Top 100 bank advisors
(76-100)

Published
  • December 07 2016, 5:00am EST
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We conclude our signature ranking with the advisors who ranked 76-100.

We conclude our signature ranking with the advisers who ranked 76-100.

100. Christian Gehlen

Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $123 million
2015 AUM: $107 million
2016 Production: $533,000
2015 Production: $255,000
Fee business: 42%
Years in industry: 20

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99. Brian Allsop

Bank: Bank of Canton
TPM: Infinex Investments
Location: Canton, Massachusetts
2016 AUM: $207 million
2015 AUM: $203 million
2016 Production: $1.2 million
2015 Production: $1.3 million
Fee business: 77%
Years in industry: 27

98. Rhonda Arnett

Bank: Columbia Bank
TPM: Cetera
Location: Tacoma, Washington
2016 AUM: $129.3 million
2015 AUM: $127.2 million
2016 Production: $741,492
2015 Production: $810,470
Fee business: 64%
Years in industry: 16

97. Fred Greene

Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
2016 AUM: $287 million
2015 AUM: $269 million
2016 Production: $1.8 million
2015 Production: $2.3 million
Fee business: 53%
Years in industry: 33

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96. John Gurski

Bank: Kennebunk Savings Bank
TPM: LPL Financial
Location: Kennebunk, Maine
2016 AUM: $94 million
2015 AUM: $81 million
2016 Production: $677,000
2015 Production: $686,000
Fee business: 83%
Years in industry: 23

95. Jonathan Bjoring

Bank: PNC
TPM: n/a
Location: Washington, D.C.
2016 AUM: $92 million
2015 AUM: $91 million
2016 Production: $951,000
2015 Production: $845,000
Fee business: 85%
Years in industry: 14

94. Robert Cosentino

Bank: Webster Bank
TPM: LPL Financial
Location: Wethersfield, Connecticut
2016 AUM: $152 million
2015 AUM: $143 million
2016 Production: $1.1 million
2015 Production: $1 million
Fee business: 39%
Years in industry: 27

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93. Laura Banasiewicz

Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Winston-Salem, North Carolina
2016 AUM: $194 million
2015 AUM: $180 million
2016 Production: $1 million
2015 Production: $903,000
Fee business: 41%
Years in industry: 31

92. Beverly Gleason

Bank: Washington Trust Bank
TPM: Cetera
Location: Spokane, Washington
2016 AUM: $158 million
2015 AUM: $151 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 0
Years in industry: 28

91. Gabriel DeFeo

Bank: Citizens Bank
TPM: n/a
Location: Pawtucket, Rhode Island
2016 AUM: $110 million
2015 AUM: $106 million
2016 Production: $1.2 million
2015 Production: $1 million
Fee business: 14%
Years in industry: 18

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90. James Marquardt

Bank: Bremer Bank
TPM: Raymond James
Location: Rochester, Minnesota
2016 AUM: $102 million
2015 AUM: $93 million
2016 Production: $772,000
2015 Production: $470,000
Fee business: 49%
Years in industry: 28

89. Evan Mayer

Bank: Suntrust
TPM: n/a
Location: Boca Raton, Florida
2016 AUM: $87 million
2015 AUM: $60 million
2016 Production: $870,000
2015 Production: $1 million
Fee business: 76%
Years in industry: 13

88. Ryan Hale

Bank: Kennebunk Savings Bank
TPM: LPL Financial
Location: York, Maine
2016 AUM: $102 million
2015 AUM: $91 million
2016 Production: $834,000
2015 Production: $898,000
Fee business: 91%
Years in industry: 21

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87. Laura Pedroncelli

Bank: Addison Avenue Investment Services (First Tech Federal Credit Union)
TPM: Raymond James
Location: Santa Rosa, California
2016 AUM: $190 million
2015 AUM: $209 million
2016 Production: $1.3 million
2015 Production: $1.3 million
Fee business: 72%
Years in industry: 19

86. Joseph Llanas

Bank: City Bank
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $99 million
2015 AUM: $69 million
2016 Production: $612,000
2015 Production: $481,000
Fee business: 28%
Years in industry: 7

85. Chris Zerbst

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Evanston, Illinois
2016 AUM: $176 million
2015 AUM: $189 million
2016 Production: $1.4 million
2015 Production: $1.3 million
Fee business: 61%
Years in industry: 22

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84. Annette Martin

Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Lancaster, Pennsylvania
2016 AUM: $148 million
2015 AUM: $140 million
2016 Production: $1.3 million
2015 Production: $1.4 million
Fee business: 59%
Years in industry: 21

83. Josh Haber

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $445 million
2015 AUM: $411 million
2016 Production: $2.1 million
2015 Production: $3.3 million
Fee business: 59%
Years in industry: 17

82. John Evans

Bank: MidWestOne Bank
TPM: LPL Financial
Location: Iowa City, Iowa
2016 AUM: $118 million
2015 AUM: $107 million
2016 Production: $999,000
2015 Production: $1 million
Fee business: 44%
Years in industry: 11

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81. Trevor Kenska

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Solana Beach, California
2016 AUM: $62 million
2015 AUM: $51 million
2016 Production: $669,000
2015 Production: $512,000
Fee business: 26%
Years in industry: 11

80. Sam Critz

Bank: Allegacy Federal Credit Union
TPM: CUSO Financial Services
Location: Clemmons, North Carolina
2016 AUM: $131 million
2015 AUM: $111 million
2016 Production: $827,000
2015 Production: $801,000
Fee business: 64%
Years in industry: 12

79. Shawna Larson

Bank: City Bank
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $114 million
2015 AUM: $82 million
2016 Production: $676,000
2015 Production: $549,000
Fee business: 26%
Years in industry: 18

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78. Natalie Estabrooks

Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $71 million
2015 AUM: $56 million
2016 Production: $480,000
2015 Production: $361,000
Fee business: 37%
Years in industry: 9

77. James Watson

Bank: Bank of Texas
TPM: BOK Financial
Location: Dallas
2016 AUM: $97 million
2015 AUM: $62 million
2016 Production: $629,000
2015 Production: $507,000
Fee business: 35%
Years in industry: 7

76. Kevin McDermott

Bank: Citadel Federal Credit Union
TPM: CUSO Financial
Location: West Chester, Pennsylvania
2016 AUM: $197 million
2015 AUM: $175 million
2016 Production: $1.3 million
2015 Production: $1.7 million
Fee business: 73%
Years in industry: 29