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

100. Steve Kennedy 100. Steve Kennedy

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%

99. Aaron Schmit 99. Aaron Schmit

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%

98. Tina Powers 98. Tina Powers

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%

97. Jason Torrey-Payne 97. Jason Torrey-Payne

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%

96. Tracy Duncan 96. Tracy Duncan

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%

95. Craven Green 95. Craven Green

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%

94. Brian Karl 94. Brian Karl

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%

93. Matthew Fryar 93. Matthew Fryar

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%

92. Brick Sturgeon Jr. 92. Brick Sturgeon Jr.

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%

91. Robert Jacobsen 91. Robert Jacobsen

Bank: Johnson Bank
TPM: Invest Financial
2013 AUM: $221,000
2012 AUM: $269,000
2013 Production: $1.8 million
2012 Production: $1.5 million
Fee-business: 0%

90. Brad Goldberg 90. Brad Goldberg

Bank: Citibank
TPM: none
2013 AUM: $208 million
2012 AUM: $195 million
2013 Production: $1.5 million
2012 Production: $1.3 million
Fee-business: 68%

89. Bob Walen 89. Bob Walen

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%

88. James Hare 88. James Hare

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%

87. Tom Cunningham 87. Tom Cunningham

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

86. Barry Moody 86. Barry Moody

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%

85. Mark Stahlmann Muschik 85. Mark Stahlmann Muschik

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%

84. Wesley Perman 84. Wesley Perman

Bank: PNC
TPM: none
2013 AUM: $94 million
2012 AUM: $74 million
2013 Production: $612,000
2012 Production: $392,000
Fee-business: 67%

83. Chuck Lewis 83. Chuck Lewis

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%

82. Greg Warner 82. Greg Warner

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%

81. John McRae 81. John McRae

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%

80. Scott Kreter 80. Scott Kreter

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%

79. Christopher Barber 79. Christopher Barber

Bank: PNC
TPM: none
2013 AUM: $96 million
2012 AUM: $82 million
2013 Production: $839,000
2012 Production: $638,000
Fee-business: 38%

78. Brian Mullins 78. Brian Mullins

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%

77. Joshua Mitchell 77. Joshua Mitchell

Bank: PNC
TPM: none
2013 AUM: $54 million
2012 AUM: $29 million
2013 Production: $535,000
2012 Production: $385,000
Fee-business: 42%

76. Jason Jaffee 76. Jason Jaffee

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%