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 2016 NTSA Elite Advisor Award will be presented at a general session during the 2016 NTSA 403(b) Masters Summit in Tucson, Ariz. Jan. 21-23. 2016. The 2016 NTSA Elite Advisor Award semi-finalists are:

• Martin Aringa, Chinen & Arinaga Financial Group, Inc., Mililani, Hawaii

• Jaclyn Bell, Dearborn & Creggs, Sugarland, Texas

• Josh Decker, EFS Advisors, St. Paul, Minn.

• Luis Fondevilla, Surety Investment Services, Los Angeles, Calif.

• Shane Hall, Shane Hall Financial, Amarillo, Texas

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

• Chad Hufford, Veritas Wealth Management, Anchorage, Alaska

• Dean Ingvalson, EFS, Eden Prairie, Minn.

• Phillip Kim, AXA Equitable, Scottsdale, Ariz.

• Gary Lucas, Williams and Company, Grandville, Mich.

• James Mustard, Mustard Financial Services, Portland, Ore.

• Adam Pearce, Retirement Professionals, Phoenix, Ariz.

• Erik Peterson, Financial Alternatives, Wenatchee, Wash.

• Eric Shupe, The Legend Group, Cincinnati, Ohio

• Laura Thompson, Global Financial Assoc., Lake City, Fla.

• Don Wade, Legend Group, Oakbrook, Ill.

Come meet and exchange ideas with the best in the business, including the NTSA Elite Advisors, at the NTSA 403(b) Masters 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.