The awards will be presented at the Jan. 27 Awards Luncheon at the 2020 NTSA Summit, Jan. 26-28, 2020, at the Gaylord Rockies Resort and Convention Center in Denver, CO

ARLINGTON, VA, December 11, 2019 /24-7PressRelease/ — The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its 2020 Elite Advisor Award Honored Nominees:

Joe Avallone, US Retirement Planning Associates, Winter Springs, FL

Leasa Huffman, CRES, CLU, FMLI, OFG Financial, Wakarusa, KS

Jason Levine, AIF, CFP, Lincoln Investment, Swamscott, MA

Gary Lucas, Williams and Company Financial Services, Holland, MI

Sara McGrath, AIF, Clifford & Rano Associates, Inc., Worcester, MA

Rian Steinbiss, AIF, CRES, Lincoln Investment, Marlton, NJ

David Wolfe, CRES, Educators Financial Services, Coon Rapids, MN

Donna Wren, CLTC, Lincoln Investment, Gibsonia, PA

“NTSA Elite Advisors are truly the ‘best of the best’ in the industry, focusing on client needs and leading advocacy in their local and national venues,” said NTSA Executive Director Brent P. Neese.

The awards will be presented at the Jan. 27 Awards Luncheon at the 2020 NTSA Summit, Jan. 26-28, 2020, at the Gaylord Rockies Resort and Convention Center in Denver, CO.

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 NTSA Elite Advisor Award proclaims to the retirement industry, to federal, state and local legislatures, and to the public that NTSA and its affiliated-advisors are critical to this marketplace,” said Michael Pollakowski of GWN Securities, Chair of the NTSA 2020 Elite Advisor Award Committee. “NTSA Elite Advisors are educated, experienced, involved community professionals, key attributes required for the process of achieving individual retirement security for those Americans in the non-profit public and private sector. Together with NTSA, these Elite Advisors are committed to open access, professional advice, standard of care, collaboration and ethical behavior.”

More information about the Elite Advisor Award is available at https://www.ntsa-net.org/industry-intel/elite-advisor-award. Information about the 2020 NTSA Summit is available at http://ntsa403bsummit.org/.

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.


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