Senaida Bautista is a financial advisor at Clarity Wealth Management LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and has worked at various firms including AE Wealth Management, Dale A. Frank Financial, and Guardian Life. Bautista serves as a board advisor for the Beacon Hill Women’s Forum, a nonprofit organization. Clarity Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates standard portfolio management techniques with outsourced solutions and offers ERISA retirement-plan services, including participant education and group enrollment meetings.

Jason Wilburn is a financial advisor with Clarity Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Advisors, and operating Wilburn & Associates LLC, a separate financial practice. Clarity Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of portfolio management techniques and outsourced solutions, offers ERISA retirement-plan services, and supports clients with participant education and group enrollment meetings.