Drum Roll! NTSA 2023 Elite Advisors Announced

NTSA honors its 2023 Elite Advisors:

• Kelly A. Larkin, CFP®; Kelly A. Larkin; Seattle, WA
• Mitch Melan; Melan Financial; Atlanta, GA
• Jennifer Prosise, CFP®, CRES®; Voyager Group, Ltd.; Joliet, IL
• Rian A. Steinbiss, AIF®, CRES®; Clearpath Wealth Partners, LLC; Marlton, NJ
• Donald E. Wade, CFP®, CRES®; The Legend Group; Downers Grove, IL

The National Tax-Deferred Savings Association (NTSA) Elite Advisor Awards (EAA) were established by advisors, for advisors. The awards’ focus is on the financial advisor’s innovative, unique, profound, and successful best practices for advocacy, leadership, practice management and legacy within the 403(b), 457(b), and ERISA non-profit retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through employer-based retirement plans. 

The NTSA 2023 Elite Advisor Awards represent the 10th year of such honors. Since the awards’ 2014 inception, 39 NTSA financial advisors have been recognized with this lifetime achievement award.

The EAA Awards Judging Committee (AJC) represents various NTSA advisor sectors and acts collaboratively, anonymously, and with utmost confidentiality. The EAA AJC has no knowledge of the identities or specifics regarding the nominator, nominee and affirmations, until such information is available in the public sector. Thus, all their conversations, deliberations and decisions are conducted anonymously and fairly.

For the 2023 awards, these volunteer leaders are:

• Carla-Ann Goedtke, CPFA™, CRES®, MRFC®, CSA®, Investors Choice Financial Services, Slayton, MN; American Portfolios; 2022 Elite Advisor
• Michael Goldberg, CRES®, Equitable, Boca Raton, FL; Equitable 2021
• Chris Janeway, CPFA™, Fourth Point Wealth, Newport Beach, CA; PlanMember
• David Wolfe, CRES®, EFS Advisors, Minneapolis, MN; EFS Advisors 2020
• Chair (non-voting): John Adzema, QPA, QKC, QKA, TGPC, National Associates, Cleveland, OH
• Senior Advisor (non-voting); Chair NTSA Awards: Kristine J. Coffey, CPC, CPFA™, CRES®, CPE Associates, Ltd., Pewaukee, WI

Nate Glassey, NTSA Executive Director, reiterated that “The NTSA Elite Advisor Awards demonstrate to the retirement industry, to the federal, state, and local legislatures, and to the public that NTSA and its advisors are critical to this marketplace. Elite Advisors are educated, experienced, community-involved professionals. Such professionals are critical for the process of achieving individual retirement security for those Americans in the tax-exempt non-profit, public, and private sectors.”

Further, the awards promote the NTSA mission of “the NTSA values of open access, professional advice, universal standard of care, collaboration and ethical behavior. These are some of the key reasons for the EAA process.”

“Telling the stories of these advisors by their nominators, their affirming parties and themselves proclaims the excellence that NTSA espouses,” asserted John Adzema, AJC 2023 Chair.

NTSA Elite Advisors are honored in person at the annual NTSA Awards luncheon, Monday, Feb. 27, 2023, during the NTSA Summit, “Step Up,” at the Tampa Grand Hyatt, Feb. 26 – 28, 2023.