James Hallett is a financial advisor at Hallett Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at Hallett Advisors since 2019, following 15 years at Hallett & Associates. Outside of advising, he serves as a board member of the Olympic Youth Center and has experience as a freelance writer for Olympic Publishing. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and consulting, utilizing both fundamental and technical analysis, and manages approximately $145 million in discretionary client assets across five offices.

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.

Michael Tudor is a financial advisor with Hallett Advisors, holding a Series 65 designation and bringing 12 years of industry experience. He serves as COO at SLOY, Dahl & Holst Holdings, managing a concentrated equity portfolio. Tudor has worked with Hallett Advisors since 2019 and has been involved with SLOY, Dahl & Holst entities since 2008. Hallett Advisors provides customized financial planning and portfolio management services to individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm employs a mix of fundamental and technical analysis with both long- and short-term strategies and offers specialist services such as ERISA/pension consulting and expert-witness engagements.

Christine Cruz is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Hallett Investments, LLC since 2019 and has been affiliated with Sloy Dahl & Holst, LLC since 2018. Hallett Advisors serves individual and institutional clients, offering customized financial planning, portfolio management, pension consulting, and expert-witness services. The firm uses both fundamental and technical analysis across various investment strategies and operates multiple offices, providing specialized services such as ERISA consulting and retirement-related expert witness engagements.

James Holst is a CFP® with 38 years of industry experience and is currently a principal at Hallett Advisors in Port Angeles, WA. He has worked at firms including SLOY, DAHL & HOLST, LLC since 1988 and is the sole owner of Holst Holdings, Inc., a holding company based in Vancouver, WA. Hallett Advisors serves individual and institutional clients, offering financial planning, portfolio management, pension consulting, and expert-witness services. The firm customizes investment strategies to client objectives and risk tolerance, utilizing both fundamental and technical analysis, and distinguishes itself through a multi-office presence and specialist services such as ERISA consulting and retained expert-witness engagements.