List of Approved ORP/TSA Companies & Agents. Retirement & Investments

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1 List of Approved ORP/TSA Companies & Agents Retirement & Investments

2 Supplementing Your Retirement The Supplemental Retirement Program (SRP) is a voluntary 403(b) plan also offered by the ORP vendors. It is available to both TRS members and ORP participants, providing valuable flexibility and additional tax deferred funds for employees' personal retirement plans. This program is a supplemental tax deferred savings vehicle that receives no employer contributions and is subject to a maximum reduction regulated by Internal Revenue Codes. That amount is calculated using a Maximum Exclusion Allowance (MEA) formula that takes into account other tax deferred contributions such as those made under TRS or ORP. Employees who take advantage of this supplemental program are faced with many of the same decisions as ORP participants when selecting and monitoring companies and investments. 2 11/29/2018

3 Variable Annuity Life Insurance Company/VALIC VALIC P O Box Amarillo, Texas Michael Gifford 2929 Allen Parkway, RP-01 Houston, Texas Cell: (713) efax: (713) michael.gifford@valic.com Fidelity Investments FIDELITY P O Box Cincinnati, Ohio Phone: (800) New Accounts (800) Existing Accounts (800) Fax: (877) Brian Orner 2929 Allen Parkway, RP-01 Houston, Texas Phone: (713) Fax: (713) brian.orner@valic.com 3 11/29/2018

4 VOYA Retirement Insurance & Annuity Company / ING VOYA/ING P O Box Hartford, CT Shawn Quiggins Phone: (713) Phone: (832) shawnquiggins@voyafa.com Angela Bryant IH 10, Suite 750 Vidor, TX Phone: (409) Fax: (409) angela.bryant@voyafa.com 4 11/29/2018

5 Life Insurance Company of the Southwest Patrick Purcell Banner Ridge Lane Humble, TX Phone: (972) Cell: (281) Christina Gears 5201 N. O Connor Blvd. Suite 200 Irving, TX Phone: (972) christina@cmwfinancial.com Marcus Castille Corporate Drive Suite 130 Stafford, TX Phone: (800) (281) Cell: (409) Fax: (281) mcastille@momentum-financial.com Eddie Stallworth, Jr Hufsmith Rd. Suite 1333 Phone: (832) Cell: (281) eddie.pfsg@outlook.com 5 11/29/2018

6 Teachers Insurance and Annuity Association (TIAA-CREF) 6400 Fannin, Suite 2450 Houston, TX Phone: (832) (866) (832) Trey Brown Carine Smith Stephen Janak Vincent Branch

7 MetLife Resources Metropolitan Life Insurance Company MetLife Resources Metropolitan Life Insurance Company 5400 LBJ Freeway, Suite 1285 Dallas, TX Phone: (800) Vincent Faraci 2615 Calder, Suite 420 Beaumont, TX Phone: (409) (409) Fax: (409) Laura Heath 5400 LBJ Freeway, Suite 1285 Dallas, TX Phone: (800) Direct: (409) Fax: (855) Shiv Bagri 2615 Calder, Suite 550 Beaumont, TX Phone: (409) ext. 17 Fax: (409) Christopher Moore 5400 LBJ Freeway, Suite 1285 Dallas, TX Phone: (713) Fax: (713) /29/2018

8 ASPire Financial Services ASPire Financial Services 4010 Boy Scout Blvd., Suite 500 Tampa, FL Phone: (866) Bruce Stracener 4 Arcadiana Court Beaumont, TX Phone: (409) Fax: (409) BStracener@Sagepointadvisors.com John D. Tucker 6250 Judy Lane, Ste. 101 Beaumont, TX Phone: (409) Fax: (877) john.tucker@edwardjones.com Bo Crawford 985 IH-10 North, Suite 101 Beaumont, TX Phone: (409) Fax: (409) Timothy A. Holloway Inside Mid South Bank 555 N. Dowlen Rd. Beaumont, TX Phone: (409) Cell: (318) tholloway@royalaa.com Cindy Mims 1301 MLK Drive, Suite A Orange, TX Phone: (409) Fax: (409) Cell: (409) cindy.mims@wfafinet.com David Heinz 2615 Calder, 10 th Floor Beaumont, TX Phone: (409) Cell: (409) Fax: (888) Fax: (409) david.heinz@sunbeltsecurities.com Tina Lombardo 1425 Wellington Circle, Suite B Beaumont, TX Phone: (409) Tina.Lombardo@EdwardJones.com Zach Egbert 209 W. College St. Mesquite, TX Phone: (214) Fax: (214) Zach@redwoodfp.com Richard Becker 2717 Commercial Center Blvd., Suite E200 Katy, TX Phone: (832) rbecker@gwnsecurities.com /29/2018

9 Ellen Mallay 1330 Post Oak Blvd., Suite 2800 Houston, TX Phone: (713) Fax: (713) Bob McKnight 1407 N. University, Suite A Nacogdoches, TX Phone: (936) Fax: (936) westmcknight@suddenlinkmail.com 9 11/29/2018

10 USAA Life Insurance Company USAA Life Insurance Company 9800 Fredericksburg Road San Antonio, TX Phone: (800) Fax: (800) Debbie Rau Michael Douglass Donald Carol 10 11/29/2018

11 National Life Group Paulette Peoples Phone: (281) Cell: (281) Kimberly Williams Office: (409) Phone: (832) Ezra Spear 54 Bradford Circle Sugarland, TX Phone: (210) /29/2018