| Cean Kenefick-Rogers | WLTH Capital Management | Chandler | CFP, CFA | Percentage of assets, Fixed fees |
| Charles Picerni | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Corey Bird | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Courtney Mason | CMC Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Dana Anspach | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Edward Heintz | Heintz Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Eric Stein | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Jessica Pariser | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Joshua Gardner | Prosper Private Wealth | Mesa | CFP | Percentage of assets, Hourly |
| Kathleen Mealey | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Matthew Harrison | Attessa Capital | Tucson | CFP, CFA | Percentage of assets |
| Matthew Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Randy Siegel | Aletheian Wealth Advisors | Prescott | CFP | Percentage of assets, Fixed fees |
| Robert Kerns | Kerns Legacy Planning | Phoenix | CFP | Percentage of assets, One-time planning fee |
| Stephanie Schultz | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tabitha Daly | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Karmi Gutman | Lifestyle Planning | Chandler | CFP | Ongoing planning fee |
| Matthew Benson | Sonmore Financial | Chandler | CFP | Percentage of assets, Fixed fees |
| Alan Anderson | Yavapai Financial Planning | Prescott | CFP | Percentage of assets, Hourly |
| Alexander Telidis | Innovative Financial Solutions | Chandler | CFP | Percentage of assets, Ongoing planning fee |
| Ananda Das | Life Strategy Partners | Tucson | CFP, AEP, RICP, RSSA | Percentage of assets, Hourly |
| Beau Kemp | Switchpoint Financial Planning LLC | Chandler | CFP | Percentage of assets, Hourly |
| Brian Wruk | Transition Financial Advisors Group, Inc. | Gilbert | CFP, MBA | Percentage of assets, Hourly |
| Charles Rossi | Intelligent Capitalworks | Scottsdale | AEP, AIF, CAP, CFA | Percentage of assets, Hourly |
| Erin Itkoe | Luminescent Wealth Management | Phoenix | CFP, PFS | Percentage of assets, Hourly |
| Frank Jackson | Bledsoe Asset Management | Phoenix | CFP | Percentage of assets |
| Jake Moller | TFO Family Office Partners | Phoenix | CFP | Percentage of assets, Hourly |
| James Schwartz | Strategic Wealth Advisors, LLC | Scottsdale | CFP, RICP, CPA, MBA | Percentage of assets, Hourly |
| Jordan Naffa | Arista Wealth Management | Scottsdale | ABFP, ADPA, AWMA, CFP | Percentage of assets, Hourly |
| Katelyn Kalomiris | JGP Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| Kristopher Johnson | Stone Island Financial Planning | Scottsdale | CFP | Percentage of assets, Hourly |
| Lauren Mishra | Elion Financial LLC | Tucson | CFP, EA, PhD | Fixed fees |
| Ross Patterson | Sterling Investment Management | Tucson | CFP, ChFC | Percentage of assets |
| Tanner Bortnem | Harmoney Wealth | Gilbert | CFP | Percentage of assets, Fixed fees |
| Todd Bendell | Optima Capital Management | Tempe | CFP | Percentage of assets |
| Trevor Scheid | Luminescent Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Abe Askil | Titan Capital Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Alan Norris | Norris Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| Alexander Cohen | 3roots Wealth Partners | Scottsdale | CFP | Percentage of assets, Hourly |
| Alexandra Kroot | Wedmont Private Capital | Phoenix | CFP | Fixed fees |
| Andrew Holemon | Sage Financial Advisors | Scottsdale | CFP, PFS | Percentage of assets, Hourly |
| Angus Schaal | Tandem Wealth Advisors | Phoenix | CFP | Percentage of assets, Fixed fees |
| Barrett Geist | Ironwood Investment Counsel | Scottsdale | CFP | Percentage of assets |
| Benjamin Barchilon | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Brian Jackson | Ironwood Investment Counsel | Scottsdale | CFP, CFA | Percentage of assets |
| Brian Springsteel | Springsteel Investment Advisors | Phoenix | CFP, PFS | Percentage of assets, Hourly |
| Brian Voelker | The Table Financial Planning | Fountain Hills | CFP | Percentage of assets, Hourly |
| Bryant Andrus | SBC Investment Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Cortney Giles | Archstone Wealth Advisors | Chandler | CFP | Percentage of assets, Hourly |