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View More Press Releases by National Tax-Deferred Savings Association [NTSA]

Press release:

NTSA Elite Advisor Award Semi-Finalists Named

Issued by: National Tax-Deferred Savings Association [NTSA]

Date: May 6, 2015

ARLINGTON, VA, May 5, 2015 – The National Tax-deferred Savings Association (NTSA) announces 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.

This year’s NTSA Elite Advisor Award semi-finalists are:

  • Kathryn Cawley of The Voyager Group, Ltd, Joliet, IL
  • Aaron Alonzo of The Legend Group, Tucson, Az.
  • Alan Chinen of Chinen & Arinaga Financial Group, Mililani, HI
  • Larry Davenport of OFG Financial Services, Inc., Topeka, KS
  • Louis Deppas of The Legend Group, Lakewood, NY
  • Jody Detillier of Detillier Financial Advisors, LLC, New Orleans, LA
  • Daniel Dovan of The Legend Group, Rochester, N.Y.
  • Cynthia Egan of Lincoln Investment Planning, Inc., Pittsburgh, PA
  • Stephen Patrick Fallon of Legend Equities Corporation, St. Petersburg, FL
  • David Goldberg of Annuity Associates, Inc., Louisville, KY
  • Victoria Gort of The Legend Group, Stevensville, MI
  • William Haigh of EFS Advisors, Fairmont, MN
  • Shane Hall of Shane Hall Financial, Amarillo, TX
  • Thomas Hall of Tax-Sheltered Planning, Inc., Fayetteville, NC
  • Leasa Huffman of OFG Financial Services, Inc., Topeka, KS
  • Rick McCallister of McAllister Financial Group, Torrance, CA
  • James Mustard of Mustard Financial, Portland, OR
  • Ken Ogden of OFG Financial Services, Inc., Topeka, KS
  • Eric Peterson of Financial Alternatives, Wenatchee, WA
  • Lorraine Rocamboli of The Legend Group, Bohemia, NY
  • Myra Rosenblatt of Sosae Rose Financial Group, Glen Rock, NJ
  • Russel Sands of The Legend Group, Bohemia, NY
  • Noelle Smith of Innovative Financial Planning, Mahwah, NJ
  • Richard Stellfox of Kades-Margolis Corporation, Wayne, PA
  • Todd D. Stout of The Legend Group, Independence, OH
  • Donald D. Tiburziof The Legend Group, Getzville, NY
  • Lyle Uyeda of Chinen & Arinaga Financial Group, Mililani, HI
  • Richard Williams of Williams & Company, Grandville, MI
  • Jonathan Wilt of Lincoln Investment Planning, Marlton, NJ
  • David Wolfe of EFS Advisors, Coon Rapids, MN
The 2015 NTSA Elite Advisor Award will be presented at a general session during the NTSA 403(b) Summit in Nashville, Tenn., June 28-30. Additional information about the Elite Advisor Award is available at Information about the 2015 NTSA 403(b) Summit is available at

About NTSA:

Formed in 1989, the National Tax-deferred Savings Association (NTSA) represents more than 3,000 practitioners, agencies, corporate and employer members. For more than a quarter century, 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 all professionals involved in the 403(b) and 457(b) marketplace.


View More Press Releases by National Tax-Deferred Savings Association [NTSA]

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