Wellington, FL Office

Bradford Goldner is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services for 22 years. Outside of his advisory role, he serves as treasurer of a production company and is the executor of his brother's estate. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Michael Marsengill Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 66 designation and has worked at several firms including Securities America and Investacorp, as well as leading Marsengill Financial Services since 1992. He is also president of Michael E. Marsengill & Co., Inc., which focuses on insurance and employee benefits. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed accounts.