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 |