| Andrew Oster | Triton Financial Group | Oklahoma City | CFP | Percentage of assets, Hourly |
| Austin Bryan | Hogantaylor Wealth | Tulsa | CFP | Percentage of assets, Hourly |
| Barry Logan | Hogantaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Brandon Biles | Hogantaylor Wealth | Tulsa | CFP | Percentage of assets, Hourly |
| Charles Craig | C.E.C. Wealth Management | Tulsa | CFP | Percentage of assets |
| David Evans | Comprehensive Financial Planning | Oklahoma City | CFP | Percentage of assets, Hourly |
| David Ortiz | L&s Private Wealth | Oklahoma City | CFP | Percentage of assets, Fixed fees |
| Eugene Smith | Chartmark Investments | Tulsa | CFP | Percentage of assets, Hourly |
| Janelle Skelton | Total Wealth Planning and Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jeffrey Ashford | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jeremy Wilcox | TOM Johnson Investment Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Joanna McCall | Wealth Management Solutions | Oklahoma City | CFP | Percentage of assets, Hourly |
| Krista Strohoffer | Sustainable Advisors Alliance | Tulsa | CFP | Percentage of assets, Hourly |
| Pamela Brandt | Sustainable Advisors Alliance | Tulsa | CFP | Percentage of assets, Hourly |
| Shanda Sullivan | Aspen Wealth Planners | Broken Arrow | CFP | Percentage of assets, Hourly |
| Steven Conkin | Conkin Financial Group | Edmond | CFP, ChFC | Percentage of assets, Fixed fees |
| Subir Grewal | Washington Square Capital Management | Tulsa | CFP, CFA | Percentage of assets, Fixed fees |
| Troy Jones | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |
| William Atkinson | Access Financial Resources | Oklahoma City | CFP | Percentage of assets, Hourly |