Tyson Boyd Smith

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.

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.

Nickolas Rudholm is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and with five years of industry experience. His prior work includes roles at Hanson Consulting Group, Rullins Home Buyers, and Loren Lo. He is also associated with Retirement Path Advisors as a separate business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party managers to deliver customized investment solutions.

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.

Eric Terrill is a financial advisor with LPL Financial based in Cle Elum, WA. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Edward Jones from 2007 to 2011 and served in the Cle Elum Roslyn School District from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.