| Scott Iverson | Claris Advisors | St. Louis | CFP, ChFC | Percentage of assets, Hourly |
| Scott Morrison | Moment Private Wealth | Saint Louis | CFP | Percentage of assets, Fixed fees |
| Stephen Rhodes | Signify Wealth | St. Louis | CFP | Percentage of assets, Performance-based fees |
| Thaddus "Dan" Danford | Family Investment Center | Saint Joseph | CFP | Percentage of assets, Hourly |
| Timothy Egart | Brand Asset Management Group | Chesterfield | CFP | Percentage of assets, Fixed fees |
| Travis Franks | Prosperity Planning | North Kansas City | CFP | Percentage of assets, Fixed fees |
| Trevor Harris | Sonas Financial Group | Kansas City | CFP | Percentage of assets, Hourly |
| Winston Meyer | Family Investment Center | Saint Joseph | CFP | Percentage of assets, Hourly |
| Zachary Bradford | Tenet Retirement Services | Chesterfield | CFP | Percentage of assets, Fixed fees |
| Zachary Emslie | Bluevine Advice | Kansas City | CFP | Percentage of assets, Fixed fees |