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 has worked at Ameriprise Financial Services Inc. since 2017, following five years at Fs2 Capital Partners, LLC. Outside of his advisory role, he serves as Vice President of Investor Services at Sound Capital Loans, focusing on residential construction lending and managing private credit funds. Sound Financial Advisors provides investment advisory services to individuals, trusts, estates, and charitable organizations, offering portfolio management through a third-party platform combined with direct financial planning and consulting. The firm employs model allocations from independent strategists and emphasizes ongoing monitoring of third-party discretionary managers for certain solutions.

Claudia Hansen is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hansen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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 seven years of industry experience. She has worked at Merrill since 2017 and previously was employed by the Securities Industry and Financial Markets Association from 2012 to 2016. She holds the Series 66 designation. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services, supported by integration with Bank of America affiliates and an emphasis on tax-efficient investment strategies.

Michaela Allen is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2019. Prior to her current role, she held positions at WE Communications and Microsoft. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Brent Bridenback is a financial advisor with Osaic Wealth, Inc. based in Cle Elum, WA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Umpqua Investments, Inc. He also operates Bridenback Wealth Management as a sole proprietorship. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments and portfolio optimization tools, and supports thousands of advisors managing approximately $200 billion in assets.

Nickolas Rudholm is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Hanson Consulting Group and Rullins Home Buyers, LLC. He also has experience outside finance, including positions at The Onion Bar & Grill and Perkins Restaurant & Bakery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Lauren Shaughnessy is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She has worked at Robert W. Baird since 2016 and previously spent eight years at D.A. Davidson & Co. She holds the Series 66 designation. Lauren is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored advice and a range of portfolio services including financial planning, discretionary and non-discretionary management, and separately managed accounts.

Eric Terrill is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2011 and served the Cle Elum Roslyn School District for seven years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions through its extensive network of advisers, supported by an in-house research team that develops model portfolios and multiple delivery options tailored to client needs.