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 financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and previously worked for the Securities Industry and Financial Markets Association from 2012 to 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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. His career includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. 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 roughly $671 billion in assets through more than 14,000 advisors 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 18 years of industry experience. She has held positions at Robert W. Baird since 2016 and previously worked at D.A. Davidson & Co. from 2008 to 2016. Lauren holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and manager monitoring, with approximately $394 billion in regulatory assets under management as of December 31, 2025.