Top Directors Awards Nominations

Nominations for the 2023 Top Directors Awards are now closed!

Congratulations to the 2023 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 2023 Top Directors Awards, please click here.

For questions on nominations, please contact

2023 List of Nominees by Institution

Institution Investment Services DBA Investment Services Director
Alabama One Credit Union Alabama One Wealth Advisory Tyler Foster
Allegacy Federal Credit Union Allegacy Investment Group Merrill Stewart
Amalgamated Bank Amalgamated Investment Services Robert Mante
America First Credit Union CUSO Financial Services located at America’s First Credit Union Brandon Handy
American Airlines CU Flagship Financial Group Tom Decker
American Savings Bank American Savings Investment Services Phil Pomella
American State Savings American Investment Services Darrel Raih
Apple Bank Infinex Financial Consultants
Arvest Bank Arvest Wealth Management
Associated Bank Associated Investment Services David Kuipers
Atlantic Union Bank Atlantic Union Financial Consultants
Bank of Botetourt Botetourt Wealth Management
Bank of Hawaii Bankoh Investment Services Christopher Otto
BCU BCU Wealth Advisors
BECU BECU Investment Services Matt Dailey
Bellco Credit Union CUSO Financial Services at Bellco Credit Union Cynthia Pollard
Blue Eagle Credit Union Blue Eagle Wealth Management Andrew Scheckner
BMO Harris Bank BMO Harris Investment Services Wallace Harris, Jr.
California Credit Union California Credit Union Wealth Management Brian Venn
CapStar Bank CapStar Wealth Management
Cathay Bank Cathay Wealth Management Phil Hurst
CBI Bank & Trust F&M Investment Services Thomas Dunker
CEFCU CEFCU Investment Services
Centier Bank Centier Investment Services Tim Coleman
Central Bank Central Investment Advisors
Citigroup Citi Personal Wealth Frank Consalo
Citizens Bank Citizens Securities Inc.
Citizens National Bank, N.A. Citizens National Investment Services Tommy Boggs
Comerica Comerica Securities
Community America Credit Union Copper Financial Network, LLC Brad Scott
Corning Credit Union CCU Wealth Strategies Nick LaPuma
Deere Employees Credit Union DECI Investment & Retirement Services Brad Johannes
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
Eastman Credit Union ECU Asset Management
Elements Financial FCU Elements Wealth Management Matthew Snively
Elevations Credit Union Elevations Wealth Management John Marx
ESL FCU ESL Investment Services
ESSA Bank & Trust ESSA Investment Services Jim Ferry
FAIRWINDS Credit Union Wealth Management at FAIRWINDS
Family Trust Federal Credit Union Steward Concepts Matthew Griffin
Farmers National Bank FNB Investment Services Jeff Joiner
Fifth Third Fifth Third Securities Robert Cosarie
First Bancorp FB Wealth Management
First Citizens Bank First Citizens Investor Services, Inc. David Biliter; Marc Hogan
First Commonwealth Bank First Commonwealth Advisors Mark Ganung
First Hawaiian Bank First Hawaiian Advisors
First Horizon Bank First Horizon Advisors, Inc. Rhomes Aur
First Merchants Bank First Merchants Investment Services Brett Fisher
First National Bank of Omaha First Investments & Planning
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
FNB Corporation F.N.B. Investment Services John Harshman
Frost Bank Frost Investment Services, LLC Angela Holiday
Fulton Bank Fulton Financial Advisors Michael George
Great Plains National Bank Great Plains Investment Services Zachary Archer
GTE Financial (Federal Credit Union) GTE Investment Group Michael Simon
Hancock Whitney Hancock Whitney Financial Consultants Keith P. LeBlanc
Heritage Bank Heritage Wealth Strategies Kimberly R. Superneau
Huntingtion Bank Huntington Financial Advisors Michael Miroballi
Independence Bank of Kentucky Independence Financial Services Josh Searcy
ION Bank ION Investments Chris Nardone
JD Bank JD Prime Investment Services
Jonah Bank of Wyoming Jonah Wealth Management Eric Newell
Johnson Financial Group Johnson Financial Group Financial Advisors Jess Dohner
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 Carl Anthony
M&T Bank Wilmington Advisors Matt McAfee
Marine Federal Credit Union Marine Federal Financial Group Preston Garner
Merk, Sharp & Dohme FCU New Britain Financial Advisors Bryan Percherek
Meriwest Credit Union Meriwest Wealth Advisors Ian Foo
MUFG Union Bank UnionBanc Investment Services
Navy Federal Credit Union Navy Federal Investment Services Kevin Driscoll
NEFCU NEFCU Financial Group
North Shore Bank North Shore Investment Services Erika Milosevich
Northwest Bank Northwest Investment Services Andrew Hahn
Northwest Federal Credit Union Northwest Financial Advisors LLC Karen Benedict
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
Partners Federal Credit Union LPL Financial Ye Su
Patelco Credit Union Patelco Financial Solutions Carolyn Wilson
Popular Bank Popular Investments Joe Culotta
Provident Bank Provident Investment Services Art Hornak
Randolph-Brooks Federal Credit Union RBFCU Investments Group Terence Powell
Redstone Federal CU Redstone Brokerage Services Kevin Carroll
Redwood Credit Union RCU Wealth and Investment Services Tom Hubert
Regions Bank Regions Investment Services
Rockland Trust RT Investment Services
Royal Credit Union RCU Investment & Insurance Team
S&T Bank S&T Financial Services Robert Thompson
Security National Bank Security National Wealth Management
Shell Federal Credit Union Shell Wealth Services Lance Allen
Southern Bank Southern Wealth Management Brett Dorton
SouthState SouthState Investment Services Group Tim Sease
SPIRE Credit Union SPIRE Retirement and Investment Services
Synovus Financial Synovus Securities, Inc.
TD Bank TD Investment Services
Teachers Credit Union TCU Investment Services Waylon Peterson
Third Coast Bank, SSB Third Coast Advisors Chris Peacock
Three Rivers Credit Union Three Rivers Credit Union
TowneBank Towne Wealth Management Ken Wren, Jr.
Tri County Area FCU Tri County Area Investment & Retirement Services
Trumark Financial Credit Union Trumark Financial Wealth Advisors Russell Hanscom
United Bank United Brokerage Services, Inc
University Federal Credit Union UFCU Investment Services Jeff Ferraris
University of Kentucky Federal Credit Union UKFCU Investment Services through CFS Joel Aran
UW Credit Union Wealth Management at UW Credit Union Teo Trandafir
Verity Credit Union CUSO Financial Services at Verity CU Ken Butler
VSECU MEMBERS Financial Services
VyStar Credit Union VyStar Investment Services Davida Carter
Webster Bank Webster Investments John Olerio
WesBanco WesBanco Securities
Wescom Credit Union Wescom Financial Services
Wilson Bank Wilson Bank & Trust Investment Services Damon Bates
Wintrust Financial Wintrust Investments
WSECU WSECU Investment Management
Zion Bancorp Zion Wealth Advisors Keith Schmidt