James Temmink Furnary

Raymond Mc Keating is a financial advisor with Folger Nolan Fleming Douglas Incorporated, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at Edward Jones, Transamerica Capital Inc, and Salient Partners. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family across three accounts. The firm customizes management strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with the client's other advisors.

Joseph Walsh is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and possessing 30 years of industry experience. His prior roles include positions at GWFS Equities, Alliant Wealth Advisors, and BB&T Retirement & Institutional Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services, serving a large participant base through its scale and affiliation with Empower entities.

Matthew Spedden is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors Corporation, Prudential Insurance Company of America, and New York Life. In addition to advisory services, he is an agent offering various insurance products through Heritage Financial Consultants LLC. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party platforms to construct and manage portfolios that include a broad range of investment products.

Blake Whitten is a financial advisor at LPL Financial in Cambridge, MD, holding Series 63 and Series 65 registrations with 10 years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC from 2015 to 2019. Whitten is also involved with the Whitten Insurance Agency, a business he has operated since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by model portfolios and research.

Lauren Lerch is a financial advisor at Osaic Wealth, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of advising, she is a notary public. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools like asset-allocation models and automated rebalancing to construct diversified portfolios.

Grant Maloof is a CFP® professional with two years of industry experience, currently advising at OSAIC. He has prior experience at Lincoln Financial Advisors and South River Mortgage. He also supports a registered representative through an affiliated financial professional trainee role. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools and third-party platforms to construct diversified portfolios and offers both discretionary and non-discretionary account management.