| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Ryan Schroer | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Blake Flint | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Brit Inman-Swanson | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Donald Wellings | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| James Walter | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Lucinda Buce | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Matthew Peck | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Nelson Gonzalez | Amicus Financial Advisors | Rosharon | Not listed | Percentage of assets, Hourly |
| Sue Grbac | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Temitayo Ilori | Hyvorian Financial | Garland | Not listed | Percentage of assets, Hourly |
| Will Oliver | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Chris Bentley | Parker Prescott Capital Management | Dallas | Not listed | Percentage of assets, Fixed fees |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Michael Garcia | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Muhammad Ammar | FYRA Capital Management | Frisco | Not listed | Percentage of assets, Hourly |
| Stephen Jackson | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |