Raymond Mc Keating

Matthew Spedden is a financial advisor with OSAIC in Preston, MD, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Pruco Securities LLC, Prudential Insurance Company of America, and New York Life affiliates. Outside of his advisory work, he is an agent with Heritage Financial Consultants LLC, offering various insurance products including life, health, and long-term care insurance. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance assessments and portfolio optimization tools, and it supports thousands of advisors with a broad range of investment and advisory services.

James Furnary is a financial advisor with Ameriprise in Cambridge, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and emphasizes the use of Ameriprise managed accounts in its planning process.

Blake Whitten is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC from 2015 to 2019. Outside of his advisory role, Whitten is involved with the Whitten Insurance Agency, which he has operated since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that offers model portfolios and a variety of investment solutions tailored to client needs.

Lauren Lerch is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of her advisory role, she serves as a notary public. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that offers advisory and brokerage services to a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, supporting a wide range of investment strategies and platforms.

Grant Maloof is a CFP® and holds a Series 66 license with one year of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors, Insperity, and South River Mortgage. He supports Brent Fuchs as a financial professional trainee, providing client servicing and administrative duties. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisers.

Chet Mcwilliams is a ChFC® with 38 years of industry experience, currently serving at OSAIC since 2025. He previously worked for Lincoln Financial Securities Corporation for 17 years and has operated MCWILLIAMS Financial since 1998. Mcwilliams is a board member of the Cambridge Lighthouse Foundation, which supports the preservation of the Choptank River Lighthouse. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services supported by extensive technology platforms and a broad network of financial advisers.