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.

Michael Paregian is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has held prior roles including a decade at The Vanguard Group Inc. and positions at Lau Associates LLC, Tycor Asset Management, Inc., and Affinity Wealth Management LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation that provides discretionary investment management and financial planning services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm utilizes a proprietary multi-asset investment approach with a combination of active and passive managers, strategic asset allocation, and alternative investment platforms, managing over $3.5 billion in client assets.

Donna Cunningham is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. She previously worked at WSFS Wealth Investments and Commonwealth Financial Network from 2016 to 2023, and has been with Bryn Mawr Capital Management since 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm employs a proprietary multi-asset solution approach, combining strategic and tactical asset allocation with a mix of active and passive managers and third-party platforms, and operates distinctively as a bank-affiliated adviser with a co-advisory tri-party arrangement involving WSFS Bank.

Colton Steele is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at WSFS Bank and Merger Partners Incorporated. He also studied at La Salle University for four years prior to his advisory roles. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a diverse client base including individuals, trusts, foundations, corporations, and institutional clients. The firm employs a Proprietary Multi-Asset Solutions approach and combines strategic asset allocation with tactical adjustments, using a mix of active and passive managers along with selected independent managers.

Paul Mcclatchy Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include five years at Planning Capital Management and five years at Sterling Investment Advisors Ltd. 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 through a range of investment vehicles, including ESG strategies, and maintains affiliations with WSFS Bank and other trust companies.

Joel Morris is a CFP® professional with 18 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC. 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 utilizes diversified portfolios through independent managers, mutual funds, ETFs, and third-party private fund platforms, and offers ESG strategies and retirement plan fiduciary services.

Christopher Williams is a CFP® with seven years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Bryn Mawr Capital Management, Affinity Wealth Management LLC, and Wilmington Trust. Bryn Mawr Trust Advisors, LLC is an SEC-registered 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, qualified plans, and institutional clients. The firm uses a combination of strategic asset allocation, tactical adjustments, and a blend of active and passive management across various investment vehicles.