NTSA Elite Advisor Award Semi-Finalists Named

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

Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, 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.

The 2015 NTSA Elite Advisor Award will be presented at a general session during the 2015 NTSA 403(b) Summit in Nashville, Tenn., June 28-30. This year’s NTSA Elite Advisor Award semi-finalists are:

• Aaron Alonzo of The Legend Group, Tucson, Ariz.

• Kathryn Cawley of The Voyager Group, Ltd, Joliet, Ill.

• Alan Chinen of Chinen & Arinaga Financial Group, Mililani, Hawaii

• Larry Davenport of OFG Financial Services, Inc., Topeka, Kans.

• Louis Deppas of The Legend Group, Lakewood, N.Y.

• Jody Detillier of Detillier Financial Advisors, LLC, New Orleans, La.

• Daniel Dovan of The Legend Group, Rochester, N.Y.
• Cynthia Egan of Lincoln Investment Planning, Inc., Pittsburgh, Pa.

• Stephen Patrick Fallon of Legend Equities Corporation, St. Petersburg, Fla.

• David Goldberg of Annuity Associates, Inc., Louisville, Ken.

• Victoria Gort of The Legend Group, Stevensville, Mich.

• William Haigh of EFS Advisors, Fairmont, Minn.

• Shane Hall of Shane Hall Financial, Amarillo, Tex.

• Thomas Hall of Tax-Sheltered Planning, Inc., Fayetteville, N.C.

• Leasa Huffman of OFG Financial Services, Inc., Topeka, Kan.

• Rick McCallister of McAllister Financial Group, Torrance, Calif.

• James Mustard of Mustard Financial, Portland, Ore.

• Ken Ogden of OFG Financial Services, Inc., Topeka, Kan.

• Eric Peterson of Financial Alternatives, Wenatchee, Wash.

• Lorraine Rocamboli of The Legend Group, Bohemia, N.Y.

• Myra Rosenblatt of Sosae Rose Financial Group, Glen Rock, N.J.

• Russel Sands of The Legend Group, Bohemia, N.Y.

• Noelle Smith of Innovative Financial Planning, Mahwah, N.J.

• Richard Stellfox of Kades-Margolis Corporation, Wayne, Pa.

• Todd D. Stout of The Legend Group, Independence, Ohio

• Donald D. Tiburziof The Legend Group, Getzville, N.Y.

• Lyle Uyeda of Chinen & Arinaga Financial Group, Mililani, Hawaii

• Richard Williams of Williams & Company, Grandville, Mich.

• Jonathan Wilt of Lincoln Investment Planning, Marlton, N.J.

• David Wolfe of EFS Advisors, Coon Rapids, Minn.

Come meet and exchange ideas with the best in the business, including the NTSA Elite Advisors, at the reimagined NTSA 403(b) Summit! You’ll learn from industry leaders, be inspired by a great agenda with compelling ideas that will help you build your business, and expand your professional network. To attend the summit, register here.

Additional information about the Elite Advisor Award is available here.