Top Directors Awards Nominations
Nominations for the 2024 Top Directors Awards are closed!
Congratulations to the 2024 Top Directors nominees! Each nominee will be 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.
For questions on nominations, please contact awards@kehrergroup.com.
2024 List of Nominees by Institution
| Institution | Investment Services DBA | Investment Services Director |
|---|---|---|
| 7 17 Credit Union | 7 17 Retirement & Investment Group | Mark Munno |
| Allegacy Federal Credit Union | Allegacy Investment Group | Merrill Stewart |
| America First Credit Union | CUSO Financial Services located at America’s First Credit Union | Brandon Handy |
| American Airlines CU | Flagship Financial Group | |
| American Savings Bank | American Savings Investment Services | Phil Pomella |
| American State Savings | American Investment Services | Darrel Raih |
| American National Bank of Texas | ANBTX Investment Services | Bob Klein |
| Arvest Bank | Arvest Wealth Management | Asa Cottrell |
| Ascend Credit Union | Ascend FCU | Janet Wooten |
| Associated Bank | Associated Investment Services | David Kuipers |
| Atlantic Union Bank | Atlantic Union Financial Consultants | David Heffelfinger |
| Bank Newport | OceanPoint Investment Solutions | Amy Riccitelli |
| Bank of Botetourt | Botetourt Wealth Management | Jaret Mutter |
| BCU | BCU Wealth Advisors | Kristi Mertens |
| Benchmark FCU | Benchmark Investment Services | Laura Marzano |
| Blaze CU | Blaze Retirement + Investment | Jim Ganger |
| Blue Eagle Credit Union | Blue Eagle Wealth Management | Michael Blanchard |
| BMO Bank | BMO Investment Services | Wallace Harris, Jr. |
| California Credit Union | California Credit Union Wealth Management | Brian Venn |
| Cathay Bank | Cathay Wealth Management | Phil Hurst |
| CEFCU | CEFCU Investment Services | |
| Centennial Bank | Centennial Financial Services | Kyle Stroud |
| Centennial Bank | Happy Investment Services | Matthew Clark |
| Centier Bank | Centier Investment Services | Tim Coleman |
| Centra Credit Union | Centra Financial Services | Rob Fischvogt |
| Central Bank | Central Investment Advisors | |
| Citadel Credit Union | Citadel Wealth Management | Sheri Perkins |
| Citigroup | Citi Personal Wealth | Frank Consalo |
| Citizens Bank | Citizens Securities Inc. | Pete Dunlap |
| Citizens National Bank, N.A. | Citizens National Investment Services | Tommy Boggs |
| Coastal Federal Credit Union | Coastal Wealth Management | Ewelina Caplap |
| Community First Credit Union (WI) | Community First Financial Advisors | Jeffrey Garrett |
| Community Bank, NA | Community Financial Advisors | Chasity Jaynes |
| Corning Credit Union | CCU Wealth Strategies | |
| D.L. Evans Bank | D.L. Evans Investment Services | Brenda Sanford |
| Delta Community Credit Union | Delta Community Retirement & Investment Services | |
| Desert Financial Credit Union | Desert Financial Wealth Management | |
| DFCU Financial | DFCU Financial Partners | Patrick Maher |
| Diamond Credit Union | Diamond Financial Planning | Todd Rothenberger |
| East West Bank | East West Wealth Management | William Tung |
| Eastman Credit Union | ECU Asset Management | Chris Thompson |
| Elements Financial FCU | Elements Wealth Management | Matthew Snively |
| Elevations Credit Union | Elevations Wealth Management Services | |
| Empeople Credit Union | Empeople Investment & Retirement Services | Brad Johannes |
| Ent Credit Union | Ent Investment Services | Travis S. Dodge |
| ESL Federal Credit Union | ESL Investment Services | Peg Gaston |
| ESSA Bank & Trust | ESSA Investment Services, LLC | Jim Ferry |
| Everwise Credit Union | Everwise Wealth Management | |
| FAIRWINDS Credit Union | Wealth Management at FAIRWINDS | Brian Kent |
| Family Trust Federal Credit Union | Steward Concepts | Matthew Griffin |
| Farmers National Bank | Farmers National Investments | Dan Cvercko |
| Fifth Third | Fifth Third Securities | Robert Corsarie |
| First Citizens Bank | First Citizens Investor Services, Inc. | David Biliter |
| First Commonwealth Bank | First Commonwealth Advisors | |
| First Hawaiian Bank | First Hawaiian Advisors | Michael A. Tottori |
| First Horizon Bank | First Horizon Advisors, Inc. | Martin de Laureal |
| First Merchants Bank | First Merchants Investment Services | Brett Fisher |
| First National Bank of Omaha | First Investments & Planning | Jennifer Benson |
| First National Bank of PA | FNB Investment Services | John Harshman |
| First PREMIER Bank | First PREMIER Investment Services | |
| First Tech Federal Credit Union | Addison Avenue Investment Services | Kelly Corah |
| FNBLI | First Investments | |
| Frandsen Bank | Frandsen Investment Services | Mark Brakel |
| Fulton Bank | Fulton Financial Advisors | Michael George |
| Global Credit Union | Global Retirement & Investment Services | Kim Jaime |
| Great Plains National Bank | Great Plains Investment Services | Zachary Archer |
| GreenState Credit Union | GreenState Wealth Management | Melissa Winter |
| GTE Financial (Federal Credit Union) | GTE Investment Group | Michael Simon |
| Hancock Whitney | Hancock Whitney Financial Consultants | Keith LeBlanc |
| Heritage Bank | Heritage Wealth Strategies | Kimberly Superneau |
| Home Bank | HB Financial Services | |
| Hudson Valley Credit Union | Wealth Management at Hudson Valley Credit Union | Chris Cantele |
| Huntingtion Bank | Huntington Financial Advisors | Michael Miroballi |
| Independence Bank of Kentucky | Independence Financial Services | Josh Searcy |
| Independent Bank | IB Wealth Management | Dan Dueweke |
| JD Bank | JD Prime Investment Services | Bruce Elder |
| Johnson Financial Group | Johnson Financial Group Financial Advisors | Jess Dohner |
| Kearny Investment Services | Kearny Bank | |
| Key Bank | Key Investment Services | Solomon Schmidt |
| Kinecta Federal Credit Union | Kinecta Wealth Management | Frank Rehhaut |
| Kirtland Credit Union | Kirtland Financial Services | Todd Trevino |
| Langley Federal Credit Union | Langley Investment Services | Najib Khan |
| Lumbee Guarantee Bank | Lumbee Guarantee Financial Services | Bryan Maynor |
| M&T Bank | Wilmington Advisors @ M&T | Matt McAfee |
| Marine Federal Credit Union | Marine Federal Financial Group | Preston Gardner |
| Merk, Sharp & Dohme FCU | New Britain Financial Advisors | |
| Meriwest Credit Union | Meriwest Wealth Advisors | Ian Foo |
| Navigator Credit Union | NCU Wealth Management | Sally Hoffstadt |
| Navy Federal Credit Union | Navy Federal Investment Services, LLC | Michael Dale |
| Neighborhood Credit Union | North Texas Capital Advisors | Ron Newlin |
| New England Federal Credit Union | NEFCU Financial Group | Dennis Madigan, Jr. |
| New York Community Bank | Flagstar Bank Wealth Services | |
| North Shore Bank | North Shore Investment Services | Erika Milosevich |
| Northwest Federal Credit Union | Northwest Financial Advisors LLC | Karen Benedict |
| Numerica Credit Union | Numerica Financial Services | Nancy Almond |
| Old National Bank | Old National Investments | Erik Pinter |
| OneAZ Credit Union | OneAZ Wealth Management | Thomas Mitchell |
| OnPoint Community Credit Union | OnPoint Investment Services | Melisa Lindsay-Lipkins |
| ORNL Federal Credit Union | ORNL FCU Wealth Management | David Foster |
| Patelco Credit Union | Patelco Financial Solutions | Carolyn Wilson |
| Peoples Bank | Peoples Bank Wealth Management | Stephen Altland |
| Popular Bank | Popular Investments | Joe Culotta |
| Preimier America Credit Union | Premier America Wealth Management Group | Ye Su |
| Randolph-Brooks Federal Credit Union | RBFCU Investments Group | Terrence Powell |
| Redstone Federal CU | Redstone Brokerage Services | Kevin Carroll |
| Redwood Credit Union | RCU in partnership with CUSO Financial Services | Esteban Zuno |
| Regions Bank | Regions Investment Services | |
| Rogue Credit Union | Rogue Investment Services | Keffe Dillon |
| Royal Credit Union | RCU Investment & Insurance Team | Chris Thompson |
| Sandia Laboratory Federal Credit Union | MEMBERS Financial Services | Rick Anderson |
| S&T Bank | S&T Financial Services | Robert Thompson |
| SchoolsFirst Federal Credit Union | SchoolsFirst Investment Services | |
| SDCCU | SDCCU Investment Services | Susan Fargo |
| Shell Federal Credit Union | Shell Wealth Services | Lance Allen |
| Simmons Bank | Simmons Investment Services | Cary Curzon |
| Southeast Financial Credit Union | Southeast Financial Wealth Management | Ken Coulthard |
| Southern Bank | Southern Wealth Management | Brett Dorton |
| SouthState Bank | SouthState Investment Services Group | Tim Sease |
| Summit Credit Union | Summit Financial Advisors | Ric Mathias |
| Suncoast Credit Union | Suncoast Investment Services | Roy Echols |
| Synovus Financial | Synovus Securities, Inc. | |
| TD Bank | TD Investment Services | |
| Third Coast Bank, SSB | Third Coast Advisors | Chris Peacock |
| Tri County Area FCU | Tri County Area Investment & Retirement Services | Chris Thompson |
| TruMark Financial Credit Union | TruMark Financial Wealth Advisors | Russell Hanscom |
| Trustmark National Bank | Trustmark Financial Services | Mike Zito |
| United Bank | United Brokerage Services, Inc | Tom Mudlaff |
| University Federal Credit Union | UFCU Investment Services | Jeffrey Ferraris |
| UW Credit Union | Wealth Management at UW Credit Union | Teo Trandafir |
| Verity Credit Union | CUSO Financial Services at Verity Credit Union | Ken Butler |
| VyStar Credit Union | VyStar Investment Services | Davida Carter |
| Webster Bank | Webster Investments | Kelly Haskins and Grace Pereira-Shelley |
| WesBanco | WesBanco Securities | |
| Wescom Credit Union | Wescom Financial Services | David Jabczenski |
| Wilson Bank | Wilson Bank & Trust Investment Services | Damon Bates |
| Wings Financial Credit Union | Wings Financial Advisors | Danielle Shuman |
| Wright-Pratt Credit Union | WPCU Retirement Solutions | Steven J. Harrell |
| WSECU | WSECU Investment Management |