WHO Are the NTSA Elite Advisors?

The NTSA Elite Advisor Awards are in the 10th year celebrating the “best of the best” of NTSA member financial advisors. These lifetime achievement awards honor the “best of the best” financial advisors in the NTSA universe. The focus is on those who excel, advocate proactively, lead in profound ways, and creatively operate an ever-improving practice and mentor responsibly. Awardees’ presence and innovative works shape best practices with outstanding unique accomplishments. Elite Advisors are educated, experienced, and community-involved professionals. 

Be sure to join the NTSA Elite Advisors at the NTSA 2023 Summit at the Tampa, FL Grand Hyatt, Feb. 26 – 28. 2023.

NTSA Elite Advisors from 2014 through 2022 are:

S. Bruce Allen, CRES, Old Dominion Investments and Insurance, Winchester, VA; PlanMember (2014) +
Randy E. Aranowitz, CLU®, TGPC, CLTC®, Kades-Margolis, Lakewood Ranch, FL; Kades-Margolis / US Retirement Partners (2014) +
Martin Arinaga, ChFC®, CFP®, Chinen & Arinaga Financial, Mililani, HI; PlanMember (2016) +
Joseph Avallone, Retirement Planning Associates, Winter Springs, FL: PlanMember (2020)
Kathryn Cawley, CSA, The Voyager Group, Ltd., Joliet, IL; Lincoln Investment (2015)
Michael Cayen, CRC®, Cambridge Investments, Royal Oak, MI (2017) +
Joshua R. Decker, CFP®, EFS Advisors, St. Paul, MN; EFS Advisors (2016) +
Louis Deppas, Lincoln Investment, Lakewood, NY; Lincoln Investment (2015)
Jody Detillier, ChFC®, RICP®, TGPC, LUTCF®, CLTC®, CPFA™, CRES, Detillier Financial Advisors, LLC, Lutcher, LA; Lincoln Investment (2015) +
Charles “Sonny” Detillier (retired), Detillier Financial Advisors, LLC, Lutcher, LA; Lincoln Investment (2014)
Richard Dobson, CFP®, American Financial Management, Ltd., Cedar Falls, IA (2014)
Alberto Gaglianese, CFP®, AIF®, CRES, Clearpath Wealth Partners, LLC, Marlton, NJ; Lincoln Investment (2022) +
Carla-Ann E. Goedtke, CPFA™, CRES, MRFC®, CSA®, Investors Choice Financial Services, Slayton, MN; American Portfolios (2022) * +
Michael Goldberg, CRES, Equitable Advisors, LLC, Southeast Complex, Boca Raton, FL; Equitable (2021) * +
Shane Hall, Shane Hall Financial, Amarillo, TX; PlanMember (2018)
Tommy Hall, Tax Sheltered Planning, Fayetteville, NC; GWN / US Retirement Partners (2016)
Virginia T. Harriett, CFP®, CRES, AIF®, Harriet Financial Group, Marlton, NJ; Lincoln Investment (2022) +
Scott Hayes, CFP®, TGPC, CPFA™, ISC Group, Inc, Dallas, TX (2017) +
Chad Hufford, Veritas Wealth Management, Anchorage, TX; PlanMember (2017)
Gary Immink, Williams & Company, Grandville, MI; PlanMember (2019)
Stewart Jacobson, JD, CFP®, Dearborn & Creggs, Sugar Land, TX; Lincoln Investment (2017) +
Wat Keys, CFP®, CRPS®, CapTrust, Raleigh, NC (2019) +
Philip Kim, CFP®, ChFC®, RICP®, CRES, Signature Wealth Concepts, Scottsdale, AZ; Equitable (2016) +
Randal Lupi, RPS, Equitable Advisors, LLC, Novelty, OH; Equitable (2019) +
Sara E. McGrath, AIF®, CRES, Clifford Rano Associates, Worcester, MA; Lincoln Investment (2020)
Frank R. Owen, III, CLU, ChFC, F.R. Owen and Associates, Charlotte, NC; GWN / US Retirement Partners (2014) +
Adam Pearce, CFP®, CRES, Retirement Professionals, Phoenix, AZ; Lincoln Investment (2016) +
Shane Robinson, Robinson and Associates, Greenville, NC; Lincoln Investment (2021)
Kent Schutte, CFP®, ChFC®, CLU®, TGPC, CRES; EFS Advisors, Cambridge, MN; EFS Advisors (2018) +
Bruce Smith (retired), CalPro Network, San Diego, CA; PlanMember (2014)
Jeffrey J. Smith (deceased), Lombard, IL; Lincoln Investment (2014)
Jill Snyder, TGPC, DSE Financial, Delafield, WI; GWN / US Retirement Partners (2014) +
Lisa Tursi, AIF®, CRES, Clifford Rano Associates, Worchester, MA; Lincoln Investment (2021) * +
Richard E. Williams, CRS®, Williams & Company, Grandville, MI; PlanMember (2015) +
Christina Winters, AIF®, BFA, Creating & Managing Wealth, LLC, Irving, TX; Lincoln Investment (2018) +
Lyle Uyeda, Chinen & Arinaga Financial, Mililani, HI; PlanMember (2015)
David Wolfe, CRES; EFS Advisors, Minneapolis, MN; EFS Advisors (2020) * +
Robert Young, CRES, One-2-One Wealth Strategies, Scottsdale, AZ; PlanMember (2019) +

+ Denotes NTSA Volunteer. 
* Denotes NTSA 2023 Elite Advisor Awards Judging Committee, plus Chris Janeway, CPFA™, Fourth Point Wealth, Newport Beach, CA, PlanMember. 

The NTSA 2023 Elite Advisor Awards Judging Committee reviews all anonymous, fully redacted nomination, application, and affirmation data in September. NTSA 2023 Elite Advisor Honored Nominees and then Awardees are announced in October; all are honored in person at the NTSA 2023 Summit at their Awards Luncheon on Monday, Feb. 27, 2023, held at the Grand Hyatt in Tampa, FL Feb. 26–28, 2023. Sign up now!