Kehrer Group Influencers Poll

When we think of influencers, we aren’t thinking about Instagram and TikTok “celebrities,” we’re thinking of the individuals in our community who shape the dialogue around the most important topics, who look around corners for new opportunities, and who know where the business is going and are leading it there. We are fortunate to count many of those individuals as our friends and clients, and we have benefited immensely from our ability to take their pulse on any number of issues over the years.

Now we want to share that benefit with the community at large through the launch of a new project: The Kehrer Group Influencers Poll.

Who are the Kehrer Group Influencers?

The Kehrer Group Influencers consists of about two dozen leaders with exceptional insight and reach from all corners of the bank and credit union financial advice industry: investment services directors in banks and credit unions, top executives in the third-party broker dealers, clearing firms, product and technology providers, and our fellow consultants.

Rhomes Aur
First Horizon

Jonathan Allen

David Biliter
First Citizens

Tiger Booker
LPL Financial

Peter Brittain
Fusion IQ

Asa Cotrell

Michael George

Rona Guymon

Wallace Harris
BMO Harris

David Kuipers

Melisa Lindsay-Lipkins
OnPoint Community CU

Kris Lysne
Terrapin Technologies

Jay McAnelly

Donna McNeely
Kinecta CU

Michael Mirobali

Tom Mudlaff
United Brokerage

Kevin Mummau
CUSO Financial

Arthur Osman
Arthur Osman & Company

Dan Overbey

Mike Prior
Priority Financial Group

LeAnn Rummel

Tim Sease

Matt Snively
Elements Financial CU

Lisa Stavsky

Merrill Stewart
Allegacy FCU

Chris Thompson
Financial Resources Group

Teo Trandafir
University of Wisconsin CU

Rob Varner

What is the Influencers Poll?

Glad you asked. The Influencers Poll is a new type of survey for Kehrer Group, but our basic approach remains the same. We will poll the Influencers quarterly on issues of pressing concern to the industry, anonymize the responses, and publish the results publicly for everyone’s benefit.


What’s next?

We are launching the first Influencer’s Poll in the first quarter of 2024. Check back here and your inbox for results.