Steven Brooks Goodhue

Thomas Poltersdorf is the sole advisor at GT Wealth LLC in Lebanon, PA, with 16 years of industry experience. He holds the Series 66 designation and previously worked at Beyond Your Exit Wealth Management LLC and MML Investors Services/MassMutual from 2015 to 2021. GT Wealth LLC provides financial planning and portfolio management primarily to near-retirees, including federal employees covered by FERS and CSRS, as well as employee benefit plan advisory services to plan sponsors. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs to implement diversified, tax-aware allocations.

Ruston Wolfe is a CFP® professional at Apricus Wealth LLC with three years of industry experience. Prior to joining Apricus Wealth, he spent twelve years at Bryn Mawr Trust. Apricus Wealth is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, while providing integrated financial planning and comprehensive account monitoring.

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 a financial advisor at Bradley Advisory with one year of industry experience. She holds a Series 65 designation and has worked at Penn State College of Medicine since 2017, following two years at Penn State University. Bradley Advisory provides investment advisory and financial planning services primarily to individuals, families, small corporations, and trusts. The firm manages approximately $90 million in client assets using a value-oriented, long-term investment approach that emphasizes diversification and periodic rebalancing.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at LaBrunerie Financial, Concert Wealth Management, and the Institute for Wealth Management. 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 multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm employs various management styles and offers model portfolios and third-party manager solutions through an independent-contractor model with over 100 investment adviser representatives.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory role, Cassel is involved in several business ventures, including ownership interests in a distillery, a bowling alley restaurant, and a commercial real estate property. He also serves on the finance and investment committees of the United Way of the Capital Region and is a board member of the Vista School for Autism. Apollon Wealth Management is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning and portfolio management services, utilizing a combination of centrally managed strategies and locally managed portfolios, and invests across a range of asset classes including ESG models and alternative vehicles.