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Approved ORP/TDA Vendors and Representatives
| American Funds | William Shields | Austin, TX | 512.695.9959 | wshi143701@aol.com |
| Michael Murphy | Wimberley, TX | 800.206.9799 | Michael.Murphy@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@mattmeyers.net |
| Diane King | Austin, TX | 800.356.2175 | diane@mattmeyers.net | |
| *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 | Austin, TX | 800.236.8489 | pmayhew@metlife.com | |
| Pentegra Retirement Services | Thomas Anderson | Lewisville, TX | 972.420.7686 | tanderson@pentegra.com |
| Terry Roberts | Martindale, TX | 512.393.9965 | troberts18@austin.rr.com | |
| Security Benefit | Richard Gutshall | Austin, TX | 512.736.4237 | |
| Kenneth Gutshall | Austin, TX | 512.291.5011 | ||
| TIAA-CREF | Scott Coombes | Austin, TX | 866.842.2952 x257003 | scoombes@tiaa-cref.org |
| Dawn Stoffel | Austin, TX | 866.842.2952 x257023 | dstoffel@tiaa-cref.org | |
| VALIC | Don Franzen | Austin, TX | 512.231.0225 | Donald.Franzen@valic.com |
| Albert Stentz | Austin, TX | 512.517.8862 | Albert.Stentz@valic.com | |
| Arrowhead Asset Management (Fee only money managers working independently with Fidelity Investments and TIAA-CREF) | Ralph Boschert | Wimberley, TX | 800.299.4646 | arrowbiz@texasorp.com |
| *Indicates this vendor offers the Roth TDA option. | ||||