Clarity Financial Advisors LLC

Lucas Nisly is a financial advisor at Clarity Financial Advisors LLC in Sarasota, FL, holding a Series 65 designation with over six years of experience. Prior to joining Clarity Financial Advisors in 2026, he worked at Sweet Source Solutions LLC and Sutters' Quality Foods. He is also involved with Sweet Source Solutions LLC, an entrepreneurial venture outside of his advisory role. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm focuses on customized, long-term portfolios supported by in-house analysis and third-party platforms, serving a large client base across multiple offices.

William Root is a financial advisor at Clarity Financial Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Ameritas Investment Corp, and Manatee River Financial Group. Outside of his advisory role, he is a sales representative for Sutter's Quality Foods. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers customized, long-term-focused portfolios supported by in-house analysis and third-party sub-advisers, serving approximately 862 clients across five offices.

David O'Neill is a financial advisor at Clarity Financial Advisors LLC with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors, Inc. and Ash Brokerage. Outside of his advisory role, he is licensed as an insurance agent selling term, disability, long-term care, and fixed annuities. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes customized, long-term portfolios supported by in-house analysis and third-party models, serving a large client base across multiple offices.

Douglas Root is a financial advisor at Clarity Financial Advisors LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Pruco Securities LLC. Outside of his advisory role, he has served as IT manager and administrator at Greenwood Mennonite School and has worked as a delivery driver for ChoiceBooks. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes customized, long-term portfolios supported by in-house analysis and utilizes third-party platforms and sub-advisers as needed.

Trevor Shultz is a financial advisor at Clarity Financial Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves as an outsourced Chief Investment Officer for Elevation Wealth Partners, LLC. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm focuses on customized, long-term portfolios supported by in-house analysis and independent sub-advisers, serving approximately 862 clients across five offices.