ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce the Honored Nominees for the NTSA 2023 Elite Advisor Awards.
These NTSA financial advisors have been nominated by an ARA affiliate member and/or NTSA member, submitted their application, fulfilled all responsibilities and requirements, and have been affirmed by their colleagues.
The Honored Nominees are:
- John Bannan, CRES®; ABMM Financial; Rockleigh, NJ
- Jerrold Beck, AIF®; CRES®, Kades Margolis; Wayne, PA
- Suzanne Holway Conran, CRC®, AIF®, CRES®; KAF Financial Advisors, LLC; Braintree, MA
- Jeffrey C. Farris, CFP®; Dearborn & Creggs; Sugar Land, TX
- Lee Kroening, CFP®; The Legend Group; Getzville, NY
- Kelly A. Larkin, CFP®; Kelly A. Larkin; Seattle, WA
- Mitch Melan; Melan Financial; Atlanta, GA
- John (Jay) Merrill, CIMA®; Clifford & Rano Associates, Inc.; Worcester, MA
- Justin C. Muro, CRES®; Muro Wealth Management; Lombard, IL
- Jennifer Prosise, CFP®, CRES®; Voyager Group, Ltd.; Joliet, IL
- Rian A. Steinbiss, AIF®, CRES®; Clearpath Wealth Partners, LLC; Marlton, NJ
- Sara Scholl, CFP®, CRES®; Turning Pointe Financial; Basking Ridge, NJ
- Donald E. Wade, CFP®, CRES®; The Legend Group; Downers Grove, IL
Established in 2014, The NTSA Elite Advisor Awards are significant lifetime achievement awards that honor NTSA financial advisor members whose presence and innovative works have helped shape the best practices in serving clients in the 403(b), 457(b) and ERISA non-profit retirement industry. The Awards acknowledge their specific, outstanding, unique accomplishments and/or contributions.
“Providing retirement education and advice from advisors throughout our industry is at the very core of what the NTSA advocates for across the country,” noted NTSA Executive Director Nate Glassey. “We are happy to recognize those advisors that go above and beyond in providing education and service to the participants that they serve”.
The Awards’ goal is to recognize the very ‘best of the best’ Financial Advisor members of NTSA who have done the most to help individual plan participants accumulate assets for a meaningful retirement, to advocate proactively for this industry and its beneficiaries, to lead in profound ways, to creatively operate an ever-improving practice, and to mentor responsibly for the future.
“We are excited for such a quality group of Honored Nominees for the NTSA 2023 Elite Advisor Awards,” noted John Adzema, Chair of the NTSA 2023 Elite Advisor Awards Judging Committee. “Each advisor brings a unique accomplishment or story to the Awards process which demonstrates their commitment to furthering this industry and the participants who rely on their professional advice and service to attain a quality retirement”.
More information about the NTSA Elite Advisor Award is available at https://www.ntsa-net.org/industry-intel/elite-advisor-award.
About the National Tax-Deferred Savings Association (NTSA)
The National Tax-Deferred Savings Association is the Division of the American Retirement Association (ARA) which focuses on the needs of the tax-exempt and non-profit marketplace by leading, advocating and educating with their diverse, professional membership of financial advisors, consultants, administrators, and product creators and providers, all dedicated to meeting client needs. Formed in 1989, NTSA is nationally recognized for its thought leadership and policy expertise. Its more than 6,000 members provide consulting and administrative services for 403(b), 457(b) and ERISA non-profit plans in their target markets: k-14, higher education, healthcare, church, non-profit, 457(b) and Taft Hartley.
Media Contact:
Nevin E. Adams, JD, Chief Content Officer, American Retirement Association
703.516.9300 Ext 114, [email protected]