The 2018 NTSA Elite Advisor Award will be presented at the Awards Luncheon during the NTSA Summit in Houston, TX Jan. 23-25. The 2018 NTSA Elite Advisor Award Semi-Finalists are:
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who have advanced best practice standards in the 403(b) and/or 457 retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.
Additional information about the Elite Advisor Award is available at http://www.ntsa-net.org/Elite-Advisor/Elite-Advisor-Award-Information. Information about the 2018 NTSA Summit is available at http://ntsa403bsummit.org/.
- Tana Barker, Inspire Financial Group, Richardson, TX; Broker-Dealer: PlanMember Services
- Raymond Dunegan, Kades Margolis Corporation, Export, PA; Broker-Dealer: GWN Securities, Inc.
- John Golliozo, Oldham Resource Group, Norwalk, CT; Broker Dealer: GWN Securities, Inc.
- Shane Hall, Shane Hall Financial, Amarillo, TX; Broker Dealer: Plan Member Services
- Gerald Miletics, Jr., AXA Advisors, LLC, Bethlehem, PA; Broker Dealer: LPL Financial Services
- MIke Whaley,Paladin Advisor Group, Elkridge, MD; Broker-Dealer: PlanMember Services
- Kent Schutte, EFS Advisors, Cambridge, MN; Broker-Dealer: Advanced Advisor Group (AAG)
- Christina Winters Gears, Creating and Managing Wealth, LLC, Irving, TX; Broker-Dealer: Lincoln Investment
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who have advanced best practice standards in the 403(b) and/or 457 retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.
Additional information about the Elite Advisor Award is available at http://www.ntsa-net.org/Elite-Advisor/Elite-Advisor-Award-Information. Information about the 2018 NTSA Summit is available at http://ntsa403bsummit.org/.
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