Skip to main content

You are here

NTSA 2021 Elite Advisor Award Honored Nominees Announced

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its 2021 NTSA Elite Advisor Award Honored Nominees.

Established in 2014, the NTSA Elite Advisor Award is an annual recognition program that has been established to honor Financial Advisors whose presence and innovative works have helped shape the best practices in serving clients in the ERISA non-profit, 403(b), and 457 retirement industry, as well as to acknowledge their specific outstanding accomplishments and/or contributions. 

The Honored Nominees for the NTSA 2021 Elite Advisor Award are:

  • Gregory Field, CRPC, CLTC, CRES, Financial Advisor, Kades-Margolis – Wayne, PA
  • Michael Goldberg, Senior Vice President, Equitable – Boca Raton, FL
  • Allei Holway, Financial Professional, Equitable – Wellesley, MA
  • Robert Morrissey, CFP, Financial Advisor, Reliant Financial – Kansas City, MO
  • Shane Robinson, MBA, Financial Adviser, Robinson and Associates – Greenville, NC
  • Paula Smith, President and Founder, ValuTeachers - Ponte Vedra, FL
  • Lisa Tursi, AIF, CRES, Financial Advisor, Lincoln Investment – Sudbury, MA

"NTSA salutes these financial advisor professionals working every day for their plan participants' success,” said Michael Pollakowski, GWN Securities, Chair of the NTSA 2020 Elite Advisor Award Committee. 

The NTSA 2021 Elite Advisors will be named in 2021. The NTSA 2021 Elite Advisors Award Judging Committee is led by Chair Mike Pollakowski, GWN, and Vice Chair Kent Schutte, EFS Advisors, and is further comprised of NTSA Elite Advisors Jody Detillier, Lincoln; Wat Keyes, CAPTRUST; Randal Lupi, Equitable; and Robert Young, PlanMember. Nominations and applications are anonymized, and reviewed with attention to detail, significant reflection and meaningful collaboration. NTSA is grateful for their service and leadership.

More information about the NTSA Elite Advisor Award is available at

About the National Tax-Deferred Savings Association (NTSA)

Formed in 1989, the National Tax-Deferred Savings Association (NTSA), a division of the American Retirement Association, 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,
[email protected]