Christopher E Wenger

Thomas Poltersdorf is a financial advisor at Beyond Your Exit Wealth Management in Lebanon, PA, with 15 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and MassMutual. Beyond Your Exit Wealth Management serves individual clients, focusing on business owners and employer plan sponsors. The firm provides financial planning, tailored portfolio management, and employee benefit plan advisory services, using a Modern Portfolio Theory-based approach with primarily passive, asset-class portfolios complemented by third-party managers when appropriate.

Ruston Wolfe is a CFP® professional with two years of industry experience, currently serving as an advisor at Apricus Wealth LLC. Prior to joining Apricus Wealth, he spent 12 years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process that integrates fundamental and technical analysis with long-term strategies, delivering personalized portfolio management and integrated financial planning through a four-advisor team.

Raymond Bradley is a financial advisor at Bradley Advisory with 37 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been affiliated with Ausdal Financial Partners, Inc. since 2009. In addition to his advisory work, he owns and operates a life and health insurance practice providing investment advice and financial planning in Stevens, PA. Bradley Advisory serves individuals, families, small corporations, and trusts, managing approximately $90 million in client assets. The firm employs a value-oriented, long-term investment approach focused on diversification, periodic rebalancing, and the use of mutual funds and ETFs, offering both discretionary and non-discretionary account management.

Amanda Taylor Gehman is an advisor with Bradley Advisory holding a Series 65 designation and no prior industry experience. Her work background includes roles at Penn State College of Medicine since 2017, Geneia in 2016, and Penn State University from 2015 to 2017. Bradley Advisory provides investment advisory and financial planning services primarily to individuals, families, small corporations, and trusts, managing approximately $90 million in assets. The firm employs a value-oriented, long-term investment strategy focused on diversification and periodic rebalancing, utilizing mutual funds, ETFs, and selective individual securities or options.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LaBrunerie Financial, Inc., Concert Wealth Management, Inc., and the Institute for Wealth Management, Inc. Outside of her advisory role, she is co-owner of Pappy G’s, a fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers a range of services including investment management, financial planning, and retirement-plan advisory, utilizing a variety of investment styles and third-party platforms.

Thomas Levy is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Levy is based in Denver, PA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to deliver tailored advice, offering a range of portfolio management options, educational seminars, and ongoing planning services.