Port St Lucie, FL Office

Thomas Goodwin is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. and has been associated with Summit Financial Resources, Inc. and Summit Equities, Inc. since 2010. Outside of his advisory work, he owns and operates a life and health insurance agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment platforms and third-party managers, employing tools such as asset-allocation models, risk assessments, and automated rebalancing to construct portfolios across various asset classes.

Francis Mitchell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at American Portfolios for nine years before joining OSAIC in 2024. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Howard Rothstein is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory work, he also engages in part-time food and package delivery through Uber Eats. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.