Slideshow The Next 50 (Part 1)

Published
  • November 21 2013, 10:46am EST

The Next 50 (Part 1)

Next week, we’ll unveil our annual Top 50 Bank Advisors in print and online. In the meantime, we’re proud to present our debut of The Next 50. These advisors ranked 51 through 100 in our final analysis.



Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, we’ll have 1-50.



Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.



Image: Thinkstock

<b>100. Steve Kennedy</b>

Bank: TowneBank

TPM: Raymond James

2013 AUM: $168 million

2012 AUM: $155 million

2013 Production: $1.6 million

2012 Production: $1.6 million

Fee-business: 55%

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<b>99. Aaron Schmit</b>

Bank: American State Bank & Trust

TPM: Raymond James

2013 AUM: $192 million

2012 AUM: $175 million

2013 Production: $890,000

2012 Production: $689,000

Fee-business: 74%

<b>98. Tina Powers</b>

Bank: M&T Bank

TPM: none

2013 AUM: $165 million

2012 AUM: $148 million

2013 Production: $1.3 million

2012 Production: $1 million

Fee-business: 32%

<b>97. Jason Torrey-Payne</b>

Bank: Los Angeles Fireman’s Credit Union

TPM: CUSO Financial Services

2013 AUM: $143 million

2012 AUM: $117 million

2013 Production: $929,000

2012 Production: $777,000

Fee-business: 25%

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<b>96. Tracy Duncan</b>

Bank: Allegacy Federal Credit Union

TPM: CUSO Financial Services

2013 AUM: $230 million

2012 AUM: $212 million

2013 Production: $1.5 million

2012 Production: $1.4 million

Fee-business: 47%

<b>95. Craven Green</b>

Bank: Extraco Bank

TPM: Raymond James

2013 AUM: $80 million

2012 AUM: $73 million

2013 Production: $987,000

2012 Production: $807,000

Fee-business: 98%

<b>94. Brian Karl</b>

Bank: Financial Resources Federal Credit Union

TPM: CUSO Financial

2013 AUM:$82 million

2012 AUM: $66 million

2013 Production: $675,000

2012 Production: $495,000

Fee-business: 40%

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<b>93. Matthew Fryar</b>

Bank: Wells Fargo

TPM: none

2013 AUM: $540 million

2012 AUM: $490 million

2013 Production: $3.6 million

2012 Production: $3.2 million

Fee-business: 96%

<b>92. Brick Sturgeon Jr.</b>

Bank: Pinnacle Bank

TPM: Raymond James

2013 AUM: $230 million

2012 AUM: $207 million

2013 Production: $1.5 million

2012 Production: $1.3 million

Fee-business: 9%

<b>91. Robert Jacobsen</b>

Bank: Johnson Bank

TPM: Invest Financial

2013 AUM: $221,000
t
2012 AUM: $269,000

2013 Production: $1.8 million

2012 Production: $1.5 million

Fee-business: 0%

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<b>90. Brad Goldberg</b>

Bank: Citibank

TPM: none

2013 AUM: $208 million

2012 AUM: $195 million

2013 Production: $1.5 million
t
2012 Production: $1.3 million

Fee-business: 68%

<b>89. Bob Walen</b>

Bank: First Hope Bank

TPM: Raymond James

2013 AUM: $129 million

2012 AUM: $104 million

2013 Production: $1 million

2012 Production: $902,000

Fee-business: 31%

<b>88. James Hare</b>

Bank: Pinnacle Bank

TPM: Raymond James

2013 AUM: $106 million

2012 AUM: $97 million

2013 Production: $910,000

2012 Production: $726,000

Fee-business: 98%

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<b>87. Tom Cunningham</b>

Bank: Wells Fargo

TPM: none

2013 AUM: $222 million

2012 AUM: $200 million

2013 Production: $1.6 million

2012 Production: $1.3 million

Fee-business: 38

<b>86. Barry Moody</b>

Bank: Pinnacle Bank

TPM: Raymond James

2013 AUM: $145 million

2012 AUM: $120 million

2013 Production: $800,000

2012 Production: $625,000

Fee-business: 59%

<b>85. Mark Stahlmann Muschik</b>

Bank: Midwest BankCentre

TPM: LPL Financial

2013 AUM: $97 million

2012 AUM: $85 million

2013 Production: $866,000

2012 Production: $675,000

Fee-business: 55%

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<b>84. Wesley Perman</b>

Bank: PNC

TPM: none

2013 AUM: $94 million

2012 AUM: $74 million

2013 Production: $612,000

2012 Production: $392,000

Fee-business: 67%

<b>83. Chuck Lewis</b>

Bank: Wells Fargo

TPM: none

2013 AUM: $494 million

2012 AUM: $410 million

2013 Production: $2.5 million

2012 Production: $2.1 million

Fee-business: 50%

<b>82. Greg Warner</b>

Bank: Wells Fargo

TPM: none

2013 AUM: $211 million

2012 AUM: $80 million

2013 Production: $1.6 million

2012 Production: $1.3 million

Fee-business: 84%

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<b>81. John McRae</b>

Bank: Citizens National Bank

TPM: Raymond James

2013 AUM: $280 million

2012 AUM: $245 million

2013 Production: $1.6 million

2012 Production: $1.5 million

Fee-business: 55%

<b>80. Scott Kreter</b>

Bank: SunTrust

TPM: none

2013 AUM: $236 million

2012 AUM: $213 million

2013 Production: $1.9 million

2012 Production: $1.8 million

Fee-business: 40%

<b>79. Christopher Barber</b>

Bank: PNC

TPM: none

2013 AUM: $96 million

2012 AUM: $82 million

2013 Production: $839,000

2012 Production: $638,000

Fee-business: 38%

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<b>78. Brian Mullins</b>

Bank: ORNL Federal Credit Union

TPM: Invest Financial

2013 AUM: $55 million

2012 AUM: $46 million

2013 Production: $672,000

2012 Production: $115,000

Fee-business: 4%

<b>77. Joshua Mitchell</b>

Bank: PNC

TPM: none

2013 AUM: $54 million

2012 AUM: $29 million

2013 Production: $535,000

2012 Production: $385,000

Fee-business: 42%

<b>76. Jason Jaffee</b>

Bank: Wells Fargo

TPM: none

2013 AUM: $141 million

2012 AUM: $125 million

2013 Production: $1.2 million

2012 Production: $880,000

Fee-business: 75%