Jason Wilson

Matthew Miller is a CFP® with 16 years of industry experience, currently serving as an advisor at Upleft Asset Management since 2018. Prior to joining Upleft, he worked at Hallett & Associates, P.S. from 2016 to 2018. Upleft Asset Management provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across about 50 clients, focusing on low-cost mutual funds and ETFs while incorporating individual stocks and bonds when appropriate, with an emphasis on individualized goal-setting and strategic asset allocation.

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation with one year of experience. His prior work includes twelve years at the Defense Intelligence Agency and three years at Research Innovations. He also serves as an instructor at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across 50 clients, focusing on individualized goal-setting, strategic asset allocation, and portfolios primarily composed of low-cost mutual funds and ETFs.

Kara Mitchell is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Horter Investment Management, Tucker Asset Management LLC, and Goldencrest Financial. Outside of her advisory role, she is president and owner of GoldenCrest Consulting, a lead generation and business consulting firm serving small business owners. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a platform that supports independent advisers with third-party manager selection and oversight, blending discretionary and non-discretionary management to align with client risk profiles.

Mark Lorentzen is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Investment Services LLC since 2017, including its predecessor entities and KeyBank NA. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs utilizing third-party managers and maintains committees to oversee product due diligence and program suitability.