The 2024 NTSA Elite Advisor Awards were presented at the NTSA Summit in San Diego, CA in February 2024.
ABOUT THE NTSA ELITE ADVISOR AWARD
The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor advisors who have helped shape best practices in serving clients in the 403(b), 457 and non-profit retirement industry, as well as to acknowledge their specific accomplishments and/or contributions.
The NTSA Elite Advisor Award recognizes the very best advisor members of NTSA who have done the most to help individual plan participants accumulate assets for retirement. The focus is on advisor best practices for advocacy, leadership, practice management and legacy within the 403(b), 457 and non-profit retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through retirement plans.
In addition, the NTSA Elite Advisor Award proclaims to the industry, to the federal, state and local legislatures, and to the public that the NTSA and its advisors — as trained, experienced professionals — are critical to helping Americans in the non-profit sector achieve individual retirement security.
AWARD NOMINATION PROCESS
Information about the nomination and selection process for the 2025 Elite Advisor Award is provided in the Terms and Conditions. Nominations for the 2025 Award are open!
PREVIOUS WINNERS
2024 Elite Advisor Award Winners:
- Larry Poole, Lincoln Investment
- Tony Schutte, EFS Advisors
- Jonathan Wicker, Lincoln Investment
2023 Elite Advisor Award Winners:
- Kelly Larkin, Lincoln Investment
- Mitch Melan, Lincoln Investment
- Jennifer Prosise, Lincoln Investment
- Rian Steinbiss, Lincoln Investment
2022 Elite Advisor Award Winners:
- Alberto Gaglianese, Lincoln Investment
- Carla-Ann E. Goedtke, American Portfolios Financial Services
- Virginia T. Harriett, Lincoln Investment
2021 Elite Advisor Award Winners:
- Michael Goldberg, Equitable
- Shane Robinson, Lincoln Investment
- Lisa Tursi, Lincoln Investment
2020 Elite Advisor Award Winners:
- Joseph Avallone, U.S. Retirement Partners
- Sara E. McGrath, Lincoln Investment
- David Wolfe, Advanced Advisor Group
2019 Elite Advisor Award Winners:
- Gary Immink, PlanMember
- Walter "Wat" Keys, CapTrust
- Randal Lupi, Equitable
- Robert Young, PlanMember
2018 Elite Advisor Award Winners:
- Shane Hall, Shane Hall Financial
- Kent Schutte, EFS Advisors
- Christina Winters Gears, Lincoln Investment
2017 Elite Advisor Award Winners:
- Michael Cayen, M3 Investment Services
- Scott Hayes, ISC Group, Inc.
- Chad Hufford, Veritas Wealth Management
- Stewart Jacobson, Lincoln Investment
2016 Elite Advisor Award Winners:
- Martin Arinaga, Financial Group, Inc.
- Jaclyn Bell, Dearborn & Creggs
- Josh Decker, EFS Advisors
- Thomas Hall, Tax Sheltered Planning, Inc.
- Phillip Kim, AXA Equitable
- Adam Pearce, Retirement Professionals
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