Lisa Borrelli is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Trust Advisors since 2019, following six years at BDO USA LLP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a combination of strategic asset allocation, tactical adjustments, active and passive management, and proprietary multi-asset solutions.

Stephen Biggin is a CFA® charterholder with three years of industry experience. He has worked at Bryn Mawr Trust Advisors since 2023 and previously held positions at Bryn Mawr Trust and Sei. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of vehicles including Independent Managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Jacqueline Reeves is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes 16 years at Bell Rock Capital, LLC, followed by roles at Bryn Mawr Capital Management, LLC and currently Bryn Mawr Trust Advisors, LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, and fiduciary services to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients, managing roughly $3.51 billion in assets. Their investment approach combines strategic asset allocation with tactical adjustments, using a mix of active and passive managers and proprietary multi-asset solutions.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.

Mark Bradford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Trust and PNC Bank, where he held various investment-related responsibilities over an 18-year period. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes customized investment policy statements through its Proprietary Multi-Asset Solutions, combining strategic asset allocation with both active and passive management approaches.

Kathleen Duffy is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Veritable, L.P. There are no additional notable outside activities reported. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment strategies using a range of vehicles including independent managers and private fund platforms, and it serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Andrew Davis is a CFA® charterholder with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, where he has worked since 2024. Prior to that, he was with West Capital Management and SEI Investments. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment strategies using a variety of vehicles, including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Adam Rieger is a CFA® charterholder at Bryn Mawr Trust Advisors, LLC with three years of industry experience. Prior to joining Bryn Mawr Trust Advisors in 2023, he spent 24 years at Friess Associates of Delaware. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm employs a proprietary multi-asset approach combining strategic and tactical asset allocation, using both active and passive managers, and operates within a bank-affiliated, co-advisory structure.

Jasmine Yu is a CFA® charterholder with 8 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and previously worked at MBSC Securities Corporation and Bank of New York Mellon. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and fiduciary services to a broad range of clients, including high-net-worth individuals, trusts, and institutions. The firm employs a proprietary multi-asset investment approach combining active and passive strategies, strategic allocation, and tactical adjustments.

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment solutions using a variety of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

Erik O'Neal is a CFP® with 13 years of industry experience and currently serves as an advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at West Capital Management, Inc. for nine years and is the owner of O'Neal Consulting Group, LLC, a former financial services consultancy. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a variety of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Jacquelyn Blue is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Bell Rock Capital, LLC from 2007 to 2023 before joining Bryn Mawr Capital Management, LLC in 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and fiduciary services to individuals, institutions, and high-net-worth clients. The firm employs a proprietary multi-asset approach, blending strategic allocation with active and passive management, and distinguishes itself through bank affiliation and co-advisory arrangements with WSFS Bank.

Steve Nguyen is a financial advisor at Bryn Mawr Trust Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Commonwealth Financial Network, WSFS Wealth Investments, Citizens Securities, Santander Securities, and Sovereign Bank. Outside of advising, he spends part of his time involved in fixed insurance sales. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, and corporations. The firm offers customized investment strategies using a range of vehicles and serves as a sub-adviser to WSFS Bank’s Wealth division and other entities, combining bank and trust company affiliations with multi-team advisory services.

Charles Posnecker is a CFP® and CFA® with seven years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, Cypress Capital Management, and Christiana Trust. He holds board and investment committee roles with the Delaware Community Foundation and Spotlight Delaware, participating in portfolio review and investment policy oversight. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other financial institutions.

James Hutchinson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at PNC Bank for over two decades before joining Bryn Mawr Trust and its affiliated capital management firm. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset approach combining strategic and tactical asset allocation with a variety of investment vehicles, including active and passive managers and option strategies.

Jared Bolling is a financial advisor at Bryn Mawr Trust Advisors, LLC with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Bryn Mawr Trust Advisors, he worked in retail banking at WSFS Bank and has held various positions in the hospitality and service industries. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm uses a combination of strategic asset allocation, mutual funds, ETFs, and separate accounts, with oversight by a Chief Investment Officer and Investment Committee.

Frank Hines is a financial advisor at Bryn Mawr Trust Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Commonwealth Financial Network, WSFS Wealth Investments, Susquehanna Financial Group, LLP, and Global Execution Brokers, LP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm specializes in discretionary investment management and financial planning, employing a multi-asset approach that combines strategic and tactical allocation with both active and passive managers.

Ivan Shabalov is a CFA® charterholder currently with Bryn Mawr Trust Advisors, LLC. He has professional experience at BNY Mellon Wealth Management, BNY Mellon Investor Solutions, and BNY Advisors spanning from 2013 to 2025. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment strategies using a variety of vehicles including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

Zackary Dempster is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has been with the firm and its affiliate WSFS Bank since 2023. Prior to his current role, he owned and operated First State Power Wash from 2020 to 2022. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a multi-asset investment strategy combining strategic and tactical approaches with active and passive managers.