Matthew Spedden is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Pruco Securities LLC, and New York Life Insurance Company. He is also an agent with Heritage Financial Consultants LLC, where he offers various insurance products including life and health insurance. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, providing integrated brokerage, investment advisory, and retirement plan consulting services. The firm employs a variety of tools and platforms to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.

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.