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NTSA 2019 Elite Advisor Award Semifinalists Named

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has announced the semifinalists for its prestigious NTSA Elite Advisor Award.

The 2019 NTSA Elite Advisor Award will be presented at the Award Luncheon Monday, January 28, 2019 of the NTSA 30th Anniversary Summit in Tampa, FL Jan. 27-29. 2019. The 2019 NTSA Elite Advisor Award semi-finalists are:

Tana Barker, Inspire Financial Group, McKinney, TX; Broker-Dealer, PlanMember Securities

Christine Dreesen, OFG Financial Services, Scottsdale, AZ; Broker-Dealer, OFG Financial Services, Inc.

Troy Dueker, TEAM Advisors, San Juan Capistrano, CA; Broker-Dealer: PlanMember Securities

Leasa Huffman, ChFC, CLU, FLMI, OFG Financial Services, Wakarusa, KS; Broker-Dealer, OFG Financial Services, Inc.

Gary Immink, Williams & Co. Financial Solutions, Grandville, MI; Broker-Dealer, PlanMember Securities


Thomas Kopsie, ChFC, CLU, Kades-Margolis Corporation, Plymouth Meeting, PA; Broker-Dealer, GWN Securities, Inc.

Randal Lupi, AXA Advisors, Novelty, OH; Broker-Dealer, AXA Advisors

Kenneth McInerney, CPFA, Lincoln Investment, Clay, NY; Broker-Dealer, Lincoln Investment

Kate McMaster, KT Financial, Topeka, KS; Broker-Dealer, OFG Financial Services, Inc.

Erik Peterson, Financial Alternatives, Wanatchee, WA; Broker-Dealer, PlanMember Securities Corporation

Donald Tiburzi, CRC, Lincoln Investment, Getzville, NY; Broker-Dealer, Lincoln Investment

Michelle Tomei, M3 Investment Services, Royal Oak, MI; Broker-Dealer, Lincoln Investment

Don Wade, CFP, Lincoln Investment, Downers Grove, IL; Broker-Dealer, Lincoln Investment

Kelli Webb, CFC, RICP, Pathway Financial Solutions, Salina, KS; Broker-Dealer, OFG Financial Services, Inc.

David Wolfe, EFS Advisors, Coon Rapids, MN; Broker-Dealer, Advanced Advisor Group

Robert Young, One2One Wealth Strategies, Glendale, AZ; Broker-Dealer, PlanMember Securities


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(b) retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.

“NTSA honors the ‘best of the best’ with its Elite Advisor Award,” stated Brent P. Neese, NTSA Executive Director. “Elite Advisors excel in advocacy, practice management, leadership and legacy.”

More information about the Elite Advisor Award is available at Information about the 2019 30th Anniversary NTSA Summit is available at

Since its inception, NTSA has acknowledged 26 Elite Advisors. A complete list is available on

About the National Tax-Deferred Savings Association (NTSA)

Formed in 1989, the National Tax-Deferred Savings Association (NTSA) represents nearly 6000 practitioners, agencies, and corporate members. For nearly three decades, NTSA has been nationally recognized for its thought leadership and policy expertise with regard to public-sector retirement plans. NTSA represents its membership in Washington, D.C. and state capitals across the country to address issues and design retirement plans that improve employee outcomes. NTSA also provides high-quality education, professional development, and information resources for those involved in the 403(b) and 457(b) marketplace.

Media Contact:  Nevin E. Adams, JD, Chief Content Officer, American Retirement Association, 703.516.9300 Ext 114,