Top Directors Awards Finalists
Top Investment Services Directors in Financial Institutions 2024 Finalists
Congratulations to the 2024 Top Directors finalists! 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 nominees for this year’s awards here.
The Top Directors Awards season will culminate in a live, in-person ceremony on November 7-8 in Chapel Hill, NC where the winners will be announced. The finalists are listed below by category.
For questions about the Top Directors Awards, please contact awards@kehrergroup.com.
2024 Top Directors Finalists in Mega Firms
Category Sponsor:
Arvest Wealth Management
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
Huntington Financial Advisors
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:
Addison Avenue Investment Services
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
First Investments & Planning
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:
Allegacy Investment Group
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
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
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:
Blaze Retirement + Investment
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
Kirtland Financial Services
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
Category Sponsor:
Interested in sponsoring this category? Contact awards@kehrergroup.com
Addison Avenue Investment Services
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
Kirtland Financial Services
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:
Addison Avenue Investment Services
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
Heritage Wealth Strategies
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
Category Sponsor:
Interested in sponsoring this category? Contact awards@kehrergroup.com
ANBTX Investment Services
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
IB Wealth Management
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