West Palm Beach, FL Vista Pkwy Office

Todd Pollock is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is involved in professional networking groups, serving in leadership roles such as Vice President and Secretary/Treasurer. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various risk-assessment tools and third-party manager programs.

James Goldslager is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Guardian Life for over two decades and spent two years with Securities America Advisors before joining OSAIC. Goldslager is also the owner of Brag Associates LLC, an investment advisory firm. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Thomas Leinwol is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Guardian Life Insurance, Morgan Stanley, Stifel, Manulife Investment Management, and John Hancock Investment Management. Leinwol is a principal at Upward Wealth Group, LLC, which provides financial planning services, and serves as Vice President of the Foundation Board for Rotary International. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across various programs including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization tools and supports discretionary and third-party manager strategies on a large, multi-advisor platform.

Dino Ruffa is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Park Avenue Securities. Outside of his advisory role, he owns an insurance agency and manages a financial planning business called Upward Wealth Group LLC. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a variety of investment management programs.

Geoffrey Kasher is a financial advisor at OSAIC in West Palm Beach, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Cambridge Investment Research Advisors, and MSI Financial Services, Inc. Outside of advisory work, he volunteers as a mentor with the Society of Retired Business Execs in Florida, assisting individuals who want to start or improve their businesses. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by multiple affiliated broker-dealer and registered investment adviser relationships.

Tara Mccafferty is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Brighthouse Securities, MetLife Investors Distribution Company, and John Hancock Investment Management. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Craig Goldslager is a financial advisor with OSAIC in West Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Securities America Advisors and Park Avenue Securities. Outside of his advisory role, he owns CMG Consulting, an education platform that provides workshops and seminars on general financial topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and a range of program options supported by a complex affiliate network and multiple custodial arrangements.