NTSA 2019 Elite Advisor Award Semifinalists Named

The National Tax-Deferred Savings Association has announced the semifinalists for its prestigious NTSA Elite Advisor Award.

The 2019 NTSA Elite Advisor Award will be presented at the NTSA 30th Anniversary Summit in Tampa, FL Jan. 27-29. 2019. The 2019 NTSA Elite Advisor Award semi-finalists are:

• Tana Barker, Inspire Financial Group, McKinney, TX; Broker-Dealer, PlanMember Securities
• Christine Dreesen, OFG Financial Services, Scottsdale, AZ; Broker-Dealer, OFG Financial Services, Inc.
• Troy Dueker, TEAM Advisors, San Juan Capistrano, CA; Broker-Dealer: PlanMember Securities
• Leasa Huffman, ChFC, CLU, FLMI, OFG Financial Services, Wakarusa, KS; Broker-Dealer, OFG Financial Services, Inc.
• Gary Immink, Williams & Co. Financial Solutions, Grandville, MI; Broker-Dealer, PlanMember Securities
• Walter Keys, CFP, CRPS, CAPTRUST, Raleigh, NC; Broker-Dealer, CAPFINANCIAL SECURITIES, LLC
• Thomas Kopsie, ChFC, CLU, S-26, S-63, S-66, Kades-Margolis Corporation, Plymouth Meeting, PA; Broker-Dealer, GWN Securities, Inc.
• Randal Lupi, Retirement Planning Specialist, AXA Advisors, Novelty, OH; Broker-Dealer, AXA Advisors
• Kenneth McInerney, CPFA, Lincoln Investment, Clay, NY; Broker-Dealer, Lincoln Investment
• Kate McMaster, KT Financial, Topeka, KS; Broker-Dealer, OFG Financial Services, Inc.
• Erik Peterson, Financial Alternatives, Wanatchee, WA; Broker-Dealer, PlanMember Securities Corporation
• Donald Tiburzi, CRC, Lincoln Investment. Getzville, NY; Broker-Dealer, Lincoln Investment
• Michelle Tomei,  Certified Retirement Counselor, M3 Investment Services, Royal Oak, MI; Broker-Dealer, Lincoln Investment
• Don Wade, CFP,  Lincoln Investment, Downers Grove, IL; Broker-Dealer, Lincoln Investment
• Kelli Webb, CFC, RICP, Pathway Financial Solutions, Salina, KS; Broker-Dealer, OFG Financial Services, Inc.
• David Wolfe, EFS Advisors, Coon Rapids, MN; Broker-Dealer, Advanced Advisor Group
• Robert Young, One2One Wealth Strategies, Glendale, AZ; Broker-Dealer, PlanMember Securities

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.

More information about the Elite Advisor Award is available at https://www.ntsa-net.org/industry-intel/elite-advisor-award. Information about the 2019 30th Anniversary NTSA Summit is available at http://ntsa403bsummit.org/.