SLOY, DAHL & HOLST, LLC

Michael Tudor is a financial advisor at Hallett Advisors with 12 years of industry experience. He holds a Series 65 credential and has worked at firms including SLOY, Dahl & Holst Holdings, Inc., where he serves as COO managing a concentrated equity portfolio. Tudor's career also includes roles at Smart Investor and multiple positions within SLOY, Dahl & Holst, Inc. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm delivers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, serving clients on both discretionary and non-discretionary bases.

Christine Cruz is a Series 65-licensed advisor with Hallett Advisors, based in Port Angeles, WA, and has seven years of industry experience. She has worked with Hallett Investments, LLC since 2019 and has been associated with Sloy Dahl & Holst, LLC since 1993. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm delivers tailored investment advice using a combination of fundamental and technical analysis and manages approximately $145 million in discretionary client assets across five offices.

Ronald Sloy is a financial advisor at Sloy, Dahl & Holst, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sloy, Dahl & Holst since 1981. He is also the 100% owner of Sloy, Dahl & Holst Holdings, Inc., a holding company based in Vancouver, WA. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm employs both quantitative and qualitative analysis to construct proprietary model portfolios and manages collective investment funds primarily for employer-sponsored retirement plans.

James Holst is a CFP® with 37 years of experience in the financial industry. He has been with Sloy, Dahl & Holst, LLC since 1988 and also owns Holst Holdings, Inc., a holding company based in Vancouver, WA. His prior roles include positions at Smart Investors, LLC and Hallett Investments, LLC. Sloy, Dahl & Holst, LLC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients, offering discretionary portfolio management, financial consulting, and participant education. The firm uses a combination of quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk levels and asset classes.

Paul Wedin is a financial advisor at Sloy, Dahl & Holst, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Smart Investor from 2017 to 2022, in addition to his ongoing role at Sloy, Dahl & Holst since 2013. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients, offering discretionary portfolio management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles, managing roughly $1.68 billion in discretionary assets.

Kylee Harris is a financial advisor at Sloy, Dahl & Holst, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm, she worked at Human Investing and held roles at George Fox University Student Accounts and Illahae Hills Country Club. Sloy, Dahl & Holst provides investment advice and portfolio management services to individuals, pension plans, trusts, estates, and institutional clients, utilizing both quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles. The firm manages approximately $1.68 billion in discretionary assets and offers services including discretionary and non-discretionary portfolio management, financial consulting, and participant education for retirement plans.