Description of the Advisory Firm Clarity Wealth Advisors, LLC is a Limited Liability Company organized in the State of California. Our firm has been in business since May 2011, and the principal owners of our firm are Parvin Manuchehri and Milind P. Dalal. Portfolio Management Services We offer discretionary portfolio management services and in limited circumstances, we may agree to manage your account(s) on a non-discretionary basis. Our investment advice is tailored to meet our clients’ needs and investment objectives. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop an investment strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf in accordance with your risk profile and investing objectives. As part of these services, we may create a custom portfolio for you or we may invest your assets in one or more investment model strategies. These investment models may be proprietary or they may be managed by a third-party manager. In either case, we will monitor your portfolio’s performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. Where appropriate we may also assist you with you establishing an account for purposes of holding certain securities. If you engage our firm for discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the number of securities, to be purchased or sold for your account without your approval prior to each transaction. This discretionary authority will also provide our firm with authorization to delegate discretionary management services to other unaffiliated Sub-Advisors selected by our firm based on your investment objectives and/or determined portfolio strategy. Discretionary authority is granted by the advisory agreement you sign with our firm and the appropriate trading authorization forms. In our sole discretion, we may accept instructions from you that limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account). Such requests must be presented to our firm in writing. If you enter into non- discretionary arrangements with our firm, we will obtain your approval prior to the execution of any transactions for your account(s). You have an unrestricted right to decline to implement any advice provided by our firm on a non-discretionary basis. As part of our investment advisory services, we may recommend that you use the services of a third- party asset manager (“TPAM’) to manage your investment portfolio (or a portion of your investment portfolio). When determining the TPAM to recommend, the client’s best interest will be the main determining factor. Other factors that we take into consideration when making our recommendation(s) include, but are not limited to, the TPAM's services, performance, investment strategies, fees, and other added value that we believe will benefit our clients. In addition to our ongoing monitoring of your portfolio, we will assist you in completing the necessary paperwork and agreements required by the recommended TPAM. We will also be responsible for collecting and maintaining information on each client's financial circumstances, and communicating such information to the TPAM as may be necessary in efforts to ensure that portfolio allocations are aligned with each client's investment objectives. We will provide you the TPAM's disclosure brochure and other information as may be required. In most instances, clients will be required to sign an agreement directly with the TPAM. We do not sponsor a wrap fee program, but the recommended TPAM may provide a wrap fee program as part of their program. Please refer to the TPAM's disclosure brochure for more information. For information on our methods of analysis, investment strategies, and how we might manage your account(s), please see Item 8 (Methods of Analysis, Investment Strategies and Risk of Loss section) of this Disclosure Brochure. Financial Planning Services We provide financial planning services as a stand-alone service that generally involves a variety of services

regarding the management of the client's financial resources based upon an analysis of their individual needs. If you retain our firm for these services, we will meet with you to gather information about your financial circumstances and objectives. As required, we will conduct follow-up interviews for the purpose of reviewing and/or collecting additional financial data. Once such information has been reviewed and analyzed, we will provide you with our recommendations designed to help you achieve your stated financial goals and objectives. Our recommendations are based on your financial situation at the time we provide our recommendations, and on the financial information you provide to our firm. You will always have the right to accept or reject our recommendations. All terms of the engagement, including specific services to be performed, will be evidenced in a written agreement between you and our firm. Portfolio Consulting Services As part of our investment advisory services, we may recommend that you use the services of a third- party asset manager ("TPAM") to manage all, or a portion of, your investment portfolio with discretionary trading authority. When determining the TPAM platform to recommend, the client’s best interest will be the main determining factor. Other factors that we take into consideration when making our recommendation(s) may include, but are not limited to, the following: the TPAM's performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. If we recommend a TPAM to you for management services, we will serve as the Primary Adviser and will act as your liaison with the TPAM. We may also be responsible for: helping you complete the necessary paperwork of the TPAM; communicating your investment objectives to the TPAM; providing ongoing services and support; updating the TPAM with any changes in your financial circumstances; reviewing monthly and/or quarterly statements provided by the TPAM; and, where applicable, delivering the Privacy Notice and required notices and/or disclosure documents (for instance, Form CRS and Form ADV Part 2) of the TPAM to you. We also monitor the TPAM's performance to ensure its management and investment style remains aligned with your investment goals and objectives. You must notify our firm immediately if your financial circumstances and/or investment objectives change from what has already been disclosed to our firm. You may be required to sign an agreement directly with the recommended TPAM. You are never under any obligation to engage the services of any TPIA that we recommend. Pension Consulting Services We offer pension consulting services to employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. In general, these services may include an existing plan review and analysis, plan-level advice regarding fund selection and investment options, education services to plan participants, investment performance monitoring, and/or ongoing consulting. The ultimate decision to act on behalf of the plan generally remains with the plan sponsor or other named fiduciary. We may also assist with participant enrollment meetings and provide investment-related educational seminars to plan participants on such topics as: Diversification; Asset allocation; Risk tolerance; and Time horizon. Our educational seminars may include other investment-related topics specific to the particular plan. We may also provide additional types of pension consulting services to plans on an individually negotiated basis. All services, whether discussed above or customized for the plan based upon requirements from the plan fiduciaries (which may include additional plan-level or participant- level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents. In providing services to a Plan and/or Participants, our status is that of an investment adviser registered under the Investment Advisers Act of 1940, and we are not subject to any disqualifications under Section 411 of ERISA. To the extent we perform fiduciary services, we are acting as a fiduciary of the Plan as defined in Section 3(21) under ERISA. Assets Under Management As of January 31, 2023, we provide continuous management services for approximately $403,699,675 in client assets on a discretionary basis. We do not currently manage client assets on a non- discretionary basis.