Home
About Us
Account Access
Insights
Tools
Contact

Latest Articles

Investment

The Anatomy of an Index

Insurance

Social Media: Newest Business Liability Risk
Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Inventorying Your Possessions

Money

Countering Counterfeit Currency
Weighing the Benefits of Prepaid Debit Cards
The Lowdown on Those Free Credit Scores

Lifestyle

Good Health is Good Business
Debt Stress
Raising Healthy Children

Contact

Office: 813-961-7940

17852 US Highway 41 North

Lutz, FL 33549

info@onesourceadvisory.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Principal Securities Form CRS Customer Relationship Summary, available here.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Dan Goldberg is licensed in AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, VT, WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA and WI.

Keith Willett is licensed in AR, FL, GA, IL, LA, PA, TN, TX, to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in FL and PA.

Joe Sissel is licensed in AL, CO, CT, FL, GA, NC, NM, NY, OH, PA, TX, VT to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AL, AK, CA, CO, CT, FL, GA, IN, KA, KY, MD, MI, MN, NE, NJ, NM, NY, NC, OH, OR, PA, SC, TN. TX, UT, VT and WV.

Rich Goldberg is licensed in AL, AZ, CA, CO, CT, FL, IL, MA, MD, MI, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AL, AZ, CA, CO, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

Avi Mesch is licensed in AL, AZ, CA, CO, CT, FL, IL, MA, MD, MI, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AL, AZ, CA, CO, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

Kenneth van Asdonk is licensed in CO, FL, OK, TN to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AZ, CA, FL, GA, IL, IN, MA, NE, NH, NJ, NY, NC, OH, OK, PA, SC, TN, TX, UT, and WA.

Mia Garcia is licensed in CO, FL, GA, MD, NC, NY, PA, SC, TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AL, CA, CO, CT, FL, GA, MD, NY, NC, OH, TX, UT, WA and WI.

Joseph Rossman is licensed in CT, FL, MA, OH, SC to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in CT, FL, GA, IL, MA, MD, NC, OH, OR and SC

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Representatives of One Source Advisory may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by One Source Advisory representatives that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Dan Goldberg, Keith Willett, Joe Sissel, Kenneth van Asdonk, Mia Garcia, Joe Rossman, Rich Goldberg, Avi Mesch Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. One Source Advisory is not an affiliate of any company of the Principal Financial Group®.

Madisyn Muller is not registered to sell securities and advisory products or services through Principal Securities, Inc. Paraplanners are not licensed, registered, or entitled to offer financial services or investment advice in any capacity

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.