Christine Cruz is a financial advisor with Sloy, Dahl & Holst, LLC, holding a Series 65 credential and bringing eight years of industry experience. She has been with Sloy, Dahl & Holst since 2018 and also worked at Hallett Investments, LLC. Sloy, Dahl & Holst provides discretionary and non-discretionary portfolio management and financial consulting to individuals—including high-net-worth clients—as well as pension plans, trusts, and employer-sponsored retirement plans. The firm employs model portfolios using mutual funds, ETFs, collective investment trusts, and alternative strategies, tailoring allocations to client objectives and risk tolerances.

James Holst is a CFP® professional with 38 years of experience in the financial industry. He is a principal at Sloy, Dahl & Holst, LLC, where he has worked since 1988. Holst is also the sole owner of Holst Holdings, Inc., a holding company based in Vancouver, Washington. Sloy, Dahl & Holst, LLC provides portfolio management and financial consulting services to individuals, pension plans, trusts, and employer-sponsored retirement plans, managing approximately $1.8 billion in assets. The firm employs model portfolios incorporating a range of asset classes and strategies, tailoring investments to client objectives and risk tolerances.

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.