NTSA members receive complimentary registration for NTSA webcasts.
Hosted by the Women of NTSA Summit working group – this mid-year virtual event is a MUST-attend for ALL advisors – women and men! Let’s see how many advisors we can get together on one webinar! As we join together, we will all be identifying best practices and innovative ideas to access clients and prospects in 2024-25.
About the Speakers
Toni E. Whaley
2024 NTSA President and 2024 Marquis Who's Who Honoree, Toni E. Whaley is Co-Founder and CEO of Paladin Advisor Group, A PlanMember Financial Center. She has been a financial planner for over 20 years. Together with her husband Mike, she has grown Paladin Advisor Group to nine associate financial professionals, servicing several counties in the greater Baltimore and Washington DC area. Paladin services over 3,500 clients and manages over $290 million in client assets. Toni currently holds series 6, 65, 63 and life and health licenses; and a CRES – Certified Retired Education Specialist designation. As a financial professional, Toni focuses on helping those who make it their mission to serve others. Her clients include education professionals and their spouses, Federal employees, and employees of for-profit and non-profit organizations as well as Small Business. Helping people discover who they are, who they want to become and plan for their future is a major focus for Toni. Toni belongs to the Howard County Chamber of Commerce, the National Association of Professional Women, the Financial Services Institute, and the Howard County Estate Planning Council. Paladin Advisor Group is listed as an A+ accredited company with the Better Business Bureau. Toni is a topical speaker on subjects such as personal financial fitness, understanding how money works in our economy and personal responsibility. Toni is well-versed in pension and benefit features, retirement income planning, and senior benefits topics such as Medicare and Social Security.
Lisa Stubbs
Lisa Stubbs has 19 years of experience in the 403b Market and is the immediate past-president of NTSA. She co-chaired the NTSA Summit for multiple years and has extensive experience serving on NTSA committees focused on Business Intelligence, Membership Engagement, Government Affairs, CRES, and Summit. Lisa was honored with the NTSA Richard Ford Lifetime Volunteer Service Award in 2019.She holds a BSIM from Purdue University with minors in Industrial Engineering and Economics. Lisa served as a former Topeka City Council Member in 2005 and was the President of the Board for Downtown Topeka, Inc. Lisa is an active community volunteer on many non-profit boards focusing on women's and children's issues.
Donna Caloia
Over the 16 years that Donna Caloia has been in this industry, she has built a reputation for fostering advisor connections and enhancing their success. She established a women's initiative, creating a robust platform for female advisors to thrive. By leading a monthly webinar, Donna helps facilitate collaborative conversations on various professional and personal topics among female advisors. She also orchestrates an annual two-day in-person women's conference that empowers women at all stages of their careers and lives. Donna has been instrumental in helping advisors expand their client base through advisor-client events, which have also improved client retention. Her efforts in developing new business ideas and nurturing key advisor relationships have significantly contributed to the advisors' business growth. Donna has served as Co-Chair on the NTSA Summit Committee and played a role in launching the inaugural women’s initiative at the 2024 NTSA Summit. Currently, she serves as the NTSA Representative on the American Retirement Association (ARA) Council for Women.
Priti Patel
Priti Patel has been with Paladin Advisor Group, a PlanMember Financial Center for over 10 years. Coming from a Hospitality background, Priti has always been passionate about helping others. She has used this passion to continue learning and growing in the financial services industry. In her role as Business Development Coordinator, Priti strives to drive growth within the company, attract new talent and opportunities. Her experiences allow her to contribute to the success of Paladin by continually identifying openings, fostering strategic relationships and driving revenue expansion.
Jennifer Prosise
Jennifer Prosise lives in Joliet, IL with her two sons, Joshua, age 17 and Jacob, age 14, senior and freshman respectively. She has worked for The Voyager Group, Ltd. in Joliet for the last 16 years. Jennifer is a CERTIFIEND FINANCIAL PLANNER™ Professional, Certified Student Loan Professional, Financial Advisor and has a CRES certification. She has her FINRA Series 7,63 and 65 securities registrations. She also has her Illinois Life, Health and Variable Annuity licenses, as well. Jennifer attended Dominican University in River Forest where she received her BA in Business Administration in 2003, followed by her MBA in Finance in 2005. Jennifer is very active in her community. She has served in many volunteer positions over the last 10 years. She was Vice President and President of the Troy Schools PTO. Jennifer was actively involved in the Troy Parent Advisory Council for the Campus PAC for 4 years. She is past President and Vice President for the Joliet Park Foundation. She participated in Mentor 2.0 with Big Brothers and Big Sisters of Will County in conjunction with the Joliet High Schools. Jennifer worked with 2 female students for 3 years each and the goal was to get them to college. In 2020 Jennifer was initiated into the Joliet Elks. She has been a member of the Council for Working Women for the last 5 years and served on the Board for 4 years. Jennifer is also a past youth leader for High School FIRE at her church and she is a current Deacon. Jennifer is the Treasurer for the Estate Planning Council for the greater Joliet area. Lastly, Jennifer was just nominated to join the Leadership Council for NTSA starting January 2023. Jennifer is very passionate about her job and helping others. She has been helping clients achieve student loan forgiveness for 5 years now and has helped to get over $5.6 million forgiven. In her free time, Jennifer enjoys watching her boys play baseball. Next year, her son will be playing baseball for Concordia University in Chicago.