p16s50od7i18ib1q5r1uahhnlql27.jpg

2012 Program Managers - Honorable Mentions

The upcoming issue of Bank Investment Consultant will feature our annual Top Program Managers. And later this week, we’ll have a slide show of the winners. In the meantime, here’s a peek at those who just missed the cutoff (in alphabetical order). Plus, here’s a link to last year’s winners.
p16s517p524621u5vvaj13g01e3v6.jpg

Jim Badge

Institution: DFCU Financial

TPM: CUSO Financial Service
p16s4up40r1at01tcj1qa8dojugj6.jpg

Nicholas Bellino

Institution: First National Bank in Hermitage, Pa.

TPM: LPL
p16s4uphgo1aan1u4b1aq12958b58.jpg

Steve Franke

Institution: Allegacy Federal Credit Union

TPM: CUSO Financial Services
p16s4upr4t1s9527fla8maclu8a.jpg

Howard Hammond

Institution: Fifth Third Bank

TPM: None
p16s4uq89mcbgn33612nqugffc.JPG

Cory Libis

Institution: American National Bank

TPM: SAI
p16s4uqmmtefucc516ql144tp09e.jpg

John McRae

Institution: Citizens National Bank

TPM: Raymond James
p16s50o3re6f81eb112qv11p412425.jpg

William Moor

Institution: Capital City Bank

TPM: Invest Financial
p16s4urggk1ck8th1ubggir1ed5h.jpg

John Olerio

Institution: Webster Bank

TPM: LPL
p16s4urrp813j1m3h5fmcmk188j.jpg

Bradley Wastler

Institution: First National Bank of St. Louis

TPM: Invest Financial Corp.
p16s50q5ml1l65mj3pp01jo5bqp9.jpg

Stacy Dillon & Kathryn Defosse

Pictures of Stacy Dillon & Kathryn Defosse were not available to post. They are listed as co-managers at Bank of North Carolina in our Honorable Mentions. We will post them as we get them in.

MORE FROM FINANCIAL PLANNING

Michael Beloff has helped families with special needs while also understanding how to best take care of his own son with autism. He's grown free outreach into a thriving niche.

14m ago
9 Min Read
Michale Beloff

In a recent industry snapshot, the Investment Adviser Association found the average number of data points advisors have to report in annual regulatory filings has nearly doubled to more than 1,000 since 2011.

June 8
5 Min Read

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

June 8
2 Min Read

Advisor Growth Solutions founder Jeffrey Czajka created a new professional community for early-career advisors at a low price point by the field's standards.

June 8
4 Min Read
Jeffrey Czajka is the founder of Advisor Growth Solutions.

New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.

June 5
3 Min Read
Adobe Clipboard

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

June 5
3 Min Read
Russell - O'Connell headshots.png