Texas Tech University System s1

TEXAS TECH UNIVERSITY SYSTEM OPTIONAL RETIREMENT PROGRAM (ORP) AND TAX DEFERRED ACCOUNT PROGRAM (TDA) AUTHORIZED COMPANIES AND APPROVED REPRESENTATIVES March 7, 2014

Eligible employees interested in the Optional Retirement Program (ORP), or employees interested in the Tax Deferred Account Program (TDA) should contact listed representatives concerning details of annuity contracts or custodial mutual funds accounts. Employees may enroll with the vendor of their choice.

VALIC www.valic.com (Custodial Mutual Fund Accounts)

Janice Buchanan, Financial Advisor 300 Briarcrest Drive Ste, 314, Bryan, TX 77002 Tel: 979-229-8260, Fax: 979-776-3553, Email: [email protected]

Victor Gomez 1200 Golden Key Circle, Ste 101, El Paso, TX 79925 Tel: 915-633-0530, Cell: 915-274-1907, Fax: 915-598-3456, Email: [email protected]

Stephen Johns 2745 Dallas Parkway, Ste. 480, Plano, TX 75093 Tel: Office: 432-230-1069, Fax: 432-699-0769, Email: [email protected]

Theresa Krupka 14643 Dallas Pkwy. Ste. 770, Dallas, TX 75254 Tel: 972-922-4318, Email: [email protected]

Luis H. Navarro 1200 Golden Key Circle, Ste. 101, El Paso, TX 79925 Tel: 915-240-1007, Fax: 915-598-3456, Email: [email protected]

Kerry Norwood 2745 Dallas Parkway., Ste., 480 Plano, TX 75093 Tel: 432-770-5857, Fax: 972-490-1773, Email: [email protected]

Manuel Pedroza, Jr. 1200 Golden Key Circle, Ste. 101, El Paso, TX 79925 Tel: 915-599-7610, Fax: 915-598-3456, Email: [email protected]

TIAA-CREF http://enroll.tiaa-cref.org/ttu/ (Fixed & Variable Annuities and Custodial Mutual Fund Accounts)

Jason L. Boyd 2850 Lake Vista Drive, Ste. 200, Lewisville, TX 75087 Tel: 214-626-8304, Fax: 214-488-3214, Email: [email protected] Jacob “Jake” Litzau 2850 Lake Vista Dr. Ste. 200, Lewisville, TX 75067 Tel: 972-745-9671, Email: [email protected]

Ignacio Quiroz - Wealth Management Advisor 2850 Lake Vista Dr. Ste. 200, Lewisville, TX 75067 Tel: 972-745-9859, Fax: 214-488-3214, Email: [email protected]

Matthew Robertson 2850 Lake Vista Drive, Ste. 200, Lewisville, TX 75087 Tel: 214-626-8323, Fax: 214-488-3214, Email: [email protected]

Susan Seiter – Wealth Management Advisor 2850 Lake Vista Dr. Ste. 110, Lewisville, TX 75067 Tel: 214-626-8324, Fax: 214-488-3214, Email: [email protected]

PENTEGRA RETIREMENT SERVICES, INC ( Formerly RS Trust Group Co.) http://www.aspirefinserv.com/ (Custodial Mutual Fund Accounts)

Scott R. Dickerson 720 S. Tyler, Ste. 102, Amarillo, TX 79101 Tel: 806-331-2600, Fax: 806-331-2604, Email: [email protected]

Kathryn Diduch – East Texas Wealth Planning Advisors, Inc. 6725 Highlands Court Tyler, TX 75703 Tel: 903-581-6377, Fax: 903-561-6787, Email: [email protected]

Harold Evensky 4010 82nd St, Ste. 250, Lubbock, TX 79423 Tel: 806-747-7995, Fax: 806-747-8569, Email: [email protected]

Andrew E. Holt Navigation Financial 1319 4th Ave., Canyon, TX 79015 Tel: 806-655-0251, Fax: 806-656-0252, Email: [email protected]

Tracy L. Melder P.O. Box 10190, College Station, TX 77843 Tel: 866-264-5140, Fax: 866-945-9352, Email: [email protected]

Michael J. Miller 7120 I 40 West, Ste. 418, Amarillo TX 79106 Tel: 806-359-6526

Johnny T. Moore 720 S. Tyler, Suite 102 Amarillo, TX 79101 Tel: 806-331-2600, Fax: 806-331-2604, Email: [email protected] Mario L.W. Pauw 1309 Montana, El Paso, TX 79902 Tel: 915-778-9508, Fax: 915-603-4755, Email: [email protected]

Matthew D. Peck Amicus Financial Advisors, LLC 1661 Broadway, Lubbock, TX 79401 Tel: 806-392-4405, Fax: 888-826-4287, Email: [email protected]

John Ryan Salter 4010 82nd St, Ste. 250, Lubbock, TX 79423 Tel: 806-747-7995, Fax: 806-747-8569, Email: [email protected]

Camillo Silva West Texas Wealth Strategies/South Plains 401(k) 8302 Indiana Ave. Ste. 13, Lubbock, TX 79423 Tel: 806-853-7397, Email: [email protected]

Early VanCleve Mormac Brokerage Agency 1309 Montana Ave., El Paso, TX 79902 Tel: 214-762-9936, Fax: 817-239-5060, Email: [email protected]

Benjamin Westney 19230 Stonehue Ste. 4200 San Antonio, TX 78258 Tel: 210-477-7167, Fax: 210-977-7276, Email: [email protected]

METLIFE RESOURCES www.metlife.com (Fixed & Variable Annuities)

Beth Bokal 5400 LBJ Frwy, Sutie 1285 Dallas, TX 75240 Tel : 915-256-7130, Fax : 972-246-1662, Email : [email protected]

David Duchouquette 419 Executive Center, El Paso, TX 79902 Tel: 915-544-5999, Fax: 915-544-7328, Email: [email protected]

B. Miles Harris 1800 S. Washington, Ste 100, Amarillo, TX 79102 Tel: 806-371-7611, Fax: 806-371-0642, Email: [email protected]

Thomas L. Moore 1800 S. Washington, Ste 100, Amarillo, TX 79102 Tel: 806-371-7611, Fax: 806-371-0642, Email: [email protected] Tony Soto 5345 Montoya Dr., El Paso, TX 79932 Tel: 915-443-4100, Fax: 855-391-1927, Email: [email protected]

William Tates 415 W. Wall Street, Ste. 812, Midland, TX 79701 Tel: 432-570-1767, Fax: 432-570-0757, Email: [email protected]

James P. Terrion 2805 N Dallas Parkway, Ste 215, Plano, TX 75093 Tel: 800-236-8489, Fax: 972-378-3207, Email: [email protected]

LINCOLN FINANCIAL GROUP www.lincolnfinancial.com/TexasTech (Custodial Mutual Fund Accounts)

E Lawrence Smith 3250 W. Pleasant Run, Suite 200-953, Lancaster, TX 75146 Tel: 469-271-1318, Fax: 260-455-9667, Email: [email protected]

Jay Eagan – PFG Advisors 6010 82nd Street, Ste. 100, Lubbock, TX 79424 Tel: 806-791-8504, Fax: 806-795-0129 Email: [email protected]

Van Echols – PFG Advisors 6010 82nd Street, Ste.100, Lubbock, TX 79424 Tel: 806-791-8551, Fax: 806-795-5979 Email: [email protected]

Michael D. Ivey 5214 68th Street, Suite 100, Lubbock, TX 79424 Tel: 806-798-0045, Fax: 806-798-0335, Email: [email protected]

Larry Springer 3309 67th Street, Suite 8, Lubbock, TX 79413 Tel: 806-748-3000, Fax: 806-798-0047, Email: [email protected]

Marshall Barclay 4130 Rio Bravo St., Ste A-100, El Paso, TX 79902 Tel: 915-543-5630, Fax: 915-543-5629, Email: [email protected]

Samuel (Sammy) C. Biggers, 5214 68th, Suite 100, Lubbock, TX 79424 Tel: 806-798-0045, Fax: 806-798-0057, Email: [email protected]

Steve DeGroat 130 Rio Bravo, Suite A-100, El Paso, TX 79902 Tel: 915-543-5630, Fax: 915-543-5629, Email: [email protected]

C. Anderson Lambeth 4130 Rio Bravo St., Ste. A-100, El Paso, TX 79902-1002 Tel: 915-543-5630, Fax: 915-543-5629, Email: [email protected] Ernest C. Lynch, CLU, CNFC 3860 Blossom Lane, Odessa, TX 79762, Tel: 432-366-3631, Fax: 915-367-4560, Email: [email protected]

T. Scott Maples – PFG Advisors 6010 82nd Street, Ste. 100, Lubbock, TX 79424 Tel: 806-791-8519, Fax: 806-795-1371 Email: [email protected]

Doug Naegele – PFG Advisors 6010 82nd Street, Ste. 100, Lubbock, TX 79424 Tel: 806-791-8524, Fax: 806-795-5979 Email: [email protected]

Brian Pitaniello – PFG Advisors 6010 82nd Street, Ste. 100, Lubbock, TX 79424 Tel: 806-791-8557 Fax: 806-795-5979 Email: [email protected]

Chris Scioli – PFG Advisors 6010 82nd Street, Ste. 100 Lubbock, TX 79424 Tel: 806-791-8574, Fax: 806-795-1371 Email: [email protected]

Paul Scioli – PFG Advisors 4412 74th Street, Ste. A100, Lubbock, TX 79424 Tel: 806-784-0615, Fax: 806-741-1160 Email: [email protected]

John R. Wedel 4130 Rio Bravo St., Ste. A-100, El Paso, TX 79902-1002 Tel: 915-543-5630: Fax: 915-543-5629, Email: [email protected]

Jeffrey Zamora – PFG Advisors 6010 82nd Street, Ste. 100, Lubbock, TX 79424 Tel: 806-791-8556, Fax: 806-795-5979 Email: [email protected]

ING FINANCIAL SERVICES https://ingcustom.accp.ingplans.com/einfo/planinfo.aspx? cl=INGTXTCH&pl=TEXASTECHPU&page=homehome&domain=ingcustom.accp.ingplans.com (Fixed & Variable Annuities and Custodial Mutual Fund Accounts)

Leigh V. Bloss 700 N. Stanton St., 3rd Floor, El Paso, TX 79902 Tel: 915-543-4900, Fax: 915-533-0020, Email: [email protected]

Deborah Duckworth 2700 W. Plano Parkway C-3 Plano, TX 75075 Tel: 214-536-6195, Fax: 972-881-6197, Email: [email protected]

Kirk Haworth 6900 I-40 West, Suite 160, Amarillo, TX 79106 Tel: 806-358-1381, Fax: 806-353-2366, Email: [email protected] Joel Hernandez 700 N. Stanton, 3rd Floor, El Paso, TX 79902 Tel: 915-543-4902, Fax: 915-543-4903, Email: [email protected]

Donald K. Leonard, Jr. 8008 Slide Rd. #4, Lubbock, TX 79423 Tel: 806-798-7048, Fax: 806-798-7018, Email: [email protected]

Erika Marin 4545 Hondo pass Ste. C, El Paso, TX 79904 Tel: 915-759-6393, Fax: 915-855-7143, Email: [email protected]

Brian Keith Moon 1551 FM 1914, Hale Center, TX 79041 Tel: 806-928-9731, Fax: 806-577-4991, Email: [email protected]

Jamie Phillips 4415 Northcrest Dr, #1425, Midland, TX 79707 Tel: 432-520-8335, Email: [email protected]

Adam Prewett 15455 Dallas Parkway, Ste. 1250, Addison, TX 75001 Tel: 1-800-875-4944, Fax: 1-877-204-4344, Email: [email protected]

Joel Suarez 611 University Ave, Ste. 240, Lubbock, TX 79401 Tel: 806-796-3476, Fax: 806-771-0348, Email: [email protected]

FIDELITY INVESTMENTS www.plan.fidelity.com/ttu (Custodial Mutual Fund Accounts)

Anthony Palasota, Workplace Planning and Guidance Consultant 1576 East Southlake Blvd. Southlake, TX 76262 Tel : 214-701-1020, Fax : , Email : [email protected]

Miguel Salazar 1576 East Southlake Blvd. Southlake, TX 76262 Tel: 972-795-1562, Fax: 972-910-5116, Email: [email protected]

EDUCATORSMONEY www.educatorsmoney.com (Custodial Mutual Fund Accounts)

For Enrollment And Contract Information Call: 1-877-816-0548 (Option 3) www.educatorsmoney.com COMMONWEALTH ANNUITY www.commonwealthannuity.com (Fixed & Variable Annuities)

Ramon ‘Ray’ Chavarria 1420 Geronimo, Bldg C-130, El Paso, TX 79925 Tel: 806-747-0277, Fax: 915-778-9101, Email: [email protected]

Nila McAnally 6301 Indian School Rd, Albuquerque, NM 87110 Tel: 505-883-2527, Fax: 505-883-1668, Email: [email protected]

Mike Mitchell 6301 Indian School Rd, Albuquerque, NM 87110 Tel: 505-883-2527, Fax: 505-883-1668, Email: [email protected]

Anthony R. Morris 1420 Geronimo, Bldg. C-130, El Paso, TX 79925 Tel: 806-747-0277, Fax: 915-778-9101, Email: [email protected]

Fred Morris 2401 20th St, Lubbock, TX 79411 Tel: 806-747-0277, Email: [email protected]