2023 Top Directors Awards Winners
Top Investment Services Directors in Financial Institutions 2023 Winners
Congratulations to the 2023 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 2023 Top Directors Awards, please click here.
View all the nominees for this year’s awards here.
The Top Directors Awards season will culminate in a live, in-person ceremony on November 8-9 in Chapel Hill, NC where the winners will be announced. The finalists are listed below by category. The Top Directors in Credit Unions were announced at the 2023 PROCU Conference in Laguna Beach, CA, on October 2, 2023.
For questions about the Top Directors Awards, please contact awards@kehrergroup.com.
2023 Top Directors Finalists in Mega Firms
Category Sponsor:
Wintrust Investments at Wintrust Financial
Ranked #1
Synovus Securities, Inc. at Synovus Financial
Ranked #2
Arvest Wealth Management at Arvest Bank
Ranked #3
Fifth Third Securities at Fifth Third Bank
Robert Corsarie
Ranked #4
Comerica Securities at Comerica Bank
Ranked #5
Arvest Wealth Management
at Arvest Bank
Citi Personal Wealth
at Citigroup
Director: Frank Consalo
Citizens Securities Inc.
at Citizens Bank
Comerica Securities
at Comerica Bank
Fifth Third Securities
at Fifth Third
Director: Robert Corsarie
First Citizens Investor Services, Inc.
at First Citizens Bank
Directors: David Biliter and Marc Horgan
First Horizon Advisors, Inc.
at First Horizon Bank
Director: Rhomes Aur
Huntington Financial Advisors
at Huntington Bank
Director: Michael Miroballi
Key Investment Services
at Key Bank
Director: Solomon Schmidt
Synovus Securities, Inc.
at Synovus Financial
Webster Investments
at Webster Bank
Director: John Olerio
Wintrust Investments
at Wintrust Financial
2023 Top Directors Finalists in Large Firms
Category Sponsor:
Fulton Financial Advisors at Fulton Bank
Michael George
Ranked #1
Addison Avenue Investment Services at First Tech Federal Credit Union
Ranked #2
ESL Investment Services at ESL Federal Credit Union
Peg Gaston
Ranked #3
United Brokerage Services, Inc. at United Bank
Ranked #4
Associated Investment Services at Associated Bank
David Kuipers
Ranked #5
Addison Avenue Investment Services
at First Tech Federal Credit Union
Associated Investment Services
at Associated Bank
Director: David Kuipers
Central Investment Advisors
at Central Bank
ESL Investment Services
at ESL FCU
Director: Peg Gaston
F.N.B. Investment Services
at First National Bank of PA
Director: John Harshman
First Hawaiian Advisors
at First Hawaiian Bank
Fulton Financial Advisors
at Fulton Bank
Director: Michael George
Hancock Whitney Financial Consultants
at Hancock Whitney
Director: Keith P. LeBlanc
Northwest Investment Services
at Northwest Bank
Director: Andrew Hahn
SouthState Investment Services Group
at SouthState
Director: Tim Sease
United Brokerage Services, Inc.
at United Bank
VyStar Investment Services
at VyStar Credit Union
Director: Davida Carter
2023 Top Directors Finalists in Mid-Size Firms
Category Sponsor:
CCU Wealth Strategies at Corning Credit Union
Nick LaPuma
Ranked #1
Elements Wealth Management at Elements Financial FCU
Matt Snively
Ranked #2
Wilson Bank & Trust Investment Services at Wilson Bank & Trust
Damon Bates
Ranked #3
Johnson Financial Group Financial Advisors at Johnson Financial Group
Jess Dohner
Ranked #4
CUSO Financial at Allegacy Investment Group at Allegacy Federal Credit Union
Merrill Stewart
Ranked #5
BCU Wealth Advisors
at BCU
Director: Kristi Mertens
Cathay Wealth Management
at Cathay Bank
Director: Phil Hurst
CCU Wealth Strategies
at Corning Credit Union
Director: Nick LaPuma
CUSO Financial Services located at Allegacy Investment Group
at Allegacy Federal Credit Union
Director: Merrill Stewart
Delta Community Retirement & Investment Services
at Delta Community Credit Union
Director: Julie R. Bates
Desert Financial Wealth Management
at Desert Financial Credit Union
Elements Wealth Management
at Elements Financial FCU
Director: Matthew Snively
Johnson Financial Group Financial Advisors
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
Towne Wealth Management
at TowneBank
Director: Ken Wren, Jr.
Wealth Management at FAIRWINDS
at FAIRWINDS Credit Union
Director: Brian Kent
Wilson Bank & Trust Investment Services
at Wilson Bank
Director: Damon Bates
2023 Top Directors Finalists in Small Firms
Category Sponsor:
Jonah Wealth Management at Jonah Bank of Wyoming
Eric Newell
Ranked #1
Steward Concepts at Family Trust Federal Credit Union
Matthew G. Griffin
Ranked #2
Kirtland Financial Services at Kirtland Credit Union
Todd Trevino
Ranked #3
FNB Investment Services at Farmers National Bank
Jeff Joiner
Ranked #4
F&M Investment Services at CBI Bank & Trust
Thomas Dunker
Ranked #5
Alabama One Wealth Advisory
at Alabama One Credit Union
Director: Tyler Foster
Blue Eagle Wealth Management
at Blue Eagle Credit Union
Director: Andrew Schenckner
Botetourt Wealth Management
at Bank of Botetourt
Empeople Investment & Retirement Services
at Empeople Credit Union
Director: Brad Johannes
F&M Investment Services
at CBI Bank & Trust
Director: Thomas Dunker
FNB Investment Services
at Farmers National Bank
Director: Jeff Joiner
Great Plains Investment Services
at Great Plains National Bank
Director: Zachary Archer
Jonah Wealth Management
at Jonah Bank of Wyoming
Director: Eric Newell
Kirtland Financial Services
at Kirtland Credit Union
Director: Todd Trevino
SPIRE Retirement and Investment Services
at SPIRE Credit Union
Director: Jim Ganger
Steward Concepts
at Family Trust Federal Credit Union
Director: Matthew Griffin
Tri County Area Investment & Retirement Services
at Tri County Area
2023 Top Directors Finalists in Credit Union Firms
Category Sponsor:
CCU Wealth Strategies at Corning Credit Union
Nick LaPuma
Ranked #1
Elements Wealth Management at Elements Financial FCU
Matt Snively
Ranked #2
Kirtland Financial Services at Kirtland Credit Union
Todd Trevino
Ranked #3
Addison Avenue Investment Services at First Tech Federal CU
Kelly Corah
Ranked #4
CUSO Financial at Allegacy Investment Group at Allegacy Federal Credit Union
Merrill Stewart
Ranked #5
Addison Avenue Investment Services
at First Tech Federal Credit Union
Director: Kelly Corah
BCU Wealth Advisors
at BCU
Director: Kristi Mertens
Blue Eagle Wealth Management
at Blue Eagle Credit Union
Director: Andrew Scheckner
CCU Wealth Strategies
at Corning Credit Union
Director: Nick LaPuma
CUSO Financial Services located at Allegacy Investment Group
at Allegacy Federal Credit Union
Director: Merrill Stewart
Delta Community Retirement & Investment Services
at Delta Community Credit Union
Elements Wealth Management
at Elements Financial FCU
Director: Matthew Snively
ESL Investment Services
at ESL FCU
Kirtland Financial Services
at Kirtland Credit Union
Director: Todd Trevino
Northwest Financial Advisors LLC
at Northwest Federal Credit Union
Director: Karen Benedict
Steward Concepts
at Family Trust Federal Credit Union
Director: Matthew Griffin
Wealth Management at FAIRWINDS
FAIRWINDS Credit Union
Director: Brian Kent
2023 Top Directors Finalists in Women-Led Firms
Category Sponsor:
Addison Avenue Investment Services at First Tech Federal CU
Kelly Corah
Ranked #1
CUSO Financial at Allegacy Investment Group at Allegacy Federal Credit Union
Merrill Stewart
Ranked #2
Delta Community Retirement & Investment Services at Delta Community Credit Union
Julie R. Bates
Ranked #3
BCU Wealth Advisors at BCU
Kristi Mertens
Ranked #4
Northwest Financial Advisors at Northwest Credit Union
Karen Benedict
Ranked #5
Addison Avenue Investment Services
at First Tech Federal Credit Union
Director: Kelly Corah
BCU Wealth Advisors
at BCU
Director: Kristi Mertens
CUSO Financial Services located at Allegacy Investment Group
at Allegacy Federal Credit Union
Director: Merrill Stewart
Delta Community Retirement & Investment Services
at Delta Community Credit Union
Director: Julie R. Bates
ESL Investment Services
at ESL FCU
Director: Peg Gaston
at Heritage Bank
Director: Kimberly R. 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
Vystar Investment Services
at VyStar Credit Union
Director: Davida Carter
2023 Top Directors Finalists in Emerging Firms
Category Sponsor:
Flagship Financial Group at American Airlines CU
Tom Decker
Ranked #1
First Investments & Planning at First National Bank of Omaha
Ranked #2
First Commonwealth Advisors at First Commonwealth Bank
Mark Ganung
Ranked #3
California Credit Union Wealth Management at California Credit Union
Brian Venn
Ranked #4
Wealth Management at UW Credit Union
Teo Trandafir
Ranked #5
BMO Harris Investment Services
at BMO Harris Bank
Director: Wallace Harris, Jr.
California Credit Union Wealth Management
at California Credit Union
Director: Brian Venn
First Commonwealth Advisors
at First Commonwealth Bank
Director: Mark Ganung
First Investments & Planning
at First National Bank of Omaha
First PREMIER Investment Services
at First PREMIER Bank
Director: Gary Harmelink
Flagship Financial Group
at American Airlines CU
Director: Tom Decker
ION Investments
at ION Bank
Director: Chris Nardone
Kinecta Wealth Management
at Kinecta Federal Credit Union
Director: Frank Rehhaut
Navy Federal Investment Services
at Navy Federal Credit Union
Partners Retirement and Wealth Management
at Partners Federal Credit Union
Director: Ye Su
Third Coast Advisors
at Third Coast Bank, SSB
Director: Chris Peacock
Wealth Management at UW Credit Union
at UW Credit Union
Director: Teo Trandafir