Richmond, VA Forest Ave Office

Kenneth Gross II is a financial advisor with OSAIC holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked with OSAIC since 2018 and previously spent 24 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Gross also owns and operates Heron Creek Advisors, a business involved in securities, investment advisory, and insurance services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Cully III is a CFP® professional at OSAIC with 10 years of industry experience. He previously worked at Royal Alliance for eight years and Bank of America, N.A. for three years. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers access to multiple investment platforms, including third-party money managers and unified managed accounts.

Sara Vick is a CFP® professional at OSAIC with 18 years of experience in the financial industry. She previously worked at Signator Investors, Inc. for 10 years before joining Royal Alliance Associates, Inc., where she has been employed since 2018. Additionally, she is associated with Heron Creek Advisors, where she serves as a registered assistant. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary account management.

Matthew Brotherton is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He worked at SII/John Hancock Financial Services from 2000 to 2018 before joining Osaic. He is also involved in insurance and investment-related businesses through ownership and leadership roles in several related entities. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of portfolio construction tools and offers access to third-party money managers and managed account solutions.