Press Release

NTSA Names Elite Advisors of 2023

Issued by National Tax-Deferred Savings Association [NTSA]

Dec. 6, 2022

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its Elite Advisors of 2023.

NTSA Elite Advisors are honored in person at the annual NTSA Awards luncheon, Monday, February 27, 2023, during the NTSA Summit, “Step Up,” at the Tampa Grand Hyatt, February 26 – 28, 2023.  Since the Awards’ 2014 inception, there have been 39 NTSA financial advisors recognized with this achievement. 

This year’s Elite Advisors are:

• Kelly A. Larkin, CFP®; Kelly A. Larkin; Seattle, WA
• Mitch Melan; Melan Financial; Atlanta, GA
• Jennifer Prosise, CFP®, CRES®; Voyager Group, Ltd.; Joliet, IL
• Rian A. Steinbiss, AIF®, CRES®; Clearpath Wealth Partners, LLC; Marlton, 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’ focus is on the Financial Advisor’s innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy within the 403(b), 457(b) and ERISA non-profit retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through employer-based retirement plans.  The Awards promote the NTSA values of open access, professional advice, universal standard of care, collaboration and ethical behavior. 

Nate Glassey, NTSA Executive Director, reiterated that “The NTSA Elite Advisor Awards demonstrate to the retirement industry, to the federal, state and local legislatures, and to the public that NTSA and its Advisors are critical to this marketplace. Elite Advisors are educated, experienced, community-involved professionals. Such professionals are critical for the process of achieving individual retirement security for those Americans in the tax-exempt non-profit, public and private sectors.”

The EAA Awards Judging Committee (AJC) represents various NTSA Advisor sectors and acts collaboratively, anonymously and with utmost confidentiality. The EAA AJC has no knowledge of the identities or specifics regarding the Nominator, Nominee and Affirmations, until such information is available in the public sector. For the 2023 Awards, these volunteer leaders are:

• Carla-Ann Goedtke, CPFA™, CRES®, MRFC®, CSA®, Investors Choice Financial Services, Slayton, MN; American Portfolios; 2022 Elite Advisor
• Michael Goldberg, CRES®, Equitable, Boca Raton, FL; Equitable 2021
• Chris Janeway, CPFA™, Fourth Point Wealth, Newport Beach, CA; PlanMember
• David Wolfe, CRES®, EFS Advisors, Minneapolis, MN; EFS Advisors 2020
• Chair (non-voting): John Adzema, QPA, QKC, QKA, TGPC, National Associates, Cleveland, OH
• Senior Advisor (non-voting); Chair NTSA Awards: Kristine J. Coffey, CPC, CPFA™, CRES®, CPE Associates, Ltd., Pewaukee, WI

“Telling the stories of these advisors by their Nominators, their Affirming parties and themselves proclaims the excellence that NTSA espouses,” asserted John Adzema, AJC 2023 Chair.

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.

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