| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| David Blair | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Delonte Harrell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Derek Robinett | Amicus Financial Advisors | Midland | PFS, CFA | Percentage of assets, Hourly |
| Eli Mitcham | Asset Lift Wealth Management | Cypress | Not listed | Percentage of assets, Hourly |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Gianna Mossotti | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Joshua Ortiz | Amicus Financial Advisors | Lubbock | ChFC | Percentage of assets, Hourly |
| Kyle Wasson | Inside Edge Capital | Georgetown | CFP | Percentage of assets, Fixed fees |
| Leia Carpenter | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Christina Borger | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Jack Tamez | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Jessica Fairchild | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| John Hall | J.W. Hall Financial | San Antonio | Not listed | Percentage of assets |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| Mason Ning | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Michael Tull | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Nicholas Noll | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Peter McCleskey | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |