Teresa White is a CFP®-certified financial advisor with 40 years of experience, currently affiliated with Money Managers Inc. She has worked with LPL Financial LLC and Next Financial Group Inc. Prior to that, she spent over four decades at Money Managers Inc. White is also involved in non-variable insurance through her own agency. Money Managers Inc. serves individuals, small businesses, and investment company clients by providing discretionary portfolio and wealth management, financial planning, and pension consulting. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and active trading strategies, and is notable for sponsoring a wrap fee program and managing accounts for investment companies.

Randall Reinagel is a financial advisor with Money Managers Inc in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and NEXT Financial Group before and during his tenure at Money Managers Inc. Randall also operates a non-variable insurance agency as a side business. Money Managers Inc provides investment advisory services to individuals, small businesses, and investment company clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using model portfolios and a combination of fundamental and technical analysis, and it acts as a wrap fee program sponsor, a role that is uncommon among peer team firms.

Cody Heffron is a financial advisor at Money Managers, Inc. in San Antonio, TX, holding a Series 66 credential with three years of industry experience. He previously worked at NEXT Financial Group Inc. and LPL Financial. Outside of advisory services, he is also active as a non-variable insurance agent. Money Managers, Inc. serves individual and high-net-worth clients, small businesses, and employee benefit plans, offering portfolio management, wealth management, and financial planning. The firm provides primarily discretionary portfolio management using model portfolios tailored to different risk tolerances and sponsors a wrap fee program with actively managed accounts.