| Frederick Semmer | Caissa Wealth Strategies | Bloomington | CFA | Percentage of assets, Fixed fees |
| Jacob Wolkowitz | Accredited Investors Wealth Management | Edina | CFA | Percentage of assets, Fixed fees |
| Joseph Schwarz | Schwarz Dygos Wheeler Investment Advisors | Minneapolis | CFA | Percentage of assets, Hourly |
| Keith Tufte | Longview Wealth Management | Orono | CFA | Percentage of assets, Hourly |
| Lawrence McGuire | Red Rock Capital Advisors | Hibbing | CFA | Percentage of assets, Hourly |
| Mark Vitelli | Compass Capital Management | Minneapolis | CFA | Percentage of assets, Fixed fees |
| Matthew Wright | Cahill Financial Advisors | Victoria | CFA | Percentage of assets, Hourly |
| Michael Clancey | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Sean Smith | Accredited Investors Wealth Management | Edina | CFA | Percentage of assets, Fixed fees |
| Stephen Dixon | Birchwood Financial Partners | Bloomington | CFA | Percentage of assets, Hourly |
| Turner Storm | Marks Group Wealth Management | Minnetonka | CFA | Percentage of assets, Fixed fees |
| Ujae Kang | UAK Diversified Wealth Advisors | Mahtomedi | CFA | Percentage of assets, Fixed fees |
| William Dove | 1834 Investment Advisors | St. Louis Park | CFA | Percentage of assets, Fixed fees |