| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |