| Connor Oak | Crane Capital Management | Spring Park | Not listed | Percentage of assets |
| Debra Pladsen | Fortress Financial Group | Chanhassen | Not listed | Percentage of assets |
| Derek Nutter | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Jacob Hagen-Erickson | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Joseph Nicholas | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
| Matthew Gulbransen | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Ryan Key | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Aimee Hatlestad | The Hatlestad Group | Edina | CFP | Percentage of assets, Hourly |
| Donald Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Jacob Kogler | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| James Ronn | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Phillip Christenson | Phillip James Financial | Plymouth | CFA | Percentage of assets |
| Robert Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Tyler Madill | Maris Wealth Management | Duluth | Not listed | Percentage of assets, One-time planning fee |
| Derek Wulff | Navista Wealth Management | Minnetonka | Not listed | Percentage of assets, Hourly |
| Jason Hetland | Financial Planning Navigators | Maple Grove | Not listed | Percentage of assets, Fixed fees |
| Aaron Soderberg | BirdRock Wealth Management | Minneapolis | Not listed | Percentage of assets |
| Emily Dolan | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| James Sexton | Phillip James Financial | Plymouth | Not listed | Percentage of assets |
| John Obrien | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Mindy Prow | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Nelson Moen | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Patricia Kavanagh | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Wayne Trana | Blue Anchor Wealth Advisors | Hutchinson | Not listed | Percentage of assets, Hourly |
| Donald Schroeder | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Dylan Ronn | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Nathan Kimle | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Patrick Illies | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Thomas Sjoberg | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Zachary Panek | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |