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NTSA 2018 Elite Advisor Award Semi-Finalists Named

By NTSA Net Staff • December 13, 2017 • 0 Comments
The 2018 NTSA Elite Advisor Award will be presented at the Awards Luncheon during the NTSA Summit in Houston, TX Jan. 23-25. The 2018 NTSA Elite Advisor Award Semi-Finalists are:

  • Tana Barker, Inspire Financial Group, Richardson, TX; Broker-Dealer: PlanMember Services

  • Raymond Dunegan, Kades Margolis Corporation, Export, PA; Broker-Dealer: GWN Securities, Inc.

  • John Golliozo, Oldham Resource Group, Norwalk, CT; Broker Dealer: GWN Securities, Inc.

  • Shane Hall, Shane Hall Financial, Amarillo, TX; Broker Dealer: Plan Member Services

  • Gerald Miletics, Jr., AXA Advisors, LLC, Bethlehem, PA; Broker Dealer: LPL Financial Services

  • MIke Whaley,Paladin Advisor Group, Elkridge, MD; Broker-Dealer: PlanMember Services
  • Kent Schutte, EFS Advisors, Cambridge, MN; Broker-Dealer: Advanced Advisor Group (AAG)

  • Christina Winters Gears, Creating and Managing Wealth, LLC, Irving, TX; Broker-Dealer: Lincoln Investment

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.

Additional information about the Elite Advisor Award is available at Information about the 2018 NTSA Summit is available at

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