| Ben Jackson | Street Light Wealth Management | Dallas | CFA | Percentage of assets |
| Benjamin McCue | Goodman Financial | Houston | CFA | Percentage of assets, Hourly |
| Christopher Cayet | Sfmg Wealth Advisors | Plano | CFA | Percentage of assets, Fixed fees |
| David Hunter | Rhame & Gorrell Wealth Management | The Woodlands | CFA | Percentage of assets |
| Donald Capone | J.K. Financial | Houston | CFA | Percentage of assets, Hourly |
| Eric Barden | Barden Capital Management | Austin | CFA | Percentage of assets |
| Eric McDonald | Mcdonald Capital Management | Lubbock | CFA | Percentage of assets, Hourly |
| Jack Cowling | Austin Asset | Austin | CFA | Percentage of assets, Fixed fees |
| Jacqueline Gordon | Meridian Wealth Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Kevin Cress | Nesteggs | Soutlake | CFA | Percentage of assets, Hourly |
| Kyle Elam | Mcelhenny Sheffield Capital Management | Dallas | CFA | Percentage of assets, Fixed fees |
| Mark Michel | Diesslin Group | Fort Worth | CFA | Percentage of assets, Hourly |
| Mark Scott | Trinvest Advisors | Volente | CFA | Percentage of assets, Fixed fees |
| Michael Mulcahy | Kings Path Partners | Sugar Land | CFA | Percentage of assets, Hourly |
| Michael Mulcahy | Kings Path Partners | Sugar Land | CFA | Percentage of assets, Hourly |
| Michael Sepulveda | Meraki Advisors | Dallas | CFA | Percentage of assets, Fixed fees |
| Michelle Krick | Miller Global Investments | Dallas | CFA | Percentage of assets |
| Owen Murray | Horizon Wealth Advisors | Houston | CFA | Percentage of assets, Fixed fees |
| Paul Jackson | Lifestyle Wealth | Friendswood | CFA | Percentage of assets, Hourly |
| Richea Powell | Haven Wealth Group | Houston | CFA | Percentage of assets |
| Robert Jones | 1900 Wealth | San Antonio | CFA | Percentage of assets, Hourly |
| Robert Lloyd | Lloyds Intrepid Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| Robin Kollannur | Goodman Financial | Houston | CFA | Percentage of assets, Hourly |
| Ross Willmann | Warwick Partners | Bryan | CFA | Percentage of assets, Fixed fees |
| Royce Ramey | Versant Capital Management | Dallas | CFA | Percentage of assets, Hourly |
| Rubin Miller | Peltoma Capital Partners | Austin | CFA | Percentage of assets, Hourly |
| Ryan Dilworth | Requisite Capital Management | Dallas | CFA | Percentage of assets, Fixed fees |
| Samuel Murray | Murray Investment Management | Houston | CFA | Percentage of assets, Hourly |
| Sandip Gokhale | Iron Oak Capital Management | El Paso | CFA | Percentage of assets, Hourly |
| Scott Miller | Miller Global Investments | Dallas | CFA | Percentage of assets |
| Stefan Whitwell | Whitwell Advisors | Bee Cave | CFA | Percentage of assets |
| Stephanie Williams | TFR Capital | Plano | CFA | Percentage of assets, Hourly |
| Taylor Herzog | Valinor Wealth Management | Plano | CFA | Percentage of assets, Hourly |
| Timothy Dwight | Fireside Capital Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Todd Brockwell | 1900 Wealth | San Antonio | CFA | Percentage of assets, Hourly |
| Tyler Hunt | Myfi Wealth Management | Houston | CFA | Percentage of assets |
| William Dunk | Paradigm Advisors | Dallas | CFA | Percentage of assets, Hourly |
| William Moran | Howard Financial Services | Dallas | CFA | Percentage of assets, Hourly |