Past Top Directors Winners
Top Investment Services Directors in Financial Institutions 2024 Winners
Congratulations to the 2024 Top Directors Award winners! Each finalist was considered for an award in one or more category according to our transparent, data-driven evaluation methodology. For more information on the evaluation methodology used to determine the 2024 Top Directors Awards, please click here.
View all the finalists for this year’s awards here.
The Top Directors Awards season culminated in a live, in-person ceremony on November 7-8 in Chapel Hill, NC where the winners were announced. The winners are listed below by category. The Top Directors in Credit Unions were announced at the 2024 PROCU Conference in San Diego, CA, on October 1, 2024.
2024 Top Directors Finalists in Mega Firms
Category Sponsor:
Synovus Securities, Inc. at Synovus Financial
Fulton Financial Advisors at Fulton Bank
Michael George
Arvest Wealth Management at Arvest Bank
Asa Cottrell
Citi Personal Wealth at Citigroup
Frank Consalo
Key Investment Services at Key Bank
Solomon Schmidt
at Arvest Bank
Director: Asa Cottrell
Citi Personal Wealth
at Citigroup
Director: Frank Consalo
Citizens Securities Inc.
at Citizens Bank
Director: Pete Dunlap
Fifth Third Securities
at Fifth Third
Director: Robert Corsarie
First Citizens Investor Services, Inc.
at First Citizens Bank
Director: David Biliter
First Horizon Advisors, Inc.
at First Horizons Bank
Director: Martin de Laureal
Fulton Financial Advisors
at Fulton Bank
Director: Michael George
at Huntington Bank
Director: Michael Miroballi
Key Investment Services
at Key Bank
Director: Solomon Schmidt
Old National Investments
at Old National Bank
Director: Erik Pinter
Synovus Securities, Inc.
at Synovus Financial
Webster Investments
at Webster Bank
DirectorS: Kelly Haskins and Grace Pereira-Shelley
Wilmington Advisors at M&T
at M&T Bank
Director: Matt McAfee
2024 Top Directors Finalists in Large Firms
Category Sponsor:
Hancock Whitney Financial Consultants at Hancock Whitney
Keith LeBlanc
United Brokerage Services, Inc. at United Bank
Tom Mudlaff
Addison Avenue Investment Services at First Tech Federal Credit Union
Kelly Corah
F.N.B Investment Services at First National Bank of PA
John Harshman
Associated Investment Services at Associated Bank
David Kuipers
at First Tech Federal Credit Union
Director: Kelly Corah
Associated Investment Services
at Associated Bank
Director: David Kuipers
Community Investment Services, Inc.
at Community Bank, NA
Director: Paul A. Restante
ESL Investment Services, LLC
at ESL Federal Credit Union
Director: Peg Gaston
F.N.B. Investment Services
at First National Bank of PA
Directors: John Harshman
First Hawaiian Advisors
at First Hawaiian Bank
Director: Michael A. Tottori
at First National Bank of Omaha
Director: Jennifer Benson
Frandsen Investment Services
at Frandsen Bank
Director: Mark Brakel
Hancock Whitney Financial Consultants
at Handcock Whitney
Director: Keith LeBlanc
SouthState Investment Services Group
at SouthState Bank
Director: Tim Sease
United Brokerage Services, Inc.
at United Bank
Director: Tom Mudlaff
VyStar Investment Services
at VyStar Credit Union
Director: Davida Carter
2024 Top Directors Finalists in Mid-Size Firms
Category Sponsor:
Northwest Financial Advisors LLC at Northwest Federal Credit Union
Karen Benedict
Johnson Financial Group Financial Advisors at Johnson Financial Group
Jess Dohner
Wilson Bank & Trust Investment Services at Wilson Bank & Trust
Damon Bates
Cathay Wealth Management at Cathay Bank
Phil Hurst
Allegacy Investment Group at Allegacy Federal Credit Union
Merrill Stewart
at Allegacy Federal Credit Union
Director: Merrill Stewart
American Savings Investment Services
at American Savings Bank
Director: Phil Pomella
Cathay Wealth Management
at Cathay Bank
Director: Phil Hurst
CCU Wealth Strategies
at Corning Credit Union
Director: Laura L. Sumner
Elements Wealth Management
at Elements Financial FCU
Directors: Matthew Snively
First Commonwealth Advisors
at First Commonwealth Bank
First PREMIER Investment Services
at First PREMIER Bank
Director: Gary Harmelink
at Johnson Financial Group
Director: Jess Dohner
Northwest Financial Advisors LLC
at Northwest Federal Credit Union
Director: Karen Benedict
OnPoint Investment Services
at OnPoint Community Credit Union
Director: Melisa Lindsay-Lipkins
Popular Investments
at Popular Bank
Director: Joe Culotta
Wealth Management at FAIRWINDS
at FAIRWINDS Credit Union
Director: Brian Kent
Wilson Bank & Trust Investment Services
at Wilson Bank & Trust
Director: Damon Bates
2024 Top Directors Finalists in Small Firms
Category Sponsor:
Kirtland Financial Services at Kirtland Credit Union
Todd Trevino
North Shore Investment Services at North Shore Bank
Erika Milosevich
Empeople Investment & Retirement Services at Empeople Credit Union
Brad Johannes
Steward Concepts at Family Trust Federal Credit Union
Matthew G. Griffin
Great Plains Investment Services at Great Plains National Bank
Zachary Archer
at Blaze CU
Director: Jim Ganger
Citizens National Investment Services
at Bonvenu Bank
Director: Tommy Boggs
CUSO Financial Services at Verity CU
at Verity Credit Union
Director: Ken Butler
D.L. Evans Investment Services
at D.L. Evans Bank
Director: Brenda Sanford
Empeople Investment & Retirement Services
at Empeople Credit Union
Director: Brad Johannes
ESSA Investment Services
at ESSA Bank & Trust
Director: Jim Ferry
Great Plains Investment Services
at Great Plains National Bank
Director: Zachary Archer
Independence Financial Services
at Independence Bank of Kentucky
Director: Josh Searcy
at Kirtland Credit Union
Director: Todd Trevino
Meriwest Wealth Advisors
at Meriwest Credit Union
Director: Ian Foo
North Shore Investment Services
at North Shore Bank
Director: Erika Milosevich
PeoplesBank Wealth Management
at PeoplesBank
Director: Stephen Altland
Southern Wealth Management
at Southern Bank
Director: Brett Dorton
Steward Concepts
at Family Trust Federal Credit Union
Director: Matthew Griffin
Third Coast Advisors
at Third Coast Bank, SSB
Director: Chris Peacock
2024 Top Directors Finalists in Credit Union Firms
Northwest Financial Advisors LLC at Northwest Federal Credit Union
Karen Benedict
Allegacy Investment Group at Allegacy Federal Credit Union
Merrill Stewart
Elements Wealth Management at Elements Financial FCU
Matt Snively
Kirtland Financial Services at Kirtland Credit Union
Todd Trevino
Wealth Management at FAIRWINDS at FAIRWINDS Credit Union
Brian Kent
at First Tech Federal Credit Union
Director: Kelly Corah
Allegacy Investment Group
at Allegacy Federal Credit Union
Director: Merrill Stewart
Blaze Retirement + Investment
at Blaze CU
Director: Jim Ganger
CCU Wealth Strategies
at Corning Credit Union
Director: Laura L. Sumner
Elements Wealth Management
at Elements Financial FCU
Director: Matthew Snively
Empeople Investment & Retirement Services
at Empeople Credit Union
Director: Brad Johannes
Everwise Wealth Management
at Everwise Credit Union
Director: Waylon Peterson
Flagship Financial Group
at American Airlines CU
Director: Tom Decker
at Kirtland Credit Union
Director: Todd Trevino
Northwest Financial Advisors LLC
at Northwest Federal Credit Union
Director: Karen Benedict
OnPoint Investment Services
at OnPoint Community Credit Union
Director: Melisa Lindsay-Lipkins
Steward Concepts
at Family Trust Federal Credit Union
Director: Matthew Griffin
UFCU Investment Services
at University Federal Credit Union
Director: Jeffery Ferraris
Wealth Management at FAIRWINDS
at Fairwinds Credit Union
Director: Brian Kent
Wescom Financial Services
at Wescom Credit Union
Director: Jonathon Allen
2024 Top Directors Finalists in Women-Led Firms
Category Sponsor:
Northwest Financial Advisors LLC at Northwest Federal Credit Union
Karen Benedict
Allegacy Investment Group at Allegacy Federal Credit Union
Merrill Stewart
OnPoint Investment Services at OnPoint Community Credit Union
Melisa Lindsay-Lipkins
North Shore Investment Services at North Shore Bank
Erika Milosevich
Addison Avenue Investment Services at First Tech Federal Credit Union
Kelly Corah
at First Tech Federal Credit Union
Director: Kelly Corah
Allegacy Investment Group
at Allegacy Federal Credit Union
Director: Merrill Stewart
BCU Wealth Advisors
at BCU
Director: Kristi Mertens
CCU Wealth Strategies
at Corning Credit Union
Director: Laura L. Sumner
Delta Community Retirement & Investment Services
at Delta Community Credit Union
Director: Julie Bates
ESL Investment Services, LLC
at ESL Federal Credit Union
Director: Peg Gaston
First Investments & Planning
at First National Bank of Omaha
Director: Jennifer Benson
Flagstar Bank Wealth Services
at New York Community Bank
Director: Elizabeth Gunn
at Heritage Bank
Director: Kimberly Superneau
North Shore Investment Services
at North Shore Bank
Director: Erika Milosevich
Northwest Financial Advisors LLC
at Northwest Federal Credit Union
Director: Karen Benedict
OnPoint Investment Services
at OnPoint Community Credit Union
Director: Melisa Lindsay-Lipkins
Patelco Financial Solutions
at Patelco Credit Union
Director: Carolyn Wilson
VyStar Investment Services
at VyStar Credit Union
Director: Davida Carter
WesBanco Securities
at Wesbanco
Director: Lisa Stavsky
2024 Top Directors Finalists in Emerging Firms
Suncoast Investment Services at Suncoast Credit Union
Roy Echols
Elevations Wealth Management Services at Elevations Credit Union
John Marx
Wealth Management at UW Credit Union
Teo Trandafir
Desert Financial Wealth Management at Desert Financial Credit Union
Josh Fadel
ANBTX Investment Services at American National Bank of Texas
Bob Klein
at American National Bank of Texas
Director: Bob Klein
Atlantic Union Financial Consultants
at Atlantic Union Bank
Director: David Heffelfinger
BMO Investment Services
at BMO Bank
Director: Wallace Harris, Jr.
Centennial Financial Services
at Centennial Bank
Director: Kyle Stroud
Desert Financial Wealth Management
at Desert Financial Credit Union
Director: Josh Fadel
East West Wealth Management
at East West Bank
Director: William Tung
Elevations Wealth Management Services
at Elevations Credit Union
Director: John Marx
at Independent Bank
Director: Jen May
Numerica Financial Services
at Numerica Credit Union
Director: Nancy Almond
Regions Investment Services
at Regions Bank
Director: Jim Nonnengard
S&T Financial Services
at S&T Bank
Director: Robert Thompson
Suncoast Investment Services
at Suncoast Credit Union
Director: Roy Echols
TD Investment Services
at TD Bank
Director: Joe Mirarchi
Wealth Management at UW Credit Union
at UW Credit Union
Director: Teo Trandafir