| Ashley Tabb | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Beckham Wyrick | Aptus Capital Advisors | Fairhope | CFP, CFA | Percentage of assets, Fixed fees |
| Caroline Gayle | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Daniel McLeod | Brown Financial Advisory | Fairhope | CFP, ChFC | Percentage of assets, Hourly |
| David Carroll | Fairvoy Private Wealth | Birmingham | CFP | Percentage of assets |
| David Clark | DMC Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| David Jackson | Colarion | Mountain Brook | CFP | Percentage of assets |
| David Kassouf | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Donald Rice | Money Management Services | Birmingham | CFP | Percentage of assets, Hourly |
| Evan Hipp | Brown Financial Advisory | Fairhope | CFP | Percentage of assets, Hourly |
| Gerard Kassouf | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Harvey Hutchinson | Brown Financial Advisory | Fairhope | CFP | Percentage of assets, Hourly |
| James Moore | Timberchase Financial | Homewood | CFP | Percentage of assets, Fixed fees |
| Jerry Swiney | Park Square Financial Group | Hoover | CFP | Percentage of assets, Hourly |
| John Hensley | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Jonathan Dvorak | Uptick Partners | Cullman | CFP | Percentage of assets, Fixed fees |
| Justin Taylor | Charter Wealth Management | Daphne | CFP | Percentage of assets, Hourly |
| Kara Wingard | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Katherine Martin | Cahaba Wealth Management | Birmingham | CFP | Percentage of assets, Fixed fees |
| Katie Lenz | Timberchase Financial | Homewood | CFP | Percentage of assets, Fixed fees |
| Kimberly Bolton | YFP Wealth | Berry | CFP | Percentage of assets, Fixed fees |
| Matthew Murphy | Marble Wealth | Montgomery | CFP | Percentage of assets, Fixed fees |
| Matthew Satterfield | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Michelle Pike | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Peter Schilli | Southern Financial Group | Birmingham | CFP | Percentage of assets, Hourly |
| Phillip Gipner | Longview Financial Advisors | Huntsville | CFP | Percentage of assets, Fixed fees |
| Raymond Saliba | Saliba Asset Management | Huntsville | CFP, CFA | Percentage of assets, Hourly |
| Robert Maund | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Shannon Pike | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Stephen Davis | Fairvoy Private Wealth | Birmingham | CFP, ChFC | Percentage of assets |
| Stephen Mandracchia | Tulip Financial Planning | Harvest | CFP | Percentage of assets, Fixed fees |
| Tyler Busby | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |