Nickolas James Rudholm

Ryan Hurley is a financial advisor at Sound Financial Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services Inc. and Fs2 Capital Partners, LLC. Outside of advisory work, Hurley serves as Vice President of Investor Services at Sound Capital Loans, where he manages private credit funds and oversees fund administration and investor relations. Sound Financial Advisors provides investment advisory services to individuals, trusts, estates, and charitable organizations, offering financial planning and consulting alongside portfolio management conducted through a third-party platform. The firm emphasizes model-based portfolio management using the AssetMark platform and maintains a small team with under $20 million in assets under management.

John Erik Anderson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Anderson holds Series 63 and Series 65 designations. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Lauren Murray is a Series 66 licensed financial advisor with nine years at Merrill and a total of eight years in the industry. Before joining Merrill in 2017, she worked four years at the Securities Industry and Financial Markets Association. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyson Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo entities since 2016, including Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brent Bridenback is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with Commonwealth Financial Network and Umpqua Investments, Inc. Since 2020, he has operated Bridenback Wealth Management as a sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Lauren Shaughnessy is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2016 and holds a Series 66 designation. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.