Goodman Advisory Group, LLC

Brad Barthelemy is a financial advisor at Goodman Advisory Group, LLC with five years of industry experience. He holds a Series 66 designation and has been with Goodman Advisory Group and LPL Financial since 2019. In addition to his advisory role, he is involved in direct sales with Vector Marketing. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The four-advisor team manages approximately $370 million across 430 client relationships, offering discretionary portfolio management and standalone financial planning with a long-term investment approach complemented by fundamental, technical, and behavioral analysis.

Deborah Goodman is a CFP® with 19 years of industry experience. She is a founding member of Goodman Advisory Group, LLC, where she has worked since 2016, and has been affiliated with LPL Financial since 2007. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach combining fundamental, technical, and behavioral analysis, and is notable for sponsoring a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Steven Goodman is a CFP® with 37 years of experience in financial advising. He is the principal of Goodman Advisory Group, LLC, where he has worked since 2017, following over two decades operating as a registered investment advisor under his own name and more than 30 years affiliated with LPL Financial. Goodman also volunteers to teach retirement-planning seminars and talks without compensation. Goodman Advisory Group is a four-advisor firm managing approximately $370 million for around 430 clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers customized investment management and comprehensive financial planning, employing a generally long-term approach with discretionary portfolio management and standalone financial consulting.

Bernard Lynch III is a CFP®-designated financial advisor with five years of industry experience. He is currently with Goodman Advisory Group, LLC, where he has worked since 2025, following roles at LPL Financial, Arcadia Wealth Management, and Fidelity Investments. Lynch also provides administrative support to Goodman Advisory Group. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and behavioral analysis, offering client-specific strategies and portfolio management, including a distinctive wrap fee program.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Goodman Advisory Group since 2017, also maintaining a role at LPL Financial. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach that combines fundamental, technical, and behavioral analysis, offering client-specific strategies and managing portfolios through internal or selected independent managers.

Rosalie Cryan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. She has been with Goodman Advisory Group, LLC since 2019 and previously worked at LPL Financial, LLC, Boston College, and Goucher College. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm’s four-advisor team manages approximately $370 million across about 430 client relationships, offering discretionary portfolio management alongside standalone financial planning and consulting services.