Casi Jean Fors

Earl Johnson is a financial advisor at EMP Wealth Management LLC with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Morgan Stanley and Principal Securities. Outside of advising, he is a speaker and author, and serves as CEO and educator at EMP Financial Wellness, focusing on financial competency education for individuals including Native Americans. EMP Wealth Management LLC is an independent investment adviser serving individuals, high-net-worth clients, small businesses, Indian Tribes, and charitable organizations. The firm offers discretionary investment management and written financial planning with a suitability-driven, diversified approach, and provides a specialized 3(21) ERISA advisory service for owner-only corporate retirement plans.

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.

Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.

Christine Cruz is a financial advisor at Hallett Advisors in Port Angeles, WA, holding a Series 65 designation with eight years of industry experience. She has worked at Hallett Investments, LLC since 2019 and has been associated with Sloy Dahl & Holst, LLC in various capacities since 1993. Hallett Advisors serves individual and institutional clients, offering customized investment advice, financial planning, discretionary portfolio management, and specialist services such as ERISA/pension consulting and expert-witness engagements. The firm operates through multiple offices and works with outside money managers while advising clients on tax professionals for tax-related matters.

Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.

Joseph Fors is a financial advisor at FORS Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he serves on the Board of Elders and Financial Committee for Independent Bible Church, owns an agricultural business, and is president of the Peninsula Rodeo Association. FORS Financial is a two-advisor firm managing approximately $135 million across 240 client accounts, serving individuals, high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations. The firm provides discretionary wealth management and financial consulting, utilizing a diversified investment approach based on Modern Portfolio Theory and various analytic methods to construct portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.