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Approved ORP/TDA Vendors and Representatives

Name Website Contact Address Phone Email
American Funds 

american funds

   American Funds

William Shields  Austin, TX 512.695.9959 wshi143701@aol.com
Michael Murphy Wimberley, TX 800.206.9799 Michael.Murphy@edwardjones.com
Jerrold McMillan San Marcos, TX 512.396.3442 Jerrold.Mcmillan@edwardjones.com
Cody Dailey San Marcos, TX 512.393.2022 Cody.Dailey@edwardjones.com
Fidelity Investments
 
 

fidelity

Fidelity Investments

John Harris Westlake, TX 512.318.9556 john.harris@fmr.com
Jason Walters Westlake, TX 682.206.8786 jason.walters@fmr.com
Lincoln Investment Planning, Inc  
 
 

lincoln investment

Lincoln Investment

Kenneth Gutshall Austin, TX 512.657.2155 kgutshall@lincolninvestment.com
Richard Gutshall Austin, TX 512.736.4237 rgutshall@lincolninvestment.com
Pentegra Terry Roberts Martindale, TX 512.393.9965  troberts18@austin.rr.com
Gene Roe San Antonio, TX 210.477.7140 gene.roe@plantoroe.com
TIAA Armando
Hernandez
Austin, TX 512.795.7007 ahernandez2@tiaa.org
Miguel
Armendariz
Austin, TX 512.795.7035 miguel.armendariz@tiaa.org

 

VALIC  
 
 

 

valic

Valic

Benjamin Blakelock Austin, TX 210.315.4136 Benjamin.Blakelock@valic.com
Robert Johnston Austin, TX 512.922.3114 Robert.Johnston@valic.com
Tommy Ortiz Austin, TX 210.336.2711 Tommy.Ortiz@valic.com
Voya Life Insurance & Annuity Co  

voya


Voya Life Insurance

Matt Meyers Austin, TX 800.356.2175 matt@crfinancialservices.com
Matthew Meyers, Jr. Austin,TX 512.794.1348