| Thomas Anderton | 626 Financial | Portage | CFP | Percentage of assets |
| Adam Minor | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Bradley Sorenson | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Catharine Betzig | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Philip Devries | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Ryan Stephen | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Scott Pruski | Advosion | Ada | Not listed | Ongoing planning fee |
| Ann Davis | 626 Financial | Portage | Not listed | Percentage of assets |
| Brant Shrimplin | 626 Financial | Portage | Not listed | Percentage of assets |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Karen Morse | 626 Financial | Portage | Not listed | Percentage of assets |
| Kenneth Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Roger Denha | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Ryan Howard | 626 Financial | Portage | Not listed | Percentage of assets |