Mark Lorentzen

Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.

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.