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Well, if you're going for a light strategy, it's better to level up Helmar; Carli won't be able to handle a large map.
Why??? Helmar's specialization isn't better than Carli's!
After, for example, accelerating the overall stats and the retaliatory strike triggering, the appeal of Helmar's specialization ends; it's roughly the same as what Carli will do, but one turn later. In that time, Helmar is unlikely to gain a significant advantage thanks to his specialization.
And Carli, with a resurrection rune and a refreshing rune, remains in the fight for almost the entire decisive battle (if there is one) with her killer-harpooners.