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Uplevel Wealth, LLC is a registered investment adviser in the state of Oregon. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

*source: https://www.nytimes.com/2019/01/14/opinion/business-economics/new-year-resolution-investor-gende-gap.html

**source: https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics