Frankfort, KY Office

Natalie Thomas is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her career includes roles at Osaic Wealth Inc, Capital Financial Advisors, CTM Financial Group LLC, and Charles T. Mitchell Company PLLC. She also operated a business called Candi's Closet from 2021 to 2022. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and specialized offerings like annuity sub-account management and donor-advised fund advisory.

Robert Groce is a CFP® professional with six years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., Wilkerson Financial, and LPL Financial. Outside of his advisory work, he owns and operates a cattle farm and serves on the boards of the Franklin County Community Fund and Josephine Sculpture Park, in addition to participating on the finance committee of Hillcrest Baptist Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models with portfolios managed via a combination of proprietary and third-party platforms.

David Wood is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. His prior firms include Arbor Point Advisors, Securities America, Inc., and Lincoln Financial, among others. Wood is also involved with CTM Financial Group in advisory and insurance sales capacities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes multiple advisory program models and provides access to alternative investments and affiliated services through its platform network.

Sarah Green Robinson is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and FSC Securities Corporation. Outside of her advisory role, she serves as an assistant coach for the girls' basketball team at Westridge Elementary and provides bookkeeping support for her family’s farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

James Clouse is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., and FSC Securities Corporation. Outside of advisory services, he is the managing member of Charles T Mitchell Company PLLC, a Certified Public Accounting firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed using proprietary and third-party platforms.

Michael Wilkerson II is a CFP® with 26 years of experience in financial advisory roles. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, LPL Financial, and Commonwealth Financial Network. Wilkerson serves as a board member of the Kentucky League of Cities Investment Pool and is the mayor of Frankfort, KY. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.