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.

The Top Directors Awards season culminated in a live, in-person ceremony on November 8-9 in Chapel Hill, NC where the winners were 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

Wintrust Investments at Wintrust Financial

Ranked #1

Synovus Securities, Inc. at Synovus Financial

Synovus Securities, Inc. at Synovus Financial

Ranked #2

Arvest Wealth Management at Arvest Bank

Arvest Wealth Management at Arvest Bank

Ranked #3

Fifth Third Securities at Fifth Third Bank

Fifth Third Securities at Fifth Third Bank

Robert Corsarie

Ranked #4

Comerica Securities at Comerica Bank

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

Fulton Financial Advisors at Fulton Bank

Michael George

Ranked #1

Addison Avenue Investment Services at First Tech Federal Credit Union

Addison Avenue Investment Services at First Tech Federal Credit Union

Ranked #2

ESL Investment Services at ESL Federal Credit Union

ESL Investment Services at ESL Federal Credit Union

Peg Gaston

Ranked #3

United Brokerage Services, Inc. at United Bank

United Brokerage Services, Inc. at United Bank

Ranked #4

Associated Investment Services at Associated Bank

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

CCU Wealth Strategies at Corning Credit Union

Nick LaPuma

Ranked #1

Elements Wealth Management at Elements Financial FCU

Elements Wealth Management at Elements Financial FCU

Matt Snively

Ranked #2

Wilson Bank & Trust Investment Services at Wilson Bank & Trust

Wilson Bank & Trust Investment Services at Wilson Bank & Trust

Damon Bates

Ranked #3

Johnson Financial Group Financial Advisors at Johnson Financial Group

Johnson Financial Group Financial Advisors at Johnson Financial Group

Jess Dohner

Ranked #4

CUSO Financial at Allegacy Investment Group at Allegacy Federal Credit Union

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

Jonah Wealth Management at Jonah Bank of Wyoming

Eric Newell

Ranked #1

Steward Concepts at Family Trust Federal Credit Union

Steward Concepts at Family Trust Federal Credit Union

Matthew G. Griffin

Ranked #2

Kirtland Financial Services at Kirtland Credit Union

Kirtland Financial Services at Kirtland Credit Union

Todd Trevino

Ranked #3

FNB Investment Services at Farmers National Bank

FNB Investment Services at Farmers National Bank

Jeff Joiner

Ranked #4

F&M Investment Services at CBI Bank & Trust

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

CCU Wealth Strategies at Corning Credit Union

Nick LaPuma

Ranked #1

Elements Wealth Management at Elements Financial FCU

Elements Wealth Management at Elements Financial FCU

Matt Snively

Ranked #2

Kirtland Financial Services at Kirtland Credit Union

Kirtland Financial Services at Kirtland Credit Union

Todd Trevino

Ranked #3

Addison Avenue Investment Services at First Tech Federal CU

Addison Avenue Investment Services at First Tech Federal CU

Kelly Corah

Ranked #4

CUSO Financial at Allegacy Investment Group at Allegacy Federal Credit Union

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

Addison Avenue Investment Services at First Tech Federal CU

Kelly Corah

Ranked #1

CUSO Financial at Allegacy Investment Group at Allegacy Federal Credit Union

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

Delta Community Retirement & Investment Services at Delta Community Credit Union

Julie R. Bates

Ranked #3

BCU Wealth Advisors at BCU

BCU Wealth Advisors at BCU

Kristi Mertens

Ranked #4

Northwest Financial Advisors at Northwest Credit Union

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

Heritage Wealth Strategies
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

Flagship Financial Group at American Airlines CU

Tom Decker

Ranked #1

First Investments & Planning at First National Bank of Omaha

First Investments & Planning at First National Bank of Omaha

Ranked #2

First Commonwealth Advisors at First Commonwealth Bank

First Commonwealth Advisors at First Commonwealth Bank

Mark Ganung

Ranked #3

California Credit Union Wealth Management at California Credit Union

California Credit Union Wealth Management at California Credit Union

Brian Venn

Ranked #4

Wealth Management at UW Credit Union

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