NTSA Nation, celebrate with us the great works of NTSA Advisors with and on behalf of their clients, their families, and our communities. That’s a purpose of the NTSA Elite Advisor Awards, now in its 10th year, to showcase NTSA financial advisor role models.
Today we bring to your attention 13 Honored Nominees for the NTSA 2023 Elite Advisor Awards (EAA). Each is successful in their own right, as so evaluated by their nominating peers, supervisors and affirming parties, as well as the NTSA 2023 Elite Advisor Awards Judging Committee.
Please join us in congratulating:
- John Bannan, CRES®; ABMM Financial; Rockleigh, NJ
- Jerrold Beck, AIF®; CRES®, Kades Margolis; Wayne, PA
- Suzanne Holway Conran, CRC®, AIF®, CRES®; KAF Financial Advisors, LLC; Braintree, MA
- Jeffrey C. Farris, CFP®; Dearborn & Creggs; Sugar Land, TX
- Lee Kroening, CFP®; The Legend Group; Getzville, NY
- Kelly A. Larkin, CFP®; Kelly A. Larkin; Seattle, WA
- Mitch Melan; Melan Financial; Atlanta, GA
- John J. (Jay) Merrill, CIMA®; Clifford & Rano Associates, Inc.; Worcester, MA
- Justin C. Muro, CRES®; Muro Wealth Management; Lombard, IL
- Jennifer Prosise, CFP®, CRES®; Voyager Group, Ltd.; Joliet, IL
- Rian A. Steinbiss, AIF®, CRES®; Clearpath Wealth Partners, LLC; Marlton, NJ
- Sara Scholl, CFP®, CRES®; Turning Pointe Financial; Basking Ridge, NJ
- Donald E. Wade, CFP®, CRES®; The Legend Group; Downers Grove, IL
NTSA Executive Director Nate Glassey comments: ”Providing retirement education and advice from advisors throughout our industry is at the very core of what the NTSA advocates for across the country. We are happy to recognize those advisors that go above and beyond in providing education and service to the participants that they serve. This year, we had the opportunity to review a large group of nominees for the Elite Advisor Awards. It is a joy to see so much service and activity in our industry with everyone focused on the better good for each and every one of the plan participants. Thank you to each of our honored nominees for their service and volunteerism in helping our industry move forward in the best direction. Keep up the great work!”
Promoting the NTSA values of open access, professional advice, Universal standard of care, collaboration and ethical behavior are the key reasons for the EAA process.
The award’s goal is to recognize the very ‘best of the best’ Financial Advisor members of NTSA who have done the most to help individual plan participants accumulate assets for a meaningful retirement, to advocate proactively for this industry and its beneficiaries, to lead in profound ways, to creatively operate an ever-improving practice, and to mentor responsibly for the future.”
Explained John Adzema, Chair of the NTSA 2023 Elite Advisor Awards Judging Committee, “We are excited for such a quality group of Nominees for the NTSA 2023 Elite Advisor Awards. Each advisor brings a unique accomplishment or story to the Awards process which demonstrates their commitment to furthering this industry and the participants who rely on their professional advice and service to attain a quality retirement. The 13 Honored Nominees are to be commended for being nominated by a member of an American Retirement Association member organization and being considered to be one of the best in the industry.”
The NTSA Elite Advisor Awards are significant lifetime achievement awards that honor NTSA financial advisor members whose presence and innovative works have helped shape the bet practices in serving clients in the 403(b), 457(b), and ERISA non-profit retirement industry. The awards acknowledge their specific, outstanding, unique accomplishments and/or contributions.
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