Top Directors Awards Nominations

Nominations for the 2025 Top Directors Awards are open!

Congratulations to the 2025 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 2025 Top Directors Awards, please click here.

 

For questions on nominations, please contact awards@kehrergroup.com.

 2025 List of Nominees by Institution

Institution Investment Services DBA Investment Services Director
360 Federal Credit Union 360 Investment Center
5Point Credit Union 5Point Investment Group
7 17 Credit Union 7 17 Retirement & Investment Group Mark Munno
A+ Federal Credit Union A+ Wealth Management
Advancial FCU Advancial Investment Services
Alive Credit Union Alive Investment Services
Alltru Federal Credit Union Alltru Investment Services
American Airlines CU Flagship Financial Group
American Eagle Financial CU American Eagle Investment Services
American Heritage Federal Credit Union American Heritage Investment & Retirement Center Brian Hahn
American National Bank of Texas ANBTX Investment Services Bob Klein
American Savings Bank American Savings Investment Services Phil Pomella
Ameriserv Financial Bank AmeriServ Financial Services
Androscoggin Bank Androscoggin Financial Services Steve English
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
B1 Bank Business First Wealth Solutions
Bank Newport OceanPoint Investment Solutions Amy Riccitelli
Bank of Botetourt Botetourt Wealth Management Jaret Mutter
Bank of Colorado Bank of Colorado Investment Services Patrick Varney
Bank of Luxemburg Legacy Financial Services Dana Tupper
BCU BCU Wealth Advisors Kristi Mertens
Benchmark FCU Benchmark Investment Services
Better Banks Investment Strategists at Better Banks
Blaze CU Blaze Retirement + Investment Jim Ganger
Blue Eagle Credit Union Blue Eagle Wealth Management Michael Blanchard
Blue Ridge Bank BRB Wealth
BMO Bank BMO Investment Services Wallace Harris, Jr.
Bonvenu Bank, N.A. Bonvenu Investment Services Pat McConathy
Buena Vista National Bank Buena Vista Investment Services
Busey Bank Busey Wealth Management Vanessa Levan
Byron Bank Byron Wealth Management
California Credit Union California Credit Union Wealth Management Brian Venn
Cathay Bank Cathay Wealth Management Phil Hurst
CEFCU CEFCU Investment Services Terry Schultz
Centennial Bank Centennial Financial Services Kyle Stroud
Centennial Bank Happy Investment Services Matthew Clark
Centra Credit Union Centra Financial Services Rob Fischvogt
ChoiceOne Bank ChoiceOne Wealth Management Thomas Hufton
Citigroup Citi Personal Wealth Frank Consalo
Citizens Bank Citizens Securities Inc. Pete Dunlap
Citizens National Bank Citizens National Investment Services
Coastline Federal CU Coastline Investment Services
Comerica Bank Comerica Financial Advisors Tory Sherman
Community Financial Credit Union Community Financial Investment and Insurance Services Courtney Sparks
Conservation Employees CU Conservation Investment Services
Corning Credit Union CCU Wealth Strategies Laura Sumner
Credit Union of America CUA Retirement & Investment Services
CS Bank CS Investment Services Joe McClung
CTBC Bank CTBC Wealth Management Michael Lai
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 Joshua Fadel
DFCU Financial
Diamond Credit Union Diamond Financial Planning
Dime Community Bank Dime Financial Services
Dow Credit Union Dow Retirement & Investment Center
Dupaco Community Credit Union Dupaco Financial Services
Earthmovers Credit Union Earthmovers Investment Services
East West Bank East West Wealth Management William Tung
Eastman Credit Union ECU Asset Management
EastRise Credit Union EastRise Wealth Management
Eaton Community Bank Eaton Financial Services
Elements Financial FCU Elements Wealth Management Matthew Snively
Empeople Credit Union Empeople Investment & Retirement Services Brad Johannes
ESL Federal Credit Union ESL Investment Services Peg Gaston
ESSA Bank & Trust ESSA Investment Services, LLC Jim Ferry
Everwise Credit Union Everwise Wealth Management Waylon Peterson
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 Citizens National Bank First Citizens Investments
First Commonwealth Bank First Commonwealth Advisors
First Federal Bank of LA First Federal Investments
First Financial Bank, N.A Yellow Cardinal Advisory Group Suzanne Short
First Harvest CU First Harvest Investment Solutions
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 Mid-Illinois Bank & Trust, N.A First Mid Wealth Management Brad Beesley
First National Bank – Long Island First National Investment Services
First National Bank of Omaha First Investments & Planning Jeremy Siragusa
First National Bank of PA FNB Investment Services John Harshman
First PREMIER Bank First PREMIER Investment Services Gary Harmelink
First Tech Federal Credit Union Addison Avenue Investment Services
Firstar Bank First Financial Center
FirstBank FirstBank Investment Partners Dick W. “Tripp” Thompson
FNB Middle Tennessee First Wealth Services
FNBC Bank FNBC Wealth Management
Frandsen Bank Frandsen Investment Services
Fulton Bank Fulton Financial Advisors Michael George
Gateway First Bank Gateway Private Wealth
Great Plains National Bank Great Plains Investment Services Zachary Archer
Greater Texas FCU Greater Texas Financial Solutions
Greenstate Credit Union Greenstate Wealth Management
Gulf Credit Union Gulf Investment Group
Hancock Whitney Hancock Whitney Financial Consultants Keith P. LeBlanc
Hawaii Community FCU Hawaii Community Investment Services
Hawaii State Federal Credit Union Hawaii State Investment Services David Kaimura
Heartland Bank Heartland Bank Wealth Management
Heartland Credit Union Heartland Financial Services Tate Hartman
Heritage Bank Heritage Wealth Strategies Kimberly Superneau
Homestead Savings Bank Homestead Investments
Hometown Financial Group Hometown Wealth Management
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
International Bank of Commerce IBC Investments Services
JD Bank JD Prime Investment Services
Johnson Financial Group Johnson Financial Group Financial Advisors Jess Dohner
Jovia Financial CU Jovia Investment Services
Key Bank Key Investment Services Solomon Schmidt
Kinecta Federal Credit Union
Kirtland Credit Union Kirtland Financial Services Todd Trevino
Liberty Bank Liberty Bank Investment Services Jill Honeycomb
Lumbee Guarantee Bank Lumbee Guarantee Financial Services
Madison County Community Bank Wealth E&P
Marine Federal Credit Union Marine Federal Financial Group Preston Gardner
Marion and Polk Schools Credit Union MAPS Investments David Budd
Merk, Sharp & Dohme FCU New Britain Financial Advisors
Meriwest Credit Union Meriwest Wealth Advisors Ian Foo
Mid America National Bank MNB Wealth Management
Midwest Members Credit Union Midwest Members Investment Services
Mountain America Credit Union Mountain America Investment Services
Navigator Credit Union NCU Wealth Management Sally Hoffstadt
Neighborhood Credit Union North Texas Capital Advisors
Neighbors Federal Credit Union Neighbors Wealth Management
North Shore Bank North Shore Investment Services Erika Milosevich
Northfield Bank Northfield Investment Services
Northrop Grumman FCU NGFCU Wealth Management
Northwest Federal Credit Union Northwest Financial Advisors LLC Karen Benedict
Numerica Credit Union Numerica Financial Services Nancy Almond
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
Peoples Bank (WA) Peoples Investments
Peoples Bank, N. A. (OH) Peoples Investment Services David Claibourne
PeoplesBank (MA) PeoplesWealth Advisory Group Alyssa Mandeville
Pinnacle National Bank Pinnacle Asset Management Gary Collier
Preimier America Credit Union Premier America Wealth Management Group Ye Su
Princeville State Bank PSB Investment Services Brian Card
Randolph-Brooks Federal Credit Union RBFCU Investments Group Terrence Powell
Redstone Federal CU Redstone Brokerage Services
Regions Bank Regions Investment Services Amanda Reid
Riverways Federal Credit Union Riverways Financial Services
Rogue Credit Union Rogue Investment Services Keffe Dillon
Royal Credit Union RCU Investment & Insurance Team
S&T Bank S&T Financial Services Robert Thompson
Sacramento Credit Union SCU Investment Services
SchoolsFirst Federal Credit Union SchoolsFirst Investment Services Justin Neiman
SDCCU SDCCU Investment Services
Security Bank Security Investment Center
Security Service Federal Credit Union Security Service Investment Group Steven Damiani
Shell Federal Credit Union Shell Wealth Services Lance Allen
Sikorsky Financial CU Sikorsky Financial Services Group
SmartBank SmartBank Investment Services Monty Hatcher
Southeast Financial Credit Union Southeast Financial Wealth Management Ken Coulthard
Southern Bank Southern Wealth Management Brett Dorton
Southland Credit Union Southland Investment Services
SouthState Bank SouthState Investment Services Group Tim Sease
State Employees Credit Union of Maryland SECU Financial Partners James Mellendick
Summit Credit Union Summit Financial Advisors Ric Mathias
Suncoast Credit Union Suncoast Investment Services Roy Echols
Sunward Federal Credit Union MEMBERS Financial Serv Brett Slayden
Synovus Financial Synovus Securities, Inc.
TD Bank TD Investment Services
Technology Credit Union Tech Investment Management
Texans Credit Union Texans Financial
The Fidelity Bank Fidelity Bank Investment and Brokerage Services
The Paducah Bank & Trust Co Paducah Financial Consultants
Think Bank Think Financial Planning Steven Epp
Third Coast Bank, SSB Third Coast Advisors Chris Peacock
TowneBank Towne Wealth Management Ken Wren, Jr.
Tri County Area FCU Tri County Area Investment & Retirement Services Chris Thompson
TruMark Financial Credit Union TruMark Financial Wealth Advisors
TwinStar Credit Union TwinStar Financial Advisors Jeffery Schlenker
Umpqua Bank Columbia Wealth Advisors Stephen Poole
United Bank
University Federal Credit Union UFCU Investment Services Jeffrey Ferraris
UW Credit Union Wealth Management at UW Credit Union Teo Trandafir
Vantage Credit Union Vantage Investment Services Group
Verity Credit Union CUSO Financial Services at Verity Credit Union Ken Butler
VyStar Credit Union VyStar Investment Services Davida Carter
Waterstone Bank WaterStone Investment Services
Wayne Bank Norwood Investment Corp.
Webster Bank Webster Investments
WesBanco WesBanco Securities
Wescom Credit Union Wescom Financial Services David Jabczenski
WeStreet Credit Union WeStreet Wealth Management
Wilson Bank Wilson Bank & Trust Investment Services Damon Bates
Wings Financial Credit Union Wings Financial Advisors Danielle Shuman
Woodforest National Bank Woodforest Wealth Strategies Steven Tucker
WSECU WSECU Investment Management