clarity Wealth Management, L.L.C.

Richard Everhart is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, with 15 years of industry experience. He holds the Series 66 designation and has been with Clarity Wealth Management and LPL Financial since 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm uses a variety of analysis techniques and implements strategies ranging from long-term investing to short-term trading, often relying on model portfolios to serve a large client base efficiently.

Rachelle Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Scottrade, Inc. and LPL Financial before joining Clarity Wealth Management in 2018. Outside of her advisory role, she is a Notary Public in Arizona and serves as an elected Precinct Committeeman, engaging in voter outreach and registration activities. Additionally, she owns a reptile breeding business. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and offering both discretionary and non-discretionary services. The firm manages approximately $248 million in assets and supports a high client load per advisor, utilizing standardized processes and model portfolios.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

Charles Booth is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He previously operated as a CPA with a personal financial specialty and currently assists clients with tax preparation and planning through Clarity Tax and Financial Planning. Booth also holds a Notary Public commission. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a broad range of analytical techniques and offering both discretionary and non-discretionary services. The firm uses model portfolios and standardized processes to manage a large client base with diverse investment strategies.