| Brad Hellman | Access Wealth Management | Louisville | CFP | Percentage of assets, Performance-based fees |
| Camden Miracle | Spectrum Financial Alliance | Nicholasville | CFP | Percentage of assets, Fixed fees |
| Charles Buckley | Spectrum Financial Alliance | Nicholasville | CFP | Percentage of assets, Fixed fees |
| Harrison Bailey | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Hugh Baker | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Jereme Ransick | Principled Wealth Advisors | Covington | CFP | Percentage of assets, Fixed fees |
| Luke Merry | Principled Wealth Advisors | Covington | CFP | Percentage of assets, Fixed fees |
| Marlene Men | Pillar Financial Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Melody Townsend | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Michael Don Tinio | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Ramsey Bova | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Sabina Lewis | Avant-Garde Wealth | Smiths Grove | CFP | Percentage of assets, Hourly |
| Stephen Byars | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Zachary Clark | Clark Financial Planning | Louisville | CFP | Fixed fees |