Eric Schaefermeyer

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.

Joseph Fors is a financial advisor at FORS Financial with a Series 66 credential and 10 years of industry experience. He previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, Fors serves on the Board of Elders and Financial Committee for Independent Bible Church, owns a farm and agricultural business through Joseph Fors, LLC, and is president of the Peninsula Rodeo Association. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, employer-sponsored retirement plans, and charitable organizations by providing discretionary wealth management and financial consulting. The firm uses a diversified investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis.

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.

Casi Fors is a financial advisor at FORS Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Outside of advising, she serves on the financial committee for the Field Arts and Events Hall and is a licensed insurance agent. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations with discretionary wealth management and financial consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and various analytical methods, managing approximately $135 million across 240 client accounts.

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.