| Name | Website | Contact | Address | Phone | |
|---|---|---|---|---|---|
| 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 |  | Michael Doner | San Antonio, TX | 866.921.4844 | Michael.doner@fmr.com |
| ING Life Insurance & Annuity Co |  | Matt Meyers | Austin, TX | 800.356.2175 | matt@crfinancialservices.com |
| Matthew Meyers, Jr. | Austin,TX | 512.794.1348 | |||
| Lincoln Investment Planning, Inc |  | Kenneth Gutshall | Austin, TX | 512.291.5011 | kgutshall@lincolninvestment.com |
| Richard Gutshall | Austin, TX | 512.736.4237 | rgutshall@lincolninvestment.com | ||
| MetLife Resources |  | Stefani Price | Austin, TX | 512.219.9755 | sprice@metlife.com |
| Paul Mayhew | San Marcos, TX | 512.757.2278 | pmayhew@metlife.com | ||
| Pentegra |  | Terry Roberts | Martindale, TX | 512.393.9965 | troberts18@austin.rr.com |
| TIAA-CREF |  | Derek Eckert | Austin, TX | 512.795.7021 | deckert@tiaa-cref.org |
| Steve Leland | Austin, TX | 512.795.7027 | sleland@tiaa-cref.org | ||
| Joy Doss | Lewisville, TX | 972.745.9867 | ldoss@tiaa-cref.org | ||
| VALIC |  | Matt Gilbride | Houston, TX | 832.405.4115 | Matt.gilbride@valic.com |
| Jocelyn Cates | San Antonio, TX | 210.630.3010 | jocelyn.cates@valic.com | ||
| Brandon Shaughnessy | Houston, TX | 832.265.5162 | Brandon.shaughnessy@valic.com | ||
| Registered Investment Advisors - independent, percentage fee-based money managers | |||||
| Arrowhead Asset Management | TIAA-CREF/Fidelity Investments | Ralph Boschert | Wimberley, TX | 800.299.4646 | arrowbiz@texasorp.com |
| Planto|Roe |
TIAA-CREF | Richard Sharp | San Antonio, TX | 210.477.7155 | richard.sharp@plantoroe.com |
| Gene Roe | San Antonio, TX | 210.771.5052 | gene.roe@plantoroe.com | ||
| Steven Arnold | San Antonio, TX | 817.266.7573 | steven.arnold@plantoroe.com | ||
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